Bruce Ehrlich - Ameriprise Financial Advisor

One of the premier providers of financial planning and retirement plan services in New England. Working with individuals and businesses, New England Schooner helps make retirement dreams a reality.

Jim Purtell founded Mortgage Financial, Inc in 1987 with one mission - to provide comprehensive lending services to consumers throughout their lifetimes. Since its founding, Mortgage Financial has grown to serve over 30, 000 customers throughout New England in all aspects of residential lending. With offices throughout New England, the company employs 77 people with 44 loan officers. Mortgage Financial's headquarters are in Tewksbury, MA with offices throughout Massachusetts and Vermont. Unlike mortgage brokers, we are a full service lender. Full service means not only offering you the most competitive rates but also coordinating all of the steps involved in the loan process - arranging for an appraisal, contacting an attorney if needed, and ordering a new title. Your loan officer will be your contact throughout the entire process. One phone number and an unwavering commitment equal the professionalism that you deserve. Mortgage Financial offers you our Business Philosophy which begins and ends with you. Due to the nature of our complex industry, Mortgage Financial is dedicated to upholding the highest standards of ethical and professional conduct. We hold our reputation of a trusted partner to you as our greatest asset. The employees of Mortgage Financial strive to be a second family to you during your lifetime. Without recruiting the best people, we could not offer you the best service. Our industry, like our customers' lives, can move at a fast pace. We continually invest in new technologies to make every transaction as efficient as possible. While our volume has steadily increased into billions of dollars, we use our leverage to lower your costs. To be the best and not the largest is our goal.

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.