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TOP 30 Design consulting in Massachusetts
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South Shore Wealth Management - Ameriprise Financial Services, LLC
South Shore Wealth Management - Ameriprise Financial Services, LLC, located at 25 Recreation Park Drive in Hingham, Massachusetts, is a finance institution focused on delivering a referable wealth management and financial planning experience to clients, families, and friends. The team at South Shore Wealth Management starts by understanding clients' goals and designing a financial plan tailored to their unique needs. They emphasize outstanding client service through a communication model that provides information and coaching to help clients make informed decisions. The institution has received the Ameriprise Client Experience Award and is dedicated to providing a great experience for clients every day. They offer personalized advice to help clients reach their financial goals and strive to instill confidence in their financial future. Investment products are not insured by the FDIC or any federal agency and involve investment risks.
Kelly Woerdeman - Financial Advisor, Ameriprise Financial Services, LLC
Kelly Woerdeman is a financial advisor at Ameriprise Financial Services, LLC located at 431 Country Club Way in Kingston, Massachusetts, United States. Kelly Woerdeman holds multiple 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®, 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 Kelly Woerdeman's expertise in various areas of financial planning and asset management. Kelly Woerdeman is dedicated to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.
Peter Ashley Ramsay - Private Wealth Advisor, Ameriprise Financial Services, LLC
Peter Ashley Ramsay is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 80 Washington Street in Norwell, Massachusetts, United States. Peter holds various 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®, 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 Peter's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, insurance products, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Peter Ashley Ramsay can provide you with personalized financial advice and guidance.
Eric Takach - Private Wealth Advisor, Ameriprise Financial Services, LLC
Eric Takach is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 11 Cape Drive in Mashpee, Massachusetts, United States. Eric holds various 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®, 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 Eric's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, investment strategies, estate planning, and risk management, Eric is dedicated to helping clients achieve their financial goals and secure their financial future.
Merrill Lynch Financial Advisor Patrick J McAuliffe
Merrill Lynch Financial Advisor Patrick J McAuliffe is a finance institution located at 101 Derby Street, Hingham, Massachusetts, United States. The team at this institution believes in fully involving you in planning for your financial future by determining your investment style and addressing individual goals that are meaningful to you. With a comprehensive strategy designed to make the most of your financial resources, they aim to help you pursue your financial goals. By starting with a conversation to understand your aspirations and priorities, they tailor a financial approach to help you manage, grow, and preserve your wealth. The team, supported by the global resources of Merrill and Bank of America, is dedicated to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, they can develop a personalized plan centered on your goals. They understand that life and financial markets change over time, so they check in regularly to discuss any adjustments needed to your financial approach. With a focus on helping you achieve your goals and providing personalized investment strategies, Merrill Lynch Financial Advisor Patrick J McAuliffe is committed to putting you first every day.
Bostwick Walters Wealth Partners
Bostwick Walters Wealth Partners is a finance institution located at 100 Cummings Center in Beverly, Massachusetts, United States. Our team is dedicated to meeting the dynamic needs of each client at every stage of wealth, providing solutions to unique challenges with an elevated level of service. With locations in Wellington, Florida and Beverly, Massachusetts, we empower decision making with expert guidance, offering seamless financial management for families and individuals. Our network delivers a full suite of financial solutions to ensure stability for today and the future, helping clients invest intelligently in their communities. We offer bespoke investment strategies aligned with your financial objectives, providing access to a sophisticated platform of traditional and alternative investments. As an extension of your team, we review your full financial picture and connect you to our resources for objective, holistic advice. Led by your private advisor, our dedicated team can assist with day-to-day finances and create a financial plan designed to grow with you on your wealth journey.
Merrill Lynch Financial Advisor Gregory Degraeve
Merrill Lynch Financial Advisor Gregory Degraeve is a finance institution located at 500 Cummings Center, Beverly, Massachusetts, United States. Managing your wealth begins with a thorough understanding of your financial situation, goals, and priorities. Gregory Degraeve can help create a flexible strategy based on your needs, providing access to Merrill's investment insights and Bank of America's banking and lending solutions. With a focus on personalized wealth management strategies, Gregory aims to help you pursue your financial goals through a tailored approach. As a Merrill Lynch Wealth Management Advisor, Gregory believes in participating in the communities he serves, dedicating time to volunteer with local organizations. By conducting a Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. Through conversations and understanding your values, Gregory can assist you in making investment decisions that align with your objectives.
