Financial advising in Massachusetts

Bond Financial Group, Inc. is a finance institution located at 180 Denslow Road, East Longmeadow, Massachusetts, United States. Our motto is "Live empowered. Live fulfilled. Live your best retirement." We specialize in helping individuals plan for a retirement with no regrets through our unique Empowered Retirement JourneyTM. Our goal is to provide you with the confidence and guidance needed to fulfill your dreams and make the most of every moment in your retirement. At Bond Financial Group, we take into consideration who you are, what matters to you, where you are today, where you want to be, and any gaps along the way in order to create a personalized retirement strategy tailored to your needs and objectives. We offer a variety of investment and insurance products to help you reach your financial goals.

Grenier Financial Advisors is a finance institution located at 1 Monarch Pl, Springfield, Massachusetts, United States. We believe that life is a journey, not a race, and our goal is to help you live your best life no matter where you are on that road. Our team works tirelessly to create personalized financial strategies and money management plans that reflect who you are and what you love, allowing you to enjoy your life worry-free. Whether you're experiencing unexpected changes or facing complicated situations, we are here to help you navigate through them with compassion and problem-solving strategies. Our hearts-and-minds approach to financial planning and investing will guide you in the right direction, no matter how bumpy the road may get.

Practical Pensions & Financial is a finance institution located at 10 Allen Street in Hampden, Massachusetts, United States. We specialize in providing expert advice and guidance on pension planning and financial management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and solutions. Whether you are looking to plan for retirement, invest for the future, or secure your financial future, Practical Pensions & Financial is here to help. Visit us today to learn more about our services and how we can assist you in securing a stable financial future.

Adviser Investments, LLC is a finance institution located at 85 Wells Avenue in Newton, Massachusetts, United States. With a team of experienced financial advisers, they provide personalized investment strategies and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Adviser Investments, LLC offers expert advice and tailored solutions to meet your needs. Trust in their expertise and commitment to excellence for all your investment needs.

Verdad Advisers is a leading finance institution located at 695 Atlantic Avenue in Boston, Massachusetts, United States. Specializing in providing expert financial advice and investment strategies, Verdad Advisers is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to personalized service, Verdad Advisers is a trusted partner for individuals and businesses seeking to maximize their financial potential.

James Valenti is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Silver Street in Agawam, Massachusetts, United States. With a focus on individual goals such as retirement planning or major purchases, James provides personalized investment recommendations based on risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their accounts and progress tracking online. Background and qualifications can be verified on FINRA's BrokerCheck website. Initial consultations are complimentary for those interested in a more confident financial future. Securities are offered through Ameriprise Financial Services, LLC, and investment products involve risks including potential loss of principal. James Valenti can conduct securities business with residents of states where properly registered. Privacy and security are a priority at Ameriprise Financial Services, LLC.

James Valenti, a financial advisor at Ameriprise Financial Services, LLC, located at 75 Post Office Park in Wilbraham, Massachusetts, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, James provides investment recommendations and portfolio strategies tailored to each client's needs. Regular meetings and progress reviews ensure that strategies are adjusted as life changes occur. Clients have access to their investments and accounts at any time, from any device, allowing them to track their progress towards their goals securely. For those interested in learning more about how James can help them secure a more confident financial future, scheduling a complimentary initial consultation is the first step. This consultation provides an overview of financial planning concepts without written analysis or recommendations.

Jim Shuttleworth- Thrivent Financial, located at 200 North Main Street, East Longmeadow, Massachusetts, United States, is a finance institution that believes everyone deserves a financial plan they can be confident about. They offer assistance in matching clients with resources based on their top financial concerns, understanding their unique situation and goals, and identifying strategies to help achieve those goals. Money Canvas™, a free virtual coaching service, empowers clients to build healthier money habits at their own pace. The institution prioritizes creating a financial plan that aligns with what matters most to the client, whether they are just starting out, building a foundation, or nearing retirement. Financial advisors help clients navigate the challenges and opportunities that life presents, and can assist in developing a plan to stay focused on their priorities during difficult times.

