Page 39 - Reading North Reading Chamber 2011

Reading-North Reading Chamber of Commerce ~ 978.664.5060 39

Osborn Financial Group ~ Judith T. Osborn & Greg Osborn

352 Park Street #201 North Reading, MA 01864 978-357-8466 josborn@moneyconcepts.com www.Moneyconcepts.com/josborn HOURS OF OPERATION: Mon - Fri 8:00 am - 6:00 pm Sat, Sun By Appointment

Evenings and weekend meetings are available by appointment. Please call today to schedule your free tax and financial analysis.

Osborn Financial Group is a family owned and operated accounting and financial planning firm serving individual and corporate clients throughout New England.We provide a full array of investment vehicles including insurance, college savings, and retirement planning. In addition we are a full service tax and accounting firm providing bookkeeping, tax planning, and tax preparation for individuals, trusts, and businesses.We have been in business for over 20 years providing tax and financial services to the individuals and businesses of the surrounding communities. Osborn Financial Group differs from large brokerage firms and other financial planners in our

approach to implementing investment strategies. Since we are an independent broker-dealer, we make all of our decisions based on what is the best decision for the individual and we have the freedom to place them in the best product available. Our holistic approach encompasses both tax planning and financial planning knowledge. We spend whatever time is necessary to patiently explain investment strategies to our clients.

At Osborn Financial our goal is to give you clarity and direction regarding your taxes and investments, and then develop a plan to help you achieve the lifestyle that you envision.

Peter P. Lattanzi Insurance Agency, Inc. ~ Peter Lattanzi Jr.

166 Winthrop Avenue Revere, MA 02151 781-284-8783 info@lattanziinsurance.com www.lattanziinsurance.com HOURS OF OPERATION: Mon - Fri 9:00 am - 5:00 pm Sat By Appointment Sun Closed

Since 1974, Lattanzi Insurance Agency has been bringing businesses, families and individuals the very best insurance products combined with exceptional personal service. As an independent insurance agent, we represent the country's top insurance carriers for auto, home, life and business insurance. “Protect what you value” is our philosophy. We will tailor an insurance program for you that will maximize available discounts while taking into consideration your unique situation. The majority of our new policyholders come to us as referrals -- the ultimate seal of approval from our existing clients. Examples of the discounts we offer include: AAA membership, hybrid cars, good students, non-

smokers, renovated homes, pay in full, MBTA passes and account credits for combining home and auto insurance.

Examples of the insurance programs we offer include: auto, classic car, motorcycle, boat, home, condo and tenant, umbrella, wedding, life, flood, rented dwellings, condo associations, business liability, contractor liability, workers compensation and commercial auto.

Contact us today and our staff will take the time to listen to your needs and provide you with an insurance program that will fit your needs based on the preferences you've provided.We look forward to hearing from you.