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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.

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