Merrill Lynch Financial Advisor Gregory W Simmons
Merrill Lynch Financial Advisor Gregory W Simmons is a finance institution located at 101 Derby Street, Hingham, Massachusetts, United States. At this institution, understanding your life priorities is key to the relationship they build with you. They believe in creating personalized financial plans that are designed around you, your family, your goals, and your aspirations. Every relationship begins with a conversation to identify and prioritize your goals. The institution offers services such as wealth management, retirement planning, education funding, and more. With access to the resources of Merrill and Bank of America, they work with you to develop an approach that addresses your financial needs. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to help build a personalized plan centered on your goals. The institution believes in regularly reviewing and updating your financial approach to help you stay on track towards achieving your goals. Certified Financial Planners are available to provide personalized investment strategies. Merrill Lynch Financial Advisor Gregory W Simmons is committed to helping you achieve your financial goals and navigate the complexities of your financial life.
Michael Klonsky - Associate Manager, Ameriprise Financial Services, LLC
Michael Klonsky is an Associate Manager at Ameriprise Financial Services, LLC, located at 60 State Street in Boston, Massachusetts, United States. He 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, financial planning, retirement planning, estate planning, investment management, and more. Michael Klonsky is dedicated to providing comprehensive financial services to individuals and businesses, helping them achieve their financial goals and secure their financial future.
Merrill Lynch Financial Advisor Patrick Malone
Merrill Lynch Financial Advisor Patrick Malone, located at 100 Federal Street, Boston, Massachusetts, United States, is a finance institution dedicated to providing personalized financial advice and guidance. The Malone Vaughn Group, part of Merrill Lynch, believes in building strong relationships through teamwork and involvement, offering access to global investment capabilities and banking convenience through Bank of America. Their mission is to understand clients' needs and goals, designing personalized financial plans to help manage investment risk and pursue financial objectives. The institution focuses on turning aspirations into reality, addressing current financial needs while considering long-term impacts. With access to Merrill's investment insights and Bank of America's banking solutions, clients can develop a tailored financial approach. The team at Merrill Lynch is committed to providing exemplary client service, with advisors recognized by financial industry publications. By understanding clients' goals and priorities, Merrill Lynch advisors can help them create a financial strategy that reflects their personality and life priorities. The institution offers personalized investment strategies, financial solutions, and ongoing support to help clients achieve their goals.
Merrill Lynch Financial Advisor Matthew P. Hart
Merrill Lynch Financial Advisor Matthew P. Hart is a finance institution located at 100 Federal Street in Boston, Massachusetts, United States. With a focus on helping clients achieve sustainable financial independence, Matt joined Merrill Lynch Wealth Management in 2005 and has since developed a personalized approach to financial planning. He works with private clients, families, entrepreneurs, founders, and key associates at public and private companies to prioritize goals and implement strategies that adapt to evolving life circumstances. Matt is a CERTIFIED FINANCIAL PLANNER (CFP) certificant and holds the Certified Plan Fiduciary Advisor (CPFA) designation. He collaborates with clients' other professional advisors to develop integrated strategies that aim to mitigate tax liabilities and preserve legacies. With a team of experienced professionals at Merrill Lynch, Matt focuses on building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, he helps clients document personalized plans centered on their goals and aspirations. By understanding what matters most to each individual, Matt designs and implements personalized plans to help manage investment risk and pursue financial goals. He believes in an approach that turns goals into reality, addressing issues such as future health care expenses, college planning, business ownership, and wealth transfer. With access to the resources of Merrill and Bank of America, Matt works with clients to develop financial approaches tailored to their specific needs. The institution offers personalized financial solutions, regular reviews to track progress, and adjustments to financial approaches as clients' lives and goals change. Through ongoing conversations, the team at Merrill Lynch Wealth Management strives to help clients achieve their financial goals and address fluctuations in the market.
Michael Welch - Financial Advisor, Ameriprise Financial Services, LLC
Michael Welch is a Financial Advisor at Ameriprise Financial Services, LLC, located at 175 Derby Street in Hingham, Massachusetts, United States. Michael 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®, 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 Michael's expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a focus on ethical practices and comprehensive financial planning, Michael is dedicated to helping individuals and businesses achieve their financial goals.
