TOP 30 Best Financial service provider in Newton, Massachusetts

Kaitlyn OConnell is a financial advisor at Ameriprise Financial Services, LLC located at 275 Grove Street in Newton, Massachusetts, United States. Kaitlyn holds several certifications including the 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®, CERTIFIED FINANCIAL PLANNER™, 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 Kaitlyn's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Kaitlyn's knowledge and skills in asset management, retirement planning, estate planning, investment strategies, risk management, and insurance products make her a trusted advisor for clients seeking to achieve their financial goals.

Alexander Kezer is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 275 Grove Street in Newton, Massachusetts. With years of experience in the finance industry, Alexander provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Alexander Kezer can provide expert guidance and support every step of the way. Trust in Alexander Kezer and Ameriprise Financial Services, LLC to help secure your financial future.

Alfred R Drouin is a financial advisor at Ameriprise Financial Services, LLC located at 450 Lexington Street in Newton, Massachusetts. With a focus on providing personalized financial planning and investment strategies, Alfred helps clients achieve their financial goals and secure their financial future. With years of experience in the finance industry, Alfred is dedicated to helping individuals and families make informed decisions about their money. Contact Alfred R Drouin at Ameriprise Financial Services, LLC for expert financial advice and guidance.

John T Corcoran is a highly experienced and knowledgeable financial advisor at Ameriprise Financial Services, LLC, located at 275 Grove Street in Newton, Massachusetts. With a focus on providing personalized financial solutions to help clients achieve their goals, John T Corcoran offers a wide range of services including investment planning, retirement planning, estate planning, and more. Clients can expect top-notch financial advice and guidance tailored to their individual needs and circumstances. Trust in John T Corcoran and Ameriprise Financial Services, LLC for all your financial planning needs.

Merrill Lynch Financial Advisor Lauri Diane Meizler is a leading financial institution located at 2221 Washington Street in Newton, Massachusetts, United States. With a focus on providing expert financial advice and personalized solutions, Lauri Diane Meizler and her team offer a wide range of services to help clients achieve their financial goals. From retirement planning to investment management, they are dedicated to helping individuals and families secure their financial future. Visit Merrill Lynch Financial Advisor Lauri Diane Meizler today for professional and reliable financial guidance.

Merrill Lynch Financial Advisor Robert A Patterson is a renowned finance institution located at 2221 Washington Street in Newton, Massachusetts, United States. With a focus on providing expert financial advice and guidance, Robert A Patterson and his team offer personalized services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Merrill Lynch Financial Advisor Robert A Patterson can provide the expertise and support you need. Visit their office today to start building a strong financial future.

Paul Romano is a Financial Advisor at Ameriprise Financial Services, LLC located at 275 Grove Street in Newton, Massachusetts, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing personalized financial advice and guidance, Paul Romano helps individuals and small business owners navigate the complexities of financial planning. Whether you are looking to retire comfortably, plan for your children's education, or protect your assets, Paul Romano can help you achieve your financial goals. Contact him today to schedule a consultation and take the first step towards securing your financial future.

LPL Financial is a leading financial institution located at 233 Needham Street in Newton, Massachusetts, United States. Specializing in finance, LPL Financial offers a wide range of services to help individuals and businesses manage their investments, plan for retirement, and achieve their financial goals. With a team of experienced financial advisors and a commitment to providing personalized solutions, LPL Financial is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Auri Elan Financial is a leading finance institution located at 1185 Washington Street in Newton, Massachusetts, United States. We specialize in providing personalized financial solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals offers a wide range of services including investment management, retirement planning, estate planning, and more. At Auri Elan Financial, we are dedicated to helping our clients navigate the complexities of the financial world with confidence and peace of mind.

Andrew Enright is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 275 Grove Street in Newton, Massachusetts. With years of experience in the finance industry, Andrew provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or building wealth, Andrew Enright can help create a customized financial strategy tailored to your individual needs. Contact Andrew Enright at Ameriprise Financial Services, LLC for expert guidance and support on your financial journey.

