Our Team

 


Bruce A. Favorat,

Brucecolor2.JPG

Tel: 978-689-2777
Email: bruce@favorat.com

Bruce A. Favorat,
Registered Representative-Securities offered through Osaic Wealth
, Inc., Member FINRA/SIPC

Investment Advisor Representative-Advisory Services offered through Osaic Wealth, Inc.


Park Place, 350 Park Street, Suite 205 S
North Reading, MA 01864
Tel: (978) 689-2777
Cell: (978) 397-2777
Fax: (978) 689-3638
Web Site: www.favorat.com  Email: bruce@favorat.com

Bruce A. Favorat has a BS from Bentley College in Accountancy and has been serving clients since 1980 in the financial services industry.  Bruce provides guidance and wealth management to successful individuals, business owners and retirees as an independent planner.

 

Troy Bigwood, BFA

Tel: 978-689-2777
Email: troy@favorat.com

Registered Office Assistant

Certafications: Behavioral Fianancial Advisor

 

 

Jan, Office Staff
Representative Assistant

 

 

 

 

 

 

Tel: 978-689-2777   Email: clientsupport@favorat.com

Responsiblities include customer service, new accounts, auditing, cost basis, data base management.

 

Kyle Vinci

Director of Reporting 

 

 

 

 

 

Tel: 978-689-2777   Email: kvinci@favorat.com

Responsiblities include performance reports, website and data base management.