Fiduciary financial advisors in Wakefield, Massachusetts
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First Financial Trust
β ClosedFirst Financial Trust is a finance institution located at 351 Main Street in Wakefield, Massachusetts, United States. As one of under sixty nationally chartered trust companies in the country, we are dedicated to serving our clients first as a true fiduciary. We offer 401(k) services for business owners and employees, helping businesses with retirement plans through our advisory and fiduciary programs. Our experienced team works with business, institutional, and individual clients to provide personalized financial solutions. Stocks finished the month of March on a positive note, and we strive to help our clients navigate the ever-changing market conditions. Please note that investments in securities are subject to risks and are not guaranteed by First Financial Trust or insured by the FDIC. Visit our website or contact us to learn more about our services and how we can help you achieve your financial goals.
351 Main St, Wakefield, MA 01880, United States -
Compass Point Retirement Planning
β ClosedCompass Point Retirement Planning, now part of the Gallagher network, is a finance institution located at 500 Edgewater Drive in Wakefield, Massachusetts. Specializing in financial planning and retirement income-focused services, Compass Point works with individuals of all backgrounds to create a vision for the future and provide confidence during the retirement planning process. With a focus on personalized investment portfolios and long-term relationships, Compass Point treats clients like family and aims to be a lifelong partner in managing retirement income. The institution offers a range of services, including retirement planning, investment advisory, and fiduciary services. By working with a team of financial planners, clients can navigate the complexities of financial planning and make informed decisions about their future. Additionally, Compass Point may provide information on products and services from their group of companies. With a commitment to privacy and transparency, clients can trust in the expertise and guidance provided by Compass Point Retirement Planning.
500 Edgewater Dr # 565, Wakefield, MA 01880, United States
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