Jacqueline Blau - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 275 Grove Street, Newton, Massachusetts, offers a range of financial services to individuals seeking personalized wealth management solutions. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jacqueline Blau is equipped to address various financial needs, from asset management to retirement planning and estate planning. Specializing in domestic partnerships, estate planning, and investment fiduciary practices, Jacqueline Blau provides expert advice and guidance to help clients achieve their financial goals. Additionally, with certifications in behavioral financial advising, philanthropy, and exit planning, Jacqueline Blau is committed to helping clients make informed decisions and secure their financial future. Whether you are looking for advice on annuities, retirement planning, or investment management, Jacqueline Blau is dedicated to providing comprehensive and tailored financial solutions to meet your needs.

Jake Basiliere is a Financial Advisor at Ameriprise Financial Services, LLC, located at 450 Lexington Street in Newton, Massachusetts, United States. Jake holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing personalized financial advice, Jake is dedicated to helping individuals navigate complex financial situations and make informed decisions. Whether you are a retiree, small business owner, or high net worth client, Jake's comprehensive knowledge and commitment to ethical practices make him a trusted partner in achieving your financial goals.

Established at 275 Grove Street in Newton, Massachusetts, Jennifer Ann Taber is an Associate Financial Advisor at Ameriprise Financial Services, LLC. Specializing in finance, Jennifer holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications cover a range of topics including asset management, retirement planning, estate planning, and investment strategies. With a commitment to ethical practices and continuous education, Jennifer provides comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for advice on investment opportunities, insurance products, or estate planning, Jennifer Ann Taber is equipped with the expertise to help you navigate the complex world of financial planning.

Edward Jones - Financial Advisor: Kelley A Bangs is a reputable finance institution located at 130 Rumford Avenue in Newton, Massachusetts. As a trusted financial advisor, Kelley A Bangs provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Kelley A Bangs is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Matthew Barrand is a reputable finance institution located at 130 Rumford Avenue in Newton, Massachusetts, United States. As a dedicated financial advisor, Matthew Barrand provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones - Financial Advisor: Matthew Barrand for expert guidance and support in navigating the complexities of the financial world.

Merrill Lynch Financial Advisor Mark Carpentier is a finance institution located at 2221 Washington Street, Newton, Massachusetts, United States. As part of Merrill Lynch Wealth Management, The Cafaro Group offers personalized advice and guidance tailored to your goals and priorities. With a focus on the investor, not just the market, our team will recommend financial strategies designed to help you pursue your goals and adjust them over time as needed. We believe in getting to know you on a personal level to provide the best financial solutions for your unique situation. Our experienced team is dedicated to helping you achieve your goals and offers transparent investment guidance aligned with what matters most to you. With recognition from Forbes and Barron's, our advisors are committed to exemplary client service. By utilizing tools like the Investment Personality Assessment, Merrill Personal Wealth Analysis™, and ongoing financial reviews, we aim to help you stay on track and adapt to changes in your life and the market. Let us work together to help you achieve your financial goals and build a strong client relationship based on trust and personalized service.

Kevin Plodzik is a financial advisor at Ameriprise Financial Services, LLC located at 275 Grove Street in Newton, Massachusetts, United States. He holds various 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, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kevin specializes in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. He is dedicated to providing expert advice and guidance to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Michael Oliveri, located at 2221 Washington Street in Newton, Massachusetts, is a trusted finance institution dedicated to simplifying and organizing the financial lives of families. As a licensed Financial Advisor since 2013 and a graduate of Westfield State University, Michael Oliveri offers personalized Wealth Plans that include investment management strategies, estate planning services, tax optimization, and risk mitigation. With a focus on building a solid foundation for clients to make confident financial decisions, Michael and his team provide ongoing communication and utilize state-of-the-art planning tools to develop customized investment advice. By leveraging the extensive research capabilities of Merrill, they help clients grow and preserve their investment capital in a tax-efficient manner. With a commitment to community involvement and a belief in the power of personalized financial planning, Merrill Lynch Financial Advisor Michael Oliveri is dedicated to helping clients achieve their financial goals and pursue their passions.

