Financial advising in Massachusetts

Jeff Arouth is a financial advisor at Ameriprise Financial Services, LLC located at 175 Andover Street, Danvers, Massachusetts, United States. Jeff specializes in helping clients get closer to their retirement goals by providing investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. He meets regularly with clients to review progress, update strategies as life changes, and track progress towards goals. Clients can access their investments and accounts from any device securely. Jeff offers complimentary initial consultations for those interested in learning more about how he can help with financial planning. He also provides insights on stock prices and market trends to help clients make informed decisions. Ameriprise Financial Services, LLC is a registered investment adviser and member of FINRA and SIPC. Jeff Arouth may only conduct securities business with residents of states in which he is properly registered.

Timothy Lazcano, a Financial Advisor at Ameriprise Financial Services, LLC, located at 99 Derby Street in Hingham, Massachusetts, offers personalized advice to help clients achieve their financial goals. With a focus on preparing for the unexpected, they provide solutions and coverage for various insurance needs such as health, life, disability, income, and long-term care. By setting up a complimentary initial consultation, clients can take the first step towards a more confident financial future. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, a member of FINRA and SIPC. Timothy Lazcano can only conduct securities business with residents of states in which he is properly registered. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends or family members to Timothy Lazcano for assistance with their financial goals. The institution emphasizes privacy, security, and protection against email fraud.

Absolute Advisers is a premier finance institution located at 18 Shipyard Drive in Hingham, Massachusetts. With a team of experienced advisers, we provide personalized financial solutions to help our clients reach their goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, our experts are here to guide you every step of the way. Trust Absolute Advisers to provide you with sound financial advice and strategies tailored to your individual needs.

Tom Madden - Financial Advisor at Ameriprise Financial Services, LLC, located at 1284 Main Street in Barnstable, Massachusetts, is dedicated to helping clients achieve their financial goals. With a focus on personalized financial advice, Tom takes the time to understand what is truly important to each individual, whether it's saving for college, planning for retirement, or making smart investments. By offering guidance to prepare for both expected and unexpected events in life, clients can feel more confident and in control of their financial future. If you are interested in learning more about how to prepare for your goals tomorrow, Tom Madden invites you to schedule a complimentary initial consultation. This consultation provides an overview of financial planning concepts and is available to residents in the United States. As a registered investment adviser with Ameriprise Financial Services, LLC, Tom Madden offers investment advisory products and services to help clients navigate the complexities of the financial market.

Christopher Moschella - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 80 Washington Street in Norwell, Massachusetts, is part of North Peak Wealth Advisors, a Forbes Best-in-State Wealth Management Team for 2023. With a focus on client relationships and goals, Ameriprise Financial is recognized as one of the Most Trusted Wealth Managers by Investor’s Business Daily. At Ameriprise Financial Services, LLC, clients can expect personalized financial planning concepts and investment advisory services. Christopher Moschella, a registered investment adviser, offers securities through Ameriprise Financial Services, LLC, and is available for consultations to discuss financial goals and strategies.

Joe Hayes - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 15 Caswell Lane, Plymouth, Massachusetts, United States. Joe Hayes provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. Joe Hayes offers complimentary initial consultations for those interested in learning more about financial planning concepts. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Joe Hayes is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends and family members to Joe Hayes for assistance in achieving their financial goals. Privacy and security are a top priority at Ameriprise Financial Services, LLC.

Sean Todd is a Financial Advisor at Ameriprise Financial Services, LLC located at 704 Massachusetts 6A, Yarmouth, Massachusetts, United States. Sean provides expert financial advice and services to help clients navigate their financial goals and plan for a secure future. With a background in finance and qualifications available on FINRA's BrokerCheck website, Sean offers personalized solutions to address common retirement concerns such as income stability, market fluctuations, and inflation impact. Clients can explore the Retirement InteractiveSM tool to understand potential challenges and opportunities for their retirement income. New clients can schedule a complimentary initial consultation to discuss their financial needs and goals. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser, and Sean Todd is registered to conduct securities business in specific states as listed on FINRA's BrokerCheck website.

