Comprehensive financial consulting in Bridgewater, MA
11 results found
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Semper Financial Group, LLC
● ClosedSemper Financial Group, LLC is a comprehensive financial institution located at 2 Lakeshore Center in Bridgewater, Massachusetts, United States. Specializing in finance, insurance, and legal services, our team of experts is dedicated to helping clients achieve their financial goals and protect their assets. Whether you need assistance with investments, insurance policies, or legal matters, Semper Financial Group, LLC is here to provide personalized solutions tailored to your specific needs. Trust us to guide you through the complexities of the financial world and ensure a secure future for you and your loved ones.
2 Lakeshore Center #202-204, Bridgewater, MA 02324, United States -
Edward Jones - Financial Advisor: Albert C Mui
● ClosedEdward Jones - Financial Advisor: Albert C Mui is a trusted financial institution located at 180 Winter Street in Bridgewater, Massachusetts, United States. As a dedicated finance professional, Albert C Mui offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for your children's education, or grow your wealth, Edward Jones - Financial Advisor: Albert C Mui can provide expert guidance and support every step of the way. With a commitment to exceptional customer service and a focus on building long-term relationships, clients can trust in the expertise and integrity of Albert C Mui and the Edward Jones team.
180 Winter St E, Bridgewater, MA 02324, United States -
Stephen Adams - Financial Advisor, Ameriprise Financial Services, LLC
● OpenStephen Adams is a Financial Advisor at Ameriprise Financial Services, LLC located at 700 West Center Street in West Bridgewater, Massachusetts, United States. Stephen holds various certifications, including the 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®, CFP®, 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 Stephen's expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. As a trusted advisor, Stephen is committed to providing personalized financial solutions to individuals, retirees, small business owners, and high net worth clients. Contact Stephen Adams today for comprehensive financial planning services.
700 W Center St #10, West Bridgewater, MA 02379, United States -
Jaclyn Stanley - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJaclyn Stanley is a Financial Advisor at Ameriprise Financial Services, LLC located at 700 West Center Street, West Bridgewater, Massachusetts, United States. Jaclyn Stanley holds several certifications including 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Jaclyn Stanley offers comprehensive financial planning services and specializes in asset management, estate planning, retirement planning, investment strategies, and insurance products. With a strong commitment to ethics and continuing education, Jaclyn Stanley provides expert advice and personalized solutions for clients' financial needs.
700 W Center St #10, West Bridgewater, MA 02379, United States -
Kjell Christiansen - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKjell Christiansen - Financial Advisor, Ameriprise Financial Services, LLC, is a finance institution located at 700 West Center Street, West Bridgewater, Massachusetts, United States. Specializing in 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®, the institution offers comprehensive financial planning services. With a focus on asset management, retirement planning, estate planning, and investment strategies, Kjell Christiansen provides expert advice and guidance to clients looking to secure their financial future. The team of professionals at Kjell Christiansen is dedicated to helping individuals, families, and businesses achieve their financial goals and secure their financial future.
700 W Center St #10, West Bridgewater, MA 02379, United States -
Property Loss Consultants
● ClosedWelcome to Property Loss Consultants, your trusted insurance agency located in the heart of East Bridgewater, Massachusetts. Situated at 3 Sandy Pond Circle, we specialize in providing expert guidance and comprehensive solutions for all your property insurance needs. Our dedicated team of professionals is committed to helping you navigate the complexities of insurance claims with ease and confidence. At Property Loss Consultants, we understand that experiencing property loss can be overwhelming. That's why we focus on delivering personalized services tailored to protect your valuable assets and ensure swift recovery. Whether you're dealing with damage from natural disasters, fire, theft, or other unforeseen events, our experienced consultants are here to advocate for you and maximize your claim benefits.
