TOP 30 Financial advisor for businesses in Bridgewater, Massachusetts

12 results found

NEXT Financial Group, Inc is a finance institution located at 410 Laurel Street in Bridgewater, Massachusetts, United States. With a strong emphasis on providing personalized financial solutions for individuals and businesses, NEXT Financial Group, Inc offers a wide range of services including investment management, retirement planning, and wealth preservation. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, NEXT Financial Group, Inc is committed to delivering tailored solutions to meet your unique needs.

Skyeburst Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 700 West Center Street in West Bridgewater, Massachusetts, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. During the initial consultation, we discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are dedicated to helping you achieve your financial objectives. Please visit our website for important disclosures and information on website rules and regulations. We appreciate referrals and look forward to helping your friends and family members with their financial goals. Contact us today to schedule a meeting and let us assist you in planning for your financial future.

Edward Jones - Financial Advisor: Albert C Mui is a trusted financial institution located at 180 Winter Street in Bridgewater, Massachusetts, United States. As a dedicated finance professional, Albert C Mui offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for your children's education, or grow your wealth, Edward Jones - Financial Advisor: Albert C Mui can provide expert guidance and support every step of the way. With a commitment to exceptional customer service and a focus on building long-term relationships, clients can trust in the expertise and integrity of Albert C Mui and the Edward Jones team.

Stephen Adams is a Financial Advisor at Ameriprise Financial Services, LLC located at 700 West Center Street in West Bridgewater, Massachusetts, United States. Stephen holds various certifications, including the 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®, CFP®, 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 Stephen's expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. As a trusted advisor, Stephen is committed to providing personalized financial solutions to individuals, retirees, small business owners, and high net worth clients. Contact Stephen Adams today for comprehensive financial planning services.

Malone Business Associates is a reputable accounting and finance institution located at 21 Maple Avenue in Bridgewater, Massachusetts, United States. Known for their expertise in providing top-notch financial services, Malone Business Associates is dedicated to helping individuals and businesses navigate the complexities of accounting and finance. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are looking for assistance with managing your personal finances or need help with your business accounting, Malone Business Associates is the go-to institution for all your financial needs.

Welcome to Kaplan Family Financial, LLC, where financial well-being meets personalized service. Located at 2 Lakeshore Center in Bridgewater, Massachusetts, our firm is dedicated to helping you achieve your financial goals with confidence and clarity. Led by Ari Jason Kaplan, a seasoned financial advisor with a passion for empowering clients, we offer tailored financial planning and investment strategies designed to meet your unique needs. At Kaplan Family Financial, LLC, we understand that every financial journey is personal. Whether you're planning for retirement, saving for a child's education, or navigating complex investment landscapes, Ari Jason Kaplan is committed to providing expert guidance and support every step of the way. Our approach is rooted in trust, transparency, and a deep understanding of the ever-changing financial market.

New York Life, located at 2 Lakeshore Center in Bridgewater, Massachusetts, is a finance and insurance agency dedicated to serving professional advisors. They offer life insurance to help individuals leave a legacy of love and financial security. Additionally, they provide affordable voluntary benefits programs for businesses. Semper Financial Group, a part of New York Life, focuses on helping everyday people become masters of their financial future. Their founder, Brian O'Leary, a Marine Corps Veteran, instills values of integrity and service in the firm. They offer insurance and securities products and services to individuals in specific states. Semper Financial Group does not provide tax, legal, or accounting advice, and individuals are encouraged to consult their own professionals before making decisions.

Bluestone Bank is a reputable financial institution located at 29 Bedford Street in East Bridgewater, Massachusetts. As a full-service bank, Bluestone Bank offers a wide range of financial products and services to meet the needs of individuals, businesses, and communities in the area. With a commitment to providing personalized service and innovative solutions, Bluestone Bank is dedicated to helping customers achieve their financial goals. Whether you're looking for a checking account, mortgage loan, or investment advice, Bluestone Bank is here to help you every step of the way. Visit us today to experience the difference of banking with Bluestone Bank.

H&R Block is a renowned accounting and finance institution located at 755 Bedford Street in Bridgewater, Massachusetts, United States. With a strong reputation for providing top-notch financial services, H&R Block offers expert assistance in tax preparation, financial planning, and other accounting needs. Their team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of financial management with ease and confidence. Visit H&R Block today to experience their exceptional services and expertise firsthand.

Welcome to Kornegay Kapital Group, LLC, where we are committed to helping you achieve your financial aspirations. Located at 2 Lakeshore Center, Bridgewater, Massachusetts, our firm is dedicated to providing personalized financial solutions tailored to your unique needs. Under the leadership of Rodney Kornegay, our CEO, we offer a wide range of services designed to help you protect your family, secure your retirement, and grow your business. At Kornegay Kapital Group, we understand that life is unpredictable, and we are here to ensure you are prepared for whatever comes your way. Our partnership with New York Life allows us to provide expert guidance and access to a variety of insurance products, ensuring you leave a legacy of love and financial security for your loved ones.

Welcome to Citizens Bank, your trusted financial partner located at 755 Bedford Street, Bridgewater, Massachusetts. We specialize in providing a comprehensive range of financial solutions tailored to every stage of your life and beyond. At Citizens Bank, we believe in your potential, offering financial products that empower you to achieve your goals, from college funding to home equity lines of credit. Our innovative Citizens FastLine® service offers a simpler, faster way to secure a Home Equity Line of Credit without impacting your credit score. With our Round Ups‡ feature, you can effortlessly turn spare change from your debit card purchases into savings, helping you reach your financial goals more quickly.

Welcome to Phenix Mutual, your trusted insurance agency located in the heart of Bridgewater, Massachusetts. Conveniently situated at 70 Hubbard Lane, we are dedicated to providing personalized and comprehensive insurance solutions to meet your unique needs. Whether you're seeking coverage for your home, auto, life, or business, our experienced team is here to guide you every step of the way. At Phenix Mutual, we prioritize building lasting relationships with our clients, ensuring that you receive the best possible service and support. Our expert advisors take the time to understand your individual circumstances, offering tailored policies that provide peace of mind and financial security.