Financial risk assessment in Massachusetts

Stanley David, Financial Professional at New York Life, located at 201 Jones Road in Waltham, Massachusetts, is dedicated to helping women take control of their finances and plan for their future. With the understanding that 9 out of 10 women will be solely responsible for their finances at some point in their lives, Stanley David offers personalized financial advice and strategies tailored to each individual's needs and goals. Whether you are looking to protect your assets, plan for retirement, or navigate major life changes such as marriage or divorce, Stanley David is here to provide guidance and support. As a licensed agent with New York Life Insurance Company, Stanley has the knowledge and experience to help you make informed decisions about your financial future.

The Risk Management Group is an insurance agency located at 275 Wyman Street in Waltham, Massachusetts, United States. Our team of experienced professionals specializes in providing comprehensive risk management solutions to individuals and businesses. With a focus on minimizing potential risks and protecting assets, we work closely with our clients to tailor insurance packages that suit their specific needs. Whether you are looking for personal insurance coverage or commercial insurance solutions, the Risk Management Group is committed to providing top-notch service and peace of mind. Contact us today to learn more about how we can help you protect what matters most.

Jason Hawkes: Primerica - Financial Services is a reputable finance and insurance agency located at 128 Union Street in New Bedford, Massachusetts, United States. With a focus on providing top-notch financial services to individuals and families, Jason Hawkes and his team at Primerica are dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, insurance coverage, or retirement planning, you can trust the expertise and professionalism of Jason Hawkes and his team at Primerica. Contact them today to learn more about how they can help you secure your financial future.

Norm Landino: Primerica - Financial Services is a reputable finance and insurance agency located at 62 Main Street in Lakeville, Massachusetts, United States. With a focus on providing comprehensive financial solutions to individuals and families, the institution offers a wide range of services including investment planning, retirement planning, life insurance, and more. With a team of experienced professionals, Norm Landino: Primerica is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to build wealth, protect your assets, or plan for retirement, this institution is committed to providing personalized and tailored solutions to meet your specific needs.

William Lippincott - Prudential Financial is a reputable finance and insurance agency located at 5 Bristol Drive in Easton, Massachusetts, United States. With a strong focus on providing personalized financial solutions and insurance products, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, we are committed to providing top-notch service and expertise to meet your needs. Contact us today to learn more about how we can help secure your financial future.

Edward Jones - Financial Advisor: Ben Woolfrey is a trusted financial institution located at 491 Main Street in Groton, Massachusetts, United States. Specializing in personalized financial planning and investment services, Ben Woolfrey and his team provide expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Ben Woolfrey is dedicated to providing tailored solutions to meet your unique needs. Contact them today to schedule a consultation and start planning for a brighter financial future.

1st Line Financial, LLC is a reputable finance institution located at 12 Congress Street in Milford, Massachusetts, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. We pride ourselves on offering personalized solutions tailored to meet the unique needs and goals of each client. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Baystate Financial Services, located at 189 Main Street in Milford, Massachusetts, is a trusted insurance agency that has been guiding clients for over a century. Our core principles of guidance, insight, and results drive everything we do as we help clients achieve their financial goals and protect what matters most. With a focus on financial planning, investment management, and risk management, we provide our clients with the tools and strategies they need to make informed decisions and reach their objectives. In addition to our comprehensive financial services, Baystate is committed to giving back to our local communities by supporting programs that benefit at-risk children and families. Our website offers a brief overview of our services, but we invite you to connect with us for a more in-depth conversation about how we can help you secure your financial future. Visit us today to learn more about our financial wellbeing series and how we can support you and your employees.

Insured Financial Wealth is a reputable insurance agency located at 221 South Main Street in Uxbridge, Massachusetts, United States. Our dedicated team of professionals is committed to helping individuals and businesses protect their financial assets and secure their future. With a wide range of insurance products and services available, we strive to provide our clients with peace of mind and financial security. Contact us today to learn more about how we can help you safeguard your wealth.

Welcome to Falcons Insurance & Financial, your trusted insurance agency located in the heart of Lowell, Massachusetts. Situated at 28 Cabot Street, we are dedicated to serving the diverse needs of our community with personalized insurance solutions. At Falcons Insurance & Financial, we understand that every client has unique requirements, and we are committed to providing tailored coverage options that offer peace of mind and financial security. Our experienced team of professionals specializes in a comprehensive range of insurance services, including auto, home, life, and business insurance. We work closely with you to assess your individual needs and guide you through the process of selecting the right policies that fit your lifestyle and budget. Our goal is to provide exceptional customer service, ensuring that you feel confident and informed every step of the way.

Welcome to Birch Financial Partners, your trusted financial ally located at 303 Wyman Street, Waltham, Massachusetts. We are a full-service financial planning and investment advisory practice dedicated to providing personalized, all-encompassing financial advice that empowers you to achieve your financial goals. Our approach goes beyond typical wealth management, offering a comprehensive suite of services tailored to meet your unique needs. At Birch Financial Partners, we understand that your financial journey is personal, which is why we focus on building genuine professional and personal relationships with our clients. Whether you're a working professional, business owner, retiree, or pre-retiree, our solutions are customized to fit your career and life aspirations.

