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Women & Investing – Free panel discussion to be held at the Plymouth Chamber of Commerce on May 5th

Women & Investing – Free panel discussion to be held at the Plymouth Chamber of Commerce on May 5thRead More

How do you protect your nest egg? Free panel discussion at the John Curtis Library Hanover

Some jest – “When did my 401K turn into a 201K?”   But market volatility and your nest egg is no laughing matter.

Recent and drastic shifts in China’s economy as well as concerns over plummeting oil prices and ongoing turmoil in the Middle East have investors worried about their financial future – from college funding to retirement planning.

A panel discussion entitled “Market volatility – how do you protect your nest egg?” will address that topic.  The free presentation will include seasoned, regional financial experts including Betsy Vallone of Essential Asset Management based in Norwell, MA; Bob Leonard of Rodman CPAs located in Waltham, MA; and Attorney James Tierney, Law Offices situated in Duxbury, MA.

The discussion, including time for questions and answers, will be held February 24, 6 p.m. – 7:30 p.m. at John Curtis Library, 534 Hanover Street (Route 139), Hanover, MA 02339.  Light refreshments will be served.  To RSVP, please call (781) 569-4914 or email betsy.vallone@essential-am.net.

Families, small business owners, people in transition and those in retirement who are generating income are encourage to attend and learn strategies to protect their financial future.

Topics will include an outline of safer investment options, simple measurement tools to keep investments on track, alternatives to traditional investing and strategies for paying yourself first.

The panel discussion is sponsored by Essential Asset Management (EAM) of Norwell, MA. The firm was founded in 2011 and provides a full array of planning and investment related services to meet clients’ specific needs and goals. From portfolio management and retirement planning, to estate planning and tax efficient investing, the firm’s investment advisors work closely with clients, engaging and encouraging ongoing feedback, in the creation of a holistic financial plan. Steve Daglio and Betsy Vallone are co-owners, principals, and partners of the fee-based investment advisory firm serving families and individuals throughout the South Shore. The husband and wife team have a combined 26 years of experience working in financial services, providing investment strategies for individuals, small businesses, institutions, and even other financial advisors.

Essential Asset Management, LLC is located at 167 Washington Street, Norwell, MA 02061. For more information, visit www.essentialassetmanagement.net.

 

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Investment Advisor Betsy Vallone Joins Norwell, MA Financial Services Firm

Betsy Vallone
Betsy Vallone

Betsy Vallone, Investment Advisor and Certified Financial Education Instructor (CFEI), joins her husband, Steve Daglio, at their financial services firm, Essential Asset Management (EAM) in Norwell, MA.

Ms. Vallone, a Norwell resident and co-owner and principal of EAM, is returning from maternity leave to take an active role in the firm as an Investment Advisor and educator. Ms. Vallone will provide clients with tailored financial advice and services based on their specific goals, concerns, and requirements. She will also lead financial education workshops that are focused on women and investing, which will cover the fundamentals in financial planning and more.

“Essentially, we help local families achieve financial security for their retirement years. We also provide specialized advice and services to women and others who are impacted by sudden wealth or other significant life-changes such as divorce, a new job or a new baby,” explained Ms. Vallone.

A seasoned Investment Advisor with nearly a decade of experience, Ms. Vallone holds Series 65 and Life, Accident and Health insurance licenses and has certification as a financial education instructor from the National Financial Educators Council. She received a Bachelor of Arts in Economics from Fairfield University in Connecticut and has continued graduate studies at Bentley University. She is currently a Certified Financial Planner (CFP) candidate and will sit for the CFP exam in July 2016.

Ms. Vallone’s vast experience includes serving as a Financial Planning Consultant at Fidelity Investments and as a Retirement Consultant at TIAA-CREF, to working in high tech at Oracle and Hubspot before leaving the corporate world to run her own successful dog training business.

She is a member of the South Shore Women’s Business Network.

To learn more about EAM or to schedule a consultation with the husband and wife financial services team, visit  www.essentialassetmanagement.net.

