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TOP 30 Financial services for individuals in Barnstable, MA
76 results found
Search for local businesses, places and services near you
Merrill Lynch Financial Advisor John P McAbee
Merrill Lynch Financial Advisor John P McAbee" institution, located at 1545 Iyannough Road in Barnstable, Massachusetts, offers personalized financial services supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. With access to investment insights from Merrill and banking solutions from Bank of America, the team can assist in creating flexible strategies tailored to individual goals and priorities. Through personalized wealth management strategies, the institution aims to help clients pursue their financial goals and secure their financial future. The team at McAbee & Woods focuses on putting clients at the center of the planning process, offering expertise in identifying and prioritizing personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. By developing personalized financial strategies aligned with client goals, the institution aims to help clients manage, grow, and preserve their wealth for the long term. The institution also offers tools such as the Investment Personality Assessment and Merrill Personal Wealth Analysis™ to help clients refine their investing preferences and build personalized financial plans. With a focus on ongoing communication and adjustments to reflect changes in clients' lives and financial goals, the team at Merrill Lynch Financial Advisor John P McAbee is committed to helping clients stay on track to achieve what matters most to them.
Merrill Lynch Financial Advisor Carrie Woods
Merrill Lynch Financial Advisor Carrie Woods is a prestigious financial institution located at 1545 Iyannough Road in Barnstable, Massachusetts. As a trusted advisor, Carrie Woods offers expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a strong reputation for excellence and integrity, Merrill Lynch Financial Advisor Carrie Woods is dedicated to providing top-notch financial services to individuals and businesses in the Barnstable area. Contact them today to learn how they can help you secure your financial future.
Todd Pfleger Financial Services
Todd Pfleger Financial Services is a reputable finance institution located at 297 North Street in Barnstable, Massachusetts, United States. With a strong focus on providing personalized financial solutions, Todd Pfleger Financial Services offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our experienced team of professionals is dedicated to helping you navigate the complexities of the financial world. Trust Todd Pfleger Financial Services to provide you with expert guidance and support as you work towards a secure financial future.
Centinel Financial Group
Centinel Financial Group is a leading finance institution located at 901 Main Street in Barnstable, Massachusetts, United States. With a strong focus on providing personalized financial solutions for individuals and businesses, Centinel Financial Group offers a wide range of services including investment planning, retirement planning, estate planning, and wealth management. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to see how Centinel Financial Group can help you reach your financial objectives.
Igor Avelar - TD Wealth Financial Advisor
Igor Avelar - TD Wealth Financial Advisor is a trusted financial institution located at 226 Falmouth Road in Barnstable, Massachusetts. As a dedicated financial advisor, Igor Avelar provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Igor Avelar offers expert guidance and tailored solutions to help individuals and families navigate the complexities of investing, retirement planning, and wealth preservation. Whether you are looking to grow your assets, plan for the future, or protect your wealth, Igor Avelar - TD Wealth Financial Advisor is committed to providing you with the expertise and support you need to secure your financial future.
Tom Madden - Financial Advisor, Ameriprise Financial Services, LLC
Tom Madden - Financial Advisor at Ameriprise Financial Services, LLC, located at 1284 Main Street in Barnstable, Massachusetts, is dedicated to helping clients achieve their financial goals. With a focus on personalized financial advice, Tom takes the time to understand what is truly important to each individual, whether it's saving for college, planning for retirement, or making smart investments. By offering guidance to prepare for both expected and unexpected events in life, clients can feel more confident and in control of their financial future. If you are interested in learning more about how to prepare for your goals tomorrow, Tom Madden invites you to schedule a complimentary initial consultation. This consultation provides an overview of financial planning concepts and is available to residents in the United States. As a registered investment adviser with Ameriprise Financial Services, LLC, Tom Madden offers investment advisory products and services to help clients navigate the complexities of the financial market.
Merrill Lynch Financial Advisor Dimitar S Arabadzhiev
Merrill Lynch Financial Advisor Dimitar S Arabadzhiev is a leading financial institution located at 1545 Iyannough Road in Barnstable, Massachusetts, United States. Specializing in finance, they offer expert advice and personalized investment strategies to help clients achieve their financial goals. With a strong reputation for professionalism and integrity, Merrill Lynch Financial Advisor Dimitar S Arabadzhiev is committed to providing top-notch financial services to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, their team of experienced advisors is dedicated to helping you succeed. Contact them today to learn more about how they can assist you in reaching your financial objectives.
