TOP 30 Financial literacy in Boston, Massachusetts

22 results found

Karyn Feinberg Clarke is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 260 Boston Post Road, Wayland, Massachusetts, United States. Karyn holds multiple certifications including 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 Karyn's expertise in various aspects of financial planning, investment management, estate planning, retirement planning, and more. Karyn is dedicated to providing comprehensive and personalized financial advice to her clients, with a focus on meeting their individual needs and goals.

Brian Gerhardson is a trusted Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 546 Tremont Street in Boston, Massachusetts. With years of experience and expertise in finance, Brian provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Brian Gerhardson is dedicated to providing top-notch financial advice and guidance. Contact him today to schedule a consultation and take control of your financial future.

Aaron Piscia, a Financial Advisor at Ameriprise Financial Services, LLC located in Boston, Massachusetts, offers a wide range of financial services to meet the needs of individuals and businesses. Aaron holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise and commitment to providing top-notch financial advice. Whether you are looking for estate planning, retirement planning, investment strategies, or insurance products, Aaron Piscia has the knowledge and experience to help you navigate the complex world of finance. Contact Aaron Piscia today to start planning for a secure financial future.

Baum Wealth Advisors - Ameriprise Financial Services, LLC is a leading financial institution located at 60 State Street in Boston, Massachusetts, United States. Specializing in wealth management and financial planning, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we provide personalized solutions tailored to your unique needs. Trust Baum Wealth Advisors to guide you towards a secure financial future.

Merrill Lynch Financial Advisor Patrick Mullin is a leading financial institution located at 100 Federal Street in Boston, Massachusetts. Specializing in finance, our team of experts, led by Patrick Mullin, offers personalized financial advice and investment strategies tailored to meet the unique needs and goals of each client. With a commitment to excellence and a focus on building long-term relationships, we strive to help our clients achieve financial success and security. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

E F Financial is a leading finance institution located at 118 Milk Street in the heart of Boston, Massachusetts. Our team of experienced financial experts is dedicated to providing top-notch financial services to individuals and businesses alike. From investment management to retirement planning, we offer a wide range of services tailored to meet the unique needs of our clients. Trust E F Financial to help you achieve your financial goals and secure your financial future. Visit us today to learn more about how we can assist you with all your financial needs.

Merrill Lynch Financial Advisor Geoffrey W Soper is a renowned finance institution located at 100 Federal Street in Boston, Massachusetts, United States. With a focus on providing expert financial advice and guidance, Merrill Lynch Financial Advisor Geoffrey W Soper offers a wide range of services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, Merrill Lynch Financial Advisor Geoffrey W Soper is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to help you navigate the complex world of finance and secure your financial future.

Sun Life Financial, located at 800 Boylston Street in Boston, Massachusetts, is a finance institution dedicated to keeping their clients' personal data safe and secure. They offer a range of financial services and are committed to preventing type 2 diabetes through awareness and education. Sun Life's annual meeting is scheduled for May 9, where clients can participate virtually or in-person. They have a strong focus on sustainability, with investments in clean and renewable energy projects. The institution values diversity and inclusivity, seeking outstanding individuals to join their team from all backgrounds. Sun Life acknowledges the Indigenous territories and treaties on which they operate, showing their commitment to honoring and supporting Indigenous communities. Join Sun Life in their purpose-driven mission to support clients through life's most important moments and make a positive impact in the world.

Merrill Lynch Financial Advisor Timothy J Sullivan, located at 100 Federal Street in Boston, Massachusetts, offers personalized financial advice and guidance to help clients pursue their goals and achieve financial success. The institution, Danas ǀ Sullivan & Associates, emphasizes the importance of building strong relationships through teamwork and involvement, utilizing the global investment capabilities of Merrill and the banking convenience of Bank of America. With a focus on understanding each client's unique aspirations and priorities, the team works to develop customized strategies to address financial needs and priorities. Through tools like the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, clients can receive personalized plans tailored to their goals and preferences. The team of experienced advisors at Merrill Lynch is committed to providing exemplary client service, as recognized by industry publications like Forbes. Whether planning for retirement, saving for a home, or funding education, the team at Merrill Lynch strives to help clients stay on track and achieve what matters most to them. With a dedication to putting clients first and providing comprehensive financial solutions, the team at Merrill Lynch is ready to help clients navigate the complexities of their financial lives and reach their goals.

City of Boston Credit Union is a financial institution located at 1 City Hall Square in Boston, Massachusetts. As a credit union, it offers a range of financial services including savings accounts, loans, and ATM access to its members. Whether you're looking to save for the future or borrow for a big purchase, City of Boston Credit Union is dedicated to helping you reach your financial goals. Visit us today to learn more about how we can assist with your financial needs.

Welcome to the practice of Dr. Chirag P. Shah, MD, MPH, at Ophthalmic Consultants of Boston, where exceptional eye care meets compassionate service. Located at 50 Staniford Street, Suite 600, in the heart of Boston, Massachusetts, Dr. Shah provides specialized ophthalmic services with a focus on the treatment of retinal diseases. Dr. Shah is a highly esteemed Board Certified Ophthalmologist, renowned for his expertise in both medical and surgical management of retinal conditions, including macular degeneration, diabetic eye disease, and retinal vein occlusions. With advanced training in vitreoretinal surgery, Dr. Shah is adept at performing complex procedures for conditions such as macular holes, epiretinal membranes, and retinal detachments.

Welcome to My Credit Repair in Boston, MA, your trusted partner in achieving financial freedom and stability. Conveniently located at 290 Talbot Avenue, Boston, Massachusetts, we specialize in delivering top-notch credit repair and financial consulting services tailored to meet your unique needs. Our dedicated team of experts is committed to helping you navigate the complexities of credit management, offering personalized solutions that empower you to improve your credit score and secure a brighter financial future. Whether you're looking to repair your credit, manage debt, or enhance your financial literacy, My Credit Repair is here to guide you every step of the way. Experience the difference of working with a local business that truly cares about your financial well-being. Contact us today to start your journey towards better credit and financial success.

44 Winter Street is a prestigious institution located in the heart of Boston, Massachusetts. Offering a wide range of educational programs and resources, 44 Winter Street is dedicated to providing a top-tier learning experience for students of all ages. The institution's state-of-the-art facilities and experienced faculty create an environment that fosters academic excellence and personal growth. Whether you are looking to further your education or enhance your skills, 44 Winter Street is the perfect place to achieve your goals. Join us today and embark on a journey towards a brighter future.

The Overlook at St. Gabriel's is a prestigious institution located at 175 Washington Street in Boston, Massachusetts, United States. Nestled in a picturesque setting, this institution offers a serene and welcoming environment for individuals seeking a higher level of education. With a focus on academic excellence and personal growth, The Overlook at St. Gabriel's provides a range of educational programs and resources to help students succeed. Whether you are looking to further your career or pursue a passion, this institution is dedicated to helping you achieve your goals. Join us at The Overlook at St. Gabriel's and unlock your full potential.

Beyond Your Hammock is a premier financial institution located in the heart of Boston, Massachusetts. Our team of experienced financial advisors is dedicated to helping clients reach their financial goals and secure their financial future. We offer personalized financial planning services that go beyond traditional wealth management, ensuring that each client receives a customized strategy tailored to their unique needs and aspirations. At Beyond Your Hammock, we believe in empowering our clients to make informed decisions about their finances and investments. Visit us at 50 Milk Street to start your journey towards financial success today.

John DeMinico is a premier finance institution located at 1355 Washington Street in the bustling city of Boston, Massachusetts. With a reputation for excellence and a commitment to providing top-notch financial services, John DeMinico is a trusted partner for individuals and businesses alike. Whether you are looking for investment advice, financial planning, or assistance with managing your assets, the team at John DeMinico is dedicated to helping you achieve your financial goals. Visit us today to experience the difference that personalized service and expert financial guidance can make in your life.

K & J Multi Services is a trusted institution located at 7 Levant Street in Boston, Massachusetts, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, K & J Multi Services has the expertise and resources to meet your needs. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with all your accounting and finance needs.

Sanford-Brown College, located at 126 Newbury Street in Boston, Massachusetts, is a prestigious university offering a wide range of academic programs and degrees. Known for its commitment to excellence in education, Sanford-Brown College provides students with a supportive and enriching learning environment that prepares them for successful careers in their chosen fields. With a focus on hands-on learning and real-world experience, students at Sanford-Brown College receive a high-quality education that equips them with the skills and knowledge needed to thrive in today's competitive job market. Whether pursuing a degree in business, healthcare, technology, or another field, students at Sanford-Brown College benefit from expert faculty, state-of-the-art facilities, and a vibrant campus community. Join us at Sanford-Brown College and take the first step towards a bright and promising future.

Hanscom Federal Credit Union is a trusted financial institution located at 495 Summer Street in Boston, Massachusetts, United States. As a full-service credit union, we offer a range of financial products and services to meet the needs of our members. Whether you're looking for a convenient ATM, a reliable bank, or expert financial advice, Hanscom Federal Credit Union is here to help. Join us and experience the benefits of banking with a community-focused institution that puts our members first.

Citizens - Banking & Wealth Center is a leading financial institution located at 99 High Street in Boston, Massachusetts, United States. As a full-service bank and wealth management center, we offer a wide range of financial products and services to help our customers achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking to open a checking account, invest in the stock market, or plan for retirement, Citizens - Banking & Wealth Center is here to help you every step of the way. Visit us today to experience the difference of banking with us.

Primerica is a leading insurance agency located at 5192 Washington Street in Boston, Massachusetts, United States. With a focus on providing top-quality insurance products and financial services, Primerica is dedicated to helping individuals and families protect their assets and plan for the future. Their team of experienced professionals is committed to offering personalized solutions tailored to each client's unique needs. Whether you are looking for life insurance, retirement planning, or investment advice, Primerica is here to help you achieve your financial goals. Contact them today to learn more about their services and how they can assist you in securing your financial future.

Horizons for Homeless Children, located at 1785 Columbus Avenue in Boston, Massachusetts, is a school dedicated to combating the effects of homelessness on children and their families. With a focus on providing high-quality early education, opportunities for play, support for parents, and advocacy, Horizons is at the forefront of helping marginalized citizens in Massachusetts. The institution offers a state-of-the-art early education program that is free of charge to families living in shelters in Greater Boston. With a focus on STEM and literacy curriculum, the program prepares vulnerable children for kindergarten, ensuring they enter school ready to learn.