According to a recent survey by Unbiased, only 33% of American adults feel confident about their finances. And nearly half of those surveyed said they felt too intimidated to seek financial advice, even if they knew they needed it.
We want to change that.
During Open Office Hours, licensed financial advisors Lauren Russo, Angela Elzner, and Holly Simeone will answer your tough financial questions from budgeting and saving to Medicare options in a friendly, judgement-free space. And best of all, Open Office Hours are free and open to the community – no appointment necessary.
Upcoming Office Hours Dates
- Thursday, May 11, 3 to 5 pm
- Thursday, May 25, 3 to 5 pm
- Thursday, June 8, 3 to 5 pm
- Thursday, June 22, 3 to 5 pm
- Thursday, July 13, 3 to 5 pm
- Thursday, July 20, 3 to 5 pm
- Thursday, August 3, 3 to 5 pm
- Thursday, August 17, 3 to 5 pm
All Open Office Hours events during this session will take place at our Dalton office: 161 Main Street, Dalton, MA. We look forward to seeing you there!
About Your Hosts
Holly Simeone, CES
Holly is passionate about sharing her financial knowledge with the community and especially enjoys helping clients to navigate retirement and protect their families’ futures through thoughtful estate and Medicare planning.
Holly has a Certified Estate and Trust Specialist designation from the Institute of Business and Finance, a bachelor’s degree in business administration from Fitchburg State University, and master’s in Finance from the New England Institute of Business at Cambridge College and is an alumnus of the Berkshire Leadership Program. She is currently studying for the CFP exam.
Lauren Russo, CEPA, FPQP™, CVB
Lauren became a financial advisor so she could use her passion for business and knack for numbers to directly work with, and help, people and families. She has observed that very few advisors identify as female and aims not just to add her perspective to the financial world, but to make women interested in investing or advising welcome and heard.
Lauren is a graduate of the University of Massachusetts Amherst, where she earned a Bachelor’s Degree in Resource Economics, concentrating in Managerial Economics, as well as a Psychology minor. She is working on accumulating the education and experience required to sit for the CFP exam in the coming years.
Angela Elzner, FPQP™
Angela aims to help clients meet their financial goals and challenges.
Angela attended MCLA, where she earned a Bachelor of Science degree in Business Administration, and is certified as a Financial Paraplanner Qualified Professional™. Angela recently completed her Series 65 to become a licensed financial advisor.
Investments in securities may result in loss of income and/or capital.