[Hidden-tech] Recommendations needed for professional services

[Steven Caron]

David,
 
My firm, Old School Capital, is a fee-only financial advisor largely working
with private business owners and executives.  We are a member of the
Association of CPA Financial Planners, strictly adhere to a fiduciary
approach in our relationships and work with clients throughout New England.
 
With best regards,
 
Steve Caron
 
 
Steven G. Caron
Managing Director
Old School Capital LLC
Telephone  (978) 475-9040
Telefax:      (978) 662-3265
www.OldSchoolCapital.com <http://www.oldschoolcapital.com/> 

-----Original Message-----
From: hidden-discuss-bounces at lists.hidden-tech.net
[mailto:hidden-discuss-bounces at lists.hidden-tech.net] On Behalf Of David
Spound
Sent: Monday, February 25, 2008 12:44 PM
To: hidden-discuss at lists.hidden-tech.net
Subject: [Hidden-tech] Recommendations needed for professional services


Hi all,

I am in need of recommendations for several different professionals:

I am seeking an insurance agent with expertise in life insurance (and
possibly other types of policies as well such as professional liability).

I am also seeking a financial planner - my strong preference is to work with
someone who charges a fee rather than someone who earns commissions on
investments.

Any recommendations will be greatly appreciated.

Finally, a friend who is moving to Northampton would like to make contact
with a realtor to help him buy a home for his family. He would like to find
someone who knows the Northampton housing market well and will be patient in
helping him find a suitable home (and not just push for a quick sale). I
will pass along any recommendations to my friend so that he can follow-up
directly.

In gratitude for the amazing wealth of knowledge in our group (and the
ongoing generosity in sharing that knowledge).

David

++++++++++

David Spound, M.Ed.
Valley Mindfulness

(413) 219-0654
david at valleymindfulness.com
http://www.valleymindfulness.com

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