Tom Nee, Jr. Bio2018-03-08T20:31:29+00:00

Thomas “Tom” F. Nee, Jr.

Founder, Owner and Advisor
Licenses: Series 7, 24, 63 & 65
Insurance Licensed for Life, Health and Annuity

FAVORITE QUOTE: “Live a significant life.”  —Joseph Jordan

DREAM RETIREMENT: I’ve created a career where I can work hard and build something meaningful, but still have the flexibility to travel, enjoy my family, and make time for all of the things I love to do. I see myself working at least part time until I am 70 – maybe even longer – because I think staying mentally and physically active are the cornerstones of a successful retirement.

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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 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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