The People Behind Your Plan

Helping People In and Around the South Shore of Massachusetts

The South Shore Retirement Team

The Advisor Team

Mark Rowlette

Damon La Tanzi headshot

Damon La Tanzi

Joseph Cahill headshot

Joseph Cahill

Elijah Mott headshot

Elijah Mott

Conor Daly headshot

Conor Daly

Gray Gibson Headshot

Gray Gibson

Paul Jackson

The Operations Team

Carol Talanian headshot

Carol Talanian

Nancy Bownes headshot

Nancy Bownes

Rebecca Will headshot

Rebecca Will

Meredith Baio headshot

Meredith Baio

Nieve Rowlette headshot

Nieve Rowlette

Jackie Lam headshot

Jackie Lam

The Marketing Team

Ava Lavallee headshot

Ava LaVallee

Kimberly Suarez headshot

Kimberly Suarez

Roisin Langan headshot

Roisin Langan

Debbie Zawadzki headshot

Debbie Zawadzki

The Puppy Crew - All Paws on Deck

Samson

Mousse

Goose

A Team That is Here to Help You Find a Plan that Fits.

Schedule a Time to Meet

Disclosure

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

Insurance products are offered through the insurance business Rowlette and Associates, LLC DBA South Shore Retirement Services (RA/SSRS). RA/SSRS is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by RA/SSRS are not subject to Investment Advisor requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 6034751 - 10/26

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Disclosures

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of South Shore Retirement Services is stated or implied. Retire South Shore Radio is a paid placement. Insurance products are offered through the insurance business Rowlette and Associates, LLC DBA South Shore Retirement Services (RA/SSRS). RA/SSRS is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by RA/SSRS are not subject to Investment Advisor requirements. 6034751 - 10/26