Merrill Lynch Financial Advisor William F Keeney is a finance institution located at 2221 Washington Street, Newton, Massachusetts, United States. The institution serves a majority of clients who are achievers, successful business owners, and affluent families who value prudent strategy and calculated risk. The Keeney Group within Merrill Lynch Wealth Management is dedicated to helping clients pursue financial objectives and build wealth through a disciplined wealth management process. The team deeply understands clients' goals, lives, and interests to develop customized strategies for long-term financial success. They offer a range of brokerage, investment advisory, and other services to cater to clients' needs. The team also specializes in working with entrepreneurs looking to sell their businesses and invest the proceeds wisely. Additionally, they offer strategies for optimizing retirement plans for employees and reviewing investment policies for cost-effectiveness. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. They offer a personalized financial plan through Merrill Personal Wealth Analysis™ and regularly review and adjust strategies to help clients achieve their goals. As Merrill Lynch Wealth Management Advisors, they provide a customized investment approach to address clients' needs and pursue their goals. The team puts clients first and offers the latest investment insights, tips, and strategies to help clients live their best financial life. They also hold certifications such as CFP®, CDFA®, and CPWA® to provide expert financial advice. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions. The institution offers a range of services and strives to understand and meet clients' unique financial needs and priorities.

Merrill Lynch Financial Advisor Steve Vacher, located at 2221 Washington Street, Newton, Massachusetts, United States, is part of The Cafaro Group. As Merrill Lynch Wealth Management advisors, we prioritize your goals and priorities, focusing on you as the investor rather than the market. Our team offers personalized financial strategies to help you pursue your goals, track progress, and adjust strategies over time. We believe in a customized approach to wealth management, tailored to your unique needs and preferences. Our team is dedicated to helping you achieve your goals, providing transparent investment guidance aligned with what matters most to you. We use tools like the Investment Personality Assessment to understand your investing preferences and customize our approach accordingly. We believe in ongoing communication and adjustments to your financial plan as your life and goals evolve.

Kellie D Jacques is a Financial Advisor at Ameriprise Financial Services, LLC located at 2221 Washington Street, Newton, Massachusetts, United States. Kellie holds various 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, ChFC®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kellie specializes in providing comprehensive financial planning services for individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and insurance products. The institution adheres to a code of ethics and offers expertise in a wide range of financial planning areas to help clients achieve their financial goals.

Wellesley Hills Financial, LLC is a finance institution located at 1087 Beacon Street in Newton, Massachusetts, United States. Our team of experienced financial professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies, retirement planning, and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the highest level of service and expertise. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Christopher P Bunnell is located at 2221 Washington Street in Newton, Massachusetts, United States. The institution serves a wide range of clients, including business owners, affluent families, professionals, and corporate executives who are looking for wealth management, advice, and guidance. The Keeney Group, a wealth management team within Merrill Lynch Wealth Management, is dedicated to helping clients pursue their financial objectives and build wealth through a disciplined wealth management process. They work closely with clients to understand their goals, interests, and passions in order to develop a customized strategy for making life-long financial decisions. The Keeney Group also offers strategies for entrepreneurs looking to sell all or part of their business, as well as assistance in designing and administering qualified retirement plans for employees. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ can help clients build and document a personalized financial plan centered on their goals. The team regularly checks in with clients to discuss any changes in their life or financial approach to help them stay on track to achieve their goals.