About the Firm

Founded in 2011, Essential Asset Management (EAM) provides a full array of planning and investment related services to meet clients’ specific needs and goals. From portfolio management and retirement planning, to estate planning and tax efficient investing, the firm’s investment advisors work closely with clients, engaging and encouraging ongoing feedback, in the creation of a holistic financial plan. Steve Daglio and Betsy Vallone are co-owners, principals, and partners of the fee-based investment advisory firm serving families and individuals throughout the South Shore. The husband and wife team have a combined 26 years of experience working in financial services, providing investment strategies for individuals, small businesses, institutions, and even other financial advisors.

Essential Asset Management, LLC is located at 167 Washington Street, Norwell, MA 02061. For more information, visit  www.essentialassetmanagement.net.

__________________________________________________________

Investment Advisory Services offered through Bay Colony Advisors, a Registered Investment Advisor. Clearing, custody or other brokerage services provided by Fidelity Brokerage Services, LLC. Members NYSE, SIPC.  Office of supervision: 91 Main Street Suite 308 Concord, MA 01742. Phone 978-369-7200. Steven Daglio and Betsy Vallone are Investment Advisor Representatives of Bay Colony Advisors.  Advisory Services offered to residents of: Connecticut, Florida, North Carolina and Massachusetts. Bay Colony Advisors and Essential Asset Management, LLC are not affiliated.

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Baker, Braverman & Barbadoro P.C. donates legal services to Quincy Center for Innovation

Theresa Barbadoro, Esq.

BOSTON, BRAINTREE AND QUINCY, MA…

New businesses face many challenges. Some of the most daunting of those challenges are ones the business owner might not be aware of because they do not seek legal counsel prior to opening their doors for business. In an effort to help new businesses avoid potential legal pitfalls, Baker, Braverman & Barbadoro P.C., a dynamic full-service law firm with a team of attorneys advising individuals, businesses and families throughout Quincy, Braintree, the South Shore and metro Boston areas, is donating legal counsel to the Quincy Center for Innovation.

Each month, Baker, Braverman & Barbadoro Attorney Theresa Barbadoro holds office hours at the Innovation Center’s Eastern Nazarene College location at 180 Old Colony Avenue at the campus in Quincy. During the four hours she’s there, Barbadoro counsels new businesses on issues ranging from business classification (e.g. incorporating vs. LLC) to asset purchases and more.

“Our Firm’s bread and butter is small business. We have counseled many over the years and have seen some very promising new businesses either not get off the ground or attain more success because they did not consult an attorney prior to starting their business,” said Paul Barbardoro, a partner at Baker, Braverman & Barbadoro, P.C. “By offering free legal counsel, we can help fledgling startups get their legs underneath them without legal issues tripping them up down the road.

In addition to donating time on a monthly basis, Baker, Braverman & Barbadoro have been involved in other Quincy Center for Innovation activities. This spring, Warren Baker, another partner at the Firm, served on the judges’ panel for the Center’s Quick Pitch competition. Similar to the premise of the hit television show “Shark Tank,” the Quick Pitch contest had entrepreneurs pitch their ideas to a panel of judges, with the best winning a $2,500 prize.

“The best part about working with new business owners is the enthusiasm they have for the product or service they are trying to bring to the market,” said Theresa Barbadoro. “Their passion and energy usually ends up inspiring me and I look forward to my time at the Center each month.”

For information about the Quincy Center for Innovation, including Baker, Braverman & Barbadoro’s hours at the Center, visit http://quincyinno.com.

About the Firm

Founded in 1995, Baker, Braverman & Barbadoro P.C. is a full-service law firm located in Quincy committed to providing every client with personal attention and superior legal service at reasonable rates.

The firm’s attorneys provide legal advice and counsel to individuals, businesses and families throughout Quincy, Braintree, South Shore and metro Boston areas.  Led by five partners with a combined 100+ years of experience, Baker, Braverman & Barbadoro’s practice areas include litigation, tax, trust and estate planning, real estate, zoning and land use, corporate law, finance, criminal defense, immigration law, election law, and divorce and family law.  Baker, Braverman & Barbadoro also offers a Speaker’s Bureau on topics of tax, estate planning, small business law and corporate law.