Merrill Lynch Financial Advisor Sean P Driscoll
Merrill Lynch Financial Advisor Sean P Driscoll is a reputable financial institution located at 1545 Iyannough Road in Barnstable, Massachusetts, United States. Specializing in finance, this institution offers expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Merrill Lynch Financial Advisor Sean P Driscoll is committed to providing top-notch financial planning services to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, you can trust the experienced team at Merrill Lynch Financial Advisor Sean P Driscoll to help you navigate the complex world of finance with confidence.
Merrill Lynch Financial Advisor Robert A. Santos
Merrill Lynch Financial Advisor Robert A. Santos is a reputable finance institution located at 1545 Iyannough Road, Barnstable, Massachusetts, United States. With years of experience in the financial industry, Robert A. Santos offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Robert A. Santos is dedicated to providing personalized solutions to meet your individual needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
Merrill Lynch Financial Advisor Katherine J Cleary
Merrill Lynch Financial Advisor Katherine J Cleary is a distinguished finance institution located at 1545 Iyannough Road, Barnstable, Massachusetts, United States. The institution is known for its exemplary client service and has been recognized by financial industry publications, including Forbes. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. With a combined 35 years of experience, the team assists clients with wealth accumulation, retirement income planning, and legacy wealth transfer. They offer a goals-based wealth management approach that puts the client at the center of the process, focusing on individual goals and priorities. The institution provides a boutique-like experience with the resources of a global financial institution, offering investment insights, banking solutions, and tailored financial strategies. Clients can benefit from the Investment Personality Assessment, Merrill Personal Wealth Analysis™, and ongoing support to help them achieve their financial goals. The team at Merrill Lynch Wealth Management Advisors is dedicated to helping clients pursue their goals and navigate the complexities of their financial lives. With a focus on personalized service and thoughtful investment guidance, clients can feel confident in their financial approach and achieve their aspirations.
Joshua Woerdeman - Financial Advisor, Ameriprise Financial Services, LLC
Joshua Woerdeman, a financial advisor at Ameriprise Financial Services, LLC, located at 218 West Main Street in Barnstable, Massachusetts, is dedicated to helping clients achieve their financial goals. With a focus on personalized financial planning, Joshua Woerdeman offers initial consultations to discuss what is most important to each individual. While Ameriprise Financial cannot guarantee future financial results, clients can trust in the expertise and guidance provided by Joshua Woerdeman and his team. As a member of FINRA and SIPC, clients can feel confident in the services and support offered by Ameriprise Financial Services, LLC. Whether referring friends or family members or seeking financial advice for oneself, Joshua Woerdeman is committed to helping clients navigate their financial futures.
Justin Embree - Financial Advisor, Ameriprise Financial Services, LLC
Justin Embree, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 218 West Main Street, Barnstable, Massachusetts, United States. Justin provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. With over 125 years of history, Ameriprise Financial Services, LLC aims to help clients reach their financial goals in the short and long term through a 1-to-1 relationship with a trusted financial advisor. Clients can track their progress towards their goals securely from any device. Schedule a complimentary initial consultation to begin financial planning with Justin Embree today. Securities are offered through Ameriprise Financial Services, LLC, member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for a list of states where Justin Embree is properly registered.
Merrill Lynch Financial Advisor Brad Simpkins
Merrill Lynch Financial Advisor Brad Simpkins is a finance institution located at 1545 Iyannough Road, Barnstable, Massachusetts, United States. With over 20 years of experience on the floor of the New York Stock Exchange, Brad Simpkins now serves as a Financial Advisor at Merrill Lynch Wealth Management in Hyannis, Massachusetts. He is dedicated to providing personalized solutions to clients based on their individual needs and goals. As a CERTIFIED FINANCIAL PLANNER™ professional, Brad holds the Series 7 and 66 FINRA registrations and is committed to helping clients achieve their financial aspirations. He believes in building a strong personal relationship with each client to better understand their financial objectives. Brad is actively involved in the community and volunteers with The Marthas Vineyard Boys and Girls Club. Merrill Lynch Wealth Management offers personalized financial planning services to help clients achieve their financial goals and navigate the complexities of the financial markets. By understanding each client's unique situation and priorities, Brad works to develop customized investment strategies that align with their long-term objectives. With access to the resources of Merrill Lynch and Bank of America, he helps clients manage, grow, and preserve their wealth for the future. Brad's mission is to help clients turn their financial goals into reality by providing tailored solutions and ongoing support.
