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 | Associate Sales Director, CEBS, CRC
Phone: 617-510-4036