Education expense planning in Massachusetts
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Special Needs Financial Planning, a specialty practice of Affinia Financial Group
Special Needs Financial Planning, a specialty practice of Affinia Financial Group, is located at 80 Blanchard Road in Burlington, Massachusetts. As Certified Financial Planning Professionals™ and parents and siblings of individuals with special needs, we have over 25 years of experience working with families like our own to plan and invest for their future. We believe in building a strong financial foundation that integrates the goals of all family members and allocates resources accordingly. As fiduciaries, we invest your money to meet your needs and achieve your goals. Planning for the future when you are no longer able to support your child can be overwhelming, but we are here to help break things down into achievable pieces through careful planning and open conversations.
College Planning Strategies
College Planning Strategies, located at 77 Main Street in Medway, Massachusetts, is a finance institution specializing in helping financial advisors build top-producing practices through The College Funding Coach® program. With a proven track record of generating leads consistently, advisors can access a repeatable formula for success. The institution offers an eBook to kickstart the process, focusing on the importance of college funding in comprehensive financial planning. As college expenses continue to rise, families are seeking trusted resources to navigate the financial aspect of higher education. The College Funding Coach® program has assisted thousands of families in making informed financial decisions since 2002. By tapping into this market, financial advisors can establish themselves as experts in their communities. Join College Planning Strategies to learn how you can become a sought-after expert in the college funding field and help families achieve their financial goals.
Shoheera Punjwani
Shoheera Punjwani is a renowned health institution located at 330 Mount Auburn Street in Cambridge, Massachusetts, United States. With a focus on providing high-quality healthcare services, the institution offers a range of medical treatments and services to cater to the diverse needs of its patients. The dedicated team of healthcare professionals at Shoheera Punjwani is committed to delivering personalized care and ensuring the well-being of all individuals who seek their assistance. Whether you are in need of routine check-ups, specialized treatments, or preventive care, Shoheera Punjwani is the trusted choice for your health needs.
AirGarage | Public Parking
Welcome to AirGarage | Public Parking, your go-to solution for convenient and affordable parking in the heart of Cambridge, Massachusetts. Located at 2 Education Circle, our facility offers a secure and easily accessible parking option for residents, commuters, and visitors alike. Whether you're heading to work, exploring the vibrant local attractions, or visiting nearby educational institutions, our central location ensures you're never far from your destination. At AirGarage, we prioritize your parking experience by providing a seamless and efficient service. Our lot is well-lit and monitored to ensure the safety of your vehicle at all times. With flexible parking options, including hourly, daily, and monthly rates, we cater to all your parking needs, whether it's a quick stop or a long-term stay.
Money Concepts
Money Concepts is a finance institution located at 166 Elm Street in Westfield, Massachusetts. We specialize in providing comprehensive financial planning services to individuals, families, and businesses. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized strategies and investment solutions. Whether you are looking to save for retirement, plan for education expenses, or grow your wealth, Money Concepts is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
Dr. Thomas Guggina
Dr. Thomas Guggina is a reputable medical institution located at 105 Millbury Street in Auburn, Massachusetts, United States. Specializing in providing exceptional healthcare services, Dr. Guggina and his team are dedicated to delivering personalized care and treatment to their patients. With a focus on promoting overall health and well-being, this institution offers a wide range of medical services to meet the diverse needs of individuals in the community. Whether you are in need of a routine check-up or seeking treatment for a specific health concern, Dr. Thomas Guggina is committed to providing top-notch medical care in a compassionate and professional manner.
Merrill Lynch Financial Advisor Jenna M Carroll
Merrill Lynch Financial Advisor Jenna M Carroll, located at 2221 Washington Street in Newton, Massachusetts, is a prestigious institution recognized for its exemplary client service. Jenna Carroll and her team have received accolades from financial industry publications and Bank of America Corporation, setting the standard for wealth management excellence. The Carroll Group, supported by the global resources of Merrill, is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They cater to accomplished individuals and families, including Private Equity fund managers, attorneys, physicians, corporate executives, and more, both in Massachusetts and nationwide.
Noble Club Financial Services
Noble Club Financial Services, located at 2000 Commonwealth Avenue in Newton, Massachusetts, is a finance institution dedicated to helping students achieve their college dreams. Led by Jian, a certified financial planner with over a decade of experience, the institution has assisted countless families in navigating the college funding process. With a background in education, college consulting, and tax advising, Jian offers a unique skill set to support families in their college planning endeavors. The institution helps students find the right college and career path, secure grants and scholarships, and minimize out-of-pocket expenses through effective financial planning strategies. Let Noble Club Financial Services guide you through the college planning process and help you achieve your academic goals without overwhelming debt.