Fairway Financial, Inc
Fairway Financial, Inc is a reputable insurance agency located at 540 Main Street in Barnstable, Massachusetts, United States. With a team of experienced professionals, Fairway Financial, Inc offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, you can trust Fairway Financial, Inc to provide you with personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help protect what matters most to you.
Liam Thomas Kennedy Butler - UBS Financial Services Inc.
Liam Thomas Kennedy Butler - UBS Financial Services Inc. is a prestigious finance institution located at 1471 Massachusetts 132 in Barnstable, Massachusetts, United States. With a strong reputation for providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals. From investment planning to wealth management, Liam Thomas Kennedy Butler - UBS Financial Services Inc. offers a wide range of services to meet the diverse needs of its clients. With a team of experienced professionals and a commitment to excellence, this institution is a trusted partner for individuals and businesses seeking expert financial advice.
Steven Tenaglia, CRPC - UBS Financial Services Inc.
Steven Tenaglia, CRPC - UBS Financial Services Inc. is a renowned finance institution located at 1471 Massachusetts 132, Barnstable, Massachusetts, United States. As a Certified Retirement Planning Counselor (CRPC), Steven Tenaglia offers expert financial services to help clients plan for their future and achieve their financial goals. With a focus on personalized advice and tailored solutions, UBS Financial Services Inc. provides top-notch financial planning, investment management, and retirement planning services to individuals and families. Trust Steven Tenaglia and his team at UBS Financial Services Inc. to guide you towards financial success and security.
UBS Financial Services Inc.
UBS Financial Services Inc. is a finance institution located at 1471 Iyannough Road in Barnstable, Massachusetts, United States. Known for its expertise in wealth management, investment banking, and asset management, UBS Financial Services Inc. offers a wide range of financial services to individual and corporate clients. With a reputation for excellence and a commitment to providing personalized solutions, UBS Financial Services Inc. is a trusted partner for those seeking expert financial advice and guidance.
James Tenaglia, CFP, AWMA, CRPS - UBS Financial Services Inc.
James Tenaglia, CFP, AWMA, CRPS - UBS Financial Services Inc. is a reputable financial institution located at 1471 Massachusetts 132 in Barnstable, Massachusetts, United States. With a team of experienced professionals, including James Tenaglia who holds certifications as a Certified Financial Planner (CFP), Accredited Wealth Management Advisor (AWMA), and Chartered Retirement Plans Specialist (CRPS), the institution offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management strategies, James Tenaglia and his team at UBS Financial Services Inc. are dedicated to providing personalized solutions to meet your individual needs.
Bothfeld Financial and Insurance Services
Bothfeld Financial and Insurance Services, located at 92 Freezer Road in Barnstable, Massachusetts, is a trusted institution specializing in finance. With a commitment to simplifying your financial future, they offer guarantees backed by the strength and claims paying ability of the issuing insurance company. While they do not provide specific legal or tax advice, they are dedicated to helping you navigate your individual situation. Contact Bothfeld Financial and Insurance Services today at (774) 994-8064 or (508) 221-8988 for expert guidance on your financial goals. Email them at [email protected] for more information.
Jonathan Todd, AWMA - UBS Financial Services Inc.
Jonathan Todd, AWMA - UBS Financial Services Inc. is a leading finance institution located at 1471 Iyannough Road in Barnstable, Massachusetts, United States. Specializing in wealth management, Jonathan Todd and his team provide personalized financial services to help clients achieve their financial goals. With a focus on asset management, retirement planning, and investment strategies, they strive to build long-term relationships based on trust and expertise. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, Jonathan Todd, AWMA - UBS Financial Services Inc. is dedicated to providing top-notch financial solutions tailored to your individual needs.
The Chapin Group - UBS Financial Services Inc.
The Chapin Group - UBS Financial Services Inc. is a reputable financial institution located at 1471 Iyannough Road in Barnstable, Massachusetts. As a part of UBS Financial Services Inc., they offer a wide range of financial services including investment management, wealth planning, and retirement planning. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, The Chapin Group is a trusted partner for individuals and businesses seeking expert financial guidance.
