The Clarendon Team
Financial Services
Boston, MA 61 followers
Business Planning, Retirement Planning, Estate & Tax Planning
About us
While we offer retirement planning, business services, estate and tax planning, education funding strategies, investment management, and insurance products, none of these are “what we do”. The Clarendon Team's purpose is to assist individuals, families, and businesses in achieving financial independence by serving as their true partner every step of the way.
- Website
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www.theclarendonteam.com
External link for The Clarendon Team
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Boston, MA
- Type
- Partnership
- Founded
- 2021
- Specialties
- Financial Planning, Tax Planning, Retirement Planning, Business Planning, and Life Insurance
Locations
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Primary
Get directions
1 Marina Park Drive
16th Fl
Boston, MA 02210, US
Employees at The Clarendon Team
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Andrew Piatelli, CPFA®
Financial Advisor at Baystate Financial
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Rico Piatelli, CFP®, AIF®, CPFA™, WMCP®
Private Wealth Advisor at Baystate Financial
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Audrey Doyle
Practice Manager - The Clarendon Team at Baystate Financial
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Taylor Kenrich
Wealth Management Advisor at Baystate Financial
Updates
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Happy Veterans Day to all the brave men and women who served our country and fought for our freedom. We salute and thank those who have served - especially our very own Rico Piatelli, CFP®, AIF®, CPFA™, WMCP® and Sean Tucker, FSCP ®. Today and everyday is the time to show our respect and appreciation for those who have served and those who continue to serve our country, so be sure to thank a Veteran close to you today.
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Last week we had the pleasure of participating in the Baystate Fall Invitational Golf Tournament. We had a great time on the course and spending time with friends, clients, and other Baystate Financial folks! A huge thank you to Ren O'Connor for helping organize the event - can't wait for the next one!
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We're excited to welcome Liza Kelley to the Clarendon Team as our Retirement Plan Account Manager! Liza comes to us following her graduation from Tulane University and will be a tremendous resource to our team and clients, ensuring a solid foundation of service and best practices. Happy to have you on the team, Liza!
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We had a great Baystate Financial agency forum this past Monday where Taylor Kenrich got to speak on best practices around financial planning. Financial planning is at the core of what we do - helping clients to achieve their goals. Looking forward to more events throughout the year!
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Are you looking for a great opportunity with a growing team? We are #hiring. Know anyone who might be interested?
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It was a great day in Boston yesterday to attend MassMutual's symposium and hear Rico Piatelli, CFP®, AIF®, CPFA™, WMCP® speak on the benefits of Pooled Employer Plan solutions. With also discussing how to successfully scale your retirement practice and elevate your team, future growth and innovation continue to be strong industry wide themes.
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Congratulations to Sean Tucker, FSCP ® and the whole Beth Israel Lahey Health marathon team for running the Boston Marathon on Monday! We are so proud of you and all the other runners for your fundraising efforts and getting the job done!
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The Clarendon Team reposted this
Check out our latest 'Plan Sponsor Minute' to learn how a Pooled Employer Plan (PEP) can reduce costs for your company! #CorporateRetirementPlanning #BusinessOwners
Financial Advisor -helping entrepreneurs and professionals enjoy financial security through Wealth Management, Retirement Plans and Worksite Benefits.
In the latest installment of our 'Plan Sponsor Minute' series, we're addressing a crucial question: How can a Pooled Employer Plan (PEP) lead to cost savings for your company? We break down the financial advantages of participating in a PEP, from shared expenses to more efficient operations. For a detailed discussion on how a PEP can create cost efficiencies for your business, simply shoot us a message or reach us at 860-521-401k. #PEP #PooledEmployerPlan #RetirementPlanning CRN202701-5848679
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The Clarendon Team reposted this
Take a minute to learn the main benefits of Pooled Employer Plans! #Retirementplanning #PEP #PooledEmployeePlans #BusinessOwners
Financial Advisor -helping entrepreneurs and professionals enjoy financial security through Wealth Management, Retirement Plans and Worksite Benefits.
As we delve further into Pooled Employer Plans (PEPs), I want to highlight the main benefits that could impact your business. Our latest 'Plan Sponsor Minute' episode explains how participating in a PEP can lead to reduced administrative duties, potential cost savings, and minimized fiduciary risks. Find out more by watching the video below! If these advantages resonate with you and you're considering a PEP for your company, please reach out to discuss how we can leverage these for your benefit. #PEP #PooledEmployerPlan #RetirementPlanning CRN202701-5848679