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TOP 30 Best financial advisor near me in Massachusetts
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Globe Life American Income Division: Moore Organization
The Globe Life American Income Division: Moore Organization is an insurance agency located at 65 Boston Post Road West in Marlborough, Massachusetts, United States. Specializing in providing insurance products and services, the institution offers a wide range of coverage options to meet the needs of individuals and families. With a focus on customer satisfaction and personalized service, the agency strives to help clients protect their financial future and achieve peace of mind. Contact the Globe Life American Income Division: Moore Organization today to learn more about their insurance offerings and how they can assist you in securing the coverage you need.
John Hancock Life Insurance Co
John Hancock Life Insurance Co, located at 200 Berkeley Street, Boston, Massachusetts, United States, is a trusted insurance agency offering financial advisory services with a personal touch. With over 160 years of experience, we are committed to honesty and reliability in serving our customers. Our innovative approach combines longstanding tradition with cutting-edge technology to transform the insurance industry. We offer a variety of products to protect what matters most and help clients plan for a secure future. Our partnership with GRAIL provides eligible members access to the Galleri test for multi-cancer early detection. Our dedicated Advisors can help you navigate financial challenges and plan for retirement, ensuring a smooth transition into a new beginning. We believe in personalized financial planning tailored to individual goals and needs. Join us in our mission to empower students and ease the financial burden of college education. Through the John Hancock Vitality Program, we offer rewards and discounts to policyholders, promoting a healthy and active lifestyle. Contact us for a customized financial plan that adds real value to your life.
John Hancock
John Hancock is an insurance agency located at 3 Allied Drive in Dedham, Massachusetts, United States. With a focus on financial advisory services that prioritize a personal touch, we believe in making life insurance more accessible and beneficial for our customers. Trusted for over 160 years, we are committed to honesty, reliability, and innovation in transforming the insurance industry. Our partnerships help build life insurance businesses and protect what matters most to clients. As a member of John Hancock Vitality, you can access the Galleri test for multi-cancer early detection, potentially leading to earlier diagnoses. Our Advisors can help you navigate financial planning for day-to-day needs and future goals, including retirement. We offer personalized financial plans tailored to your specific wants and needs.
John Hancock International Inc
John Hancock International Inc, located at 200 Clarendon Street in Boston, Massachusetts, is a trusted insurance agency offering financial advisory services with a personal touch. With a history spanning over 160 years, we are committed to honesty, reliability, and excellence in customer service. Our innovative approach to the industry combines longstanding expertise with cutting-edge solutions. We specialize in helping partners build their life insurance businesses and assisting clients in protecting what matters most. Eligible members of the John Hancock Vitality program now have access to the Galleri test, a multi-cancer early detection tool that can screen for over 50 types of cancer with a single blood test.
Evan D Cross - Aflac Insurance Agent
Evan D Cross - Aflac Insurance Agent is an insurance agency located at 637 East 1st Street, Boston, Massachusetts, United States. We offer a wide range of insurance policies to provide an extra layer of protection for life’s unexpected events. Whether it's accidents, serious health diagnoses, or hospital stays, Aflac pays cash benefits to help ease the financial burden. Our dental and vision coverage has no networks, deductibles, or precertification requirements. We also offer coverage for out-of-pocket expenses that major medical insurance may not cover. Additionally, we provide quality products for employees at no direct cost to employers. If you're interested in becoming an Aflac insurance agent, explore the unlimited potential and flexibility that comes with the opportunity. Contact us today to learn more about how Aflac can help provide essential financial protection for you and your loved ones.
New York Life
New York Life is an insurance agency located at 2 Electronics Avenue, Danvers, Massachusetts, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to your needs and budget. Their services include helping to pay for everyday tasks, replacing lost income due to sickness or injury, and professionally managed investments with market potential. They also provide guidance on creating investment strategies, setting up estate plans, and offering insurance options for employees, executives, and small businesses. With over 12,000 agents nationwide, New York Life has been in business since 1845 and is committed to serving their policy owners with integrity, diversity, and responsibility. Their mission is to make the world a better place through charitable giving, community engagement, and financial support. New York Life offers resources and tools to help individuals prepare for their financial future and make informed decisions.
Dixon Associates, Inc.
Dixon Associates, Inc. is a highly reputable independent insurance agency located at 459 Washington Street in Duxbury, Massachusetts, United States. With over 40 years of experience, Dixon Associates specializes in providing tailored insurance solutions for businesses. Their extensive network of partners allows them to create customized plans that meet the specific needs of each company. Known for their personalized service and commitment to clients, Dixon Associates has earned a reputation for being a trustworthy and diligent small business. As a NextGen Advisor, Dixon Associates is at the forefront of innovative health care management, offering employer-sponsored health care plans that give businesses control over their health care budget. By identifying overspending and implementing cutting-edge strategies, Dixon Associates helps companies save money on their health plan spend and reinvest it into their employees. Their transformation from transactional broker to consultative adviser provides transparency and valuable insights for business leaders.
