The 30 Best Financial services for individuals in Boston, Massachusetts

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Merrill Lynch Financial Advisor Peter G Hernandez is a reputable finance institution located at 100 Federal Street in Boston, Massachusetts, United States. With a focus on providing expert financial advice and services to clients, Peter G Hernandez and his team offer personalized solutions tailored to meet individual financial goals and objectives. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Peter G Hernandez is dedicated to helping you achieve financial success.

Merrill Lynch Financial Advisor Matthew D Dwyer is a reputable finance institution located at 100 Federal Street in Boston, Massachusetts, United States. With a focus on providing expert financial advice and services, Merrill Lynch and its advisor Matthew D Dwyer are dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for investment guidance, retirement planning, or wealth management strategies, Merrill Lynch Financial Advisor Matthew D Dwyer is committed to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to navigate the complexities of the financial world and help you build a solid financial foundation for the future.

Merrill Lynch Financial Advisor Christopher Joyce, located at 100 Federal Street in Boston, Massachusetts, offers a wide range of investment solutions from Merrill and banking products from Bank of America. The institution aims to provide timely insights on market trends and the global economy to help clients stay on track with their financial goals. By understanding each client's individual needs and aspirations, Christopher Joyce works to design and implement personalized plans to help manage investment risk and pursue financial objectives. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop strategies to address their financial needs and work towards their long-term goals. Additionally, Merrill goes beyond the traditional role of an advisor by offering a comprehensive range of services, including investment advisory, financial planning, and more. It is important for clients to consult with their advisors and legal/tax professionals before making any financial decisions.

Located at 45 William Street in Wellesley, Massachusetts, Merrill Lynch Financial Advisor Rudy F Riedl is a finance institution dedicated to helping clients achieve their financial goals. The team at Merrill Lynch believes in starting every relationship with a conversation to understand what matters most to each individual. Through personalized financial approaches, the institution aims to assist clients in making investment decisions that align with their aspirations, whether it be planning for retirement, saving for a home, or funding a child's education. The Riedl Group, led by Rudy and Bradley Riedl, brings a wealth of experience in wealth and asset management to a diverse clientele in Boston and New England. With a focus on understanding each family's unique situation, the team provides tailored financial solutions that encompass investment and retirement planning, education funding, and more. By utilizing Merrill's research and investment modeling, the team actively manages client portfolios with a global perspective.

Merrill Lynch Financial Advisor Lily Wang, located at 100 Federal Street in Boston, Massachusetts, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. Lily Wang and her team offer personalized wealth management strategies tailored to your individual needs and aspirations. With a deep understanding of your full financial picture, they can create flexible strategies to navigate today's changing market conditions. Lily Wang has a background in both academia and finance, with experience as a private banker at J.P. Morgan Private Bank and as a financial advisor at Merrill Lynch Wealth Management. She holds a Ph.D. in History and a Master's Degree in Economics, bringing a unique perspective to her financial planning approach.

Michael W Hurley, Founder - Fort Independence Financial & Insurance is a reputable financial institution located at 201 Jones Road in Waltham, Massachusetts. With a focus on providing top-notch financial and insurance services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to guide you every step of the way. Trust in our expertise and personalized approach to financial planning to ensure a secure and prosperous future for you and your loved ones.

Merrill Lynch Financial Advisor J. Tommy Vaughn, located at 100 Federal Street in Boston, Massachusetts, is a finance institution dedicated to building strong relationships through teamwork and involvement. The Malone Vaughn Group, led by J. Tommy Vaughn, offers personalized financial advice and guidance, drawing on the global investment capabilities of Merrill and the banking convenience of Bank of America. Their mission is to understand each client's unique goals and priorities, developing personalized plans to help manage investment risk and pursue financial objectives. Through thoughtful conversations and the Investment Personality Assessment, the team at Merrill Lynch works to customize financial approaches that align with each client's values and aspirations. Recognized for exemplary client service, the advisors at Merrill Lynch have been honored by Forbes for their wealth management expertise. With a focus on building trust and delivering personalized service, the team at Merrill Lynch is committed to helping clients achieve their financial goals. Whether planning for retirement, saving for a home, or funding education, Merrill Lynch offers tailored investment strategies to address individual needs and aspirations. With a dedication to putting clients first, Merrill Lynch Wealth Management Advisors provide one-on-one guidance to help clients navigate the complexities of their financial lives and pursue their goals.

