Laflam and Haggerty Investment Advisers Corp.

V. Laflam is a Series 65 licensed financial advisor with over 21 years of industry experience. He has been with Laflam and Haggerty Investment Advisers Corp. since 1999 and is also a partner at Laflam and Haggerty, CPAs, an accounting firm he has been affiliated with since 1992. Laflam and Haggerty Investment Advisers Corp. is a fee-only registered investment adviser managing approximately $49.7 million in discretionary assets for individuals, trusts, estates, partnerships, corporations, and pension or profit-sharing plans. The firm focuses on fundamental security analysis and asset allocation across stocks, REITs, and fixed income, offering fully discretionary trading and ongoing portfolio reviews, with an affiliation to a local CPA practice providing additional tax and financial planning services.

Valerie Haggerty is a financial advisor with Laflam and Haggerty Investment Advisers Corp. She holds a Series 65 designation and has 21 years of industry experience. Haggerty has been with Laflam and Haggerty Investment Advisers Corp. since 1999 and is also a partner at the affiliated accounting firm Laflam and Haggerty, CPAs, where she has worked since 1992. Laflam and Haggerty Investment Advisers Corp. is a fee-only registered investment adviser managing approximately $49.7 million in discretionary assets for about 67 clients. The firm serves individuals, trusts, estates, partnerships, corporations, and pension or profit-sharing plans, using fundamental security analysis and asset allocation with a focus on common stocks, publicly traded REITs, and fixed-income securities. The firm is affiliated with a local CPA practice, providing integrated tax and financial planning services and serving a diverse client base including institutional and governmental entities.