John Hancock
John Hancock is an insurance agency located at 1 Tremont Street in Boston, Massachusetts, United States. With a focus on financial advisory services that prioritize a personal touch, John Hancock believes in helping individuals live longer, healthier, and better lives through life insurance. For over 160 years, John Hancock has been known for its honesty, reliability, and dedication to its customers. The institution is committed to marrying its longstanding reputation with cutting-edge innovation to transform the industry. John Hancock offers a range of products designed to add real value to policies, and partners with Life Happens to support students in easing the financial burden of college. Additionally, John Hancock Vitality members have access to the Galleri test, a multi-cancer early detection test that can screen for over 50 types of cancer with a single blood test. With a focus on helping individuals prepare for their financial futures, John Hancock Advisors can help create personalized financial plans tailored to specific goals and needs. Retirement planning is also a priority, with advisors helping individuals plan for a fulfilling post-career life. The institution emphasizes the importance of balancing day-to-day financial demands with long-term goals, and offers guidance through various market conditions. John Hancock is dedicated to providing personalized financial planning services to help individuals achieve their unique financial goals.
Youssef Elmountassir at Comparion Insurance Agency
Youssef Elmountassir at Comparion Insurance Agency is a trusted insurance agency located at 25 Corporate Drive in Burlington, Massachusetts, United States. With a focus on providing personalized and comprehensive insurance solutions, our team is dedicated to helping clients protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, we are here to guide you through the process and find the best coverage options for your unique needs. Trust Youssef Elmountassir and the team at Comparion Insurance Agency to provide you with peace of mind and financial security.
Northwestern Mutual Life Insurance
Northwestern Mutual Life Insurance, located at 11 Grand Street in Brockton, Massachusetts, is an insurance agency dedicated to helping individuals protect their families and achieve their financial goals. Their financial advisors offer personalized plans that balance current priorities with future aspirations, providing a wide range of financial options such as investments and insurance tailored to individual needs. With top ratings from major financial strength agencies and recognition as the Best Life Insurance Company for Customer Experience, Northwestern Mutual offers expertise in creating comprehensive financial plans that combine growth and protection strategies. Their advisors guide clients through life events and help them navigate important financial decisions, from saving for college to planning for retirement.
John Hancock Funds, LLC
John Hancock Funds, LLC is a trusted insurance agency located at 200 Berkeley Street in Boston, Massachusetts, United States. With a focus on financial advisory services that prioritize the individual needs of each customer, we have been providing honest and reliable assistance for over 160 years. Our commitment to our customers is unwavering, and we are constantly innovating to provide the best possible service in the industry. We believe that life insurance should be about living longer, healthier, and better. By offering a range of products designed to add real value to your life, we aim to help you protect what matters most. Our partnership with GRAIL allows eligible John Hancock Vitality members access to the Galleri test, a powerful multi-cancer early detection tool that can screen for over 50 types of cancer with a single blood test.
Northwestern Mutual Life Insurance: Baron Jeffrey
Northwestern Mutual Life Insurance: Baron Jeffrey, located at 1 Beacon Street in Boston, Massachusetts, is a reputable finance and insurance agency. Our dedicated financial advisors are here to help protect your family and keep your goals on track with insurance options that provide financial flexibility and income protection. When you work with one of our advisors, you can expect personalized plans that cater to your current and future priorities, all at no cost to you. We are proud to be recognized as a Top 10 Independent Investment Broker-Dealer, and NerdWallet has ranked us as the Best Life Insurance Company for Customer Experience.
Northwestern Mutual Life Insurance: Mcnally Brian
Northwestern Mutual Life Insurance: Mcnally Brian is a finance and insurance agency located at 1 Beacon Street, Boston, Massachusetts, United States. Our financial advisors are dedicated to helping you protect your family and achieve your goals by providing insurance solutions that offer financial flexibility and income protection. We offer personalized plans at no cost to you, tailored to your current and future priorities. With top ratings for financial strength and customer experience, we provide a wide range of financial options including investments and insurance. Our advisors will guide you through life events and help you make the most of your financial resources. Connect with us today to start planning for a secure financial future.
Daniel Roihl - Prudential Finacial
Daniel Roihl - Prudential Financial is a reputable finance and insurance agency located at 595 Edgewater Drive in Wakefield, Massachusetts, United States. With a strong focus on providing top-notch financial services, this institution is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Daniel Roihl - Prudential Financial are here to assist you every step of the way. Trustworthy and reliable, this institution is committed to providing personalized solutions tailored to meet your individual needs. Contact them today to start building a secure financial future.
