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TOP 30 Financial advisors firm in Quincy, MA
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Fernwood Investment Management, LLC
Fernwood Investment Management, LLC is a finance institution located at 400 Crown Colony Drive in Quincy, Massachusetts, United States. With over 18 years of experience, our firm specializes in creating wealth strategies for our clients to help them achieve their financial goals. Whether it's protecting and growing wealth, providing income during retirement, or passing on wealth to future generations, we work closely with individuals and families to tailor custom investment portfolios that meet their unique needs. As an SEC registered investment advisor, we offer personalized wealth management services that consider all aspects of our clients' financial lives. Our multidisciplinary professional services include investment advice, tax preparation, financial planning, business transitions, and compliance all under one roof. At Fernwood, we are committed to providing independent and tailored financial solutions for our clients.
blumshapiro
blumshapiro is an accounting and finance institution located at 4 Batterymarch Park, Quincy, Massachusetts, United States. They offer investment advisory services through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. blumshapiro is a member of the CLA Global network, an international organization of independent accounting and advisory firms. They are not an agent of any other member firm and are only liable for their own acts or omissions. The institution operates independently and provides a range of financial services to clients.
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