G2 Graduates: Building Leadership in Wealth Management March 20, 2025 Congratulations to Our Graduates! We are thrilled to announce that two of our esteemed team members, Olga Okaty and Mark Barry, have successfully graduated from the G2 Leadership Institute...
Happy Thanksgiving and Holiday Hours November 21, 2023: We wish you a very Happy Thanksgiving, and perhaps you are looking for ways to mix up the day that is so heavily based in tradition for 2023. Some favorites traditions and memories among the Centerpoint team...
Charity Spotlight: Science Club for Girls April 6, 2023: We are so fortunate to learn about many wonderful local organizations through discussions with our clients and colleagues. Sometimes we learn about these by assisting clients with grants through their...
Season’s Greetings and Holiday Hours December 23, 2022 Season’s Greetings. 2022 provided us another year of being able to say that this has certainly been like no other. Yet again citizens around the globe were faced with uncertainty and unknowns,...
Olga Okaty Presenting On Medicare On November 1, 2022 September 30, 2022: We are excited to share the information for the USA500 Club’s November Carpe Diem Class – The A, B, C’s and D’s of Medicare with Lori Howell & Olga Okaty. This virtual event...
Kevin Donohue Helps Organize the Barefoot World Cup for Local Charity July 5, 2022. By Kevin Donohue: The summer season in New England always feels way too short, with weekends filled to the brim with obligations. It can be hard to make time for fun with those we are...
