Services

Jamie Karrat has over 10 years of experience in the Insurance industry.  She is extremely knowledgeable and loves to educate her customers on how their insurance policies work.  Give her a call for fast, friendly service and a comparative quote for your Auto and Home Insurance

Mike Flanagan is the principle Broker Owner of Mortgage Unity, LLC.  Mike has been a residential mortgage professional for over ten years and has extensive experience in everything from first time home buyers to complex jumbo financing.  Competitive rates and unparalleled customer service is the foundation of his business. 

Gary Kelley began investing in real estate in 2007 with three partners, growing the holdings to 200 residential doors and 140,000 square feet of commercial space. Most recently he was chief operating officer for CRM Property Management with over 600 residential doors in Greater Boston.

Michael A.B. Robbins has over sixteen years of real estate legal experience providing expertise and a team approach for clients dealing with complex residential and commercial real-estate matters. He serves as an exceptional intermediary assuming responsibility for the buyer and seller representation, collaborating with real estate agents and top ranked financial institutions plus working effectively with government agencies. 

Gregg Katz has been in the life insurance industry for over 5 years. He finds personal satisfaction in helping his clients take a long-term perspective of their financial objectives; whether for retirement, college funding, purchasing homes, etc. Gregg educates his clients about their unique situation and developing strong, trusting relationships. He has a focus on utilizing tax-free strategies to help his clients create a well-rounded financial future.

Marvin S. Silver is a partner in the law firm of Christopher, Hays, Wojcik & Mavricos, LLP. Marvin concentrates his practice in the areas of estate planning and administration, trusts, probate and elder law.  He was recently named Best Lawyers’ 2019 Worcester Trusts and Estates Lawyer of the Year and previously also received that honor in 2015 and 2017.  

Jami Eycleshymer is a commercial lender at Middlesex Saving Bank. She works with business owners and commercial real estate investors in the Metrowest areas. Jami takes an advisory approach to financing working capital, business growth, asset acquisitions and purchases of commercial real estate. She would like to be right there with you, assisting you in any of your business banking needs.

Vincent Servello is the Founder and President of Servello CPA – he has been working in the accounting field for over 10 years. Vincent is a member of the American Institute of CPAs (AICPA), the world’s largest member association representing the accounting profession. As a proud member of the AICPA, Vincent adheres to a set of ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments.