TOP 30 Financial consulting for small businesses in Duxbury, MA
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Peter Birnie - Private Wealth Advisor, Ameriprise Financial Services, LLC
Peter Birnie is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 22 Depot Street in Duxbury, Massachusetts, United States. Peter Birnie specializes in providing comprehensive financial planning services to individuals and small business owners. He holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in areas such as asset management, retirement planning, estate planning, and investment strategies. Peter Birnie is dedicated to helping his clients achieve their financial goals and secure their financial futures. Contact Peter Birnie at Ameriprise Financial Services, LLC for personalized wealth management advice and services.
Dixon Associates, Inc.
Dixon Associates, Inc. is a highly reputable independent insurance agency located at 459 Washington Street in Duxbury, Massachusetts, United States. With over 40 years of experience, Dixon Associates specializes in providing tailored insurance solutions for businesses. Their extensive network of partners allows them to create customized plans that meet the specific needs of each company. Known for their personalized service and commitment to clients, Dixon Associates has earned a reputation for being a trustworthy and diligent small business. As a NextGen Advisor, Dixon Associates is at the forefront of innovative health care management, offering employer-sponsored health care plans that give businesses control over their health care budget. By identifying overspending and implementing cutting-edge strategies, Dixon Associates helps companies save money on their health plan spend and reinvest it into their employees. Their transformation from transactional broker to consultative adviser provides transparency and valuable insights for business leaders.
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