Benefits
Atlantic Benefit Group
Ralph J. Rotman, CLU, ChFC, AEP
One Beacon Street, 25th Floor
Boston, MA 02108
617-742-8900
rrotman@atlanticbenefit.com
Book Keeping Services
Hamilton Bookkeeping LLC
Liz Silva, Owner
P.O. Box 2303
42 Bay Road
Hamilton, MA 01982
978-468-1661
liz.silva@comcast.net
Business Services
Action Coach, Business Coaching
Caleb C. Powers
Business Coach
42 Bay Rd.
Hamilton, MA 01982
978-468-2268
calebpowers@actioncoach.com
ADP Small Business Services
Joshua Moore
District Manager
225 Second Ave.
Waltham, MA 02451
781-622-3082
joshua_moore@adp.com
College Planning Services
John L. DeLorey, Jr.
34 Spofford Street
P.O. Box 1509
Newburyport, MA 01950
978-462-1666
JohnDeLorey@CollegePlanningServices.org
Financial Planning Services
Pelletier Financial
Michael R. Pelletier, CFP
7 Federal Street, Suite 36
Danvers, MA 01923
978-774-4110
michael.pelletier@lpl.com
Beauport Financial Services
David S. McKechnie, CLU
3 Heritage Way, Suite 2
Gloucester, MA 01930
978-283-0748
david@beauportfinancial.com
Prudential Financial
Robert R. Krause, MBA, LUTCF
23 Whistlestop Mall
Rockport, MA 01966
978-546-5135
robert.krause@prudential.com
Northwestern Mutual Financial Network
Jason M. D'Entremont, Financial Representative
107 Audubon Bldg 2 Ste 205
Wakefield, MA 01880
781-224-1624
Jason.Dentremont@nmfn.com
Home Improvement
Vesey Home Improvement
Craig Vesey
6 Hood Terrace
Danvers, MA 01923
978-766-6597
cmrrt@yahoo.com
Mortgage Services
Gold Coast Mortgage Services
John Donlon
100 Cummings Center, Suite 330 A
Beverly, MA 01915
978-922-4446
Wakefield Co-operative Bank
Sean Dunn
342 Main Street
Wakefield, MA 01880
781-224-7341 ext. 249
sdunn@wcbbank.com
Payroll Services
Mass Pay
Jason Maxwell
100 Cummings Center, Suite 426H
Beverly, MA 01915
978-998-6896
jason@masspay.net
Retirement Planning
Safe Harbor Retirement Planning
Mark S. Singer, CFP®
President
Seaport Landing
152 The Lynnway
Lynn, MA 01902
781-599-2660
Disclaimer
New England Investment & Retirement Group
Bruce Worthington
Financial Consultant
231 Sutton Street, Suites 2A & 2B
North Andover, MA 01845
978-975-2559
mailto:bruce@neinv.com
Disclaimer
Tutoring and College Consulting
Serge Consulting
Serge Shnayder
100 Cummings Center, Suite 314H
Beverly, MA 01915
508-498-6982
info@sergeconsulting.com
Web Design and Photography
Sperling Interactive
Michael Sperling
Owner
978-239-3244
mike@sperlinginteractive.com
Strategic Partners
John M. Leonetti, Esq., M.S. Finance, CM&AA
Managing Director, Pinnacle Equity Solutions
Author of Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and their Advisors
John M. Leonetti is the founder of Pinnacle Equity Solutions and, for fifteen years, has served as a principal, a manager, a transactional advisor, a legal advisor and a financial advisor to privately held businesses, their owners, and their advisors. Over this time period John has noticed a lack of consistency in how Exit Strategy services are delivered to the entrepreneur. This inconsistency exists, even though succeeding a business is one of the most important and complex financial decisions that will be made in that business owner's lifetime. Proper planning and well timed exits can literally mean millions of dollars in additional Value and Wealth Preservation that is added to a business owner's net worth and legacy.
John brings to the Exit Strategies practice an extensive education to go with his hands-on work experience. He earned his Law Degree from Suffolk University and is an attorney in the State of Massachusetts. Along with the Law Degree, John also completed a Masters Degree in Finance at Suffolk's Sawyer School of Management and holds a BS in Finance from Providence College.
Academic achievements include teaching Retirement and Estate Planning courses at Suffolk University for those studying to earn the CFP® certification and a 'first of its kind' Private Capital Markets course being offered in the Spring of 2007. Private Capital Markets is a course for MBA Students, Entrepreneurial students, Business Owners and Advisors on Valuing, Financing and Transferring privately held businesses within the developing world of the Private Capital Markets. In the Fall of 2008 John will be releasing his book, Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and their Advisors.
Originally from Brooklyn, New York, John currently resides in Canton, Massachusetts, with his wife, Christine, and their four children - Catherine, Elizabeth, Michael and Nicholas. He remains actively involved with his alma mater, having received its Outstanding Alumni Award in 2003 in recognition of his continuing dedication. John enjoys spending time with his family.

