Financial advising in Amherst, Massachusetts

Merrill Lynch Financial Advisor Vincent T Todd Jr, located at 2221 Washington Street, Newton, Massachusetts, United States, offers over 40 years of experience in providing clients with individually tailored financial and wealth strategies. Vincent Todd is committed to building enduring client relationships through outstanding guidance and service. He advises on wealth accumulation, preservation, and transfer through customized wealth management strategies. Vincent Todd is a graduate of the University of Massachusetts-Amherst, School of Business and is actively involved in volunteering with various organizations in his community. The institution offers personalized financial planning services through Merrill Personal Wealth Analysis™, focusing on client goals and priorities. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Vincent Todd believes in designing and implementing personalized financial plans to help clients pursue their goals while managing investment risk. The institution offers access to investment insights from Merrill and banking solutions from Bank of America to address financial needs. By understanding client goals and priorities, Vincent Todd creates a financial approach that reflects individual personalities and helps clients achieve their goals. As a Merrill Lynch Wealth Management Advisor, Vincent Todd helps clients navigate financial complexities and build customized investment approaches to pursue their goals. The institution emphasizes personalized investment strategies and comprehensive financial solutions to help clients live their best financial life. Vincent Todd Jr is registered to do business in multiple states. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.

Welcome to Merrill Lynch Financial Advisor Dan Whiting's practice, located at 2221 Washington Street, Newton, Massachusetts. As a dedicated financial advisor with Merrill Lynch Wealth Management, Dan Whiting offers a comprehensive suite of investment solutions and banking products through the powerful collaboration between Merrill and Bank of America. Since joining Merrill Lynch in 2018, Dan has been committed to providing personalized financial guidance, drawing on his extensive experience, including eight years at Fidelity Investments. Dan's disciplined and client-focused approach begins with a deep understanding of your unique needs, concerns, and financial priorities. As a CERTIFIED FINANCIAL PLANNER® professional, Dan is passionate about helping you design and implement a customized financial plan aimed at achieving your goals while effectively managing investment risks.

West Branch Capital LLC is an independent, fee-only SEC Registered Investment Adviser located at 9 Research Drive in Amherst, Massachusetts. Recognized by the Financial Times 300 Top Registered Investment Advisers and investor.com as a Trusted Firm, we offer a full range of investment management services for individuals, institutions, and corporate retirement plan sponsors. Our team of fiduciaries is committed to always acting in the best interests of our clients, providing customized portfolios tailored to their specific goals and financial situations. We also offer financial planning services at no additional cost, addressing key areas of our clients' financial lives such as estate planning, insurance, college savings, and retirement needs. With a focus on transparency, integrity, and trust, we work tirelessly to help our clients achieve their financial goals and secure their futures. Contact us today to learn more about how we can help you plan for a secure financial future.

The University of Massachusetts, also known as UMass, is a prestigious university located at 41 Eastman Lane in Amherst, Massachusetts, United States. As a leading institution of higher education, UMass offers a wide range of academic programs and research opportunities for students. With a commitment to excellence in education, innovation, and community engagement, UMass is dedicated to preparing students for success in their chosen fields and making a positive impact on society. Whether you are interested in pursuing a degree in business, science, arts, or any other area of study, UMass provides the resources and support you need to achieve your academic and professional goals.

The Charles Hoff Alumni Scholarship Center at UMass Lowell is a hub for alumni engagement and philanthropy. Located at 1 Perkins Street in Lowell, Massachusetts, this university institution is dedicated to providing scholarships to deserving students. Through the generosity of alumni donors, the center helps support the next generation of leaders and innovators. Join us in making a difference and investing in the future of education.

The Student Resource Center at 68 North Campus Drive in Amherst, Massachusetts is a vital hub for students at the university. Offering a wide range of services and resources, the center is dedicated to supporting student success both academically and personally. From tutoring services and study groups to career counseling and mental health support, the Student Resource Center is committed to helping students thrive during their time at the university. With a welcoming and inclusive atmosphere, students can access the tools and guidance they need to reach their full potential. Visit the Student Resource Center today to discover all the ways it can help you succeed in your academic journey.