Merrill Lynch Financial Advisor Adi Tibrewal
Merrill Lynch Financial Advisor Adi Tibrewal, located in Wellesley, Massachusetts, United States, is dedicated to understanding your values and helping you achieve your financial goals. Adi and his team of investment professionals offer personalized wealth plans and access to banking solutions from Bank of America. With 15 years of experience in the financial services industry, Adi specializes in corporate benefit programs and can help you integrate your benefits into a long-term financial strategy. The team at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting your financial approach as your life evolves. Through one-on-one conversations, they create personalized plans to help you pursue your aspirations while managing investment risk. By staying in touch and revisiting your financial approach, they aim to help you stay on track to achieve your goals. Whether you're planning for retirement, education expenses, or passing on your wealth to future generations, Adi Tibrewal and his team are dedicated to helping you achieve financial success.
Merrill Lynch Financial Advisor Christine K Chang
Merrill Lynch Financial Advisor Christine K Chang, located at 100 Federal Street in Boston, Massachusetts, offers personalized wealth management services tailored to your goals and priorities. With over 26 years of experience and fluency in English, Chinese Mandarin, and Cantonese, Christine is dedicated to helping clients in the Boston area achieve their financial objectives. By conducting a comprehensive Personal Wealth Analysis™, Christine works with you to design a customized plan that addresses your current financial standing and future aspirations. Whether you are planning for retirement, education expenses, or wealth transfer, Christine's approach is focused on helping you turn your goals into reality. By leveraging the investment insights of Merrill Lynch and banking solutions from Bank of America, Christine provides a holistic financial strategy to meet your needs. Through regular check-ins and adjustments, she ensures that your financial approach evolves with your changing life circumstances. With a commitment to putting your interests first, Christine is dedicated to helping you navigate the complexities of your financial journey and pursue your long-term objectives. Contact Christine Chang today to start building a personalized wealth management plan for a secure financial future.
Bickling Financial Services
Bickling Financial Services, located at 200 Broadway in Lynnfield, Massachusetts, is a renowned finance institution with a rich heritage of excellence. Founded in 1984 by Dorothy Bickling, one of the first women to earn the CERTIFIED FINANCIAL PLANNER® designation, the institution is dedicated to helping clients achieve financial independence. Using advanced software tools, they assist clients in optimizing retirement income and planning for future goals. Their services include helping families manage their finances to reflect personal priorities, planning for rising education costs, and simplifying the management of company 401k programs. With locations in Lexington and South Easton, Bickling Financial Services is committed to providing expert financial advice and guidance to their clients.
New England College Planners
New England College Planners, located at 10 Cape Drive in Mashpee, Massachusetts, is dedicated to helping families navigate the college planning process both academically and financially. They offer personalized guidance to ensure that students find the right fit for their interests and goals. NECP hosts events like fun competitions and pizza nights to engage students and families in the college planning process. With over 15 years of experience, New England College Planners has a proven track record of success, with many clients coming through referrals. They offer support with SAT prep, college research, essay writing, applications, and financial aid. By providing separate meetings for students and parents, NECP ensures that everyone is empowered to make informed decisions about their future.
Prudence Financial, Inc.
Prudence Financial, Inc. is a reputable financial institution located at 365 Boston Post Road in Sudbury, Massachusetts, United States. Specializing in finance, Prudence Financial offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Prudence Financial provides personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Prudence Financial is dedicated to helping you navigate the complexities of the financial world with confidence and ease.
Merrill Lynch Financial Advisor James W Moore
Merrill Lynch Financial Advisor James W Moore is a finance institution located at 100 Federal Street, Boston, Massachusetts, United States. Our dedicated advisor team works with affluent households and small business owners to help them pursue meaningful goals. We collaborate with your other professionals, such as attorneys and accountants, to understand your financial situation, risk tolerance, and important goals. Our personalized strategies include funding education, ensuring wealth for retirement, planning for healthcare costs, and transferring wealth to future generations. We believe in creating a financial strategy that helps you manage, grow, and preserve your wealth today and in the future. With access to investment insights from Merrill and banking solutions from Bank of America, we develop an approach tailored to your financial needs. Our Investment Personality Assessment helps us understand your goals and priorities, allowing us to customize a financial plan to pursue what matters most to you. Our team is dedicated to building strong client relationships based on trust and personalized service. We provide ongoing support to help you stay on track towards your goals, adapting your approach as your life and financial markets change. As Merrill Lynch Wealth Management Advisors, we help you navigate financial complexities and develop a customized investment approach to achieve your goals. Seek the advice and guidance of an experienced financial advisor to develop a wealth management approach for the future. Get personalized investment strategies from Merrill and comprehensive financial solutions from Bank of America by working with a dedicated Merrill advisor. Get the latest investment insights, tips, and strategies to help you live your best financial life. Investing involves risk, and past performance does not guarantee future results. Consult with your legal and tax advisors before making any financial decisions.
