Broker Check

Our Team

New England Retirement Concepts is a small team of professionals who offer securities through SagePoint Financial Inc, part of one of the largest Independent Broker Dealer Networks in the country.  Our branch, located in Central MA, consists of a family team of Independent Financial Advisors and some administration staff.  As Independent Financial Advisors, we have the flexibility to access financial products from hundreds of companies.  This level of independence enables us to provide unbiased advice to our clients.  

Ronald Scott is our Branch Manager and OSJ who supervises nine Advisors, including his brother-in-law, Fran Mazzone, and his two daughters, Samantha and Jessica Scott.  With Ron’s 35 years experience, he leads his team of Advisors to provide only the best quality customer service and expects nothing less than the highest level of ethical and responsible advice.  Clients’ needs always come first.

Ronald Scott

Branch Manager, OSJ

Ron has been a licensed Financial Advisor since 1980, when he joined his father in the financial services industry. With over more than 30 years experience, Ron has the insight necessary to provide clients with sound advice regardless...
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Fran Mazzone

Financial Advisor

Fran has been a licensed Financial Advisor since 2000 and holds his Series 6 and 63 as well as his MA Life, Health, and Accident Insurance Licenses. Fran works with individual clients as well as businesses in developing sound financial...
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Jessica Scott

Financial Advisor

Jessica joined the team in 2005 as a founding partner of New England Retirement Concepts. Over the past ten years she has honed her skills as a financial planner and broker. Through her expertise and long-standing client relationships...
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Samantha Scott

Financial Advisor and Recruiter

Samantha joined SagePoint Financial and the family's business in early 2013 after her four year career with Citizens Bank and CCO Investments. She holds her Series 6, Series 7, 63 and 66 Licenses, as well as Life & Health Insurance...
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Soosan Philip

Executive Assistant and Marketing & Operations Manager

Soosan is one of our Marketing and Operations Managers plus the Executive Assistant to Samantha Scott and has been with us since early 2014. Soosan has an MBA in Finance and Marketing from Oakland University, Michigan. She is currently...
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