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2025-10-23 03:11:33 -

Bridget O'Sullivan Joins Johnson Brunetti
Johnson Brunetti, an independent retirement and investment specialist firm, founded in 2003, recently announced the addition of Bridget O’Sullivan as a client relationship coordinator. In this role, O’Sullivan coordinate workshops and events, support clients, and serve as a liaison between advisors and clients. “Bridget has a wide range of management experience having...

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2025-10-16 04:14:31 -

John Mulligan Joins Johnson Brunetti
Johnson Brunetti, an independent retirement and investment specialist firm, founded in 2003, recently announced the addition of John R. Mulligan as an associate financial advisor. Mulligan attended Providence College and earned a bachelor’s degree in finance administration management. As an associate financial advisor, Mulligan assists the Johnson Brunetti’s lead advisors in helping...

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2025-11-06 04:31:21 -

Lena Adams joins Johnson Brunetti
Johnson Brunetti, an independent retirement and investment specialist firm, founded in 2003, recently announced the addition of Lena Adams as office administrator. In this role, Adams oversees reception, manages data entry, coordinates supply orders, and creates a warm, welcoming environment for all office visitors. “Lena has a natural gift for making people feel welcome the moment they...

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2025-11-17 11:52:05 -

STP Calculator: A Smarter Way to Transition Your Investments
Investing isn’t just about choosing the right funds—it’s also about moving your money at the right pace. That’s where an STP Calculator becomes an incredibly helpful tool. Systematic Transfer Plans (STP) allow investors to shift money from one mutual fund to another in small, regular intervals rather than all at once. It’s a strategy often used to reduce market...

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