Shawn Jennings - TIAA Wealth Management Advisor
Shawn Jennings - TIAA Wealth Management Advisor is a leading financial institution located at 275 Grove Street in Newton, Massachusetts, United States. Specializing in wealth management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a focus on building long-term relationships and providing top-tier customer service, Shawn Jennings - TIAA Wealth Management Advisor is committed to helping clients secure their financial future.
Merrill Lynch Financial Advisor Alexander J Smith
Merrill Lynch Financial Advisor Alexander J Smith is a reputable finance institution located at 25 Burlington Mall Road in Burlington, Massachusetts, United States. With a focus on providing expert financial advice and guidance, Alexander J Smith offers personalized investment strategies tailored to each client's unique goals and needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, the team at Merrill Lynch Financial Advisor Alexander J Smith is dedicated to helping you achieve financial success. Contact them today to schedule a consultation and take the first step towards a secure financial future.
Edward Jones - Financial Advisor: Gregg Helbock
Edward Jones - Financial Advisor: Gregg Helbock is a reputable finance institution located at 293 Washington Street in Norwell, Massachusetts, United States. With a focus on providing personalized financial planning and investment services, Gregg Helbock and his team strive to help clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or save for your children's education, Edward Jones - Financial Advisor: Gregg Helbock is dedicated to providing expert guidance and support every step of the way. Contact them today to schedule a consultation and start building a strong financial foundation for tomorrow.
Northeastern University Student Financial Services
Northeastern University Student Financial Services is the administrative office responsible for managing financial aid and tuition payments for students at Northeastern University. Located at 360 Huntington Avenue in Boston, Massachusetts, this institution provides assistance to students in navigating the financial aspects of their education. Whether it be applying for scholarships, understanding student loans, or setting up payment plans, the dedicated staff at Student Financial Services are there to support students in achieving their academic goals.
New York's 529 Advisor
New York's 529 Advisor is a college savings program located at 95 Wells Avenue in Newton, Massachusetts. The program offers a variety of investment options for individuals looking to save for higher education expenses. The Investor Service Center can be reached at 1-800-774-2108, and the Advisor Service Center at 1-855-JPM-6657. The program is administered by the Comptroller of the State of New York and the New York State Higher Education Services Corporation. Ascensus Broker Dealer Services, LLC serves as the Program Manager, with J.P. Morgan Investment Management Inc. as the Investment Manager. JPMorgan Distribution Services, Inc. markets and distributes the program.
Veras Multi Service
Veras Multi Service is a reputable finance institution located at 11 Poplar Street in Boston, Massachusetts, United States. We offer a wide range of financial services to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with budgeting, investments, taxes, or loans, Veras Multi Service is here to help. Visit us today to experience top-notch financial services in a welcoming and professional environment.
Howe School
Howe School is a prestigious educational institution located at 390 Boston Road in Billerica, Massachusetts, United States. As a renowned school, Howe School offers a comprehensive curriculum designed to provide students with a well-rounded education. With a focus on academic excellence, character development, and extracurricular opportunities, Howe School is dedicated to preparing students for success in the 21st century. The school's dedicated faculty and staff are committed to fostering a supportive and enriching learning environment for all students. Visit Howe School today to learn more about our innovative programs and exceptional educational offerings.
BSU Hart Hall
BSU Hart Hall is a school located at 90 Burrill Avenue in Bridgewater, Massachusetts, United States. This institution offers a wide range of academic programs and extracurricular activities for students of all ages. With a strong focus on academic excellence and student success, BSU Hart Hall provides a supportive and inclusive learning environment for all. The faculty and staff are dedicated to helping students reach their full potential and achieve their goals. Whether you are looking to further your education or pursue a new career path, BSU Hart Hall is the perfect place to start your journey.
Dany Karam Insurance Agency
Dany Karam Insurance Agency is a trusted insurance agency located at 326 Merrimack Street in Methuen, Massachusetts, United States. Our dedicated team provides personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the coverage that fits your budget and lifestyle. With our commitment to excellent customer service and extensive industry knowledge, you can trust Dany Karam Insurance Agency to protect what matters most to you. Contact us today to discuss your insurance needs and get a quote.