Anatoli Korosidis, Bankers Life Agent
Anatoli Korosidis, Bankers Life Agent in Middleborough, Massachusetts offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Anatoli can help you find the right coverage for your needs. With the rising costs of healthcare and the increasing need for long-term care, it's essential to be prepared and have discussions with your loved ones. Visit Anatoli Korosidis, Bankers Life Agent to start planning your next steps.
Amanda Sanford, Bankers Life Agent
Amanda Sanford, Bankers Life Agent is a reputable insurance agency located at 16 Commerce Boulevard in Middleborough, Massachusetts, United States. As a dedicated agent for Bankers Life, Amanda Sanford provides personalized insurance solutions to meet the unique needs of each client. With a commitment to excellent customer service and a wealth of knowledge in the insurance industry, Amanda Sanford is a trusted partner in helping individuals and families protect their financial future. Contact Amanda Sanford, Bankers Life Agent today to discuss your insurance needs and secure peace of mind for tomorrow.
Peter Rodrigues, Bankers Life Agent
Peter Rodrigues, Bankers Life Agent is an insurance agency located at 16 Commerce Boulevard in Middleborough, Massachusetts, United States. Our team includes a dedicated group of professionals, including Nicholas Booth, Shannon Grady, Anatoli Korosidis, Samuel Leason, Cassidy Lothrop, Christopher McFaun, Robert Mcgee, Lori Moncada, Jacob Oliveira, Harry Rodrigues, Peter Thurston, Torie Vieira, and Weston White. With a focus on providing clients with personalized insurance solutions, we strive to help protect and secure the financial future of individuals and families. Contact us today to learn more about our services and how we can assist you with your insurance needs.
Dennis Dickinson, President - Dickinson Wealth Strategies, Llc
Dennis Dickinson, President of Dickinson Wealth Strategies, LLC, located at 16 Front Street in Salem, Massachusetts, is a finance and insurance agency dedicated to serving professional advisors with confidence and trust. For over a decade, Dennis and his team have been working with families and businesses in the North Shore area to help them manage and protect their hard-earned assets. They take the time to truly understand their clients' hopes, dreams, fears, and concerns before making recommendations. Whether clients have already done some planning or are just starting out, Dennis and his team meet them where they are, assess their specific situation, and provide information on all opportunities for making the best decisions for their needs and goals. As a Registered Representative of NYLIFE Securities LLC, Dennis offers securities products and services, as well as financial planning through his affiliation with Eagle Strategies LLC, a Registered Investment Advisor. He and his colleague, Grace Cosco, are licensed to sell insurance through New York Life Insurance Company and other independent unaffiliated insurance companies in various states. They also offer investment advisory services and financial planning in multiple states through Eagle Strategies LLC.
The Northwestern Mutual Life Insurance Company: Kanan Sachdeva
The Northwestern Mutual Life Insurance Company: Kanan Sachdeva is a reputable finance and insurance agency located at 257 Turnpike Road in Southborough, Massachusetts, United States. With a strong focus on providing clients with personalized insurance solutions, Northwestern Mutual offers a wide range of life insurance products to meet the individual needs of each customer. Led by experienced financial advisor Kanan Sachdeva, the agency is dedicated to helping clients protect their financial futures and achieve their long-term goals. Whether you are looking for life insurance, retirement planning, or investment strategies, the team at Northwestern Mutual is committed to providing expert guidance and support every step of the way.
Northwestern Mutual Life: Nixon Brian
Northwestern Mutual Life: Nixon Brian is a finance and insurance agency located at 55 William Street in Wellesley, Massachusetts, United States. With a strong focus on providing financial security and peace of mind to its clients, this institution offers a range of insurance and investment products tailored to individual needs. Led by experienced financial advisor Nixon Brian, the team at Northwestern Mutual Life is dedicated to helping clients achieve their financial goals and plan for a secure future. Whether you are looking for life insurance, retirement planning, or investment strategies, Northwestern Mutual Life: Nixon Brian is committed to providing personalized and comprehensive financial solutions.
Northwestern Mutual Life Insurance: Marcus Sy
Northwestern Mutual Life Insurance: Marcus Sy is a respected finance and insurance agency located at 1 Beacon Street in Boston, Massachusetts, United States. With a dedicated team of professionals, they offer a wide range of insurance products and financial services to help individuals and families achieve their financial goals and protect their assets. Whether you are looking for life insurance, retirement planning, or investment opportunities, Northwestern Mutual Life Insurance: Marcus Sy is committed to providing personalized solutions tailored to your needs. Trust in their expertise and experience to secure your financial future.
