Let’s start the conversation
Share your question, send over enrollment documents, or simply say hello—we’ll make sure you get a thoughtful response within one business day.
Phone
(603) 960-4295
Visit / Mail
Brandon Pettee Financial Advisor
25 Braintree Hill Office Park, Suite 403
Braintree, MA 02184
25 Braintree Hill Office Park, Suite 403
Braintree, MA 02184
Prefer to skip email? Book a 30-minute benefits chat at a time that fits your schedule.
Helpful things to share
Attach or reference anything that helps us get context before we meet.
- Recent benefits statements or enrollment packets.
- Questions about coordinating benefits between household members.
- Concerns about choosing between retirement savings options.