Meni Frangias2018-03-08T21:15:22+00:00

Meni Frangias

Client Services

FAVORITE QUOTE: “The worst form of inequality is to try to make unequal things equal.” —Aristotle

DREAM RETIREMENT: My vision of my retirement is years filled with health, love, laughter and entertainment with my children and husband…preferably in three different places — America, St. Maarten and Greece!

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

500 Edgewater Drive, Suite 565
Wakefield, MA 01880
T: 800.246.1433
F: 781.246.2482

CONTACT US | COMPASS POINT FAMILY OF FRIENDS | MEDIA ROOM

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

 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.

© 2023 Compass Point Retirement Planning – A Gallagher Company

Privacy Policy • FINRA’s BrokerCheck