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Financial Education Services Partners

Jim Cote is a Senior Financial Advisor available to families, businesses, and professionals in the Estate Planning Field. (→Click here to learn more...)
A professional Property and Casualty firm able to handle all aspects of home, auto, umbrella, and business insurance customized to each clients needs. (→Visit them on

Ed Puglielli is a Certified Public Accountant (CPA), Massachusetts Board of Public Accountancy, 2000 and a NASD Series 66 - Uniform Combined State Law Examination (→Click here to learn more.)

Jonalyn Sullivan has found her passion supporting her small business clients with tax compliance, planning and accounting solutions. (→Visit for more information.)

Carol Sanchez is the founder and partner of Sanchez & Santiago, LLC and is a trusted tax adviser for her business and individual clients. She has over 35 years of experience in Audit, Accounting, Internal Audit, Merchandising, International and Consulting experience with many multinationals. (→Learn more visiting

Citizens’ Housing and Planning Association’s (CHAPA) mission is to encourage the production and preservation of housing that is affordable to low and moderate income families and individuals and to foster diverse and sustainable communities through planning and community development. (→More on

Greg Dorsey has represented since 1997 both buyers and sellers. Throughout his 17 year career he has brokered 1,000's of successful real estate transactions and specializes in both Brookline and Brighton multi family sale marketing, West Newton single and multi family sales marketing and representing income property buyers. (→To learn more visit

David Paez, starting as a rental agent at a small firm in Back Bay, he immediately realized that most agents lacked follow up and consistency. He made it his goal when he started Boston International Real Estate that customer service would not stop after the commission checks are cashed. He considers his clients as clients for life. (→Visit for more info.)

Reconciled Business Services (Founder: Rebecca Jn. Merzius) takes the time to understand your financial situation and cater to your specific needs, ensuring timely services including bookkeeping, payroll, translation and small business planning. (→Visit for more info.)

James Cote, MBA is a Mediator in the State of Massachusetts with exerience in:

  1. Small Claims Court.
  2. Summary Court.
  3. Workplace Disuptes (Pay, Working Conditions, Job Duties).
  4. Disputes with Contractors and Other Vendors.

Often you can resolve a dispute without the expense of lawyers and the Court System. Contact: 508 983 4535, or email at Affiliated with Mediation Works Inc (MWI)