TOP 10 Client focused insurance services in Massachusetts
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DMI Marketing
● ClosedDMI Marketing is a leading insurance agency located at 50 Derby Street in Hingham, Massachusetts, United States. With a team of experienced professionals, DMI Marketing provides a wide range of insurance products and services to meet the needs of individuals and businesses. From auto and home insurance to life and health insurance, DMI Marketing is committed to helping clients find the best coverage options at competitive rates. With a focus on customer satisfaction and personalized service, DMI Marketing is a trusted partner for all insurance needs.
50 Derby St #250, Hingham, MA 02043, United States -
Havern Benefits Strategies, LLC
● ClosedHavern Benefits Strategies, LLC is a premier benefits consulting firm located at 2 Pleasure Island Road in Wakefield, Massachusetts. Our team of experienced professionals specializes in helping clients navigate the complex world of employee benefits, retirement planning, and insurance. We provide personalized solutions to meet the unique needs of each client, ensuring they receive the best possible coverage and financial security. With a commitment to excellence and a dedication to customer satisfaction, Havern Benefits Strategies, LLC is the trusted partner you need to secure your financial future. Contact us today to learn more about how we can help you achieve your goals.
2 Pleasure Island Rd Suite 2A, Wakefield, MA 01880, United States -
Streetlight Financial
● ClosedStreetlight Financial, located at 8 Main Street in Northampton, Massachusetts, offers comprehensive financial services tailored to meet the individual needs of our clients. With a focus on client advocacy, customization, and bespoke financial solutions, we provide services such as life insurance, disability income insurance, investment strategies, retirement plans, estate planning, and business transition planning. Our proactive review schedule ensures that our clients receive regular updates and support to help them achieve their financial goals. We prioritize communication and transparency, and our team is dedicated to protecting the data and privacy of our clients. Streetlight Financial is affiliated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., ensuring that our clients receive top-quality investment advisory and brokerage services. Trust Streetlight Financial to guide you towards financial stability and success.
8 Main St, Florence, MA 01062, United States -
West Branch Capital LLC
● ClosedWest Branch Capital LLC is an independent, fee-only SEC Registered Investment Adviser located at 9 Research Drive in Amherst, Massachusetts. Recognized by the Financial Times 300 Top Registered Investment Advisers and investor.com as a Trusted Firm, we offer a full range of investment management services for individuals, institutions, and corporate retirement plan sponsors. Our team of fiduciaries is committed to always acting in the best interests of our clients, providing customized portfolios tailored to their specific goals and financial situations. We also offer financial planning services at no additional cost, addressing key areas of our clients' financial lives such as estate planning, insurance, college savings, and retirement needs. With a focus on transparency, integrity, and trust, we work tirelessly to help our clients achieve their financial goals and secure their futures. Contact us today to learn more about how we can help you plan for a secure financial future.
9 Research Dr #1, Amherst, MA 01002, United States -
John L. Gauthier, CFP, ChFC, CLTC
● ClosedJohn L. Gauthier, CFP, ChFC, CLTC is a finance institution located at 30 Boltwood Walk in Amherst, Massachusetts, United States. Since 1995, our team has been helping consumers create programs and portfolios to pursue long-term financial goals. Specializing in investments, retirement, and public employee systems, we offer independent guidance and a strong commitment to ethics and integrity. Our focus is on providing comprehensive financial planning for individuals and couples, with a particular emphasis on the planning needs of public employees. As a Certified Financial Planner Professional ® with a background as a public employee and retirement counselor, John Gauthier has the knowledge and experience to provide specialized analysis to maximize pensions and protect loved ones. With expertise in retirement planning, investments, and insurance, John offers strategies to help clients pursue their financial goals. His wife, also a financial advisor, focuses on tax-advantaged retirement savings plans like 403(b)s for eligible public-school personnel.