Edward Jones - Financial Advisor: Michael A Hughes is a reputable financial institution located at 77 North Washington Street in Boston, Massachusetts. As a dedicated financial advisor, Michael A Hughes provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a range of financial solutions tailored to each individual's needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Michael A Hughes and the team at Edward Jones are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

Merrill Lynch Financial Advisor Cameron Markley, located at 100 Federal Street in Boston, Massachusetts, offers wealth management services to individuals, families, businesses, and non-profit organizations. With over 30 years of experience in the financial services industry, Cameron provides financial planning, retirement planning, investment advice, and banking services. She believes in a disciplined approach to asset allocation and the power of long-term investing. Cameron is a Chartered Financial Analyst (CFA®) and a member of the CFA Institute and the CFA Boston Society. She is dedicated to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, Cameron helps clients create personalized plans centered on their goals. Whether it's planning for retirement, saving for a home, or funding a child's education, Cameron works closely with clients to help them achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, Cameron focuses on understanding her clients' priorities and designing customized investment approaches to address their needs. With access to the resources of Merrill and Bank of America, Cameron helps clients manage, grow, and preserve their wealth. By regularly reviewing goals and financial approaches, Cameron ensures that clients stay on track to achieve what matters most to them. Whether it's discussing changes in the market or changes in clients' lives, Cameron is committed to helping clients navigate financial complexities and reach their goals. With a focus on personalized service and comprehensive financial solutions, Cameron Markley is dedicated to helping clients live their best financial life.

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.

The Bank of America Financial Center located at 333 Longwood Avenue in Boston, Massachusetts, is a leading institution in the world of banking and finance. Offering a wide range of services including personal and business banking, investment advice, and financial planning, the Bank of America Financial Center is dedicated to helping individuals and businesses achieve their financial goals. With a team of knowledgeable professionals and state-of-the-art technology, customers can expect top-notch service and support. Whether you're looking to open a savings account, apply for a loan, or discuss your investment portfolio, the Bank of America Financial Center is here to help you every step of the way.

David Messaline - RBC Wealth Management Financial Advisor is a leading financial institution located at 53 State Street in the heart of Boston, Massachusetts. As a trusted advisor, David Messaline provides personalized financial solutions to help clients achieve their financial goals and secure their financial future. With a focus on wealth management, investment strategies, and financial planning, David Messaline offers expert guidance and tailored recommendations to clients seeking to build and protect their wealth. With a commitment to excellence and a dedication to client satisfaction, David Messaline - RBC Wealth Management Financial Advisor is the go-to destination for individuals and businesses looking for reliable and professional financial services.

Merrill Lynch Financial Advisor John L. Ruminski is located at 100 Federal Street in Boston, Massachusetts, United States. Supported by the global resources of Merrill, the team at this institution is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. They provide financial advice and services, focusing on family, goals, and priorities, adapting to changes over time. With five decades of collective experience, the team aims to understand clients on a personal level, helping them achieve their most important goals. They offer personalized financial strategies, taking into account each client's unique situation and aspirations. Services include wealth management, investment strategies, trust and estate planning, and consultation on equity compensation for executives. The institution does not provide legal, tax, or accounting advice, but works with clients' professional advisors to ensure the best outcomes. The team at Merrill Lynch Wealth Management Advisors is dedicated to helping clients achieve their financial goals and navigate life's changes with confidence.

Merrill Lynch Financial Advisor Chris Hayden is a finance institution located at 100 Federal Street in Boston, Massachusetts, United States. As your Merrill advisor, the focus is on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. The team at Merrill Lynch simplifies the financial lives of successful professionals and their families by creating personalized plans centered on your goals. With a focus on organization, tax efficiency, and long-term alignment with goals, the team at Merrill Lynch strives to help clients achieve financial success. Through the Merrill Personal Wealth Analysis™ and access to the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. By understanding your personal investment style and priorities, the team at Merrill Lynch works with you to create an individualized plan that reflects your needs. With tools such as the Investment Personality Assessment, Merrill Lynch aims to help clients pursue what matters most to them. As life and goals change, the team at Merrill Lynch is dedicated to helping clients stay on track to achieve their financial objectives. Whether planning for retirement, buying a home, or funding education, Merrill Lynch is there to provide guidance and support every step of the way. With a focus on education and personalized investment strategies, Merrill Lynch Financial Advisor Chris Hayden is committed to helping clients achieve their financial goals.

