Financial advisors for individuals in Marshfield, MA
13 results found
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Boston Bay Advisors Team / Centinel Financial Group - Financial Advisor: Maria Naqishbandi
● ClosedBoston Bay Advisors Team is a financial institution located at 462 Plain Street in Marshfield, Massachusetts. As part of the Centinel Financial Group, they offer a wide range of financial services and expertise to help clients achieve their financial goals. Maria Naqishbandi is a dedicated and experienced financial advisor who works closely with clients to develop personalized financial plans tailored to their individual needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Maria and the team at Boston Bay Advisors are here to help you every step of the way.
462 Plain St, Marshfield, MA 02050, United States -
Mc Namara Financial Services
● ClosedMc Namara Financial Services is a reputable finance institution located at 1020 Plain Street in Marshfield, Massachusetts, United States. We specialize in providing a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of financial experts is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Mc Namara Financial Services is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
1020 Plain St, Marshfield, MA 02050, United States -
CAPE RETIREMENT WEALTH ADVISORS
● ClosedCAPE RETIREMENT WEALTH ADVISORS is a leading financial institution located in Marshfield, Massachusetts. Our team of experienced advisors is dedicated to helping clients plan for a secure and comfortable retirement. We offer personalized wealth management solutions tailored to each individual's financial goals and priorities. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our team is here to provide expert guidance and support every step of the way. Visit us at 1020 Plain Street to learn more about how we can help you achieve your financial goals.
1020 Plain St # 380, Marshfield, MA 02050, United States -
Ameriprise Financial
● OpenAmeriprise Financial, located at 1248 Forest Street in Marshfield, Massachusetts, offers personalized financial advice to help individuals reach their financial goals. As the overall winner in the wealth manager category in 2023 according to the Kiplinger Readers' Choice Awards, Ameriprise stands out from other financial firms with its comprehensive approach that instills confidence in clients. Clients can receive an initial complimentary consultation to see how Ameriprise can help them work towards their dreams and goals. With a focus on personalized advice tailored to individual goals, Ameriprise provides a secure and safeguarded environment for clients to discuss their financial needs. To learn more about Ameriprise's background and qualifications, clients can visit FINRA's BrokerCheck website. With a commitment to personalized advice and a focus on client goals, Ameriprise Financial is dedicated to helping individuals achieve financial success.
1248 Forest St, Marshfield, MA 02050, United States -
Edward Jones - Financial Advisor: Joshua E Singer
● ClosedEdward Jones - Financial Advisor: Joshua E Singer is a finance institution located at 1025 Plain Street in Marshfield, Massachusetts, United States. Joshua E Singer is a dedicated and experienced financial advisor who provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Joshua E Singer can help create a customized financial strategy tailored to your individual needs. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Joshua E Singer is a trusted partner in helping clients secure their financial future.
1025 Plain St Suite 2, Marshfield, MA 02050, United States -
Powder Point Financial LLC
● OpenPowder Point Financial LLC is a reputable financial institution located at 61 Ridge Road in Marshfield, Massachusetts, United States. Specializing in finance, Powder Point Financial LLC is registered with the U.S. Securities and Exchange Commission and is a member of FINRA, the Municipal Securities Rulemaking Board, and SIPC. With a commitment to providing top-notch financial services and expertise, Powder Point Financial LLC is a trusted partner for individuals and businesses seeking financial guidance and support.
61 Ridge Rd, Marshfield, MA 02050, United States -
Singer Financial Group
● ClosedSinger Financial Group is a reputable health insurance agency located at 1020 Plain Street in Marshfield, Massachusetts. With a strong focus on providing top-notch insurance solutions for individuals and families, Singer Financial Group is committed to helping clients find the best coverage to meet their needs and budget. Their team of experienced agents is dedicated to providing personalized service and guidance throughout the insurance process. Contact Singer Financial Group today to secure your health insurance needs with confidence.