30 Boltwood Walk Frnt-104, Amherst, MA 01002, United States -
Abaris Financial Group LLC
● ClosedAbaris Financial Group LLC is a finance institution located at 9 Pond Lane in Concord, Massachusetts, United States. With a focus on providing expert financial services to individuals and businesses, Abaris Financial Group LLC offers a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at Abaris Financial Group LLC are dedicated to helping you achieve your financial goals.
9 Pond Ln #1f, Concord, MA 01742, United States -
Edward Jones - Financial Advisor: Linda M Ferreira
● OpenEdward Jones - Financial Advisor: Linda M Ferreira is a reputable finance institution located at 492 Winthrop Street in Rehoboth, Massachusetts, United States. Led by experienced financial advisor Linda M Ferreira, the institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a focus on personalized service and tailored financial solutions, clients can trust Edward Jones to provide expert advice and guidance on investments, retirement planning, insurance, and more. Visit the institution today to start planning for a secure financial future.
492 Winthrop St #1, Rehoboth, MA 02769, United States -
Sullivan Retirement Resources
● ClosedSullivan Retirement Resources, located at 850 Franklin Street in Wrentham, Massachusetts, is a finance institution dedicated to helping individuals secure the retirement they deserve. With a focus on avoiding financial pitfalls and managing risk, Sullivan Retirement Resources offers services such as retirement income strategies, wealth management, annuities, investments, IRA/401(k) rollovers, asset protection strategies, life insurance, tax-efficient strategies, long-term care strategies, trusts, probate, charitable giving, estate planning, and tax planning. Their team of experts works closely with clients to understand their goals and design customized plans to help them achieve financial security in retirement. With a range of investment and insurance products available, Sullivan Retirement Resources aims to provide tailored solutions to meet the unique needs and objectives of each individual.
850 Franklin St Suite 12A, Wrentham, MA 02093, United States -
Robert O'Neill Thrivent Financial
● ClosedRobert O'Neill Thrivent Financial, located at 3 Allied Drive in Dedham, Massachusetts, is a finance institution that is part of The Groleau Financial Group. With a focus on providing professional, affordable, and comprehensive financial guidance, the team at Robert O'Neill Thrivent Financial is dedicated to helping clients make the most of their money and reach their financial goals. Licensing information is available through the State Insurance Department's website, and Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients can choose to engage in further planning services for a fee, which may include written recommendations. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc., a registered investment adviser. Only credentialed financial advisors are authorized to provide investment advisory services. Visit Thrivent.com for more information on professional designations and requirements.
3 Allied Dr #303, Dedham, MA 02026, United States -
Benjamin Kjendal - Thrivent
● ClosedBenjamin Kjendal - Thrivent is a finance institution located at 3 Allied Drive in Dedham, Massachusetts, United States. With a focus on providing financial services and guidance to individuals and families, Benjamin Kjendal - Thrivent aims to help clients achieve their financial goals and secure their financial future. The institution offers a range of services including investment planning, retirement planning, insurance solutions, and wealth management. With a team of experienced professionals, Benjamin Kjendal - Thrivent is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each client.
3 Allied Dr #303, Dedham, MA 02026, United States -
Kenrich Marte - Thrivent
● ClosedKenrich Marte - Thrivent is a finance institution located at 3 Allied Drive, Dedham, Massachusetts, United States. We work with clients to create financial strategies that align with their values and goals, helping them make a positive impact in their community. Our focus is not just on finances, but also on understanding what matters most to our clients. We are dedicated to helping individuals and families become better stewards of their resources. Our process involves a review and analysis of a client's financial situation, with options for further planning engagement through Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Visit our website for more information on our services and financial advisors.
3 Allied Dr #303, Dedham, MA 02026, United States -
First Command Financial Advisor - Chris Moore
● ClosedFirst Command Financial Advisor - Chris Moore is a trusted financial institution located at 78 Blanchard Road in Burlington, Massachusetts. As a dedicated finance advisor, Chris Moore provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on long-term financial security, Chris Moore offers expert guidance on investments, retirement planning, insurance, and more. Clients can expect a high level of professionalism, integrity, and personalized attention when working with First Command Financial Advisor - Chris Moore.
