Broker Check

Boston


Gregory Daoust, CPA*

781-444-0102 | Email Gregory

Gregory Daoust is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in  CA, MA, MI, NC, RI, TX, and MI.  Greg is insurance licensed in the states of AZ, MA, and NC.

 *Tax advice and accounting services are offered independently of Equity Services, Inc. (ESI).  ESI, and any companies affiliated with ESI, are not sponsoring, are not responsible for, and make no warranties or representations as to the CPA's right to or competence to practice accounting.  Anyone dealing with the CPA assumes the entire risk of dealing with the CPA in connection with the practice of accounting or providing tax advice.


Brian Doherty

978-250-0120 | Email Brian

Brian Doherty is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in FL, MA, NV, NH, NC, and NY. Brian is insurance licensed in the states of MA, NH, and FL.



 

 


Richard Fopiano

781-878-8850 | Email Richard

Richard Fopiano is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in MA. Rick is insurance licensed in the state of MA. 




David P. Levine, CPA*, MBA, MST

978-500-3300 | Email David

Professional Specialties:

  • Financial Services for retirement
  • Estate Planning Strategies
  • Insurance Strategies

Professional Qualifications:

  • Practiced in public accounting for 12 years*
  • Practicing in financial services for over 15 years
  • Masters in Business Administration, Graduated with distinction from Babson College, Massachusetts
  • Masters of Science in Taxation from Babson College, Massachusetts 
  • Bachelor of Science from University of Massachusetts, Amherst 

Personal:

David is married, with 2 adult children.

David is licensed to sell life insurance in the states of FL, MA, NJ, NH, NY, and RI. 

David Levine is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the states of CA, FL, MA, NH, NJ, NV, NY, RI, and WA.

*David no longer provides tax advice or CPA services.



Antonio Lopez, CPA*, Registered Representative, Equity Services, Inc. 

Email Antonio

Antonio Lopez is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the state of CA, FL, MA, NC, and NH

*Tax advice and accounting services are offered independently of Equity Services, Inc. (ESI).  ESI, and any companies affiliated with ESI, are not sponsoring, are not responsible for, and make no warranties or representations as to the CPA's right to or competence to practice accounting.  Anyone dealing with the CPA assumes the entire risk of dealing with the CPA in connection with the practice of accounting or providing tax advice.


 


John Mayock

860-430-1977 | Email John

John is both a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the states of  CT, and MA. He is also licensed to sell insurance in the states of CT and MA.



 


Stephen Micelotta

860-430-1977 | Email Stephen

Stephen joined Maffe Financial Group, Inc. in 2011 as a member of One Boston Financial Group.

Stephen Micelotta is both a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the states of  AZ, CA, CT, DE, FL, MA, MD, NH, NJ, and RI.  He is also licensed to sell insurance in the states of CT, MA, NH and FL.





Bryan J. Nelson

617-965-7777 X 206 | Email Bryan

Bryan is licensed to sell insurance in MA, RI, NH, ME, VT, CT, NY and NJ