3 Sandy Pond Circle, East Bridgewater, Massachusetts 02333, United States -
Perfect Fit Finance
● OpenWelcome to Perfect Fit Finance, your trusted partner in achieving financial success. Conveniently located at 48 Roosevelt Avenue, West Bridgewater, Massachusetts, we specialize in providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complex world of finance with confidence and ease. At Perfect Fit Finance, we offer a comprehensive range of services including financial planning, investment management, retirement planning, tax strategies, and more. We pride ourselves on our client-focused approach, taking the time to understand your goals and crafting a customized plan to help you achieve them. Whether you're planning for the future, managing your current assets, or seeking expert advice to optimize your financial situation, we are here to support you every step of the way.
48 Roosevelt Avenue, West Bridgewater, Massachusetts 02379, United States -
Janet Brown, Agent - New York Life
● OpenWelcome to Janet Brown, Agent - New York Life, your trusted partner in financial security and peace of mind. Conveniently located at 2 Lakeshore Center, Bridgewater, Massachusetts, our agency is committed to providing personalized insurance and financial solutions tailored to meet your unique needs. With years of expertise in the finance and insurance industry, Janet Brown and her dedicated team are here to guide you through every step of safeguarding your future. At Janet Brown, Agent - New York Life, we offer a comprehensive range of services including life insurance, retirement planning, investment strategies, and more. Our goal is to help you achieve financial stability and protect what matters most to you and your loved ones. We pride ourselves on delivering exceptional customer service and building long-lasting relationships with our clients.
2 Lakeshore Center, Bridgewater, Massachusetts 02324, United States -
Lauren McKenna Realtor - William Raveis
● ClosedWelcome to Lauren McKenna Realtor - William Raveis, your trusted partner in real estate, proudly located at 48 South Main Street, Cohasset, Massachusetts. As the Official Real Estate Company of the Boston Red Sox and a distinguished member of the William Raveis Chairman's Club 2021 and President's Club 2020, we are committed to providing top-tier real estate services throughout the Greater Boston area and the South Shore. Lauren McKenna specializes in guiding first-time home buyers through the often daunting process of purchasing their first home. Her approach is personalized and supportive, ensuring you feel confident and informed every step of the way. Whether you're buying your first home, selling your current property, or navigating the complexities of purchasing foreclosures or bank-owned properties, Lauren's expertise is at your service.
48 South Main Street, Cohasset, Massachusetts 02025, United States -
BOTELHO REALTY GROUP
● ClosedWelcome to Botelho Realty Group, your premier real estate agency located at 901 Eastern Avenue, Fall River, Massachusetts. Whether you're searching for your dream home, a cozy condo, expansive land, or investment opportunities in foreclosure properties, our website offers the most comprehensive real estate search available. As the only site you'll ever need, it's user-friendly and updated every 15 minutes directly from the official Realtor®'s database, ensuring you have access to the freshest listings and market data. Our platform allows you to save searches and receive daily email alerts regarding new listings, price adjustments, sold data, and comprehensive market reports. With our Interactive Map Search, you can visualize properties on a map or tailor your search by outlining specific boundaries, ensuring you find the perfect location to call home.
901 Eastern Avenue, Fall River, Massachusetts 02723, United States -
Kim Thomas, Realtor
● OpenWelcome to Kim Thomas, Realtor – Your Trusted Partner in Real Estate! Located at 70 Main Street, Lakeville, Massachusetts, Kim Thomas is dedicated to providing personalized and comprehensive real estate services tailored to meet your unique needs. With a deep-rooted understanding of the Middleboro, Lakeville, Raynham, Bridgewater, and Southeastern Massachusetts markets, Kim offers unparalleled insight and expertise to both property buyers and sellers. At Realty One Group, LLC, we prioritize selling your property over merely listing it. Our commitment to exceptional service is unwavering, ensuring that every inquiry is handled personally by Kim Thomas herself. With extensive knowledge of neighborhood real estate values and market trends, Kim is your go-to consultant from contract to closing.
70 Main Street, Lakeville, Massachusetts 02347, United States
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