TOP 10 Financial advice for retirement in Arlington, MA
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Mark Lawyer - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMark Lawyer is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 11 Water Street in Arlington, Massachusetts. With years of experience in the finance industry, Mark provides expert advice and personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Mark is here to help. Trust in Mark Lawyer and Ameriprise Financial Services, LLC to guide you towards a secure financial future.
11 Water St Ste 2A, Arlington, MA 02476, United States -
Neiman & Associates Financial Services
● ClosedNeiman & Associates Financial Services is a fee-only firm located at 22 Mill Street in Arlington, Massachusetts. Specializing in accounting and finance, we offer a wide range of financial planning and investment advisory solutions for individuals and families, including those within the LGBTQ community, non-traditional couples and families, and those passionate about making a positive impact on the environment and their community. Our founder, Debra Neiman, is a CERTIFIED FINANCIAL PLANNER™ with expertise in investment, retirement, and tax planning. With over 30 years of experience, Debra is dedicated to helping clients build wealth, knowledge, and confidence in their financial success. She co-authored the book "Money Without Matrimony: The Unmarried Couple's Guide to Financial Security" and is actively involved in supporting LGBTQ equality in the workplace.
22 Mill St STE 303, Arlington, MA 02476, United States -
Daniel R Heenan - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDaniel R Heenan is a financial advisor at Ameriprise Financial Services, LLC located at 11 Water Street in Arlington, Massachusetts, United States. With a focus on helping clients achieve their financial goals, Daniel offers personalized advice and guidance on a range of financial planning concepts. Whether you are concerned about having enough money for retirement, navigating market fluctuations, or managing inflation, Daniel is here to help. By utilizing tools like the Retirement InteractiveSM tool, clients can explore potential challenges that may impact their retirement income. As a registered advisor, Daniel is able to conduct securities business with residents of specific states. Clients can verify his qualifications and background information on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing clients with added security and peace of mind. Whether you are looking to plan for retirement, invest in the stock market, or address any other financial concerns, Daniel R Heenan is ready to meet with you to discuss what's most important to you.
11 Water St #2A, Arlington, MA 02476, United States -
John R Kelly - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn R Kelly is a financial advisor at Ameriprise Financial Services, LLC located at 11 Water Street in Arlington, Massachusetts, United States. John R Kelly 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 John R Kelly's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, or high net worth individual, John R Kelly can provide personalized financial advice tailored to your specific needs. Contact John R Kelly at Ameriprise Financial Services, LLC for comprehensive and professional financial planning services.
11 Water St Ste 2A, Arlington, MA 02476, United States -
GLBT Financial Planning Gay Lesbian Same-Sex Unmarried Finances
● ClosedGLBT Financial Planning, located at 22 Mill Street in Arlington, Massachusetts, is a fee-only finance institution that offers comprehensive financial planning and investment advisory services for individuals within the LGBTQ community, non-traditional couples and families, and those passionate about making a positive impact on the environment and their community. Led by Debra Neiman, a CERTIFIED FINANCIAL PLANNER™ with over 30 years of experience, the firm specializes in investment, retirement, and tax planning for both traditional and non-traditional clients. Neiman & Associates takes a personalized approach to financial planning, aiming to empower clients to make informed decisions and achieve their life goals. They have a strong focus on building long-lasting relationships with clients, providing clear and transparent advice in plain English. The firm works closely with Fidelity Investments as their primary custodian, ensuring access to a wide range of products and services for their clients.
22 Mill St STE 303, Arlington, MA 02476, United States -
Tactile Encaustic Paintings Boston Cambridge MA
● ClosedWelcome to Tactile Encaustic Paintings Boston Cambridge MA, located at 22 Mill Street, Arlington, Massachusetts. Our unique business seamlessly blends the world of art and finance, offering an innovative approach to both creative expression and financial planning. As an art gallery, we celebrate the rich tradition of encaustic painting—a technique that uses beeswax to create vibrant, textured artworks. Our gallery showcases the work of talented local artists, including pieces by our founder, Debra Neiman, whose encaustic paintings have been featured in notable publications. Beyond art, we are proud to offer comprehensive financial planning and investment advisory services through Neiman & Associates Financial Services, LLC. As a fee-only, Boston-based firm, we are committed to serving a diverse clientele, including the LGBTQ community, non-traditional families, and environmentally conscious individuals. Our mission is to empower you to make informed financial decisions, ensuring peace of mind and the ability to pursue your life dreams.
22 Mill Street, Arlington, Massachusetts 02476, United States -
Chelsea Bank
● OpenWelcome to Chelsea Bank, your trusted partner in financial success, conveniently located at 360 Broadway, Chelsea, Massachusetts. As a cornerstone of the Chelsea community, we pride ourselves on providing exceptional banking and financial services tailored to meet the unique needs of individuals, families, and businesses. At Chelsea Bank, we offer a comprehensive range of services, including personal and business banking, loans, mortgages, and investment solutions. Our knowledgeable and friendly staff are dedicated to helping you achieve your financial goals with personalized advice and innovative solutions.
360 Broadway, Chelsea, Massachusetts 02150, United States
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