Office
_____________________________________________________________________________________________________________________________________________________________________________________________

Dean Photo

Dean M. Firmani, CRPS®

Dean M. Firmani, CRPS® has spent over 30 years in the retirement consulting industry with an accomplished and well-rounded background in retirement planning. He began his career in 1984, in the “Family Business” as Vice President of Firmani Pension Services, Inc. a full service pension consulting, design, administration, actuarial and investment firm specializing in qualified and non-qualified retirement plans for small to medium size businesses.

Currently, as founder of Firmani Retirement Services & Consulting Group, LLC, Dean is helping small and medium sized companies in designing and implementing retirement plans. He has developed a “Retirement Plan Feasibility Study” process to help plan sponsors operate their plans as efficiently and effectively as possible from a plan sponsor perspective and a participant perspective. His focus on client service and employee education is unprecedented in the industry earning Firmani numerous industry accolades. Mr. Firmani has written several articles regarding retirement issues appearing in local and national publications and has appeared as a guest on several financial radio programs. He recently lectured at the American College of Veterinary Ophthalmologists National Conference regarding recent changes in pension legislation. Dean was awarded a Five Star Wealth Manager in 2011, 2012, 2013, 2015 & 2016 as announced in New Hampshire Magazine.

Formerly, Dean served as Vice President Retirement Services for USI New England, a division of USI Holdings Corporation, and a Goldman Sachs Capital Partner Company. He was responsible for providing retirement & investment services to USI New England’s business clients. In addition, Dean was a Managing Partner of Retirement Strategies Group, Inc. a full service retirement services firm. Dean and RSG was a “Member Only Discount Program Partner” of the Better Business Bureau (BBB) serving Eastern Massachusetts, Maine and Vermont providing retirement programs to their members. In addition, Dean and RSG were endorsed by a number of leading national associations including the International Chiropractors Association (ICA), the American Academy of Neurological & Orthopedic Surgeons (AANOS), and the American Academy of Nurse Anesthetists (AANA), just to name a few.

Dean earned his Bachelor of Science degree in Finance from Green Mountain College; a small private school nestled in the Green Mountains of Vermont. He earned a Chartered Retirement Plan Specialist (CRPS®) designation through the College for Financial Planning. He is a Registered Representative with Advisory Group Equity Services, LTD. and holds Series 6, 26, & 63 Securities Registrations through the Financial Industry Regulatory Authority (FINRA). Dean also holds a Life & Health Insurance License in New Hampshire and several other States.

 

_____________________________________________________________________________________________________________________________________________________________________________________________

Untitled

Mark L. Abbott, ARPC, AIF®


Mark L. Abbott, ARPC, AIF® has more than 20 years of retirement plan experience and is well known for helping plan sponsors and participants create successful retirement plan programs. With a specialization in plan design, employee education, and investment strategies he is regarded as a valuable resource who demonstrates his unique insight on what it takes to help people achieve a confident retirement.

Currently, Mark is a Partner at Firmani Retirement Services & Consulting Group, LLC. He started his career in the retirement plan administration area at New England Financial, A MetLife Company including positions in plan administration, new business installation, client management and sales. He served as Regional Vice President at Transamerica Retirement Solutions for over 12 years and was responsible for new business development, marketing and sales of retirement plans. At Transamerica he was regularly a member of their Presidents Club as one of the top performing regions in the country. His experience in retirement plan administration, design, implementation and servicing compliments his current role at Firmani Retirement Services & Consulting Group, LLC.

Mark earned his Bachelor of Science degree in Economics with a minor in Business Administration from Fitchburg State University. He is an Accredited Investment Fiduciary (AIF®) through the Center for Fiduciary Studies. The AIF® designation provides him the ability to implement a prudent process with clients in their investment practices, as well as assist in implementing proper policies and procedures. He also is an Accredited Retirement Plan Consultant (ARPC) through the Society of Professional Asset-Managers & Record Keepers. The ARPC designation ensures he will remain current with marketplace and regulatory changes in the retirement plan industry. Mark is a Registered Representative with Advisory Group Equity Services, Ltd., a FINRA Broker Dealer and also has his Life Insurance License in several states. He is also a member of the National Association of Insurance and Financial Advisors (NAIFA).

Mark resides in Melrose, Massachusetts with his wife Gina and his two children Cameron and Olivia. He enjoys spending time with his family and friends, traveling and coaching youth baseball.

 

_____________________________________________________________________________________________________________________________________________________________________________________________

Danny Photo

Daniel F. Diaz

Daniel F. Diaz is responsible for the day to day operations and delivering on the firm’s effort to provide outstanding client service. He oversees all client meeting preparations, database management, as well as manages the client communications programs. Daniel also assists with the development of new business and marketing plans of the company.

He has worked in client services and sales for more than 7 years and has obtained multiple college degrees. At Firmani Retirement Services and Consulting Group, LLC, he values the team culture and the opportunity to learn and grow his career. Daniel is currently working on obtaining his Health and Life Insurance License in the State of New Hampshire.

Daniel has a variety of interests ranging from coin collecting, photography, soccer and many outdoor activities. He resides in Nashua with his wife and daughter.

_____________________________________________________________________________________________________________________________________________________________________________________________

Jessica Bio

Jessica Firmani, MBA

Jessica Firmani manages and provides administrative support to the operations at Firmani Retirement Services & Consulting Group, LLC. She is responsible for compliance procedures and resources in order to ensure organizational effectiveness and efficiencies. It is her responsibility that all areas stay focused on the company goals.

Prior to joining Firmani Retirement Services & Consulting Group, LLC team, Jessica managed all accounts receivable in excess of $12 million in billed charges and collections through direct managers and 100+ staff at a skilled nursing facility. Jessica graduated with her BFA from Massachusetts College of Art and Design and also obtained her MBA from Rivier University. She resides in Nashua with her husband and enjoys cooking, snowmobiling, and spending time at the beach.

Securities offered through: Advisory Group Equity Services, LTD. Member FINRA/SIPC.

444 Washington Street Woburn, MA 01801 (781) 933-6100

TOP