Metro Credit Union - Boston - Massachusetts Avenue
Metro Credit Union on Massachusetts Avenue in Boston, Massachusetts is a trusted institution offering a range of financial services including ATM access and investment advice. Our dedicated Investment Advisors are here to help you reach your goals, whether you're looking to protect your assets, save for the future, or secure a loan for a vehicle. We offer a variety of products to help you manage your finances, from business expense tracking to employee benefits packages. Our commitment to our community is evident in our financial scholarships for high school graduates and our dedication to giving back. With innovative digital products and personalized services, Metro Credit Union is here to support you on your financial journey. Please note that by visiting our website, you are leaving the protection of Metro Credit Union's privacy and security policies.
Metro Credit Union - Chelsea - Main Office
Metro Credit Union - Chelsea - Main Office is a trusted financial institution located at 200 Revere Beach Parkway in Chelsea, Massachusetts. As an ATM and finance provider, we offer a range of services to help you achieve your financial goals. Our Investment Advisors are dedicated to helping you reach your goals, whether you're looking to protect your assets, consolidate debt, or save for the future. We offer vehicle loans, business expense tracking, insurance coverage, workplace banking options, and financial scholarships for recent high school graduates. Our diverse savings accounts are designed to help you build financial independence, and our team of experts is always ready to provide guidance and support. With innovative digital products and personalized services, we are committed to building a stronger community and helping you thrive financially. Trust Metro Credit Union to be your partner in financial success. Please note that by visiting our website, you are leaving MetroCU.org and may be subject to different privacy and security policies.
New England Pediatric Care
New England Pediatric Care is a leading health institution located at 78 Boston Road in Billerica, Massachusetts. We specialize in providing comprehensive and compassionate pediatric care for children of all ages. Our team of dedicated healthcare professionals is committed to providing the highest quality medical services in a warm and nurturing environment. From routine check-ups to specialized treatments, we strive to meet the unique healthcare needs of each child. At New England Pediatric Care, your child's health and well-being are our top priorities.
New York Life Insurance Company
New York Life Insurance Company, located at 201 Jones Road in Waltham, Massachusetts, is a leading insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They provide protection for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. The institution offers bundled investments with low fees, investments to help pay for education expenses, and the option to receive income for as long as needed. Their expert guidance helps you create an investment strategy and plan for future financial needs, including setting up an estate plan to protect your legacy. They also provide insurance options for employees, executives, and business owners, as well as solutions for small businesses to thrive.
New York Life
New York Life is an insurance agency located at 7 North Street, Pittsfield, Massachusetts, United States. We offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is highly customizable to your needs and budget. Our policies also allow you to invest your cash value in the market, providing potential for additional earnings. We provide coverage for everyday tasks, lost income due to sickness or injury, and investments designed to help pay for college or other education expenses. Our institution has a team of 12,000 agents nationwide who are dedicated to addressing your unique needs. We offer best-in-class products and solutions that adapt to your changing needs, helping to grow your financial security and peace of mind. With over 175 years of experience, we have remained accountable to our policy owners while upholding our values of diversity, responsibility, and service.
Pion New York Life
Pion New York Life is an insurance agency located at 201 Jones Road, Waltham, Massachusetts, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, customizable long-term coverage, and the ability to invest policy cash value in the market. Their services include helping with everyday tasks, replacing lost income due to sickness or injury, professionally managed investments, bundled investments with low fees, and investments designed for education expenses. They also offer income solutions, estate planning, insurance for employees and business owners, and various other options to help individuals and businesses thrive. With over 12,000 agents nationwide, they provide tailored solutions to meet individual needs and budget. Pion New York Life has been in business since 1845, upholding values of diversity, responsibility, and service. They are committed to making a positive impact in communities through charitable giving and volunteer work. The New York Life Foundation supports educational enhancement, childhood bereavement, grassroots community efforts, and workplace initiatives. They also announced a $1 billion impact investment initiative to address the racial wealth gap in America. With the highest financial strength ratings and a diverse workforce, Pion New York Life is dedicated to helping families and communities thrive.
New York Life
New York Life, located in Westport, Massachusetts, is an insurance agency offering permanent policies with guaranteed death benefits and cash value growth. They provide long-term coverage that is customizable to fit your needs and budget, with the option to invest in the market. The institution helps pay for everyday tasks assistance, replace lost income due to sickness or injury, and offers professionally managed investments with potential market gains. They also offer bundled investments with low fees, education expense payment solutions, and income options with potential additional earnings. New York Life provides guidance on investment strategies, estate planning, and insurance options for employees, executives, and business owners. With over 12,000 agents nationwide, they offer tailored solutions to meet your financial security needs. The institution has been in business since 1845, upholding values of diversity, responsibility, and service. They are committed to giving back to communities through charitable initiatives and volunteer efforts. New York Life aims to help individuals, families, and communities thrive, providing resources, tools, and financial support to prepare for the future.
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