Baker, Braverman & Barbadoro, P.C. is headquartered at 300 Crown Colony Drive, Suite 500 in Quincy, MA.  For more information, contact (781) 202-6929 or visit their website at http://www.bbb-lawfirm.com.

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Baker, Braverman & Barbadoro P.C. hosts personal items drive for domestic violence and abuse victims

DOVEBOSTON, BRAINTREE AND QUINCY, MA…

Baker, Braverman & Barbadoro P.C., a dynamic full-service law firm with a team of attorneys catering to individuals, businesses and families throughout Quincy, Braintree, the South Shore and metro Boston areas, has partnered with DOVE, a domestic violence assistance organization, on a drive to collect various personal and household items—toothbrushes, toothpaste, shampoo soap, cleaning supplies, etc.

Starting April 14 through May 30, Baker, Braverman & Barbadoro, P.C. will be collecting these items in containers situated in both their offices at 300 Crown Colony Drive in Quincy and in the Firm’s offices on the fifth floor. The Firm is seeking donations of the following items:

  • Personal hygiene – toothbrushes, toothpaste, soap, deodorant, nail clippers
  • Bed and bath – shampoo, conditioner, bath towels, washcloths, pillows
  • Kitchen – paper towels, Kleenex, disposable utensils/plates, silverware, pots/pans
  • Cleaning Supplies – floor cleaner, disinfecting wipes, mops, brooms, Windex
  • Feminine hygiene products – sanitary napkins, shaving cream

The general public and fellow tenants of 300 Crown Colony Drive are encouraged to contribute.

“The recent case involving Jared Remy has brought the serious issue of domestic violence to the table. It can be very difficult for some women to leave an abusive situation because of the uncertainty of leaving. DOVE provides the assistance that these women and their children need to make a very difficult and brave decision,” said Paul Barbadoro, a partner at the Firm. “The work DOVE does with victims of domestic violence is exemplary and we’re hoping that our fellow tenants at 300 Crown Colony will agree and assist this very worthy cause.”

The current drive represents the second drive Baker, Braverman & Barbadoro, P.C. have undertaken for DOVE. Last November, the Firm hosted a coat and canned good drive on DOVE’s behalf.

DOVE, Inc. provides a broad range of preventive and responsive services to victims of domestic violence and their families. Over the past year, DOVE has provided emergency shelter to 38 adults, 34 children, answered more than 2,500 hotline calls, provided community-based services to more than 900 clients and educated more than 2,000 teens and community members on the many complex issues surrounding domestic violence.

“Now more than ever women in abusive domestic situations need our assistance,” said Claudia Cuscianna, DOVE senior manager of development and communications. “We thank Quincy neighbors at the firm of Baker, Braverman & Barbadoro, P.C. for stepping up to collect these much needed and appreciated items and raise awareness for the families DOVE supports.”

For more information on DOVE, please visit www.dovema.org. For information on Baker, Braverman & Barbadoro, P.C. visit www.bbb-lawfirm.com.

About the Firm

Founded in 1995, Baker, Braverman & Barbadoro P.C. is a full-service law firm located in Quincy committed to providing every client with personal attention and superior legal service at reasonable rates.

The firm’s attorneys provide legal advice and counsel to individuals, businesses and families throughout Quincy, Braintree, South Shore and metro Boston areas.  Led by five partners with a combined 100+ years of experience, Baker, Braverman & Barbadoro’s practice areas include litigation, tax, trust and estate planning, real estate, zoning and land use, corporate law, finance, criminal defense, immigration law, election law, and divorce and family law.  Baker, Braverman & Barbadoro also offers a Speaker’s Bureau on topics of tax, estate planning, small business law and corporate law.

Baker, Braverman & Barbadoro, P.C. is headquartered at 300 Crown Colony Drive, Suite 500 in Quincy, MA.  For more information, contact (781) 202-6929 or visit their website at http://www.bbb-lawfirm.com.

