Marianne Bimber

Client Services Representative

Domicile State: MA

Marianne prepares and is responsible for the continued service of all investment accounts, financial plans, and insurance policies for our clients. In addition, she works to ensure that client's needs with funds, forms, changes and any additional services are met.  She also assists clients with their transfer needs in moving funds from one account to another. Marianne can be reached for all account or policy servicing needs. 

Phone 617-239-8027
Fax 617-316-8263