Business strategy advisors in Medfield, Massachusetts

David Simon is a Financial Advisor at Ameriprise Financial Services, LLC located at 266 Main Street, Medfield, Massachusetts, United States. David holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate David's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, or high net worth individual, David Simon can provide you with personalized financial advice tailored to your specific needs. Contact David Simon at Ameriprise Financial Services, LLC for comprehensive and professional financial guidance.

Stoddard Financial, LLC is a finance institution located at 6 Baker Road, Medfield, Massachusetts, United States. At Stoddard, we focus on simplifying financial planning for individuals at all stages of life. Whether you are just starting out in your career or preparing for retirement, we help you identify, plan, and execute strategies to secure your financial future. Our team of professionals will guide you through maximizing your corporate benefits, transitioning income sources with tax efficiency, managing assets based on your risk preferences, and coordinating with tax and estate planning professionals. We understand the importance of making informed decisions about your retirement income, including pensions, 401(k)s, IRAs, and other savings programs.

Welcome to Fractional CFO, The Remote Financial Controller, your trusted partner in accounting and finance solutions, conveniently located at 19 Hickory Drive, Medfield, Massachusetts. Our mission is to empower business owners and managers by providing precise, fast, and insightful financial services tailored to meet your unique needs. Our remote bookkeeping solutions allow you to concentrate on building your business while we ensure your books are accurate and up-to-date. With over two decades of experience in both business and not-for-profit sectors, Brian, our founder, bridges the gap between traditional accounting and strategic business advice. His journey from a small business owner to a CPA in 2012 has equipped him with invaluable insights, making him a reliable advisor who understands the challenges of managing a business.

Welcome to Michienzi Homes, located at 258 Main Street, Medfield, Massachusetts. Led by the dedicated and trusted Realtor, Vilma Michienzi, our business is committed to providing a personalized real estate experience for buyers and sellers across all price points. Whether you're navigating a competitive multiple offer situation as a buyer or seeking to secure the best price as a seller, Vilma's expertise and tenacity in negotiation ensure you always have the upper hand. Vilma Michienzi embodies trust and dedication, guiding clients through each step of the buying or selling process with integrity, professionalism, and patience. Her extensive knowledge and innovative marketing strategies make her the ideal choice for first-time buyers, long-term homeowners looking to downsize, and even developers seeking lucrative investments. Vilma's approach reduces the stress of real estate transactions, handling every detail from pre-sale preparations to post-closing activities.