Financial Business Services is a reputable institution specializing in accounting and finance located at 382 Lowell Street in Wakefield, Massachusetts, United States. With a team of experienced professionals, we offer a wide range of financial services to meet the needs of individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, financial planning, or investment management, our dedicated staff is here to help you achieve your financial goals. Contact us today to learn more about how Financial Business Services can assist you with your financial needs.

Pioneer Financial, Inc. is a reputable institution located at 351 Newton Street in South Hadley, Massachusetts. Specializing in accounting, finance, and insurance services, we pride ourselves on providing quality advice, building strong personal relationships, and upholding extremely high ethical values. Since 1964, our team has been dedicated to serving clients in the Pioneer Valley and throughout Western Massachusetts. Founded by George Wall as Automated Business Services, our firm has evolved over the years to meet the changing needs of our clients. Under the leadership of Edward Wall, an Accountant and Investment Advisor, Pioneer Financial now offers Registered Investment Advising in addition to Accounting Services.

The Dowd Insurance Agencies & Dowd Financial Services, located at 14 Bobala Road in Holyoke, Massachusetts, is your trusted insurance agency for all your protection needs. Our secured server ensures the safety of your information as you fill out our forms to request accurate services. At The Dowd Agencies, we understand the importance of your family, home, business, and employees. Let us help you protect what matters most to you.

Meridian Financial Advisors is an independent fee-only fiduciary financial institution located at 13 Water Street in Holliston, Massachusetts, United States. Since 1993, our team of Registered Investment Advisers has been dedicated to providing honest and transparent financial advice to help our clients reach their unique goals. We do not receive commissions or kickbacks for recommending financial products, ensuring that our recommendations are always in your best interest. As fiduciaries, we are legally obligated to disclose and mitigate any potential conflicts of interest, putting your needs first at all times. Our comprehensive financial planning services cover all aspects of your financial life, from retirement planning to estate management. We work with you to create a personalized plan that aligns with your risk tolerance, time horizon, and long-term objectives.

G9 Financial is a finance institution located at 9E West Central Street, Franklin, Massachusetts, United States. We specialize in helping our clients move from a state of financial confusion, frustration, or inaction to a place of clarity, control, and confidence. Our personalized services and expertise cater to every stage of life, providing guidance on how to protect and grow your financial future through the nine stages of your financial life. Our team, including Daniel Girard, Michael Crotty, and Elisa Chan, offer securities through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC, and advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. We are committed to providing our clients with the best possible financial advice and support. Contact us at 508-865-9599 or via email to learn more about how we can help you achieve your financial goals.

Ridley Cove Financial Advisors is a leading finance institution located at 275 Grove Street in Newton, Massachusetts, United States. Our team of experienced financial advisors is dedicated to providing expert guidance and personalized strategies to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Ridley Cove Financial Advisors is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

McCormick Financial, located at 209 West Central Street in Natick, Massachusetts, is a finance institution led by experienced financial advisor Myles McCormick. With over 21 years of experience, McCormick provides portfolio guidance and brokerage services to individuals, focusing on understanding their unique investment, insurance, and financial planning needs. As an independent professional, McCormick offers a wide range of mutual funds and insurance products from various companies, ensuring that clients receive personalized recommendations tailored to their risk tolerance and goals. Clients of McCormick Financial value the long-term relationships built on trust and attentiveness to their financial needs. Whether you are a new investor or looking to reevaluate your current portfolio, McCormick offers a complementary analysis to help you develop a plan for your financial goals. Please note that the information provided by Emerald Publications is for informational purposes only and should not be considered a solicitation.

