Affording Day Schools

Many families need professional help in juggling their income to afford day school tuition. CJP DAF, with the assistance of JCDS, Boston’s Jewish Community Day School, has compiled a list of financial planners who understand the value of a Jewish day school education. These professional can help you explore savings programs such as the 529, ESA (Education Savings Accounts), UGMA (Uniform Gifts to Minors Accounts), or UTMA (Uniform Transfers to Minors Accounts) that will help you afford your children's education from Kindergarten through college.

CJP DAF is providing this list as a resource for parents. We do not recommend any one particular planner. We are sure that there are other financial planners who are equally qualified. If you decide to call one of these financial planners, we strongly recommend that you inquire about fees, and that you interview the financial planner to ensure your comfort level in working with that person.

Financial Planners

Jeffery Houben, CLU, ChFC
195 Corey Road
Brighton, MA 02135
(617) 738.4877

Sy Marcus, CLU, ChFC
110 Clark Road
Brookline, MA 02445
(617) 232.0244

Chana McCarthy, Ph.D.
2 Claflin Road #6
Brookline, MA 02445
617.277.6107
me.mcc@verizon.net

Roy Schreiber CPA
36 S. Main Street
Sharon, MA 02067
(781) 784.2929

Harold M. Simansky
Educational Investments, LLC
57 Clearwater Road
Chestnut Hill, MA 02467
617-469-9018
www.EducationalInvestments.com

 

Joseph Stone, CLU, ChFC
35 Wanders Drive
Hingham, MA 02043
(781) 740-0077
jstone@javafinancial.net

Susan Stone, CPA, CFP
1001 Hingham Street
Rockland, MA
(781) 982.1001

Elihu D. Stone, JD CLTC
(Certified in Long Term Care)
158 Billings Street
Sharon, MA 02067
(617) 308.5231
email@elihustone.com

Jacob (Izzy) Zuber, CPA
358 Chestnut Hill Ave. #301
Brighton, MA 02135
(617) 277.6604
izzycpa@ziplink.net


  2005 DAF: Day School Advocacy Forum ©