Afternoon walk through Cutler Park Reservation!
It was great seeing the team back in person again!
This past week, Amy Fradkin participated in her 17th Pan-Mass Challenge!! Although this year was quite different due to COVID-19, Amy's team (Team 3G) is looking to raise over 1/4 million in funds! 100% of every dollar raised goes directly to the Dana Farber Cancer Institute's (DCFI) Lowe Center for Thoracic Oncology.
Click the following link to learn more about Team 3G's mission and why they ride: http://profile.pmc.org/TT0240
BOSTON.COM
Watch: Massachusetts Gov. Charlie Baker’s coronavirus update Monday, July 27
Congratulations are in order! Andrew Cleary was featured on Five Star Wealth Manager's 40 Under 40 list in Fortune Magazine! This is Andrew's eighth consecutive year winning the Five Star Wealth Manager Award, and his first distinction on the 40 Under 40 list.
Click here to see Andrew's feature in Fortune Magazine: https://www.fivestarprofessional.com/ereprints/282423
During Breast Cancer Awareness Month make sure to honor those affected by wearing pink!
Halloween may be a little different this year but, as always, have fun and stay safe!
Please join us in celebrating Amy Fradkin's 10th Work Anniversary! Amy has been an essential part of SFP Wealth's journey and success and we are incredibly grateful for her dedication and passion throughout the years.
Happy New Year from all your friends at SFP Wealth!
SFP Wealth is pleased to announce that Jack Colton has joined the Retirement Plan team as a Client Relationship Manager! Jack is responsible for developing long-term relationships with our corporate clients by managing the day-to-day operations and servicing of his plans. He works to ensure that fiduciary standards are met and offers the best plan solutions available to meet his clients' needs. Jack holds a bachelor’s degree in Government from Harvard University, where he also played baseball.
The SFP Wealth team is so very grateful to all our clients, associates and friends, and we appreciate the opportunity we've been given to work with you all. This has been a very challenging year for many, and despite the new working conditions created by the pandemic, we feel we've been able to deepen, enrich and further support our relationships.
Considering the challenging times caused by COVID-19, we have decided to honor and recognize our clients by generously donating to the "Feeding America COVID-19 Response Fund". The funds raised by Feeding America go directly to programs serving our neighbors in need, such as disaster relief programs and food pantries. To learn more about Feeding America, please visit the following link: https://www.feedingamerica.org/
We wish everyone the happiest holiday season!