Kelly Financial Services LLC, located at 10 Forbes Road in Braintree, Massachusetts, is a finance institution dedicated to helping individuals create retirement readiness plans. Since 2003, Kelly Financial Services has been assisting clients in the greater Boston area with their financial goals by providing planning tools and strategies. Founded by William A. Kelly and Kelly Kelly, the firm is independently owned and has a team of professionals focused on helping clients grow and preserve their wealth. Tune in to the Safe Money Strategies™ radio show on WRKO 680 AM Boston to learn more about retirement advice from Kelly Financial Services. With over 20 years of experience in developing retirement strategies, the firm is committed to helping clients achieve their financial goals.

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 Kenny Simon is located at 25 Burlington Mall Road in Burlington, Massachusetts, United States. With over 15,000 Merrill Lynch Financial Advisors spread across all 50 states, the District of Columbia, and several US territories, we are dedicated to helping clients achieve the lives they desire. Our team of advisors offers a wide range of financial services, including investment advisory, financial planning, and brokerage services. It is important to note that investing involves risk, and our advisors do not provide legal, tax, or accounting advice. We recommend consulting with your own advisors before making any financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, offering products and services through affiliates of Bank of America Corporation. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc. Visit us today to begin your journey towards financial success.

Merrimack Valley Financial is a reputable financial institution located at 6 Courthouse Lane in Chelmsford, Massachusetts. We specialize in providing a wide range of financial services including wealth management, retirement planning, investment advising, and more. Our experienced team of financial experts is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Merrimack Valley Financial is here to provide personalized and professional financial solutions to meet your needs. Contact us today to schedule a consultation and start building a strong financial foundation.

Teixeira Financial Group, located at 228 County Street in Attleboro, Massachusetts, is a finance institution that provides a competitive edge in today's financial marketplace. Securities and investment advisory services are offered through representatives of Lincoln Financial Securities Corporation, a broker-dealer and registered investment advisor. Insurance is also offered through Lincoln affiliates and other reputable companies. Teixeira Financial Group is not affiliated with Lincoln Financial Securities Corp. Please note that Lincoln Financial Securities and its representatives do not provide tax or legal advice, so individuals should consult their own professionals in those areas. Visit our website to access interesting calculators and videos, and to learn more about the services we offer. For more information about LFS' relationships, services, fees, and other important details, please refer to their Form CRS Customer Relationship Summary and other disclosure documents available on their website. Be sure to check the background of our investment professionals before making any decisions.

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.

Barry Financial is a finance institution located at 3 Evergreen Lane, Walpole, Massachusetts, United States. Specializing in business planning, retirement planning, and wealth strategies, Barry Financial is dedicated to establishing a strong financial foundation for your business. Principal and founder, Mike Barry, works closely with clients to understand their values, goals, assets, and opportunities in order to provide customized solutions that support their entire financial picture. Whether you have a specific need in mind or need help determining your next steps, Barry Financial is here to guide you through the process. Michael Barry is licensed to sell insurance through New York Life Insurance Company and various other independent insurance companies in multiple states. As a Registered Representative of NYLIFE Securities LLC and an investment adviser representative with Eagle Strategies LLC, Michael Barry offers securities products, services, and advisory services in specific states. Please consult your tax, legal, or accounting professionals regarding your particular situation, as Barry Financial and its associates, as well as New York Life and its subsidiaries do not provide tax, legal, or accounting advice. Barry Financial, LLC is not owned or operated by New York Life Insurance Company or any of its affiliates. Contact Barry Financial today to see how they can help you establish financial peace of mind for your business.

MacDonald Insurance & Financial Services, located at 347 Washington Street in Dedham, Massachusetts, is a finance institution dedicated to serving professional advisors. Scott MacDonald, an agent licensed to sell insurance through New York Life Insurance Company, offers securities products and services through NYLIFE Securities LLC. Additionally, Scott MacDonald is registered as an investment adviser representative with Eagle Strategies LLC, providing investment advisory services in select states. Please note that neither MacDonald Insurance and Financial Services, its employees, nor NYLIFE Securities LLC provide tax, legal, or accounting advice. It is recommended to consult your own professionals in these areas before making any decisions. Scott MacDonald is licensed to offer mutual funds and variable products, and Market Watch information is provided for informational purposes only.

