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The firm has opened a new office at 120 Longwater Drive in Norwell, MA.
NORWELL, Mass. - BostonChron -- Johnson Brunetti, an independent retirement and investment specialty firm, has announced their expansion to the South Shore with a new office located at 120 Longwater Drive, Suite 102, in Norwell MA.
Johnson Brunetti was founded in 2003 and opened their Massachusetts headquarters in Needham, MA, in April of 2018. They opened a second office in Franklin, MA, in October of 2021.
Nick Colantuono, CFP® and David Shapiro will lead the Norwell office. Colantuono joined Johnson Brunetti in 2018 and has been in the financial services industry since 2009. As a Certified Financial Planner professional, Colantuono uses a holistic approach to planning and seeks to understand his clients' personal and financial goals as they transition from a life of working to a life of doing the things they love in retirement. As a fiduciary to his clients, he takes a proactive approach to their investment, insurance, business planning, estate planning, and other financial planning needs. He holds his Series 66 license as well as his Life, Health and Property and Casualty licenses.
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David Shapiro has been in the financial services industry since 1998. He has an MBA and holds the Series 66 license as well as Life & Health Insurance licenses. He believes his broad knowledge of the financial services industry creates an ideal foundation to understand and help clients achieve their goals. Shapiro, who joined Johnson Brunetti in 2018, is skilled at taking complex investment strategies and distilling them into simple understandable information.
"We are excited about the expansion to the South Shore of Boston. We have been acquiring clients in this area and will be able to better serve them with this local office." said Joel Johnson, CFP® and managing partner at Johnson Brunetti. "We look forward to becoming an active part of the community through our local business support and employee volunteer service initiatives."
About Johnson Brunetti
Johnson Brunetti is a retirement planning firm. Johnson Brunetti provides the financial guidance and service that retirees and those planning for retirement need as they strive to achieve financial independence. To learn more about Johnson Brunetti, its services and what they can do for you, give them a call at 800-208-7233 or visit them at www.JohnsonBrunetti.com.
Johnson Brunetti was founded in 2003 and opened their Massachusetts headquarters in Needham, MA, in April of 2018. They opened a second office in Franklin, MA, in October of 2021.
Nick Colantuono, CFP® and David Shapiro will lead the Norwell office. Colantuono joined Johnson Brunetti in 2018 and has been in the financial services industry since 2009. As a Certified Financial Planner professional, Colantuono uses a holistic approach to planning and seeks to understand his clients' personal and financial goals as they transition from a life of working to a life of doing the things they love in retirement. As a fiduciary to his clients, he takes a proactive approach to their investment, insurance, business planning, estate planning, and other financial planning needs. He holds his Series 66 license as well as his Life, Health and Property and Casualty licenses.
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David Shapiro has been in the financial services industry since 1998. He has an MBA and holds the Series 66 license as well as Life & Health Insurance licenses. He believes his broad knowledge of the financial services industry creates an ideal foundation to understand and help clients achieve their goals. Shapiro, who joined Johnson Brunetti in 2018, is skilled at taking complex investment strategies and distilling them into simple understandable information.
"We are excited about the expansion to the South Shore of Boston. We have been acquiring clients in this area and will be able to better serve them with this local office." said Joel Johnson, CFP® and managing partner at Johnson Brunetti. "We look forward to becoming an active part of the community through our local business support and employee volunteer service initiatives."
About Johnson Brunetti
Johnson Brunetti is a retirement planning firm. Johnson Brunetti provides the financial guidance and service that retirees and those planning for retirement need as they strive to achieve financial independence. To learn more about Johnson Brunetti, its services and what they can do for you, give them a call at 800-208-7233 or visit them at www.JohnsonBrunetti.com.
Source: PR First
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