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As a service to the Cary Memorial Library Foundation and to our donors, the lawyers and financial advisors listed below can help you make planned giving arrangements, and will provide one hour of consultation free of charge.

Disclaimer: Inclusion on this list does not imply special expertise on the part of these professionals or their endorsement by the Cary Memorial Library Foundation or Cary Memorial Library. You are, of course, not limited to those listed here, and may always consult a professional of your choice. You should always perform your own due diligence when selecting a professional advisor.

Lawyers and financial advisors interested in joining the Cary Library Professional Advisors: contact the Cary Memorial Library Foundation at 781-862-6288 x322, or

Cary Memorial Library Foundation Professional Advisors - Lawyers

Joel A. Bernstein
Bernstein & Associates
33 Bedford Street, #13
Lexington, MA 02420

Mark B. Elefante
Hemenway & Barnes LLP
60 State Street
Boston, MA 02109

Thomas O. Fenn
Law Office of Thomas O. Fenn
9 Meriam Street, Suite 23
Lexington, MA 02420
TomFenn@lexingtonlawyer. com

Thomas R. Mason, Esq.
Law Office of Thomas Mason, LLC
15 New England Executive Park
Burlington, MA 01803
781 238-0260

Pat Nelson
Law Office of Patricia S. Nelson
7 Hartwell Avenue
Lexington, MA 02421

Harriet H. Onello
Attorney Harriett Holzman Onello
7 Hartwell Avenue
Lexington, MA 02421

Kevin M. Sargis, Esquire
76 Bedford Street, Suite 36
Lexington, MA 02420

Jane A. Trudeau
Trudeau & McAvoy, LLP
15 Muzzey Street
Lexington, MA 02421

Alan Wrigley
Attorney at Law
114 Waltham Street #14
Lexington, MA 02421

Cary Memorial Library Foundation Professional Advisors - Financial Advisors

James Altschuler, CPA, CFP
Altshuler Financial Services
594 Marrett Road, Suite 13
Lexington, MA 02421

Spencer Betts, CFR®, AIF®
Bickling Financial Services, Inc.
35 Bedford Street, Suite 15
Lexington, MA 02420

Peter Hoffman, MBA, CFP®, RLP®
Orion Wealth Advisors
74 Bedford Street
Lexington, MA 02420

Michael Minchello, CPA
Howell & Minchello, LLP
175 Bedford Street, Suite 5
Lexington, MA 02420

Rand Spero, CFP®, MBA, Ed.M.
Street Smart Financial, LLC
4 Militia Drive, Suite 16
Lexington, MA 02421