Merrill Lynch Financial Advisor Lisa Garabedian
Merrill Lynch Financial Advisor Lisa Garabedian, located at 101 Derby Street in Hingham, Massachusetts, is dedicated to helping clients achieve their financial goals by designing customized wealth management plans that go beyond just investments. With over 31 years of experience, Lisa works closely with clients to develop goal-based financial strategies that align with their priorities. She holds a BS from Mount Ida College and an MBA from Suffolk University. Lisa focuses on preserving, growing, and transitioning wealth through generations via disciplined asset management. She collaborates with tax and legal advisors to ensure clients' strategies are aligned. With access to the global resources of Merrill Lynch Wealth Management, Lisa helps clients pursue what matters most to them by providing personalized investment strategies. By regularly reviewing and adjusting plans, she helps clients stay on track to achieve their financial goals. Lisa believes in understanding clients' aspirations and priorities to create a financial approach that reflects their unique needs. Contact Merrill Lynch Financial Advisor Lisa Garabedian to start working towards your financial goals today.
Merrill Lynch Financial Advisor Christopher E Fahey
Merrill Lynch Financial Advisor Christopher E Fahey, located at 101 Derby Street, Hingham, Massachusetts, United States, is dedicated to helping you plan for your financial future. The team believes in fully involving you in the planning process by determining your investment style and addressing your individual goals. By understanding how you think about investing, a comprehensive strategy can be designed to help you maximize your financial resources. The institution offers personalized financial approaches to help you pursue your goals, whether it's planning for retirement, saving for a home, or funding a child's education. With access to the investment insights of Merrill and banking solutions from Bank of America, the team will work with you to develop an approach tailored to your financial needs. The advisors at Merrill Lynch have received recognition for exemplary client service, setting the standard in the financial industry. Through the Merrill Personal Wealth Analysis™, the team can build and document a personalized plan centered on your goals. By staying informed about changes in your life and revisiting your financial approach, the team aims to help you achieve what's most important to you. Let Merrill Lynch Wealth Management Advisors guide you through the financial complexities of life, offering personalized investment strategies and comprehensive financial solutions. With a focus on understanding your unique needs and priorities, the team will work to help you stay on track towards your goals, regardless of market fluctuations. Invest in your financial future with the dedicated support of Merrill Lynch Financial Advisor Christopher E Fahey.
Thiago Reis - Thrivent
Thiago Reis - Thrivent is a financial institution located at 171 Massachusetts 149, Barnstable, Massachusetts, United States. Licensing for their services is available through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for further planning engagement through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Securities and investment advisory services are provided by licensed financial advisors. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.
David N Ames - Private Wealth Advisor, Ameriprise Financial Services, LLC
David N Ames is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 80 Washington Street, Norwell, Massachusetts, United States. David N Ames holds various 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®, 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®. With expertise in asset management, retirement planning, estate planning, investment strategies, and financial planning, David N Ames is dedicated to providing top-notch financial services to individuals and small business owners.
The Legacy Companies
The Legacy Companies is a renowned institution located at 844 Webster Street in Marshfield, Massachusetts, United States. With a strong commitment to excellence and a rich history of success, The Legacy Companies offers a wide range of services and programs designed to empower individuals and communities. From education and training to community outreach and support, The Legacy Companies is dedicated to making a positive impact and leaving a lasting legacy. Visit us today to learn more about how we can help you achieve your goals and make a difference in the world.
Merrill Lynch Financial Advisor Matthew Haggerty
Merrill Lynch Financial Advisor Matthew Haggerty is a finance institution located at 101 Derby Street, Hingham, Massachusetts, United States. With a focus on managing your wealth through a deep understanding of your financial picture, Matthew Haggerty can help create a flexible strategy tailored to your needs. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, personalized wealth management strategies can be developed to help you pursue your financial goals. With a commitment to community involvement, Matthew Haggerty volunteers with organizations in the local area. The Merrill Personal Wealth Analysis™ is used to build a personalized plan centered on your goals and aspirations. Supported by the global resources of Merrill, Matthew's team is dedicated to building strong client relationships based on trust and personalized service.
Francis A Mc Nulty - Financial Advisor, Ameriprise Financial Services, LLC
Francis A Mc Nulty - Financial Advisor, Ameriprise Financial Services, LLC is a prominent finance institution located at 99 Derby Street in Hingham, Massachusetts, United States. The institution offers a range of financial services and expertise, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care program, and Chartered Life Underwriter Designation®. The institution is dedicated to providing comprehensive financial planning and investment services to individuals, small business owners, retirees, and high net worth clients. With a team of highly qualified professionals, Francis A Mc Nulty - Financial Advisor, Ameriprise Financial Services, LLC is committed to upholding the highest standards of ethics and expertise in the field of finance.