78 Blanchard Rd Suite 105, Burlington, MA 01803, United States -
Coastal Financial
● ClosedCoastal Financial is a comprehensive finance, health, and insurance agency located at 62 State Road in Dartmouth, Massachusetts, United States. With a focus on providing expert financial advice, personalized health solutions, and reliable insurance coverage, Coastal Financial is dedicated to helping individuals and families achieve their financial goals and maintain their well-being. Our experienced team of professionals is committed to providing top-notch service and support to our valued clients. Visit us today to learn more about how Coastal Financial can assist you in securing a stable and prosperous future.
62 State Rd, North Dartmouth, MA 02747, United States -
Zachary Rioux - Innovation Partners LLC
● ClosedZachary Rioux - Innovation Partners LLC is a leading finance, health, and insurance agency located at 909 State Road in Westport, Massachusetts, United States. With a strong focus on innovation and cutting-edge solutions, our team of experts is dedicated to providing top-notch services to our clients. Whether you are looking for financial advice, healthcare solutions, or insurance coverage, Zachary Rioux - Innovation Partners LLC is here to help you navigate the complex world of finance and healthcare. Contact us today to learn more about how we can assist you in achieving your goals and securing your future.
909 State Rd, Westport, MA 02790, United States -
Ruth Chicca, Financial Planner
● ClosedRuth Chicca, Financial Planner is a reputable finance and insurance agency located at 158 Charles L McCombs Boulevard in New Bedford, Massachusetts, United States. With a focus on helping individuals and families achieve their financial goals, Ruth Chicca offers expert financial planning services tailored to each client's unique needs. Whether you are looking to save for retirement, invest in the stock market, or protect your assets with insurance, Ruth Chicca is dedicated to providing personalized and professional advice to help you secure your financial future. Trust in Ruth Chicca, Financial Planner to guide you towards financial success.
158 Charles L McCombs Blvd 2nd floor, New Bedford, MA 02745, United States -
John Hagan - Prudential Financial
● ClosedJohn Hagan - Prudential Financial is a reputable finance and insurance agency located at 160 Gould Street in Needham, Massachusetts, United States. With a strong focus on providing clients with personalized financial planning and insurance solutions, their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, John Hagan - Prudential Financial is committed to delivering top-notch service and expertise to meet your needs.
160 Gould St #101, Needham, MA 02494, United States -
Sentry Hill Financial Advisors
● OpenSentry Hill Financial Advisors is a leading finance and insurance agency located at 1 Beacon Street in Boston, Massachusetts. Our team of experienced professionals is dedicated to providing personalized financial planning and insurance solutions to help clients achieve their goals and protect their assets. With a focus on integrity and expertise, we strive to deliver exceptional service and guidance to our valued clients. Trust Sentry Hill Financial Advisors to be your partner in building a secure financial future.
1 Beacon St Ste 25B, Boston, MA 02108, United States -
Bradyco Financial
● OpenBradyco Financial is a leading finance institution located in the heart of Cambridge, Massachusetts. With a focus on providing top-notch financial services, Bradyco Financial is dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to delivering personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Bradyco Financial has the expertise to guide you every step of the way. Visit us at 16 Sargent Street and let us help you secure your financial future.
16 Sargent St, Cambridge, MA 02140, United States -
Baystate Financial - Theresa Failla
● ClosedBaystate Financial - Theresa Failla is a finance institution located at 301 Edgewater Place in Wakefield, Massachusetts. With a focus on providing personalized financial solutions, Theresa Failla and her team offer a wide range of services including retirement planning, investment management, and insurance strategies. Clients can expect expert guidance and tailored advice to help them achieve their financial goals. The institution prides itself on building long-lasting relationships with clients based on trust and integrity. Whether you are planning for retirement, saving for your child's education, or looking to protect your assets, Baystate Financial - Theresa Failla is dedicated to helping you secure a solid financial future.
