Corporate advisory in Brookline, MA
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Beacon Wealth Advisors, LLC
β ClosedBeacon Wealth Advisors, LLC is a finance and insurance agency located at 1330 Beacon Street in Brookline, Massachusetts, United States. Founded by Daniel Wallach and Jonathan Stearns, with over 30 years of experience, the institution aims to help clients achieve their financial goals and dreams. Operating as independent advisors, they prioritize integrity and mutual trust in establishing long-lasting relationships with clients. Offering services such as financial planning, investment management, corporate benefit plans, and insurance strategies, the team at Beacon Wealth Advisors focuses on the needs and objectives of their clients rather than product-driven recommendations. Their core competency lies in financial planning, with a process that includes comprehensive investment strategies, risk management, and estate planning. Visit their Wellesley location or contact them via phone or email for more information.
1330 Beacon St, Brookline, MA 02446, United States -
Merrill Lynch Wealth Management
β ClosedMerrill Lynch Wealth Management, located at 1319 Beacon Street in Brookline, Massachusetts, United States, is a finance institution that offers a wide range of brokerage, investment advisory, and other financial services. Your journey to connecting with an advisor begins by providing your name and location. Please note that investing involves risk, and there is always the potential to lose money. Merrill Lynch does not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making any financial decisions. The institution offers various investment, insurance, and annuity products, as well as trust and fiduciary services. Merrill Lynch is a registered broker-dealer, registered investment adviser, and a wholly owned subsidiary of Bank of America Corporation. The institution aims to provide clients with information about products and services that may be of interest. Please be aware that by clicking on certain links, you may be redirected to external websites with separate terms and privacy policies. Merrill Lynch is committed to providing quality financial services and guiding clients towards their financial goals.
1319 Beacon St Suite 2, Brookline, MA 02446, United States
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