Financial planning for families in Lee, Massachusetts

October Mountain Financial Advisors is a trusted finance institution located at 103 West Park Street in Lee, Massachusetts, United States. Our team is a collaboration between two well-established companies, Lee Bank and St. Germain Investment Management, who share a commitment to serving our community and clients with integrity and expertise. With a history of guiding thousands of clients towards their financial goals, we understand the importance of asset allocation, security selection, and diversification in today's ever-evolving financial landscape. Led by Managing Director and Financial Advisor Gary M. Schiff, our team believes in the timeless principles of patience and strategic planning when it comes to achieving financial success. Whether you are in Sheffield, Williamstown, or beyond Berkshire County, October Mountain Financial Advisors is here to assist you in creating a personalized plan to help you reach your financial objectives. Contact us today to begin your journey towards a secure financial future.

Lee Capital Management is a renowned finance institution located at 100 Cummings Center in Beverly, Massachusetts, United States. With a strong reputation for providing top-notch financial services, Lee Capital Management is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers expert advice and personalized solutions to meet the unique needs of each client. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, Lee Capital Management is committed to delivering exceptional results. Trust Lee Capital Management to guide you towards a secure financial future.

Welcome to Lee Bank - Your Trusted Financial Partner in Stockbridge Located at 3 Elm Street, Stockbridge, Massachusetts, Lee Bank is your local, community-focused financial institution dedicated to providing exceptional banking services to individuals and businesses alike. As a trusted name in the finance industry, we offer a wide range of services tailored to meet your financial needs.

Welcome to Lee Bank, your trusted financial partner located at 450 Pittsfield Road, Lenox, Massachusetts. Serving the community with dedication and integrity, Lee Bank offers a comprehensive range of banking and financial services tailored to meet the unique needs of individuals, families, and businesses. Our commitment to providing exceptional customer service is at the core of everything we do. Whether you're looking to open a personal checking account, secure a loan for your dream home, or explore investment opportunities, our team of experienced professionals is here to guide you every step of the way. At Lee Bank, we combine the personalized attention of a local bank with the innovative solutions of a modern financial institution. Visit us today and discover how we can help you achieve your financial goals with confidence and ease.

Welcome to Berkshire Financial Services Inc., your trusted partner in financial excellence located in the heart of the Berkshires at 75 Park Street, Lee, Massachusetts. At Berkshire Financial Services, we are committed to guiding you towards a secure financial future with our comprehensive range of financial solutions tailored to meet your unique needs. Our team of experienced professionals is dedicated to providing personalized financial advice and services, including investment management, retirement planning, tax strategies, and estate planning. We understand that every client has distinct financial goals, and we strive to deliver customized strategies that align with your aspirations.

Welcome to the Law Office of Jacqueline Voss Lees Located at 27 Congress Street, Salem, Massachusetts, the Law Office of Jacqueline Voss Lees is dedicated to providing comprehensive legal services with a focus on estate planning, probate, elder and disability law, and real estate transactions. With over 33 years of experience in the Probate Court, Attorney Jacqueline Voss Lees is committed to guiding her clients through life’s transitions with confidence and clarity.

Boston Standard Wealth Management is a finance institution located at 31 Church Street in Winchester, Massachusetts, United States. Our firm is dedicated to providing intellectually honest financial advice that combines cutting-edge technology with time-tested principles to help investors build wealth for generations. Whether you are planning for retirement, saving for your child's education, or simply looking to protect your assets, we can help you organize your finances to meet your life goals. At Boston Standard Wealth Management, we understand that every individual is unique, which is why we take the time to listen to your needs and objectives to create a customized financial plan that suits your specific situation. Our boutique approach means you have a dedicated Certified Financial Planner™ to guide you through life's financial challenges, providing unbiased advice in an environment of trust and confidentiality.

Peabody River Asset Management is a reputable finance institution located at 37 Lee Street in Cambridge, Massachusetts, United States. With a focus on providing expert financial advice and management services, Peabody River Asset Management is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, the experienced team at Peabody River Asset Management is here to help. Trust in their expertise and personalized approach to financial planning.

Greylock Federal Credit Union, located at 43 Park Street in Lee, Massachusetts, is a trusted financial institution offering a wide range of banking and finance services. From personal and business accounts to loans and investment options, Greylock FCU is committed to helping members achieve their financial goals. With convenient ATM locations and a dedicated team of professionals, Greylock FCU is a reliable partner for all your banking needs.

