TOP 30 Customized financial advice in Scituate, Massachusetts

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Parkmount Financial Partners is a premier finance institution located in the picturesque town of Scituate, Massachusetts. With a prime location at 50 Country Way, this institution offers a wide range of financial services to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Parkmount Financial Partners has a team of experienced professionals ready to help you achieve your financial goals. Trustworthy, reliable, and dedicated to customer satisfaction, Parkmount Financial Partners is the go-to institution for all your financial needs in the United States.

Edward Jones - Financial Advisor: Lori M Shea is a reputable finance institution located at 103 Front Street in Scituate, Massachusetts, United States. Specializing in providing personalized financial advice and services, Lori M Shea is dedicated to helping clients achieve their financial goals and secure their financial future. With a commitment to integrity, expertise, and exceptional customer service, Edward Jones - Financial Advisor: Lori M Shea is a trusted partner for individuals and families looking to build wealth, plan for retirement, and navigate the complexities of the financial market. Visit us today to learn more about how we can help you reach your financial objectives.

Welcome to Merrill Lynch Financial Advisor Dan Whiting's practice, located at 2221 Washington Street, Newton, Massachusetts. As a dedicated financial advisor with Merrill Lynch Wealth Management, Dan Whiting offers a comprehensive suite of investment solutions and banking products through the powerful collaboration between Merrill and Bank of America. Since joining Merrill Lynch in 2018, Dan has been committed to providing personalized financial guidance, drawing on his extensive experience, including eight years at Fidelity Investments. Dan's disciplined and client-focused approach begins with a deep understanding of your unique needs, concerns, and financial priorities. As a CERTIFIED FINANCIAL PLANNER® professional, Dan is passionate about helping you design and implement a customized financial plan aimed at achieving your goals while effectively managing investment risks.