Welcome to Justin Gaudino - Financial Advisor, Ameriprise Financial Services, LLC. Conveniently located at 10 New England Business Center Drive in Andover, Massachusetts, our firm is dedicated to providing personalized financial guidance and expertise to help you achieve your financial goals. As a trusted financial advisor, Justin Gaudino holds a range of prestigious certifications, ensuring comprehensive and expert advice tailored to your unique needs. Our services encompass a wide array of financial planning and management strategies, including asset allocation, investment strategies, estate planning, retirement planning, and risk management. Justin Gaudino is equipped with specialized designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating a commitment to excellence and ethical standards in financial planning.

Welcome to Sullivan Group Insurance & Risk Management, your trusted partner in comprehensive insurance solutions and risk management services. Conveniently located at 72 River Park Street in Needham, Massachusetts, we are dedicated to serving the diverse needs of our community with integrity and expertise. At Sullivan Group Insurance & Risk Management, we understand that navigating the complexities of insurance can be daunting. That's why our team of experienced professionals is committed to providing personalized service and tailored solutions to protect what matters most to you. Whether you're seeking coverage for your home, auto, business, or personal assets, we offer a wide range of insurance products designed to fit your unique needs and budget.

Welcome to Jay Woerdeman - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 501 Providence Highway, Norwood, Massachusetts. Our mission is to provide personalized financial guidance and strategies tailored to meet the unique needs of individuals, families, and businesses. With a commitment to excellence and integrity, we offer a comprehensive range of financial services designed to help you achieve your financial goals. Our team, led by Jay Woerdeman, is equipped with an array of prestigious certifications and designations, reflecting our dedication to professional growth and expertise. Whether you're planning for retirement, managing your wealth, or navigating complex financial situations, we have the knowledge and skills to guide you every step of the way.

Welcome to Daniel Wagner - Financial Advisor, Ameriprise Financial Services, LLC Located at 350 Park Street, North Reading, Massachusetts, Daniel Wagner is your trusted partner in navigating the complex world of finance. With a commitment to excellence and a diverse range of certifications, Daniel Wagner offers personalized financial advisory services tailored to meet the unique needs of each client.

Welcome to Edward Jones - Financial Advisor: Damaris J Taylor, your trusted partner in financial planning located at 628 Somerville Avenue, Somerville, Massachusetts. As a dedicated financial advisor, Damaris J Taylor is committed to helping you navigate your financial journey with personalized strategies and expert guidance. At Edward Jones, we prioritize your privacy and security. To learn more about how we protect and use your data, please visit our Privacy and Security page. We collect information to provide tailored services, content, and offers, ensuring your financial planning experience is as personalized as possible. Our efforts extend to refining our marketing and research to better serve you and enhance our digital platforms.

Welcome to Lazard Financial Advisory, your trusted partner in navigating the complex world of finance and strategy. Located at 222 Berkeley Street, Boston, Massachusetts, we specialize in providing expert advice to leaders of businesses and governments on their most critical financial and strategic matters. As the world’s largest advisory-focused firm, we offer unparalleled depth of expertise across various industry sectors and geographies. Our unique independent advisory model ensures that we serve solely as an advisor, not as a lender or proprietary trader, aligning our financial interests with yours. This approach has fostered generations of client relationships built on trust and discretion. With deep roots in major business centers around the globe, we leverage meaningful local relationships and insights, enhanced by a global perspective, to deliver exceptional results.

Welcome to Scientific Financial Systems, your trusted partner in innovative financial solutions, located in the heart of Boston at 55 Court Street, Massachusetts. We specialize in providing cutting-edge financial services tailored to meet the unique needs of our diverse clientele. Our team of experienced professionals is committed to delivering personalized financial strategies that are both effective and efficient, ensuring our clients achieve their financial goals with confidence. At Scientific Financial Systems, we combine advanced technology with deep industry knowledge to offer unparalleled insights and solutions in the world of finance. Whether you're an individual seeking investment advice or a business looking for comprehensive financial management, we are here to guide you every step of the way. Discover the difference with Scientific Financial Systems—where science meets finance for a secure and prosperous future.

Boston Financial Data Services Welcome to Boston Financial Data Services, your trusted partner in comprehensive financial data management solutions. Conveniently located at 2000 Crown Colony Drive in Quincy, Massachusetts, we specialize in providing innovative and reliable services tailored to meet the diverse needs of our clients.

Welcome to Leo P Varriale - Financial Advisor, Ameriprise Financial Services, LLC, located at 35 Village Road, Middleton, Massachusetts. As a dedicated financial advisor, Leo P Varriale offers a wealth of expertise and personalized financial services to help clients achieve their financial goals. Our firm is committed to providing comprehensive financial planning and investment management services tailored to meet the unique needs of each client. Leo holds several prestigious certifications, ensuring a high standard of professional knowledge and ethical practice. These certifications include the AAMS™ (Accredited Asset Management Specialist™), ADPA™ (Accredited Domestic Partnership Advisor™), AEP® (Accredited Estate Planner®), AIF® (Accredited Investment Fiduciary®), APMA™ (Accredited Portfolio Management Advisor™), and many more.