South End Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 546 Tremont Street in Boston, Massachusetts, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides regular reviews and updates to ensure clients' financial plans align with their changing life circumstances. They offer complimentary initial consultations to discuss how they can help achieve financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Clients can refer friends and family members to receive financial guidance from Ameriprise. The institution prioritizes privacy and security, adhering to strict rules and regulations to protect client information.

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.

Merrill Lynch Financial Advisor Kristin S. Polito, located at 100 Federal Street in Boston, Massachusetts, is a trusted institution that offers personalized financial advice and services to clients across the United States. With over 15,000 experienced advisors, Merrill Lynch helps individuals achieve their financial goals and secure their desired lifestyle. Specializing in asset allocation, diversification, and investment strategies, the team at Merrill Lynch is dedicated to providing comprehensive financial planning and guidance. As a subsidiary of Bank of America Corporation, Merrill Lynch offers a wide range of brokerage, investment advisory, and other financial services to meet the diverse needs of their clients. Whether you are looking to invest, plan for retirement, or protect your assets, Merrill Lynch Financial Advisor Kristin S. Polito is here to help you navigate the complexities of the financial world and make informed decisions. Please note that investing involves risk, and it is advisable to consult with legal and tax advisors before making any financial decisions.

Merrill Lynch Financial Advisor Gregory L. Wyman is a leading financial institution located at 100 Federal Street in Boston, Massachusetts, United States. As a trusted finance advisor, Gregory L. Wyman provides expert financial planning and investment advice to clients looking to secure their financial future. With a focus on personalized service and a commitment to helping clients achieve their financial goals, Merrill Lynch Financial Advisor Gregory L. Wyman is a top choice for individuals seeking professional financial guidance.

Seacoast Financial Planning - Ameriprise Financial Services, LLC is a finance institution located at 127 Main Street, Boston, Massachusetts, United States. They offer personalized financial planning services to help individuals achieve their financial goals. To make an appointment, you can email seacoastfinancialplanning@ampf.com or call one of their various office locations. Ameriprise financial advisors are registered to do business in certain U.S. states, so be sure to check their personal website or FINRA’s BrokerCheck website for more details. The initial consultation provides an overview of financial planning concepts, although no written analysis or recommendations will be provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, and users of their website agree to be bound by their rules and regulations. They prioritize the privacy and security of their clients and are committed to helping friends and family members achieve their financial goals. Feel free to refer someone to them, and they will reach out to them soon.

Jennifer Pouliot - Ameriprise Financial Services, Inc. is a finance institution located in Boston, Massachusetts, United States. With a focus on providing personalized financial planning and investment services, Jennifer Pouliot and her team strive to help clients achieve their financial goals and secure their financial future. With a commitment to integrity and transparency, they work closely with each client to create customized financial strategies tailored to their individual needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Jennifer Pouliot - Ameriprise Financial Services, Inc. is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Brian Matthew Rys is a finance institution located at 100 Federal Street in Boston, Massachusetts, United States. This institution offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. The team provides timely insights on market trends and the global economy to help clients stay on track with their financial goals. By understanding each client's unique financial picture and goals, the advisors at Merrill Lynch work to create personalized wealth management strategies. They believe in a holistic approach to financial planning, taking into account not only current financial needs but also future aspirations such as retirement, education, and legacy planning. Through the Investment Personality Assessment, the advisors at Merrill aim to tailor their financial approach to each client's individual preferences and goals. With access to the investing insights of Merrill and the banking capabilities of Bank of America, clients can make informed decisions as they pursue their financial objectives. Whether it's planning for retirement, buying a home, or funding a child's education, the team at Merrill Lynch is dedicated to helping clients achieve their goals and navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Christopher J. Henderson is a Senior Vice President and Senior Financial Advisor located at 100 Federal Street in Boston, Massachusetts. With a focus on advising families, entrepreneurs, and select institutional clients, Chris and his team provide comprehensive wealth management services. Chris leverages the firm's intellectual capital, balance sheet, and investment access to support clients in navigating their personal, charitable, and business operating needs. With experience in investing, credit, estate planning strategies, and tax efficiency, Chris offers a personalized approach to help clients achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, Chris prioritizes understanding his clients' individual needs and goals. Through a personalized financial plan centered on family, goals, and priorities, Chris helps clients navigate the ever-changing financial landscape. By regularly reviewing progress and adjusting investment strategies as needed, Chris ensures that clients stay on track to achieve their objectives.

