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Anchor Advisory Services Expands Team with Three New Hires

Anchor Advisory Services Corporation, a premier scheduling company, has hired Andrew DiRito, Tara Burke, and James Durmis as client associates in their company headquarters in Plymouth, MA.

Andrew recently graduated from Dean College with a bachelor’s degree in business management. While at Dean College, Andrew was a member of the Varsity Baseball Team. Andrew was a summer intern at Anchor for the past 2 summers and we are thrilled to have him join the team. He brings valuable experience in data entry & analysis as well as experience prospecting RIAs across the country.


Tara graduated from Mansfield University with a degree in Human Resource Management. Prior to joining Anchor, Tara worked as a scheduler for 2 companies and she has held administrative roles for health care centers and community organizations. We are happy to welcome Tara to the Anchor team as she brings valuable industry experience to the phones as part of our scheduling team.


James is finishing off his Senior Year at Bridgewater State University pursuing a degree in Business. James also brings valuable experience in data entry & analysis as well as experience working in the RIA Channel.


Anchor Advisory Services has progressed from a premier scheduling company to one offering innovative services specifically designed to increase sales for its clients. Our new approach to wholesaler scheduling has allowed us to quickly make our mark in the financial services industry.


Growth-minded wholesalers turn to Anchor when they want to increase their monthly meetings and so with utmost professionalism and a targeted strategy. Distributors look to Anchor when they want to increase sales in the most cost-effective manner with our licensed internal wholesalers and well-established network. Our clients demand perfection with our emphasis on continual professional training and our clear and concise daily reporting structure, we give our partners the tools they need to succeed.


Interested in working with us? Connect with us today.

CONTACT
LOCATION
HOURS OF OPERATION

Steve Rokoszewski:              sroko@anchoras.com

Work Phone: 774-773-3036

James Mulligan:

jmulligan@anchoras.com

Work Phone: 774-773-3033
 

Anchor Advisory Services
8A Court St.

Plymouth, Ma 02360

Mon - Fri: 9am - 5pm

​​Saturday: Closed

​Sunday: Closed

2020 ANCHOR ADVISORY SERVICES