Goldman & Associates Insurance Financial Services
Goldman & Associates Insurance Financial Services is a reputable finance and insurance agency located at Massachusetts 28 in Barnstable, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of insurance products and financial services to meet the individual needs of their clients. Whether you are looking for personal insurance coverage or financial planning assistance, Goldman & Associates is dedicated to providing top-notch service and expertise to help you achieve your goals. Contact them today to learn more about how they can assist you with your insurance and financial needs.
Brian Gardiner, CFP, CRPC - UBS Financial Services Inc.
Brian Gardiner, CFP, CRPC - UBS Financial Services Inc. is a reputable financial institution located at 1471 Iyannough Road in Barnstable, Massachusetts, United States. Specializing in financial planning and wealth management, Brian Gardiner and his team provide expert advice and personalized solutions to help clients achieve their financial goals. With a focus on professionalism and integrity, they offer a wide range of services to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Brian Gardiner, CFP, CRPC - UBS Financial Services Inc. is dedicated to helping you secure a strong financial future.
DDS Tax Service
DDS Tax Service is a reputable accounting and finance institution located at 1 Barnstable Road in Barnstable, Massachusetts, United States. With a team of experienced professionals, DDS Tax Service offers a wide range of tax services to individuals and businesses in the area. From tax preparation and planning to financial consulting, their experts are dedicated to helping clients navigate the complexities of the tax system and achieve their financial goals. Trust DDS Tax Service for all your accounting and finance needs.
TBS Tax Services - Hyannis
TBS Tax Services in Hyannis, located at 684 Main Street in Barnstable, Massachusetts, is a trusted institution specializing in accounting and finance. With a team of experienced professionals, they provide expert tax services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, TBS Tax Services is dedicated to helping you navigate the complexities of the tax system and achieve your financial goals. Visit their office today for personalized and reliable financial solutions.
Talita Camilo Professional Services
Talita Camilo Professional Services is a reputable accounting and finance firm located at 100 West Main Street in Barnstable, Massachusetts, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Talita Camilo Professional Services for all your accounting and finance needs.
KBS Tax Services
KBS Tax Services, located at 760 Main Street in Barnstable, Massachusetts, is a trusted institution specializing in accounting and finance services. With a dedicated team of professionals, KBS Tax Services offers expert support in accounting, payroll, and bookkeeping to help clients manage their financial needs effectively. With a strong track record of representing clients in audits with the IRS and State, KBS Tax Services stays up-to-date on the latest tax laws to provide reliable solutions for even the most complex financial situations. Whether you are a business owner or an individual, KBS Tax Services develops customized strategies to address your unique financial challenges.
Barnstable County Mutual Insurance Company
Barnstable County Mutual Insurance Company is a trusted insurance provider located at 915 Massachusetts 6A in Yarmouth, Massachusetts. With a strong commitment to serving the community, this institution offers a wide range of insurance products to meet the needs of individuals and businesses in Barnstable County. With a focus on personalized service and competitive rates, Barnstable County Mutual Insurance Company is dedicated to providing peace of mind and financial protection to its policyholders. Contact them today to learn more about their insurance offerings and how they can help you safeguard your assets.
The Business Office
The Business Office is a professional accounting and finance institution located at 290 Winter Street in Barnstable, Massachusetts, United States. Our team of experienced professionals offers a wide range of financial services to individuals, businesses, and organizations. Whether you need help with tax preparation, financial planning, bookkeeping, or other financial matters, our knowledgeable staff is here to assist you. We strive to provide our clients with top-notch service and personalized attention to help them achieve their financial goals. Visit us at The Business Office for all your accounting and finance needs.
SCORE
SCORE is a finance institution located at 5 Patti Page Way in Barnstable, Massachusetts, United States. Our team of over 50 volunteers, spread across Cape Cod, Martha's Vineyard, and Nantucket, consists of experienced business professionals and successful entrepreneurs who offer no-cost mentoring and advice to individuals with start-up ideas, existing businesses, or non-profits. In addition to supporting small businesses, SCORE Cape Cod & the Islands also provides assistance to non-profit organizations in the community. Our services include helping organizations build effective boards, providing executive director coaching, chair mentoring, and facilitating fund development planning and strategic plans.
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