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A good judge of new small businesses. Baker, Braverman & Barbadoro P.C. helps select winner of Quick Pitch competition.

Warren F. Baker of Baker, Braverman & Barbadoro, P.C. sits on judges panel for Quincy Center for Innovation's Quick Pitch Competition
Warren F. Baker of Baker, Braverman & Barbadoro, P.C. sits on judges panel for Quincy Center for Innovation’s Quick Pitch Competition

BOSTON, BRAINTREE AND QUINCY, MA…

When it comes to presentations before judges, the attorneys at Baker, Braverman & Barbadoro P.C., are used to being on the other side of the bench. On April 4, Attorney Warren Baker was in one of the judge’s seats, listening to small business pitches from seven budding entrepreneurs as part of the Quincy Center for Innovation’s Quick Pitch competition.

Held at the Center’s Eastern Nazarene College location, the Quick Pitch competition gave aspiring entrepreneurs the opportunity to pitch their business ideas before a panel of judges with the opportunity to win up to $2,500 to get their business idea off the ground. The judge panel consisted of Quincy Center for Innovation sponsors, Center volunteers and members of the local business community.

“The Firm specializes in working with small businesses and we work with many innovative clients. The ideas presented by the seven entries in the Quick Pitch were well thought out and extremely creative,” said Baker.

This year’s winner was Cohasset native Mike Filbey and two of his former classmates, Moshin Khan and Mark Lindquist, who won for their enterprise Canary, an online marketplace that helps people buy and sell unwanted items locally while donating a portion of each sale to local charities.

“Clearly, we’re thrilled with winning the Quick Pitch Competition,” said Filbey. “Not only is this a confidence booster for me and my partners but the prize money will enable us to trademark our company logo and enhance our website’s functionality.”

Other winners included Richard Keough of Quincy, taking second place and winning $1,000 in kick-start money for his Tablet Pistol Grip 360, a handle that attaches to the back of a digital tablet to make it easier to hold and use. Luis Mora, a junior at Eastern Nazarene College who grew up in Hyde Park, won the student contest and $1,000 for Mora Communications, a training program that helps instill confidence and public-speaking skills in high schools students.

Similar to the premise of the hit television show “Shark Tank,” the Quick Pitch contest had entrepreneurs pitch their ideas to a panel of judges, who in turn peppered the participants with questions about their ventures. Questions revolved around key business pillars such as sales, marketing, overhead, competition and legal protection.

“We volunteer time at the Innovation Center counseling entrepreneurs, so I had some idea as to what to expect but these contestants really knew their stuff and you could feel the passion and commitment behind their ideas,” said Baker.

For photos and additional information on the Quick Pick contest, you can visit the Quincy Center for Innovation’s website at http://quincyinno.com.

About the Firm

Founded in 1995, Baker, Braverman & Barbadoro P.C. is a full-service law firm located in Quincy committed to providing every client with personal attention and superior legal service at reasonable rates.

The firm’s attorneys provide legal advice and counsel to individuals, businesses and families throughout Quincy, Braintree, South Shore and metro Boston areas.  Led by five partners with a combined 100+ years of experience, Baker, Braverman & Barbadoro’s practice areas include litigation, tax, trust and estate planning, real estate, zoning and land use, corporate law, finance, criminal defense, immigration law, election law, and divorce and family law.  Baker, Braverman & Barbadoro also offers a Speaker’s Bureau on topics of tax, estate planning, small business law and corporate law.

Baker, Braverman & Barbadoro, P.C. is headquartered at 300 Crown Colony Drive, Suite 500 in Quincy, MA.  For more information, contact (781) 202-6929 or visit their website at http://www.bbb-lawfirm.com.

A good judge of new small businesses. Baker, Braverman & Barbadoro P.C. helps select winner of Quick Pitch competition.Read More

Joy C. Wu joins Baker, Braverman & Barbadoro P.C.

Joy C. Wu of Baker, Braverman & Barbadoro, P.C.
Joy C. Wu of Baker, Braverman & Barbadoro, P.C.