301 Edgewater Pl #200, Wakefield, MA 01880, United States -
John Fitzgerald - Prudential Financial
● ClosedJohn Fitzgerald - Prudential Financial is a reputable finance and insurance agency located at 595 Edgewater Drive in Wakefield, Massachusetts. With a strong focus on providing comprehensive financial planning and insurance solutions, the institution is committed to helping clients achieve their financial goals and secure their future. The team at John Fitzgerald - Prudential Financial is dedicated to providing personalized and expert advice to individuals, families, and businesses in the area. Whether you are looking for retirement planning, investment strategies, or insurance coverage, you can trust John Fitzgerald - Prudential Financial to deliver top-notch services tailored to your specific needs.
595 Edgewater Dr, Wakefield, MA 01880, United States -
Richard Gayne - Prudential Financial
● OpenRichard Gayne - Prudential Financial is a reputable finance and insurance agency located at 595 Edgewater Drive in Wakefield, Massachusetts, United States. With a focus on providing personalized financial solutions and insurance products to meet the unique needs of their clients, Richard Gayne - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers expert advice and guidance to help clients make informed decisions about their investments, retirement planning, and insurance coverage. Trust Richard Gayne - Prudential Financial to provide reliable and comprehensive financial services to secure your future.
595 Edgewater Dr, Wakefield, MA 01880, United States -
Merrill Lynch Financial Advisor Thomas Okomo
● ClosedMerrill Lynch Financial Advisor Thomas Okomo is a finance institution located in Wellesley, Massachusetts, United States. Thomas joined Merrill Lynch Wealth Management in 2014 after working in business and product management in the property and casualty insurance industry. His practice focuses on offering a comprehensive approach to managing wealth, starting with listening to clients' needs and ensuring that every strategy is tailored to their goals. Thomas holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification and the Certified Plan Fiduciary Advisor, CFPA designation. He has a background in accounting, finance, and global financial analysis. Thomas is dedicated to providing excellent service and helping clients pursue their financial goals. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on family, goals, and priorities. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. Thomas believes in creating a financial approach that helps clients pursue their goals and manage investment risk. By staying informed about changes in clients' lives and the financial markets, the institution aims to help clients stay on track to achieve their goals. Thomas Okomo is registered to do business in several states and holds the necessary certifications to provide expert financial advice.
45 William Street 1st Floor,Suite 100, Wellesley Hills, MA 02481, United States -
Edward Jones - Financial Advisor: Karen Laplante
● ClosedEdward Jones - Financial Advisor: Karen Laplante is a reputable finance institution located at 502 Main Street in Melrose, Massachusetts, United States. As a dedicated financial advisor, Karen Laplante provides personalized and comprehensive financial services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Karen Laplante offers expert advice on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Karen Laplante is committed to providing top-notch financial guidance and support.
502 Main St, Melrose, MA 02176, United States -
Ameriprise Financial
● OpenAmeriprise Financial is a finance institution located at 275 Wyman Street in Waltham, Massachusetts, United States. They offer a wide range of financial services including wealth management, retirement planning, investment advice, and insurance solutions. With a focus on personalized financial planning, Ameriprise Financial helps individuals and families achieve their financial goals and secure their financial future. Their team of experienced financial advisors are dedicated to providing expert guidance and tailored solutions to meet the unique needs of each client.
275 Wyman St, Waltham, MA 02451, United States -
Sentinel Group
● ClosedSentinel Group is a finance institution located in Wakefield, Massachusetts, United States, at 100 Quannapowitt Parkway. At Sentinel Group, we believe that everyone deserves the peace of mind that comes with having a solid financial plan in place. Our team of experts can help you navigate life's unpredictable events by assessing your current financial situation, identifying your goals, and creating a personalized plan to help you achieve them. By analyzing where your income is going and determining what kind of lifestyle you can afford, we can provide you with the tools and strategies needed for enhanced wealth management. Whether you are looking to save for retirement, invest in your future, or protect your assets, Sentinel Group is here to guide you every step of the way. Let us help you secure your financial future and achieve your goals.
