Financial advisor reviews in Newburyport, Massachusetts

EP Wealth Advisors, located at 102 State Street in Newburyport, Massachusetts, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, EP Wealth brings a planning-based approach to address each client's unique needs. With a fee-only structure, they provide objective investment recommendations. Their team of Certified Financial Planners, tax professionals, estate planners, and portfolio managers work together to create personalized financial plans for each client. Regular portfolio reviews and updates ensure that clients stay informed and on track to meet their goals. EP Wealth offers a wide range of wealth management services, including estate planning, tax planning, and charitable giving strategies. Recognized as one of the fastest-growing private companies in America, EP Wealth Advisors is committed to providing personalized, expert financial guidance to clients across the United States.

Welcome to Michael C. Galatis | Fairway Independent Mortgage Corporation, where we are committed to providing you with exceptional mortgage services in Danvers, Massachusetts. Located at 100 Conifer Hill Drive, our team of experienced mortgage professionals is dedicated to helping you achieve your homeownership dreams, whether you're looking to buy, build, or refinance your home. At Fairway, we understand that financing a home is one of the most significant commitments you'll ever make. That's why we offer a variety of loan options tailored to meet your specific needs, all while ensuring you receive the speed and service you deserve. Our mortgage experts are here to guide you through the entire loan process, from application to closing and beyond, ensuring a smooth and stress-free experience.