508-653-8110 or 413-245-1501

Tobe has been instrumental to our business as we develop our clients’ financial plans.  The cost of healthcare is #1 on many people’s minds as it has been rising at such a rapid rate lately.  In particular, we work with many single women who want to plan for their care later in life.  Tobe’s consultative nature is so comforting and appealing to everyone we have introduced to her.  She is the antithesis of what people expect of an insurance agent.  Myself and my team at Twelve Points couldn’t feel more fortunate to have such a consummate professional as a resource for us and our clients.

David Clayman, CMT, AIF, C(k)PTwelve Points Wealth Management, Concord, MA