100 Quannapowitt Pkwy #300, Wakefield, MA 01880, United States -
Elizabeth Yost - Prudential Financial
● OpenElizabeth Yost - 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 personalized financial solutions and insurance plans, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are committed to providing top-notch service and guidance every step of the way. Trust Elizabeth Yost - Prudential Financial to safeguard your financial well-being and ensure peace of mind for you and your loved ones.
595 Edgewater Dr, Wakefield, MA 01880, United States -
Richard Sgroi - Prudential Financial
● OpenRichard Sgroi - Prudential Financial is a trusted finance and insurance agency located at 20C Del Carmine Street in Wakefield, Massachusetts, United States. With a focus on providing personalized financial solutions and insurance products, our team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, our experienced professionals are here to assist you every step of the way. Contact us today to schedule a consultation and learn more about how we can help secure your financial future.
20C Del Carmine St, Wakefield, MA 01880, United States -
Merrill Lynch Financial Advisor David YC Wang
● ClosedMerrill Lynch Financial Advisor David YC Wang is located at 45 William Street in Wellesley, Massachusetts, United States. David has a background in financial services, having worked at KPMG Financial Advisory and J.P. Morgan Chase before joining Merrill Lynch Wealth Management. As a Vice President Financial Advisor, David focuses on creating personalized wealth management plans and investment strategies for individuals, families, and businesses. He leverages the resources of Merrill Lynch and Bank of America to address client's financial goals and preferences, offering advice on investments, retirement planning, insurance, tax strategies, and lending solutions. David holds a master's degree in accounting and taxation, and is licensed in securities brokerage and investment advising. He is also fluent in Mandarin and enjoys traveling, film making, and electronic music production in his free time. Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial goals by understanding their priorities and connecting them to the right solutions. David's mission is to understand each client's unique situation and design a personalized plan to help them pursue their financial objectives while managing investment risks. By focusing on potential solutions that align with client's goals, David aims to turn aspirations into reality. Through regular conversations and updates, David ensures that the financial approach stays aligned with client's changing life and goals. With access to Merrill's investment insights and Bank of America's banking solutions, David works with clients to develop strategies tailored to their needs. The institution also offers an Investment Personality Assessment to help clients refine their investing preferences and customize their financial approach. By staying informed about changes in client's life and financial markets, David helps clients stay on track to achieve what matters most to them. Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to address client's needs and goals. The institution puts clients first, offering dedicated one-on-one relationships with advisors to guide them along their financial journey. With the right advisor by your side, you can navigate the complexities of your financial life and work towards achieving your goals.
45 William St 1st Floor,Suite 100, Wellesley Hills, MA 02481, United States -
Stephen Passias - Prudential Financial
● OpenStephen Passias - Prudential Financial is a reputable finance and insurance agency located at 130 Liberty Street in Brockton, Massachusetts, United States. With a strong focus on providing personalized financial solutions and insurance products to meet the unique needs of each client, the institution is dedicated to helping individuals and businesses achieve their financial goals. The experienced team at Stephen Passias - Prudential Financial is committed to delivering top-notch customer service and expert advice to ensure that clients receive the best possible financial services. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Stephen Passias - Prudential Financial is here to help you navigate the complex world of finance with confidence.
130 Liberty St #2a, Brockton, MA 02301, United States -
Mutual of Omaha® Advisors - Northeast - Boston
● ClosedMutual of Omaha® Advisors - Northeast - Boston is a finance and insurance agency located at 30 Braintree Hill Office Park in Braintree, Massachusetts, United States. Our institution focuses on developing talented individuals through a comprehensive advisor training program that is similar to a graduate school education in entrepreneurship. We provide our advisors with the training, knowledge base, and tools to confidently begin as a Mutual of Omaha financial advisor. We offer marketing strategies and tools to bring valuable exposure to our advisors, along with a world-class CRM, extensive material library, and resources to help build their digital brand. Our work environment takes both the lives of our advisors and their clients into consideration, providing future growth opportunities within the company.
30 Braintree Hill Office Pk STE 106, Braintree, MA 02184, United States
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