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TOP 30 Ethical investment advisors in Braintree, MA
3 results found
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Christopher Petrik - Private Wealth Advisor, Ameriprise Financial Services, LLC
Christopher Petrik is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 100 Grandview Road in Braintree, Massachusetts, United States. Christopher 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 Christopher's expertise in various areas of finance including wealth management, retirement planning, estate planning, investment management, and more. With a commitment to ethical standards and ongoing education, Christopher Petrik is dedicated to providing high-quality financial services to individuals and businesses.
Jody Johnson - Financial Advisor, Ameriprise Financial Services, LLC
Jody Johnson - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1681 Washington Street, Braintree, Massachusetts, United States. Jody Johnson 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Jody Johnson offers expertise in areas such as asset management, retirement planning, estate planning, investment strategies, and insurance products. With a commitment to ethical practices and continuous education, Jody Johnson provides comprehensive financial guidance to individuals, retirees, small business owners, and high net worth clients.
TGA Capital Management
TGA Capital Management is a finance institution located in Braintree, Massachusetts, United States. Specializing in retirement planning, financial planning, college planning, and income planning, TGA offers active investment management to help clients beat benchmark indexes. Their team of experienced professionals provide personalized investment strategies designed to meet individual risk tolerances. With over 30 years of financial-planning experience, TGA is committed to helping clients navigate the ever-changing economy and achieve their financial goals. Through teleconferencing and webinars, TGA offers guidance on active management and helps clients preserve and protect their wealth during uncertain times, such as the current COVID-19 pandemic. By providing affordable services and maintaining a commitment to ethics and integrity, TGA has earned the loyalty of many clients who rely on their expertise for financial planning and investment advice.
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