BOSTON, BRAINTREE AND QUINCY, MA…

Baker, Braverman & Barbadoro P.C., a dynamic full-service law firm with a team of attorneys advising individuals, businesses and families throughout Quincy, Braintree, the South Shore and metro Boston areas, recently hired Somerville resident Joy C. Wu as an Associate.

Fluent in Chinese (Mandarin and Taiwanese) and French as well as conversational in Spanish, Wu will assist Baker, Braverman & Barbadoro’s team of attorneys in taxation, business law, corporate law, estate planning, real estate and finance.

Wu received a Master of Laws in Taxation from Georgetown University Law Center, a Juris Doctor, cum laude, from Suffolk University Law School and a Bachelor of Arts in International Relations and French from Wellesley College. Wu remains active the Wellesley College Lawyers Network and helps connect law students to mentors.

“We welcome Joy to our team here at Baker, Braverman & Barbadoro,” said Paul Barbadoro, a partner at the Firm. He added, “We are especially delighted about expanding our services to the region’s Asian, Latino and French communities given her expansive language and legal skills.”

An active member of the Boston Bar Association, Women’s Bar Association and American Bar Association, Wu commented, “I look forward to working with a full service law firm that competes with Boston firms, but offers more personalized service.”

About the Firm

Founded in 1995, Baker, Braverman & Barbadoro P.C. is a full-service law firm located in Quincy committed to providing every client with personal attention and superior legal service at reasonable rates.

The firm’s attorneys provide legal advice and counsel to individuals, businesses and families throughout Quincy, Braintree, the South Shore and metro Boston areas.  Led by five partners with a combined 100+ years of experience, Baker, Braverman & Barbadoro’s 15 attorneys practice in the following areas: litigation, tax, trust and estate planning, real estate, zoning and land use, corporate law, finance, criminal defense, immigration law, election law, and divorce and family law.  Baker, Braverman & Barbadoro also offers a Speaker’s Bureau on topics of tax, estate planning, small business law and corporate law.

Baker, Braverman & Barbadoro, P.C. is headquartered at 300 Crown Colony Drive, Suite 500 in Quincy, MA.  For more information, contact (781) 848-9610 or visit their website at http://www.bbb-lawfirm.com.

Joy C. Wu joins Baker, Braverman & Barbadoro P.C.Read More

Baker, Braverman & Barbadoro P.C. hosts food and coat drive for domestic violence and abuse victims

BOSTON, BRAINTREE AND QUINCY, MA…

Baker, Braverman & Barbadoro P.C., a dynamic full-service law firm with a team of attorneys catering to individuals, businesses and families throughout Quincy, Braintree, the South Shore and metro Boston areas, has partnered with DOVE, a domestic violence assistance organization, on a canned food and coat drive for the month of November.

During month of November, Baker, Braverman & Barbadoro, P.C. will be collecting non-perishable food items in containers situated in the lobby at 300 Crown Colony Drive in Quincy and in the Firm’s offices in Suite 500. The general public and fellow tenants of 300 Crown Colony Drive are encouraged to contribute.

“Because of Thanksgiving, November is typically thought of as a month of gratitude. What better way to show your gratitude than by helping out those who can really use your support,” said Paul Barbadoro, a partner at the Firm. “The work DOVE does with victims of domestic violence is exemplary and we’re hoping that our fellow tenants at 300 Crown Colony will agree and assist this very worthy cause.”

DOVE, Inc. provides a broad range of preventive and responsive services to victims of domestic violence and their families. Over the past year, DOVE has provided emergency shelter to 38 adults, 34 children, answered more than 2,500 hotline calls, provided community-based services to more than 900 clients and educated more than 2,000 teens and community members on the many complex issues surrounding domestic violence.

“Companies pitching in to assist the families we help at DOVE is always appreciated, but even more so as we approach the holidays,” said Claudia Cuscianna, DOVE senior manager of development and communications. “We commend our Quincy neighbors at the firm of Baker, Braverman & Barbadoro, P.C. for stepping up to collect food and raise awareness for the families DOVE supports.”

For more information on DOVE, please visit www.dove.info. For information on Baker, Braverman & Barbadoro, P.C. visit www.bbb-lawfirm.com.