Welcome to Adams Community Bank, your trusted financial partner located at 41 Park Street, Lee, Massachusetts. As a cornerstone of the community, we are committed to providing personalized banking solutions to meet your unique financial needs. Whether you're looking for a reliable ATM, seeking personal or business banking services, or exploring financial planning options, our dedicated team is here to assist you every step of the way. At Adams Community Bank, we pride ourselves on offering a wide range of services tailored to support your financial goals. From checking and savings accounts to loans and investment opportunities, we are dedicated to helping you achieve both short-term and long-term financial success.

Welcome to Dee Donald J Funeral Home Located at 18 Lee Street in the heart of Tewksbury, Massachusetts, Dee Donald J Funeral Home is dedicated to providing compassionate and professional funeral services to families in our community. As a trusted local funeral home, we understand the importance of honoring the lives of loved ones with dignity and respect.

Welcome to Silverstein Public Insurance Adjuster, your trusted partner in navigating the complex world of insurance claims. Located at 831 Beacon Street, Newton, Massachusetts, we specialize in providing expert public insurance adjusting services aimed at maximizing your settlement and easing the stress of the claims process. At Silverstein Public Insurance Adjuster, we understand that dealing with property loss can be overwhelming. That’s why we offer a free, no-obligation site visit, policy review, and consultation to help you get started. With over 30 years of experience, Lee Silverstein and his team have successfully prepared, presented, and settled over 2,500 insurance claims, securing tens of millions of dollars in recoveries for our clients.

Welcome to Carafa Funeral Home, a compassionate and dedicated funeral service provider located at 389 Washington Avenue, Chelsea, Massachusetts. Our mission is to offer support and guidance during life's most challenging moments, ensuring that every farewell is as unique and meaningful as the life it celebrates. At Carafa Funeral Home, we understand the importance of honoring the memories of those who have passed. We provide personalized funeral services that reflect the individual lives and legacies of your loved ones. Our experienced team is committed to delivering compassionate care and professional service to families in Chelsea and the surrounding communities.

Welcome to Mass Properties Dedham Realtor, your premier real estate agency located at 287 Madison Street, Dedham, Massachusetts. We are your go-to destination for finding the perfect home, condo, land, or foreclosure property in the area. Our user-friendly website is designed to be the only real estate search tool you'll ever need, offering the most up-to-date listings directly from the official Realtor®'s database every 15 minutes. Whether you're looking to save searches, receive daily email alerts on new listings, price changes, or sold data, or explore properties on our Interactive Map Search, we have you covered. At Mass Properties Dedham Realtor, we understand that real estate transactions are personal and unique to each client. That's why our team of seasoned professionals, including Cathy, Maria, and Kira, are committed to providing a tailored approach that meets your specific needs and goals. With deep insights into local neighborhoods, schools, amenities, and market trends, our agents are dedicated to guiding you through every step of the buying or selling process.

Welcome to Diamond Key Real Estate, your premier destination for all your real estate needs in Massachusetts, New Hampshire, and Florida. Located at 780 Main Street, Haverhill, Massachusetts 01830, our dedicated team is here to provide you with the best real estate search experience for homes, condos, land, and foreclosure properties. Our website is designed with you in mind, offering an easy-to-use platform that is updated every 15 minutes by the official Realtor®'s database. Whether you are looking to buy or sell, you can save your searches and receive daily email alerts about new listings, price changes, sold data, and market reports. Our Interactive Map Search feature allows you to view properties on a map or refine your search by drawing boundaries around your desired area.

Welcome to Michael Peppino Real Estate, your premier real estate agency located at 171 Washington Street, Norwell, Massachusetts. We specialize in helping you find your dream home, whether it be a cozy condo, sprawling land, or a charming single-family residence. Our website, www.southofbostonrealestate.com, offers the most comprehensive and user-friendly real estate search in the area, with listings updated every 15 minutes directly from the official Realtor® database. Stay ahead of the market with our instant property alerts, daily email updates on new listings, price changes, and comprehensive market reports. Our Interactive Map Search feature allows you to visualize properties on a map and customize your search by drawing boundaries around your preferred areas. Curious about your neighborhood? Create a custom market report to see the latest active, under contract, and sold properties in your area.