Primerica
Primerica is a leading insurance agency located at 5192 Washington Street in Boston, Massachusetts, United States. With a focus on providing top-quality insurance products and financial services, Primerica is dedicated to helping individuals and families protect their assets and plan for the future. Their team of experienced professionals is committed to offering personalized solutions tailored to each client's unique needs. Whether you are looking for life insurance, retirement planning, or investment advice, Primerica is here to help you achieve your financial goals. Contact them today to learn more about their services and how they can assist you in securing your financial future.
Senior Insurance Strategies
Senior Insurance Strategies is a trusted insurance agency located at 40 Salem Street in Lynnfield, Massachusetts. Our team specializes in providing personalized insurance solutions for seniors to help them protect their assets and plan for the future. With years of experience in the industry, we understand the unique needs of senior clients and work diligently to find the best coverage options for them. Whether you are looking for Medicare supplements, long-term care insurance, or final expense planning, we are here to help. Contact us today to schedule a consultation and learn more about how Senior Insurance Strategies can assist you in securing your financial future.
Robert Zucker, Consulting for the Journey
Robert Zucker, Consulting for the Journey is a health institution located at 22 Bemis Road in Holyoke, Massachusetts, United States. The institution is run by Robert Zucker, who is a grief counselor, writer, consultant, teacher, and public speaker. He has over thirty years of experience in helping individuals navigate through the challenges of grief and loss. Robert offers a range of services including grief counseling for adults, teens, and families, as well as leading bereavement groups and writing workshops. He also provides education and training for professionals in the field of grief support. Robert has developed specialized seminars for financial advisors, estate planners, and other professionals who may encounter clients dealing with grief.
Hanscom Federal Credit Union
Hanscom Federal Credit Union is a trusted financial institution located at 25 Porter Road in Littleton, Massachusetts. As a full-service bank, Hanscom Federal Credit Union offers a wide range of financial services, including checking and savings accounts, loans, mortgages, and investment options. With a focus on providing personalized service and competitive rates, Hanscom Federal Credit Union is dedicated to helping its members achieve their financial goals. Visit us today to experience the difference of banking with a credit union that puts its members first.
Sodano Real Estate
Sodano Real Estate is a reputable real estate agency located at 5 Oak Street in Townsend, Massachusetts. Since 1998, they have been assisting buyers and sellers in North Central Massachusetts and Southern New Hampshire with achieving their real estate goals. Darlene, the experienced real estate agent at Sodano Real Estate, is dedicated to helping clients navigate the real estate market smoothly and efficiently, ensuring they get the best deal possible. Whether you are just starting to think about a move or are a first-time home buyer, Darlene is there to provide guidance and support every step of the way. Clients have praised her professionalism, knowledge, and sincerity in assisting them with their real estate needs. From helping with home searches to coordinating inspections and financing, Darlene goes above and beyond to ensure a positive experience for her clients. If you are looking for a reliable and dedicated real estate agent in the Townsend area, Sodano Real Estate is the agency to turn to for all your real estate needs.
Thaddeus Kasperowicz, CPA
Thaddeus Kasperowicz, CPA is a reputable accounting and finance institution located at 3 Hollis Street in Pepperell, Massachusetts, United States. With a team of experienced professionals led by Thaddeus Kasperowicz, a certified public accountant, the institution offers a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust in the expertise and dedication of the team at Thaddeus Kasperowicz, CPA to provide accurate and reliable financial solutions tailored to their specific needs.
H&R Block
H&R Block is a well-known accounting and finance institution located at 32 Watertower Plaza in Leominster, Massachusetts, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and reliable services to help you achieve your financial goals.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 14 Commercial Road in Leominster, Massachusetts, United States. While our tax advance loans have ended for this year, our Tax Pros are still here to help you maximize your refund. Drop off your tax documents and let our experts take care of the rest, including a quick review and e-signing process. A Refund Advance loan allows you to get money before your tax refund arrives, which can sometimes take weeks from the IRS. Although Refund Advance is no longer available this year, we did offer Early Refund Advance at select locations from December 11, 2023, to January 14, 2023, and No Fee Refund Advance from January 2, 2024, to February 11, 2024.
Liberty Tax
Liberty Tax is a finance institution located at 15 Sack Boulevard in Leominster, Massachusetts, United States. Known for their expertise in tax preparation and financial services, Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of tax laws and maximize their financial well-being. With a team of experienced professionals, Liberty Tax provides personalized assistance and guidance to ensure their clients receive the best possible outcomes. Whether you need help with tax planning, filing, or any other financial matter, Liberty Tax is here to help you every step of the way.
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