Your Team

Ed Ronan, CFP®
Lead Advisor
Ed is your personal advisor for all financial planning and investment management concerns.
Judy Moran
Administrative Assistant
Judy is the administrative assistant and is your primary point of contact for all service matters.

Our Strategic Partners:

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Bay Financial Associates: Founded in 1951 and located in Waltham, Massachusetts, Bay Financial is one of the oldest and largest financial services firms in the northeast.