Welcome to Michael Wallander - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in navigating the complex world of finance. Conveniently located at 175 Derby Street, Hingham, Massachusetts, our firm is dedicated to providing personalized financial advice tailored to meet the unique needs of each client. At Michael Wallander, we pride ourselves on our comprehensive expertise, underpinned by a suite of esteemed certifications that demonstrate our commitment to excellence in financial planning and advising. Our team holds various specialized designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, and many others. These certifications reflect our deep knowledge and proficiency in areas such as investment strategies, estate planning, retirement planning, risk management, and more.

Welcome to Professional Insurance & Risk, your trusted insurance agency located in the heart of Pembroke, Massachusetts. Situated at 31 Schoosett Street, we are dedicated to providing our community and the surrounding areas with comprehensive insurance solutions tailored to meet your unique needs. At Professional Insurance & Risk, we understand that safeguarding your assets and mitigating risks are crucial for both individuals and businesses. Our experienced team of insurance professionals is committed to delivering personalized service and expert advice to help you navigate the complexities of insurance coverage. Whether you're seeking personal insurance for your home, auto, or life, or require specialized business insurance to protect your enterprise, we offer a wide range of options from top-rated carriers to ensure you receive the best coverage at competitive rates.

Welcome to Peter Serino - Financial Advisor, Ameriprise Financial Services, LLC, where your financial goals are our top priority. Located at 275 Martine Street, Fall River, Massachusetts, we are dedicated to helping you achieve your dreams, whether they include planning for retirement, funding education, or making a significant purchase like a second home. At Peter Serino's office, we tailor investment, asset allocation, and portfolio recommendations to align with your unique goals and personal risk tolerance. Our process involves documenting your objectives, meeting regularly to review progress, and updating your strategies as life changes. With secure access from any device, you can track your investments and progress toward your goals at your convenience.

Welcome to Erin Sullivan - Financial Advisor, Ameriprise Financial Services, LLC Located in the heart of Concord, Massachusetts, at 33 Bedford Street, Erin Sullivan is a dedicated financial advisor with Ameriprise Financial Services, LLC, offering a comprehensive suite of financial planning services tailored to meet the unique needs of each client. With a commitment to ethical standards and a focus on real-world application of investment concepts, Erin is equipped to guide individuals through the complexities of asset management, estate planning, and retirement strategies.

Twelve Points Wealth Management is a finance institution located at 9 Pond Lane in Concord, Massachusetts, United States. Our team is dedicated to providing our clients with the freedom and security they deserve, built on a foundation of integrity. As a Registered Investment Advisory firm, we act as fiduciaries, always putting our clients' best interests first. Our goal is to be the most trusted advisor for all of our clients' needs, going beyond just finances. At Twelve Points Wealth Management, we follow the Twelve Points of The Scout Law, with our founder achieving the rank of Eagle Scout. We believe in investing in megatrends that are shaping the global economy, offering our clients exciting opportunities to grow their wealth.

Hampden Park Capital & Consulting is a reputable finance institution located at 167 Dwight Road in Longmeadow, Massachusetts, United States. As a leading financial services provider, they offer a wide range of consulting services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Hampden Park Capital & Consulting is dedicated to providing personalized solutions and expert advice to their clients. Whether you are looking for investment opportunities, financial planning, or strategic business consulting, Hampden Park Capital & Consulting is here to help you navigate the complexities of the financial world.

The Gregory Group at Morgan Stanley is a leading financial institution located at 1500 Main Street in Springfield, Massachusetts. Our team of experienced professionals offers a wide range of financial services, including wealth management, investment planning, and retirement solutions. With a focus on personalized service and tailored strategies, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

Raymond James & Associates is a finance institution located at 1500 Main Street in Springfield, Massachusetts, United States. With a strong reputation for providing comprehensive financial services, Raymond James & Associates offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized service and expert advice to help clients navigate the complexities of the financial markets. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Raymond James & Associates is committed to helping you make informed decisions and achieve financial success.

Verducci Asset Management is a renowned finance institution located at 311 School Street in Agawam, Massachusetts, United States. With a strong focus on providing personalized investment solutions, Verducci Asset Management is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers expert advice and guidance to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Verducci Asset Management is committed to providing you with the highest level of service and expertise.

Christopher E Distefano CFP is a reputable finance institution located at 330 Whitney Avenue in Holyoke, Massachusetts. As a Certified Financial Planner, Christopher E Distefano offers personalized financial planning services to help individuals and families achieve their financial goals. With a focus on comprehensive financial planning, investment management, retirement planning, and estate planning, clients can trust in the expertise and professionalism of Christopher E Distefano CFP. Whether you are looking to build wealth, plan for retirement, or secure your financial future, Christopher E Distefano CFP is dedicated to providing top-notch financial advice and guidance.