General Contact

The Massachusetts CORE Plan has gathered a host of great academic and industry minds who are passionate about many of the issues and dynamics surrounding the major personal finance and retirement savings challenges facing Americans today.

CORE Plan Team
Phone: 877-630-4015

Local Representative

Prefer to ask questions face-to-face or continue an ongoing conversation? Lisa, our local Plan representative, is a great resource.

Lisa Cardinal

Lisa Cardinal | Associate Sales Director, CEBS, CRC

Phone: 617-510-4036

The Key Retirement Plan Advisor is a registered representative of GWFS Equities, Inc. and an investment adviser representative of its affiliate, Advised Asset Group, LLC, a registered investment advisor.