www.wbjournal.com Book Of Lists 2015 • Worcester Business Journal 7
Banks ......................................................................................... 8
Credit unions ...........................................................................12
Mergers and acquisitions .......................................................15
SBA lenders .............................................................................16
SBA loans ................................................................................17
Venture capital deals ..............................................................18
&
BANKING FINANCE
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through e Patriot Financial Group, a Registered Investment
Advisor and separate entity from LPL Financial.
Serving the NEEDS and GOALS
of our financial advisors
TEAM
COACHING
We want to work with you
to tap into your innate
strengths and abilities
and help you get closer
to operating at your
optimum level
SUCCESSION
PLANNING
We can help you as
an advisor properly
investigate options and
alternatives when it
comes to selling your
practice, your retirement
plan, and what is best for
your clients
TRANSITION
SUPPORT
As a premier OSJ with LPL
Financial we will guide
you every step of the way
and provide you with all
the training, education
and support you need to
transition your practice
efficiently
David M. O'Donnell, Chairman
Michael Tashjian, CEO
182 Turnpike Rd., Suite 200
Westborough, MA 01581
508-251-6101
www.patriot-financial-group.com
4 4 4