Merrill Lynch Financial Advisor Katie Soule is located at 25 Burlington Mall Road in Burlington, Massachusetts, United States. At The Battaglia Group, we believe in helping clients achieve their real-world financial goals and enjoy a personalized wealth management experience. Our team is committed to guiding you on your financial journey, focusing on your goals and investing for the future. We take the time to understand your individual needs and collaborate with you to create a customized investment strategy designed to help you pursue your most meaningful goals. Our team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. Whether you're planning for retirement, buying a home, or funding your child's education, we are here to help you make informed decisions and trade-offs to reach your goals. Our advisors have been recognized for their exemplary client service, setting the standard for wealth management excellence. We offer personalized investment strategies and comprehensive financial solutions to help you address your needs and pursue your goals. By getting to know you and your family, we can design a financial approach that reflects your unique needs and priorities. Get the latest investment insights, tips, and strategies to help you live your best financial life with Merrill Lynch Financial Advisor Katie Soule.

Merrill Lynch Financial Advisor Dillon Geelan is a finance institution located at 2221 Washington Street, Newton, Massachusetts, United States. Dillon and his team offer insights, observations, and ideas to help clients pursue their financial goals. With proactive management of concentrated stock holdings and personalized plans through Merrill Personal Wealth Analysis®, they aim to help clients fulfill their vision for their family's financial future. Dillon is a Certified Financial Planner (CFP®) with extensive experience in financial advising and wealth management. He focuses on understanding each client's individual needs and goals, designing personalized plans to help manage investment risk and achieve financial success. With access to the investment insights of Merrill and banking solutions from Bank of America, Dillon works with clients to develop customized approaches tailored to their financial needs. By regularly reviewing and adjusting financial strategies, Dillon ensures clients stay on track to reach their goals. With a focus on building one-on-one relationships and providing personalized investment strategies, Dillon Geelan and his team at Merrill Lynch Wealth Management strive to help clients live their best financial lives.

Merrill Lynch Financial Advisor Eric W Breemen, located at 45 William Street in Wellesley, Massachusetts, offers comprehensive financial services and strategies tailored to the needs of successful individuals and families. The institution, known as Breemen McCarthy McKenna & Associates, specializes in assisting corporate executives with liquidity events, pre-IPO planning, and asset management. With a focus on educating clients and their future generations, the team at Breemen McCarthy McKenna & Associates aims to simplify, organize, and optimize their clients' financial lives. The experienced advisors at this institution have been recognized for their exemplary client service by Forbes and Bank of America Corporation. With access to the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ tool, clients can create a personalized financial plan centered on their goals and aspirations. By regularly reviewing and adjusting financial approaches, the team at Merrill Lynch Financial Advisor Eric W Breemen strives to help clients achieve their most important financial objectives.

Catherine Fitzgerald is a financial advisor at Ameriprise Financial Services, LLC located at 20 Walnut Street in Wellesley, Massachusetts. Catherine offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. She helps clients track their progress towards goals, adjust strategies as life changes, and provides secure access to investments and accounts from any device. Catherine encourages those with questions about retirement planning to explore the Retirement InteractiveSM tool on the Ameriprise website. The tool helps individuals address common retirement concerns such as income longevity, market fluctuations, and inflation impact. Catherine also offers complimentary initial consultations to new clients interested in financial planning concepts.

Merrill Lynch Financial Advisor Kristin S. Polito, located at 100 Federal Street in Boston, Massachusetts, is a trusted institution that offers personalized financial advice and services to clients across the United States. With over 15,000 experienced advisors, Merrill Lynch helps individuals achieve their financial goals and secure their desired lifestyle. Specializing in asset allocation, diversification, and investment strategies, the team at Merrill Lynch is dedicated to providing comprehensive financial planning and guidance. As a subsidiary of Bank of America Corporation, Merrill Lynch offers a wide range of brokerage, investment advisory, and other financial services to meet the diverse needs of their clients. Whether you are looking to invest, plan for retirement, or protect your assets, Merrill Lynch Financial Advisor Kristin S. Polito is here to help you navigate the complexities of the financial world and make informed decisions. Please note that investing involves risk, and it is advisable to consult with legal and tax advisors before making any financial decisions.

Merrill Lynch Financial Advisor Christopher J. Henderson is a Senior Vice President and Senior Financial Advisor located at 100 Federal Street in Boston, Massachusetts. With a focus on advising families, entrepreneurs, and select institutional clients, Chris and his team provide comprehensive wealth management services. Chris leverages the firm's intellectual capital, balance sheet, and investment access to support clients in navigating their personal, charitable, and business operating needs. With experience in investing, credit, estate planning strategies, and tax efficiency, Chris offers a personalized approach to help clients achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, Chris prioritizes understanding his clients' individual needs and goals. Through a personalized financial plan centered on family, goals, and priorities, Chris helps clients navigate the ever-changing financial landscape. By regularly reviewing progress and adjusting investment strategies as needed, Chris ensures that clients stay on track to achieve their objectives.

