Investment Advisor Representative
Denise Iarrobino offers client service support to our company. She is responsible for working with the service team.
Ed Kiernan is a professional Financial Advisor with extensive experience helping affluent families and business owners. Proud Alum of the University of Massachusetts, Dartmouth...
Jason is a lifetime Massachusetts resident who resides in Waltham, MA. Jason has had experience working with the senior citizen community here in Massachusetts. Proud Alum of the University of Massachusetts, Amherst...
Jessica Cole is a Financial Advisor who focuses on helping her clients achieve their financial goals, such as retirement or funding their children's education, through comprehensive financial planning and investment management....
Joan C. Boyd lives in Franklin, MA and is a Financial Representative specializing in estate strategies for working families and retirees. She also works closely with women to help them achieve their financial goals and objectives....
Jon is a Registered Representative of SagePoint Financial and has been working in the financial industry for 20 years. Jon is an IARFC Registered Financial Consultant and a member of *Ed Slott’s Master Elite IRA Advisor Group.
Licensed Insurance Producer
Kathryn is a registered insurance producer who has been employed by Legacy Financial Advisors for the past 7 years. She works alongside Maggie Green to help manage Jon Green and Tom Fisher’s practice.
Maggie Green is an Investment Advisor Representative of SagePoint Financial, who helps to manage the day-to-day operations of Jon Green and Tom Fisher’s practice.
Digital Marketing Manager
Mary Jo Rufo is the Digital Marketing Manager. Prior to joining the Legacy team in March 2020, Mary Jo gained experience in private banking, social media management and customer service. She currently handles all marketing efforts,...
Matthew Pescatore has been helping individuals and businesses achieve their financial goals for over 14 years, by providing advice on Investment Planning, Tax, Retirement, Estate Planning, and Insurance.
Michael Tartarini OSJ for Legacy Financial Advisors, Inc. Michael has over 20 years of Financial Services Industry experience in retail and wholesale of financial markets. Michael has been associated with Fidelity Investments, John...
(800) 427 - 9781
Paul J. Mauro, CLU, ChFC is the Managing Partner of Legacy Financial Advisors, Inc. and has been in the industry for 47 years. In 1987, as the financial industry was starting to evolve, Paul started his own independent firm. Paul...
Rodrigo obtained his Bachelor's in Economics from Mackenzie University in Sao Paulo, Brazil. His professional career developed in the Finance/Banking sector...
Certified Financial Advisor
Tom is an Investment Advisor Representative of SagePoint Financial and has been working in the financial industry for almost 35 years...
A recent addition to the Legacy Financial Advisors, Inc., Bill has over 27 years in the financial services industry. Bill started his career as a college intern with Northwestern Mutual in January of 1991 in Springfield, Massachusetts...