Sebastian Gonzalez - Branch Manager, Ameriprise Financial Services, LLC
Sebastian Gonzalez is the Branch Manager at Ameriprise Financial Services, LLC located at 25 Recreation Park Drive in Hingham, Massachusetts, United States. Sebastian Gonzalez holds various 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, 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 Sebastian Gonzalez's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a Branch Manager, Sebastian Gonzalez provides comprehensive financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a commitment to ethics and continuing education, Sebastian Gonzalez ensures that clients receive expert advice tailored to their specific financial goals and needs."
Alison Palmer Meade - Private Wealth Advisor, Ameriprise Financial Services, LLC
Alison Palmer Meade is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 25 Recreation Park Drive in Hingham, Massachusetts, United States. Alison holds various certifications and designations, 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®, 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 Alison's expertise in various aspects of financial planning, wealth management, estate planning, retirement planning, and more. Alison is dedicated to providing personalized financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a commitment to ethical standards and ongoing education, Alison strives to help clients achieve their financial goals and secure their financial future.
Merrill Lynch Financial Advisor Christopher Joyce
Merrill Lynch Financial Advisor Christopher Joyce, located at 100 Federal Street in Boston, Massachusetts, offers a wide range of investment solutions from Merrill and banking products from Bank of America. The institution aims to provide timely insights on market trends and the global economy to help clients stay on track with their financial goals. By understanding each client's individual needs and aspirations, Christopher Joyce works to design and implement personalized plans to help manage investment risk and pursue financial objectives. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop strategies to address their financial needs and work towards their long-term goals. Additionally, Merrill goes beyond the traditional role of an advisor by offering a comprehensive range of services, including investment advisory, financial planning, and more. It is important for clients to consult with their advisors and legal/tax professionals before making any financial decisions.
Merrill Lynch Financial Advisor Paul D Murray
Merrill Lynch Financial Advisor Paul D Murray, located at 100 Federal Street in Boston, Massachusetts, is part of The Murray Hanseth Group, a goals-based wealth management team dedicated to serving high net worth families, business owners, executives, and corporate retirement plans. With a comprehensive approach to planning and investment advice, the team provides customized strategies to help clients achieve their financial goals. The team is committed to understanding the values, needs, goals, and concerns of clients to provide an exceptional client experience. Paul and Brian, with over 40 years of combined experience, have pursued advanced designations and certifications to enhance their skills in investment management, cash flow strategies, retirement planning, estate planning, insurance, and corporate 401(k) plan management. The team believes in the value of advanced training and staff enrichment to better serve clients.
Charles D Schapira - Financial Advisor, Ameriprise Financial Services, LLC
Charles D Schapira is a Financial Advisor at Ameriprise Financial Services, LLC located at 76-78 Airline Road in Dennis, Massachusetts, United States. Charles holds various certifications and designations 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®, 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®. Charles is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, estate planning, investment strategies, and risk management, Charles is committed to helping clients achieve their financial goals. Contact Charles D Schapira at Ameriprise Financial Services, LLC for expert financial advice and guidance.
Merrill Lynch Financial Advisor Randall D Van Sickle
Merrill Lynch Financial Advisor Randall D Van Sickle, located at 1545 Iyannough Road in Barnstable, Massachusetts, is a trusted institution in the finance industry. Randy Van Sickle, with over 30 years of experience, holds both the CERTIFIED FINANCIAL PLANNERTM certification and the Chartered Financial Consultant® designation. He is dedicated to building strong client relationships based on trust and personalized service, focusing on your family, goals, and priorities. Randy is actively involved in the community and is committed to helping you achieve your financial goals through a personalized plan tailored to your unique needs. With access to the global resources of Merrill and the lending capabilities of Bank of America, Merrill Lynch Wealth Management offers comprehensive financial solutions to address any challenge you may face. Let Randy Van Sickle and his team help you navigate the complexities of your financial life and guide you towards a secure and successful future.
Bruce Work - Financial Advisor, Ameriprise Financial Services, LLC
Bruce Work is a Financial Advisor at Ameriprise Financial Services, LLC located at 800 Main Street, Dennis, Massachusetts, United States. Bruce 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 Bruce's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Financial Advisor, Bruce is committed to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and professionalism, Bruce Work is dedicated to helping clients achieve their financial goals and secure their financial future.