Bridge McSurely - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 25 Recreation Park Drive in Hingham, Massachusetts, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution also provides insurance solutions for health, life, disability, income, and long-term care to protect clients and their loved ones. With over 125 years of history, Ameriprise Financial Advisors build 1-to-1 relationships with clients to help them achieve financial success. Those interested can schedule a complimentary initial consultation to get started on financial planning. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Visit their website or contact them for more information on how they can help you reach your financial goals.

Kozlog Tax Advisers is a leading accounting and finance institution located at 3 Meeting House Road in Chelmsford, Massachusetts, United States. Our team of experienced tax advisers is dedicated to providing expert guidance and support to individuals and businesses in navigating the complexities of tax laws and regulations. Whether you need assistance with tax planning, preparation, or compliance, our knowledgeable professionals are here to help you achieve your financial goals. Trust Kozlog Tax Advisers for all your accounting and finance needs.

Atlantic Advisers is a reputable insurance agency located at 683 Main Street in Norwell, Massachusetts, United States. Our team of experienced advisers are dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the best coverage at competitive rates. With a commitment to exceptional customer service and a focus on building long-lasting relationships, Atlantic Advisers is the trusted choice for all your insurance needs. Contact us today to learn more about how we can protect what matters most to you.

The Bank of America Financial Center at 630 Washington Street in Boston, Massachusetts, is a leading institution in the world of banking and finance. With a strong presence in the United States, this branch offers a wide range of financial services to meet the needs of individuals, businesses, and organizations. From personal banking and investment services to commercial lending and wealth management, the Bank of America Financial Center is dedicated to helping customers achieve their financial goals. With a team of knowledgeable professionals and cutting-edge technology, this institution is committed to providing top-notch service and support to its clients.

A. Micheline Yacoub, Financial Adviser at New York Life and MY Core Financials, LLC, located at 201 Jones Road in Waltham, Massachusetts, is an insurance agency offering a range of services to help individuals and businesses achieve financial security. Specializing in permanent policies with guaranteed death benefits and cash value growth, the institution also offers long-term coverage that can be tailored to fit specific needs and budgets. Clients have the option to invest their policy's cash value in the market, as well as access professionally managed investments with potential market gains. In addition to insurance solutions, MY Core Financials, LLC provides guidance on estate planning, retirement planning, and education savings. The institution also offers support for businesses, including insurance for employees, executives, and business owners. With a focus on community involvement and charitable giving, the institution aims to make a positive impact at both local and national levels.

Nancy Betiana De La Rosa: Primerica - Financial Services is a reputable finance and insurance agency located at 435 Lancaster Street in Leominster, Massachusetts, United States. With a focus on providing quality financial services to individuals and families, Nancy Betiana De La Rosa and her team offer a range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Nancy Betiana De La Rosa: Primerica - Financial Services is dedicated to providing personalized and professional assistance to meet your needs.

Welcome to Wenping Jin, Financial Services Professional - New York Life, located at 201 Jones Road, Waltham, Massachusetts. As a dedicated financial advisor with Eagle Strategies, a subsidiary of New York Life Insurance Company, I am committed to providing personalized advisory services and financial solutions tailored to meet your unique needs and goals. Whether you're looking for permanent policies with guaranteed benefits, customizable long-term coverage, or investment strategies designed to secure your financial future, I am here to guide you every step of the way. My services include life, long-term care, and disability insurance, as well as professionally managed investments with potential market gains, all aimed at protecting your family, assets, or business from life's unexpected events.

Welcome to Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC, where your financial future is our priority. Situated at 201 Jones Road in Waltham, Massachusetts, we specialize in providing comprehensive financial legacy solutions tailored to your unique needs. With over 20 years of experience, our firm is committed to helping you achieve both your short and long-term financial goals, ensuring that your wealth aligns with what matters most to you. At Koritz Wealth Strategies, we believe in a relationship-centric approach. We take the time to understand your goals, concerns, and risk tolerance, enabling us to offer personalized strategies for securing your family’s future. Our holistic and collaborative process often sees us acting as the 'quarterback,' bringing together your team of advisors to ensure a cohesive financial plan.

Welcome to Chris Battersby, Financial Advisor at Atlantic Planning Group, where we are dedicated to helping you navigate the complexities of wealth management with clarity and confidence. Located at 201 Jones Road, Waltham, Massachusetts, our team specializes in comprehensive financial planning tailored to your unique goals and values. At Atlantic Planning Group, we understand that success brings both opportunities and challenges. Our mission is to simplify your financial world, allowing you to focus on what truly matters in life. With over three decades of experience in high-net-worth planning, we offer a superior level of competency and unshakable integrity, building lasting relationships rooted in trust and performance.