1020 Plain St Suite 190, Marshfield, MA 02050, United States -
Edward Walsh
● OpenEdward Walsh is a reputable finance institution located at 1 Snow Road in Marshfield, Massachusetts, United States. With a strong focus on providing top-notch financial services to its clients, Edward Walsh is known for its professionalism, reliability, and commitment to helping individuals and businesses achieve their financial goals. Whether you are looking for assistance with investments, retirement planning, or wealth management, the experienced team at Edward Walsh is dedicated to providing personalized solutions tailored to your specific needs. Trust Edward Walsh to help you navigate the complex world of finance with confidence and expertise.
1 Snow Rd, Marshfield, MA 02050, United States -
Joseph Lagner
● OpenJoseph Lagner is a reputable finance institution located at 1 Snow Road in Marshfield, Massachusetts, United States. With a strong focus on providing top-notch financial services and expertise, Joseph Lagner is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the team at Joseph Lagner is committed to providing personalized and professional service to meet your needs. Visit us today to learn more about how we can help you secure your financial future.
1 Snow Rd, Marshfield, MA 02050, United States -
William H Sheehan CPA JD
● OpenWilliam H Sheehan CPA JD is a reputable institution located at 32 Presidential Circle in Marshfield, Massachusetts. Since 1985, Bill has been offering financial and legal services to individuals and closely held businesses on the South Shore. As an accountant, Bill can help with the preparation of tax filings for individuals, trusts, partnerships, and corporations. Additionally, as a lawyer, he specializes in estate planning, including the drafting of wills and trust documents. Bill can also provide assistance with estate settlement responsibilities through working with the Probate Court. For more information, you can contact the institution at wsheehan@whsheehan.com or by phone at 781-837-2106.
32 Presidential Cir, Marshfield, MA 02050, United States -
Lake & Ferzoco
● OpenLake & Ferzoco is a reputable accounting and finance institution located at 545 Plain Street in Marshfield, Massachusetts. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, financial planning, or bookkeeping, Lake & Ferzoco has the expertise to help you achieve your financial goals. Trustworthy, reliable, and dedicated to client satisfaction, Lake & Ferzoco is the go-to institution for all your accounting and finance needs in Marshfield.
545 Plain St, Marshfield, MA 02050, United States -
McSweeney & Ricci Insurance-Braintree
● ClosedMcSweeney & Ricci Insurance-Braintree is a trusted insurance agency located at 420 Washington Street in Braintree, Massachusetts. Since 1964, we have been dedicated to protecting businesses of all sizes with convenience, personalized service, and custom insurance solutions. Our experienced local agents offer advice, affordable prices, and tailored protection for vehicles, homes, and businesses in Massachusetts. For over 50 years, we have provided individuals, families, and businesses throughout Massachusetts with affordably-priced insurance protection. From our offices in Braintree and Marshfield, we offer exceptional service and sound advice that you can rely on. Whether you need coverage for your personal insurance needs or commercial insurance for your business, our team will work to find the best rates and superior coverage for you.
420 Washington St, Braintree, MA 02184, United States -
H. Levenbaum Insurance Agency
● ClosedH. Levenbaum Insurance Agency, located at 1534 Dorchester Avenue in Boston, Massachusetts, is a trusted insurance agency providing long-lasting protection since 1923. Our dedicated professionals offer personalized insurance solutions for individuals and businesses in Dorchester, MA, Marshfield, MA, and beyond. With over 90 years of experience servicing the Greater Boston area, we understand the unique risks of New England and are committed to helping you prepare for the unexpected. As a local agency, we prioritize face-to-face discussions to ensure real solutions for your insurance needs. Our licensed professionals work with you to design comprehensive plans that offer valuable protection for your family or business. Whether you need auto, home, condo, or renters insurance, we are here to help you find the coverage you need at a price you can afford.
1534 Dorchester Ave, Dorchester, MA 02122, United States
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