Edward Jones - Financial Advisor: Richard T Passanisi Jr is a reputable financial institution located at 130 Rumford Avenue in Newton, Massachusetts. As a dedicated financial advisor, Richard T Passanisi Jr provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution offers a wide range of financial products and services tailored to meet the unique needs of each individual. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Richard T Passanisi Jr is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

ith Bank of America, we will help you build a personalized strategy that reflects your unique goals and priorities. Our team at Merrill Lynch Financial Advisor Joshua A Cotter, located at 2221 Washington Street, Newton, Massachusetts, United States, is committed to providing exemplary client service and building strong relationships based on trust and personalized service. Our advisors have received recognition from financial industry publications and Bank of America Corporation, setting the standard for excellence in wealth management. Whether you are planning for retirement, managing healthcare expenses, or passing on wealth to future generations, we are here to help you navigate the complexities of your financial life. With a focus on high-net-worth individuals and families, we prioritize your seven key priorities - health, home, family, leisure, giving, work, and finance. By working closely with other trusted professionals and leveraging the resources of Merrill and Bank of America, we can help you achieve your financial goals and secure your financial future. Let us help you create a financial approach that is tailored to your needs and designed to help you succeed. Contact us today to schedule a consultation and start planning for a brighter tomorrow.

Merrill Lynch Financial Advisor Jonathan Greer, located at 2221 Washington Street, Newton, Massachusetts, United States, is part of The Cafaro Group, offering personalized advice and guidance based on your individual goals and priorities. With a focus on placing the investor at the center of their philosophy, the team at Merrill Lynch works to recommend appropriate financial strategies designed to help you pursue your goals and adjust your strategy over time as needed. The team believes in getting to know each client on a personal level to tailor their approach to address financial challenges and opportunities. Recognized for their exemplary client service, Merrill Lynch advisors have received accolades from financial industry publications such as Forbes and Barron's. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide comprehensive financial solutions.

Merrill Lynch Financial Advisor Dillon Geelan is a finance institution located at 2221 Washington Street, Newton, Massachusetts, United States. Dillon and his team offer insights, observations, and ideas to help clients pursue their financial goals. With proactive management of concentrated stock holdings and personalized plans through Merrill Personal Wealth Analysis®, they aim to help clients fulfill their vision for their family's financial future. Dillon is a Certified Financial Planner (CFP®) with extensive experience in financial advising and wealth management. He focuses on understanding each client's individual needs and goals, designing personalized plans to help manage investment risk and achieve financial success. With access to the investment insights of Merrill and banking solutions from Bank of America, Dillon works with clients to develop customized approaches tailored to their financial needs. By regularly reviewing and adjusting financial strategies, Dillon ensures clients stay on track to reach their goals. With a focus on building one-on-one relationships and providing personalized investment strategies, Dillon Geelan and his team at Merrill Lynch Wealth Management strive to help clients live their best financial lives.

Merrill Lynch Financial Advisor Matthew S Whiting, located at 2221 Washington Street, Newton, Massachusetts, United States, offers personalized wealth management strategies tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Matthew Whiting focuses on understanding your financial picture and developing a flexible strategy to navigate changing market conditions. As a dedicated advisor, he believes in building a strong relationship with clients, providing transparency on potential risks and opportunities, and adjusting financial plans as needed to help you pursue your goals. Whether you're planning for retirement, saving for a home, or funding a child's education, Matthew Whiting is committed to helping you achieve financial success by creating a plan that reflects your investment personality and life priorities. With a focus on ongoing communication and adjustments, he aims to guide you through life's ups and downs to help you manage, grow, and preserve your wealth for years to come. Matthew Whiting is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. and The College for Financial Planning. Contact Merrill Lynch Financial Advisor Matthew S Whiting to start planning for your financial future today.

George V Anastopoulos Jr is a financial advisor at Ameriprise Financial Services, LLC located at 275 Grove Street in Newton, Massachusetts, United States. George 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. He specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. George is committed to upholding the highest ethical standards and continuously expanding his knowledge and expertise in the field of finance to better serve his clients.

Daniel J Marean - Ameriprise Financial Services, LLC is a finance institution located at 275 Grove Street, Newton, Massachusetts, United States. The institution offers a variety of 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®, CERTIFIED FINANCIAL PLANNER™, 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 cover a wide range of financial planning topics, ensuring that advisors are well-equipped to assist clients with their investment and estate planning needs. The institution is committed to providing high-quality financial services to individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and risk management.