Adviser Capital is a reputable finance institution located at 85 Wells Avenue in Newton, Massachusetts, United States. With a team of experienced financial advisers, they provide expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Adviser Capital offers a range of services to meet your needs. Trustworthy and reliable, they are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Client Priority Financial Advisors LLC (CPFA) is a finance institution located at 105 High Street, Needham, Massachusetts, United States. CPFA is a registered investment adviser in the Commonwealth of Massachusetts, offering affordable financial planning and advice to families and individuals. The firm helps clients plan for future financial goals such as retirement and college savings for their children, using systems to evaluate their current financial condition and quantify how to reach future goals. CPFA's philosophy is to provide affordable advice and low-cost investment options to give clients an edge over higher-cost alternatives. The firm offers hourly, fee-only financial advisory services, which are substantially less expensive than firms who charge a percentage of assets under management. CPFA does not receive commissions or hidden compensation, ensuring that their advice is always in the best interests of their clients.

Real World Financial Planning, LLC is an independent financial planning firm and registered investment adviser located in Newton, Massachusetts. Serving individuals and families in the Boston area, we understand the challenges of finding time to focus on long-term financial goals. Our evidence-based approach to financial planning aims to educate and empower clients to make informed decisions. As a fiduciary, we provide unbiased advice on an hourly or project basis, ensuring transparency and value for our clients. We do not sell products or receive commissions, allowing us to prioritize your best interests. Serving clients in the Boston Metrowest area and throughout Massachusetts, we are committed to providing personalized and affordable financial planning services. Please note that our presence on this website does not constitute a solicitation for services in jurisdictions where we are not registered. Contact us to discuss your financial goals and learn how we can help you achieve them.

Knightsbridge Advisers LLC is a finance institution located at 50 Leonard Street in Belmont, Massachusetts, United States. With a strong focus on providing expert financial advice and investment strategies, Knightsbridge Advisers LLC is committed to helping clients achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Knightsbridge Advisers LLC is dedicated to guiding you every step of the way.

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.

Campbell Financial Services is a family-owned institution located at 18 North Street in Plymouth, Massachusetts, United States. Specializing in accounting and finance, we offer a comprehensive approach to tax planning and financial advising. Our team, led by Deborah F. Campbell, CPA, and Kevin M. Campbell, CPA, CFP®, is dedicated to providing honest and sincere advice to every client. As both a CPA and CERTIFIED FINANCIAL PLANNERTM firm, we have the expertise to help individuals reach their financial goals in a way that most firms cannot. From financial planning and investment management to business advisory and tax services, we take a personalized approach to ensure that you feel confident in your financial decisions.

Merrill Lynch Financial Advisor Lei-Choon Ong is a finance institution located at 440 Boylston Street, Boston, Massachusetts, United States. Lei-Choon Ong is a Certified Financial Planner™ with a Chartered SRI Counselor designation, dedicated to helping successful individuals achieve peace and harmony in their financial lives. With a background in management consulting and corporate strategy, Lei-Choon Ong offers personalized wealth planning strategies tailored to each client's needs and goals. Fluent in six languages and passionate about travel and sports, Lei-Choon Ong brings a unique perspective to financial advising. The institution offers the Merrill Personal Wealth Analysis™ to create personalized financial plans centered on individual goals. With a team of experienced professionals, Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service. Whether planning for retirement, education, or wealth transfer, Lei-Choon Ong works closely with clients to develop a financial approach designed to help them achieve their goals. By staying informed about market changes and client priorities, Merrill Lynch Financial Advisor Lei-Choon Ong helps clients navigate the complexities of their financial lives and pursue their aspirations.