Susie LaBrie Bio2021-10-01T14:27:29+00:00

Susie LaBrie

Client Services

FAVORITE QUOTE: ““People will forget what you said, people will forget what you did, but people will never forget how you made them feel.” —Maya Angelou

DREAM RETIREMENT: My retirement dream is to live simply, but freely — to travel and connect with people everywhere I go, and to enjoy my grandchildren and my life in great health.

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

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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.

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