Comprehensive financial consulting in Medfield, MA
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Bouchey Financial Group, Ltd.
● ClosedBouchey Financial Group, Ltd. is a finance institution located at 50 North Street, Medfield, Massachusetts, United States. At Bouchey Financial, we strive to simplify investing and financial planning to empower our clients to make confident decisions. Our team members come from diverse backgrounds and adhere to the highest ethical standards set by the Certified Financial Planner Code of Ethics. Since 1995, we have been providing personalized wealth management services with a focus on our clients' financial success. With nearly $1 billion in assets under management, we offer comprehensive wealth management solutions for individuals, families, and businesses. Our commitment to transparency and putting our clients' interests first sets us apart. We have offices in Historic Downtown Troy, Saratoga Springs, and South Florida, providing personalized services to meet our clients' needs.
50 North St, Medfield, MA 02052, United States -
David Simon - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDavid 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.
266 Main St Ste 6B, Medfield, MA 02052, United States -
Fractional CFO, The Remote Financial Controller
● ClosedWelcome 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.
19 Hickory Drive, Medfield, Massachusetts 02052, United States -
Bluebird Wealth Management
● ClosedBluebird Wealth Management is an independent, fee-only Registered Investment Adviser located at 266 Main Street in Medfield, Massachusetts. Our team is dedicated to providing unbiased financial planning and investment management services in the best interest of our clients. We offer personalized wealth management tailored to each client's needs, delivered by a team of experienced professionals including CFP® and CFA advisors with over 30 years of experience. To get started, we invite you to use our free financial planning software to create a planning profile and conduct a Risk Assessment to determine your personal risk band for investing. We also offer complimentary consultations to address any questions or concerns you may have about your finances.
266 Main St #19b, Medfield, MA 02052, United States -
Streamline Family Office
● ClosedStreamline Family Office is a leading finance institution located at 258 Main Street in Medfield, Massachusetts. Our dedicated team of experts provides comprehensive financial services tailored to meet the unique needs of each family we serve. From investment management to estate planning, we offer a wide range of services to help our clients achieve their financial goals. With a focus on transparency, integrity, and personalized service, Streamline Family Office is committed to helping families navigate the complexities of wealth management with confidence and peace of mind.
258 Main St STE 5, Medfield, MA 02052, United States -
Dupuy Law Group
● ClosedDupuy Law Group, located at 266 Main Street in Medfield, Massachusetts, offers a range of services including accounting, finance, legal advice, and real estate assistance. Specializing in trust and estate planning, tax services, and real estate transactions, our team is dedicated to helping clients navigate the complex world of taxes and legal documents. Whether you need help selling your home or creating a comprehensive estate plan, we are here to guide you through every step of the process. Our office hours are Monday to Friday from 9am to 4pm, with evening appointments available upon request. Trust Dupuy Law Group to provide you with expert advice and personalized service for all your financial and legal needs.
266 Main St STE 16, Medfield, MA 02052, United States -
Borchers Trust Law
● ClosedBorchers Trust Law is a reputable institution located at 266 Main Street in Medfield, Massachusetts, United States. Specializing in accounting, finance, and legal services, our team at Borchers Cusano Trust Law is dedicated to providing personalized estate planning solutions tailored to meet the unique needs and goals of each client and their family. We understand that trust and estate planning can be complex and overwhelming, which is why we strive to simplify the process for our clients. By taking the time to truly understand your family dynamics, aspirations, and concerns, we are able to create a comprehensive estate plan that safeguards your legacy and ensures your wishes are honored.
266 Main St Building 3 Suite 25, Medfield, MA 02052, United States
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