Johnson Brunetti Expands to North Shore

WOBURN, Mass. - Oct. 17, 2023 - PRLog -- Johnson Brunetti, an ALERA GROUP Company providing financial guidance and services to retirees and those planning to retire, has announced their expansion to the North Shore with a new office located at 304 Cambridge Street, Suite 450, in Woburn 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 and their third office in Norwell, MA, in April of 2023.

The North Shore office will be hosting financial workshops in North Shore communities that are open to the public beginning this month. Those interested may visit the website and register at this link, https://johnsonbrunetti.com/financial-workshops/.  Or those interested can call 888-406-8122 to register for any workshop that is convenient to their schedule.

Nick Colantuono, CFP® and David Shapiro will hold appointments in the Woburn 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.

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.

"The North Shore office will enable us to serve our current and future clients in the region with easier access and convenience," said Joel Johnson, CFP® and managing partner at Johnson Brunetti. "Our team enjoys the opportunity to volunteer and support service initiatives in the communities that we serve and we look forward to becoming active members of the North Shore Community."

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.