Our Team
Cyndi Deal, CFP®
Cyndi is a CERTIFIED FINANCIAL PLANNER™. After years of providing fiscal oversight as CFO to several nonprofit organizations, Cyndi helped form Topsfield Financial Group alongside Jim. Her ability to translate financial jargon along with her friendly listening ear and strategic organizational wisdom represent the heart of Topsfield Financial Group’s client experience. Cyndi is passionate about building strong, trusting relationships with clients so they feel comfortable asking questions and truly understand their financial plan. An avid gardener, she volunteers with Generous Gardeners, a nonprofit group dedicated to the beautification of Gloucester, MA. She also enjoys reading, cooking and travel.
Advisory services offered through Novem Group, an SEC Registered Investment Advisor firm. Non-registered assistant to James Ugone for securities offered through American Portfolios Financial Services, Inc. (APFS) . Member: FINRA, SIPC. Topsfield Financial Group, Novem Group, and APFS are unaffiliated entities.
How Can We Help?
Every day we take the complexity out of financial planning for our clients. We can make it simple for you too, so don’t hesitate to contact us directly if you need someone to look over things with you.
7 Grove Street, Suite 301
Topsfield, MA 01983
P: 978-887-6778
F: 978-887-9507
Advisory services offered through Novem Group, SEC-Registered Investment Advisers. Securities offered through Osaic, Member FINRA, SIPC. Topsfield Financial Group, Novem Group, and Osaic are unaffiliated entities. Please refer to your representative’s FINRA BrokerCheck for firm affiliations. Any opinions expressed in this forum are not the opinion or view of Topsfield Financial Group, Novem Group, or Osaic and have not been reviewed for completeness or accuracy. Information has been obtained from sources believed to be reliable and are subject to change without notification. Any comments or postings are for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk, may result in a loss of principal, and are not suitable for all types of investors. Past performance does not guarantee future results.