Jonathan F Farnham - Financial Advisor, Ameriprise Financial Services, LLC
Jonathan F Farnham is a Financial Advisor at Ameriprise Financial Services, LLC located at 47 George Ryder Road in Chatham, Massachusetts, United States. He 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various financial areas such as asset management, estate planning, retirement planning, investment strategies, and more. Jonathan F Farnham is dedicated to providing comprehensive financial advice to individuals and small business owners, with a focus on ethical practices and personalized solutions.
Jay Woerdeman - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jay Woerdeman is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 218 West Main Street in Barnstable, Massachusetts, United States. Jay holds multiple 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®, 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 Jay's expertise in asset management, estate planning, investment strategies, retirement planning, and more. Jay is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with investment opportunities, insurance products, or financial and medical end-of-life planning, Jay Woerdeman is here to help you achieve your financial goals.
Sulamerica Enterprises
Sulamerica Enterprises is a bustling food and grocery store located at 665 Broadway in Everett, Massachusetts. Offering a wide selection of fresh produce, pantry staples, and specialty items, this supermarket is a one-stop shop for all your culinary needs. Whether you're looking for imported goods, organic produce, or everyday essentials, Sulamerica Enterprises has you covered. With friendly staff, competitive prices, and a convenient location, this store is a favorite among locals and visitors alike. Come explore the aisles and discover the delicious offerings at Sulamerica Enterprises today!
Merrill Lynch Financial Advisor Joshua A Cotter
ith Bank of America, we will help you build a personalized strategy that reflects your unique goals and priorities. Our team at Merrill Lynch Financial Advisor Joshua A Cotter, located at 2221 Washington Street, Newton, Massachusetts, United States, is committed to providing exemplary client service and building strong relationships based on trust and personalized service. Our advisors have received recognition from financial industry publications and Bank of America Corporation, setting the standard for excellence in wealth management. Whether you are planning for retirement, managing healthcare expenses, or passing on wealth to future generations, we are here to help you navigate the complexities of your financial life. With a focus on high-net-worth individuals and families, we prioritize your seven key priorities - health, home, family, leisure, giving, work, and finance. By working closely with other trusted professionals and leveraging the resources of Merrill and Bank of America, we can help you achieve your financial goals and secure your financial future. Let us help you create a financial approach that is tailored to your needs and designed to help you succeed. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
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- Design consulting in Orleans
- Design consulting in Palmer
- Design consulting in Peabody
- Design consulting in Pembroke
- Design consulting in Pittsfield
- Design consulting in Plainville
- Design consulting in Plymouth
- Design consulting in Provincetown
- Design consulting in Quincy
- Design consulting in Randolph
- Design consulting in Raynham
- Design consulting in Reading
- Design consulting in Revere
- Design consulting in Rockland
- Design consulting in Salem
- Design consulting in Salisbury
- Design consulting in Sandwich
- Design consulting in Saugus
- Design consulting in Scituate
- Design consulting in Seekonk
- Design consulting in Sharon
- Design consulting in Somerset
- Design consulting in Somerville
- Design consulting in South Hadley
- Design consulting in Southbridge
- Design consulting in Spencer
- Design consulting in Springfield
- Design consulting in Stoneham
- Design consulting in Stoughton
- Design consulting in Sturbridge
- Design consulting in Sudbury
- Design consulting in Swampscott
- Design consulting in Swansea
- Design consulting in Taunton
- Design consulting in Tewksbury
- Design consulting in Tisbury
- Design consulting in Wakefield
- Design consulting in Walpole
- Design consulting in Waltham
- Design consulting in Ware
- Design consulting in Wareham
- Design consulting in Watertown
- Design consulting in Wayland
- Design consulting in Webster
- Design consulting in Wellesley
- Design consulting in West Bridgewater
- Design consulting in West Springfield
- Design consulting in Westfield
- Design consulting in Westford
- Design consulting in Westport
- Design consulting in Westwood
- Design consulting in Weymouth
- Design consulting in Whitman
- Design consulting in Wilbraham
- Design consulting in Williamstown
- Design consulting in Wilmington
- Design consulting in Winchester
- Design consulting in Winthrop
- Design consulting in Woburn
- Design consulting in Worcester
- Design consulting in Wrentham
- Design consulting in Yarmouth
List of local businesses, places and services in Massachusetts
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