About the Firm

Founded in 1995, Baker, Braverman & Barbadoro P.C. is a full-service law firm located in Quincy committed to providing every client with personal attention and superior legal service at reasonable rates.

The firm’s attorneys provide legal advice and counsel to individuals, businesses and families throughout Quincy, Braintree, South Shore and metro Boston areas.  Led by five partners with a combined 100+ years of experience, Baker, Braverman & Barbadoro’s practice areas include litigation, tax, trust and estate planning, real estate, zoning and land use, corporate law, finance, criminal defense, immigration law, election law, and divorce and family law.  Baker, Braverman & Barbadoro also offers a Speaker’s Bureau on topics of tax, estate planning, small business law and corporate law.

Baker, Braverman & Barbadoro, P.C. is headquartered at 300 Crown Colony Drive, Suite 500 in Quincy, MA.  For more information, contact (781) 202-6929 or visit their website at http://www.bbb-lawfirm.com.

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Plymouth resident Barbara Wilson joins Baker, Braverman & Barbadoro P.C.

Plymouth resident Barbara Wilson recently began with the law firm of Baker, Braverman & Barbadoro, P.C. as a paralegal
Plymouth resident Barbara Wilson recently began with the law firm of Baker, Braverman & Barbadoro, P.C. as a paralegal

BOSTON, BRAINTREE AND QUINCY, MA…

Baker, Braverman & Barbadoro P.C., a dynamic full-service law firm with a team of attorneys advising individuals, businesses and families throughout Quincy, Braintree, the South Shore and metro Boston areas, recently hired Plymouth resident Barbara Wilson as a paralegal.

Utilizing her expertise in estate planning and corporate law, Wilson will assist Baker, Braverman & Barbadoro’s team of attorneys in corporate matters, probate and family law matters and litigation cases.

“We’re delighted to add Barbara to our staff here at Baker, Braverman & Barbadoro,” said Paul Barbadoro, a partner at the Firm. “While we specialize in small businesses with a concentration on Boston’s South Shore, Barbara, with her experience in other parts of the country and abroad, brings a perspective that will be invaluable to our attorneys and clients.”

A native of Zimbabwe, Wilson received her certification from Dominican Convent Business College in 1989. Upon emigrating to the United States in 2000, she worked for the law firm of Dowling Aaron, Incorporated in Fresno, California.  Prior to relocating to Massachusetts, Wilson served as a judicial assistant to Chief Judge Anthony Ishii of the Eastern District Court in Fresno, California.  Barbara’s tenure with the federal court afforded her opportunities to work and train in Washington, D.C., and she quickly developed a love for the East Coast.

“I’m thrilled to be back on the East Coast and to be working for a firm that’s as ingrained in the community as Baker, Braverman & Barbadoro,” said Wilson. “Everything has been wonderful so far and I’m looking forward to this exciting next chapter of my life and career.”

Wilson resides with her two sons in Plymouth, Massachusetts.

About the Firm

Founded in 1995, Baker, Braverman & Barbadoro P.C. is a full-service law firm located in Quincy committed to providing every client with personal attention and superior legal service at reasonable rates.

The firm’s attorneys provide legal advice and counsel to individuals, businesses and families throughout Quincy, Braintree, the South Shore and metro Boston areas.  Led by five partners with a combined 100+ years of experience, Baker, Braverman & Barbadoro’s 15 attorneys practice in the following areas: litigation, tax, trust and estate planning, real estate, zoning and land use, corporate law, finance, criminal defense, immigration law, election law, and divorce and family law.  Baker, Braverman & Barbadoro also offers a Speaker’s Bureau on topics of tax, estate planning, small business law and corporate law.

Baker, Braverman & Barbadoro, P.C. is headquartered at 300 Crown Colony Drive, Suite 500 in Quincy, MA.  For more information, contact (781) 202-6929 or visit their website at http://www.bbb-lawfirm.com.

Plymouth resident Barbara Wilson joins Baker, Braverman & Barbadoro P.C.Read More