Matthew Dandreo Bio2018-03-08T21:12:30+00:00

Matthew Dandreo

Business Manager

FAVORITE QUOTE: “To have and not need is fine, but to need and not have is not fine.”

DREAM RETIREMENT: My retirement dream is to achieve a level of financial independence that allows me to work as I want to, more so than I have to.

Michael J. LaBrie
Michael J. LaBrieFounder, Owner and Advisor
Thomas F. Nee, Jr.
Thomas F. Nee, Jr.Founder, Owner and Advisor
Martin E. Plecinoga
Martin E. PlecinogaOwner and Advisor
Kate Glidden, CFP®
Kate Glidden, CFP®Registered Representative/Advisor
Richard “Rick” P. LeBlanc
Richard “Rick” P. LeBlancRegistered Representative/Advisor
Lisa Marie Wise
Lisa Marie WiseFinance & Operations Manager
Matthew Dandreo
Matthew DandreoBranch Manager
Ny Sok
Ny SokRetirement Transition Specialist
Joan Welch
Joan WelchPlanning Services
Linda Gorgone
Linda GorgoneReceptionist
Meni Frangias
Meni FrangiasClient Relations
Kim Silverman
Kim SilvermanClient Services
Paul Matheson
Paul MathesonClient Services
CeCe Olack
CeCe OlackMarketing and Project Manager
Susie LaBrie
Susie LaBrieClient Relations
Diane Gavin
Diane GavinReception

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Wakefield, MA 01880
T: 800.246.1433
F: 781.246.2482

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 Compass Point Retirement Planning is a Registered Investment Adviser. Investment Adviser Representatives of Compass Point Retirement Planning, Inc. may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in the states of AZ, CA, CT, DE, FL, GA, HI, IN, IA, ME, MA, MI, MN, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, or WY that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Adviser Representative registration requirements, or an applicable exemption or exclusion.

Investment advisory services offered through Gallagher Fiduciary Advisors, LLC, a registered investment advisor. Securities offered through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC. Gallagher Fiduciary Advisors, LLC, and IFG are unaffiliated entities.

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