Welcome to Birch Financial Partners, your trusted financial ally located at 303 Wyman Street, Waltham, Massachusetts. We are a full-service financial planning and investment advisory practice dedicated to providing personalized, all-encompassing financial advice that empowers you to achieve your financial goals. Our approach goes beyond typical wealth management, offering a comprehensive suite of services tailored to meet your unique needs. At Birch Financial Partners, we understand that your financial journey is personal, which is why we focus on building genuine professional and personal relationships with our clients. Whether you're a working professional, business owner, retiree, or pre-retiree, our solutions are customized to fit your career and life aspirations.

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.

Welcome to Financial Exchange, your trusted source for financial news and insights, conveniently located at 144 Gould Street, Needham, Massachusetts. Our mission is to redefine the way you access financial information, guided by the expertise of our hosts, Barry Armstrong and Chuck Zodda. At Financial Exchange, we offer a comprehensive platform for the latest stock market news and investment strategies. Our collaboration with Armstrong Advisory Group, Inc., an SEC-registered investment adviser, ensures that you receive informed perspectives on the financial landscape. Please note that while we provide valuable information, nothing on our site should be construed as specific investment advice or an offer to buy or sell securities. We strongly encourage you to consult with your own financial advisor, tax consultant, or estate planning attorney to make well-informed investment decisions.

Welcome to Patrick McKallagat, Financial Advisor at Third-3rd Financial Partners, LLC, located at 10 New England Business Center Drive, Suite 205, Andover, Massachusetts. We are dedicated to providing professional financial advisory services to help you achieve peace of mind through financial security. Our mission is to offer clarity and personalized guidance, enabling you to see where you are today, where you want to go, and how to create your best life. At Third-3rd Financial Partners, we understand that each client is unique. We take the time to get to know you personally, allowing us to tailor our recommendations to meet your specific needs and objectives. Our team is committed to working side by side with you, identifying solutions that protect your wealth and family while maximizing valuable opportunities.

Welcome to Michael Polito, Financial Adviser - Polito Financial & Insurance, your trusted partner in achieving financial security and peace of mind. Located at 437 High Street, Dedham, Massachusetts, we specialize in helping you plan for a prosperous future. At Polito Financial & Insurance, we understand that a key to reaching your long-term financial goals is strategic planning. Whether you're aiming to fund your children's education, protect your family, or secure your retirement, these objectives require a well-thought-out approach. The good news is that it's never too late to start planning your financial future, and we're here to help you every step of the way.

Welcome to Harty Financial, where we redefine the approach to financial planning and wealth management. Located at 2 Elm Court in Andover, Massachusetts, we are committed to serving our clients with personalized financial solutions that align with their unique goals and values. As proud representatives of New York Life, we differentiate ourselves by shunning one-size-fits-all solutions and embracing the individuality of each client's financial journey. Our team, led by Brendan Harty and Caleb Harty, offers a tailored and holistic approach that considers your specific goals, opportunities, and risk tolerance. Whether you're a successful business owner, an executive, nearing retirement, or managing complex family financial concerns, such as caring for a special needs child, we meet you where you are and guide you towards the right financial path.

Welcome to Christian O'Donnell - TD Wealth Financial Advisor, your trusted partner in financial planning and wealth management. Conveniently located at 235 Alewife Brook Parkway, Cambridge, Massachusetts, we are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. At Christian O'Donnell - TD Wealth Financial Advisor, we understand that navigating the complexities of finance can be daunting. That's why we offer a comprehensive range of services, including investment management, retirement planning, estate planning, and tax-efficient strategies. Our mission is to provide you with the expert guidance and support you need to make informed decisions and secure your financial future.

Welcome to Lazard Financial Advisory, your trusted partner in navigating the complex world of finance and strategy. Located at 222 Berkeley Street, Boston, Massachusetts, we specialize in providing expert advice to leaders of businesses and governments on their most critical financial and strategic matters. As the world’s largest advisory-focused firm, we offer unparalleled depth of expertise across various industry sectors and geographies. Our unique independent advisory model ensures that we serve solely as an advisor, not as a lender or proprietary trader, aligning our financial interests with yours. This approach has fostered generations of client relationships built on trust and discretion. With deep roots in major business centers around the globe, we leverage meaningful local relationships and insights, enhanced by a global perspective, to deliver exceptional results.