Merrill Lynch Financial Advisor Stephen N Gifford, located at 100 Federal Street in Boston, Massachusetts, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Their mission is to understand each client's individual needs and goals in order to create a personalized financial plan to help manage investment risk and pursue financial objectives. By utilizing research in behavioral finance, they are able to tailor their approach to each client's unique investing preferences. With years of experience and access to the resources of Merrill and Bank of America, they work collaboratively with clients to develop a personalized investment strategy designed to achieve lifestyle goals. The institution provides access to BofA Global Research and offers a variety of financial services, including investment advisory and insurance products. They believe in helping clients make informed decisions to reach their financial goals, no matter the financial environment.

Martinelli Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located in Post Office Square, Boston, Massachusetts, United States. With a focus on providing top-tier wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Martinelli Wealth Management - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial solutions tailored to your individual needs. Contact us today to learn more about how we can help you build and preserve your wealth.

Boston North Wealth Management - UBS Financial Services Inc. is a leading finance institution located in Peabody, Massachusetts. With a commitment to providing tailored financial solutions for individuals and businesses, our team of experienced professionals offers a wide range of services including wealth management, investment planning, and retirement planning. Our focus is on building strong, long-term relationships with our clients to help them achieve their financial goals. Visit us at 8 Essex Center Drive to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Danyil S. Medvedev, located at 100 Federal Street in Boston, Massachusetts, is a team of highly accomplished and experienced advisors dedicated to providing exceptional wealth management advice to a limited number of successful clients. The Boston Harbor Team has built long-standing relationships with client families, offering customized wealth building and preservation strategies. Clients, who are often multi-generational families with significant wealth, are referred to the team by other satisfied clients, attorneys, and accountants who are familiar with their approach. The team's philosophy focuses on tax-efficient, research-intensive portfolios, including alternative investments when appropriate, to serve clients' best interests over the long run. With access to tailored lending capabilities and coordination with clients' other advisors, the team aims to align tax minimization and estate planning strategies for each individual client. Their dedication to detail, hard work, and customization ensures a positive wealth management experience that leads to the outcomes clients envision for themselves and their families. Recognized by financial industry publications for exemplary client service, the team prides itself on reliability and accessibility. With a tradition of helping successful individuals make financial decisions that enhance their lifestyles and legacies, the team is committed to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Thomas F Capachietti is located at 100 Federal Street in Boston, Massachusetts. The institution is part of The KCH Wealth Management Group, which specializes in providing customized financial advice to corporate executives, business owners, and affluent families. With over 1.8 billion in assets under management as of March 2024, the team at The KCH Wealth Management Group has been recognized as one of the top wealth management teams in the country. The institution believes in creating personalized financial plans that help clients pursue their goals, whether it's planning for retirement, saving for college, or passing wealth to future generations. By utilizing the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to develop strategies that address their specific financial needs.

Merrill Lynch Financial Advisor Todd E Dambrauskas, located at 100 Federal Street in Boston, Massachusetts, offers personalized wealth management services for high-net-worth clients. With over 24 years of experience, The Dambrauskas Group provides a boutique-like approach to financial planning, combined with the resources and strategies of Merrill Lynch. The mission of the institution is to truly understand each client's individual goals and priorities. By asking thoughtful questions and listening carefully, the team at Merrill Lynch works to create a comprehensive financial strategy tailored to each client's unique needs. Whether the focus is on growing, preserving, or transferring wealth, the team is dedicated to helping clients achieve their financial goals at every stage of life.

Merrill Lynch Financial Advisor Stephen P Melz is a renowned finance institution located at 100 Federal Street, Boston, Massachusetts, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. With accolades such as being ranked in Barron's "Top 1,200 Financial Advisors: State-By-State" and Forbes "Best-in-State Wealth Management Teams", the advisors at Merrill Lynch are dedicated to providing exemplary client service. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. They offer a wide range of financial solutions for individuals, families, and businesses, drawing on their diverse experiences to provide customized insights and strategies.

Merrill Lynch Financial Advisor Paul R Guidoboni is a trusted institution located at 100 Federal Street, Boston, Massachusetts, United States. With over 27 years of experience, Paul has been helping affluent individuals and families navigate their financial journeys with personalized guidance. He focuses on understanding clients' concerns and priorities to create a tailored approach that aligns with their goals. Paul's team includes Wealth Planner Michaela Curry and Wealth Management Client Associate Livvy Lathrop, who provide comprehensive financial strategies and proactive communication to enhance the client experience. With a disciplined process rooted in asset allocation and diversification, Paul aims to reduce risk while maximizing long-term growth potential for portfolios.