Broker Check

Team

 

Paul Mauro, CLU, ChFC

Managing Partner

(800) 427 - 9781

pmauro@lfsadvisors.com

Paul J. Mauro, CLU, ChFC® is the Managing Partner of Legacy Financial Advisors, Inc. and has been in the industry for over 49 years. In 1987, as the financial industry was starting to evolve, Paul started his own independent...

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Matthew Pescatore, ChFC®

Managing Partner

(800) 427-9781

mpescatore@lfsadvisors.com

Matthew Pescatore Sr. has been helping individuals and businesses achieve their financial goals for over 15 years, by providing Comprehensive Financial Planning to clients which includes Retirement, Estate, Insurance and Wealth...

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Michael Tartarini

Branch Manager

(800) 427-9781

(508) 366-1711

mtartarini@lfsadvisors.com

Michael Tartarini OSJ for Legacy Financial Advisors, Inc. With over 25 years in the financial services industry, Michael brings a wealth of knowledge to the team. He currently holds a Series 7...

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Kenneth L. Moran

Financial Advisor

(800) 427-9781

kmoran@lfsadvisors.com

Kenneth L. Moran is a financial advisor with over 25 years of experience managing money for individual clients and businesses. Ken takes pride in getting to know his clients and takes the time to really understand their individual...

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Edward Kiernan, IV

Financial Advisor

(800) 427-9781

ekiernan@lfsadvisors.com

Ed Kiernan is a professional Financial Advisor with extensive experience helping affluent families and business owners. Proud Alum of the University of Massachusetts, Dartmouth...

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Jason Batista

Financial Advisor

(800) 427-9781

jbatista@lfsadvisors.com

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...

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Richard J. Tartarini, AIF®

Financial Advisor

(800) 427-9781

rich.tartarini@lfsadvisors.com

Rich Tartarini is a Financial Advisor with over thirty years of experience in the financial services industry. Rich has built a reputation on providing clients with integrity, work ethic, accessibility, experience and a common-sense...

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Larry McHugh

Financial Advisor

800-427-9781

lmchugh@lfsadvisors.com

Legacy Financial Advisors, Inc are pleased to welcome Larry McHugh RICP® (Retirement Income Certified Professional, obtained from American College in 2014) to the Legacy Financial Advisors team. Larry has over 28 years of...
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William "Bill" Balint

Financial Advisor

(413) 261-7005

(413) 261-7111

bbalint@lfsadvisors.com

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...

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Joan C. Boyd

Financial Representative

(800) 427-9781

jboyd@lfsadvisors.com

Joan C. Boyd, LUTCF lives in Franklin, MA and is a Financial Representative specializing in strategies for working families and retirees. She also works closely with women to help them achieve their financial goals and objectives...

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Matthew Pescatore Jr

Para-Planner/ Client support specialist

800-427-9781

Matt.pescatorejr@lfsadvisors.com

Matthew Pescatore JR. is a recent graduate of Merrimack College in North Andover with a bachelor’s degree in business administration. Previously beginning as an intern with Legacy, he is starting his full time position as a...

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Cathy Portanova

Office Manager

800-427-9871

cportanova@lfsadvisors.com

Cathy Portanova is Office manager here at Legacy Financial Advisors, Inc. She started in the financial services industry in 1991.Cathy graduated from Norton High School in 1989 and Katherine Gibbs Administration school in 1990.She...

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April Quiles

Assistant Office Manager / Client service specialist

800-427-9781

aquiles@lfsadvisors.com

April Quiles is in her second year at Legacy Financial Advisors Inc. as an Administrative assistant. April grew up in Greenville New Hampshire and later Graduated from Nashoba Valley Technical Highschool in 2014, where she studied to...
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Theresa Dunnebier

Client service specialist

800-427-9781

tdunnebier@lfsadvisors.com

Teri has been involved in the financial industry for over 40 years. Associated with Paul Mauro through the moves from big company relationships to the start of the current rendition of the independent firm of Legacy Financial Advisors,...
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Denise Iarrobino

Service Support

(800) 427-9781

diarrobino@lfsadvisors.com

Denise Iarrobino offers client service support to our company. She is responsible for working with the service team.

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Heather Peterson

Receptionist

800-427-9781

hpeterson@lfsadvisors.com

I started with the firm in December of 2021 as the front desk receptionist. In the past year I have been able to expand my day to day duties with the firm and I'm excited for the opportunity to challenge myself in 2023! When I'm not at...
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