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TOP 30 Financial services for members in Massachusetts
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Grenier Financial Advisors
Grenier Financial Advisors is a finance institution located at 1 Monarch Pl, Springfield, Massachusetts, United States. We believe that life is a journey, not a race, and our goal is to help you live your best life no matter where you are on that road. Our team works tirelessly to create personalized financial strategies and money management plans that reflect who you are and what you love, allowing you to enjoy your life worry-free. Whether you're experiencing unexpected changes or facing complicated situations, we are here to help you navigate through them with compassion and problem-solving strategies. Our hearts-and-minds approach to financial planning and investing will guide you in the right direction, no matter how bumpy the road may get.
Marchand Financial
Marchand Financial, located at 6 Mechanic Street in Webster, Massachusetts, has been assisting individuals and families in central Massachusetts since 2008 to determine and meet their long-term financial goals. Specializing in Investments, Taxes, College planning, Retirement, and Estate planning, our approach has stood the test of time. Our experienced team, led by Greg and Joshua, is dedicated to helping clients create a clear and achievable financial plan. Greg, with over 30 years of experience in the investment industry, founded Marchand Financial in 2005 to focus on financial services and wealth management. Joshua, who joined the team in 2021, specializes in client relations and outreach to ensure clients have access to valuable information for their future planning needs.
Patrick Woodhouse - Financial Advisor - Ion Investments
Patrick Woodhouse - Financial Advisor - Ion Investments is a highly reputable institution located at 200 Silver Street, Agawam, Massachusetts, United States. Our team of financial professionals is known for their expertise, communication, planning, and integrity. We operate as a family and business that is dedicated to looking out for our customers. Through our partnership with Osaic Institutions Inc., we offer a wide range of financial products and services with a personalized touch that you can only find at Ion Investments. We specialize in financial planning and risk management through our unique 5 Step Process designed to help you achieve your financial goals. Our advisors are skilled in helping you meet your financial goals using our proven and repeatable process. We provide economic insights and market alerts to guide our decision-making process and keep you informed.
Alvanos & Associates - Ameriprise Financial Services, LLC
Alvanos & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1349 Springfield Street, Agawam, Massachusetts, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution provides investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. They document goals, review progress regularly, and update approaches as life changes. Clients can access their investments and accounts from any device securely. The institution helps clients track progress towards their goals and offers personalized advice to reach financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution cannot guarantee future financial results. They offer a Retirement Interactive tool to explore important issues that could affect retirement income. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. They appreciate referrals and assure privacy and security for clients.
James Valenti - Financial Advisor, Ameriprise Financial Services, LLC
James Valenti, a financial advisor at Ameriprise Financial Services, LLC, located at 75 Post Office Park in Wilbraham, Massachusetts, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, James provides investment recommendations and portfolio strategies tailored to each client's needs. Regular meetings and progress reviews ensure that strategies are adjusted as life changes occur. Clients have access to their investments and accounts at any time, from any device, allowing them to track their progress towards their goals securely. For those interested in learning more about how James can help them secure a more confident financial future, scheduling a complimentary initial consultation is the first step. This consultation provides an overview of financial planning concepts without written analysis or recommendations.
Mark Brannigan - Private Wealth Advisor, Ameriprise Financial Services, LLC
Mark Brannigan - Private Wealth Advisor at Ameriprise Financial Services, LLC, located in Wilbraham, Massachusetts, is dedicated to helping clients prepare for their financial goals. With a focus on personalized financial advice, Mark takes the time to understand what is truly important to each individual, whether it be saving for college, planning for retirement, or making smart investments. With a background in finance and qualifications available on FINRA's BrokerCheck website, clients can trust in Mark's expertise. By offering tailored advice, clients can feel more confident and in control of their financial future.
Kyong Cruz - Financial Advisor, Ameriprise Financial Services, LLC
Kyong Cruz, a financial advisor at Ameriprise Financial Services, LLC, located at 75 Post Office Park in Wilbraham, Massachusetts, is dedicated to helping clients prepare for their financial goals. By offering personalized advice and guidance, Kyong Cruz aims to help clients feel more confident and in control of their financial lives. With a focus on understanding what is truly important to each individual, Kyong Cruz can assist with saving for college, planning for retirement, making smart investments, and more. Background and qualification information for Kyong Cruz can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency. With a focus on preparing for the expected and unexpected in life, Kyong Cruz helps clients navigate the complexities of financial planning.
Louis J Pantuosco - Ameriprise Financial Services, LLC
Louis J Pantuosco - Ameriprise Financial Services, LLC is a finance institution located at 200 North Main Street, East Longmeadow, Massachusetts, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress and adjust strategies as needed. Clients can easily access their accounts and track their progress online. Louis J Pantuosco may only conduct securities business with residents of certain states. The institution also provides consultations on financial planning concepts and aims to help clients achieve their financial goals. They are a member of FINRA and SIPC, ensuring privacy and security for clients. Referrals are welcomed and will be contacted promptly. Get in touch to start planning for a secure financial future.
Brannigan & Associates - Ameriprise Financial Services, LLC
Brannigan & Associates - Ameriprise Financial Services, LLC is a finance institution located at 75 Post Office Park in Wilbraham, Massachusetts, United States. They offer a range of services including investment recommendations, asset allocation, and portfolio management tailored to individual goals and risk tolerance. The institution values regular communication with clients to review progress, update strategies, and track goals. Clients can access their accounts and investments securely from any device. Those interested can schedule a complimentary initial consultation to discuss their financial needs and goals. Ameriprise financial advisors are registered to do business in certain U.S. states and provide an overview of financial planning concepts during the initial consultation. The institution cannot guarantee future financial results but strives to help clients achieve their financial goals. Clients can refer friends or family members to the institution for financial assistance. The institution is a member of FINRA and SIPC, and users of the website agree to adhere to the terms and regulations outlined by Ameriprise Financial.
Meridian Financial Advisors
Meridian Financial Advisors is an independent fee-only fiduciary financial institution located at 13 Water Street in Holliston, Massachusetts, United States. Since 1993, our team of Registered Investment Advisers has been dedicated to providing honest and transparent financial advice to help our clients reach their unique goals. We do not receive commissions or kickbacks for recommending financial products, ensuring that our recommendations are always in your best interest. As fiduciaries, we are legally obligated to disclose and mitigate any potential conflicts of interest, putting your needs first at all times. Our comprehensive financial planning services cover all aspects of your financial life, from retirement planning to estate management. We work with you to create a personalized plan that aligns with your risk tolerance, time horizon, and long-term objectives.
McLaughlin Financial Consulting
McLaughlin Financial Consulting, located at 130 Central Street in Foxborough, Massachusetts, is a finance institution dedicated to providing objective, strategic, and prudent advice to help preserve, grow, and transfer assets to meet present and future financial needs. With over 20 years of experience, our team works closely with clients to set clear goals, identify any gaps, and recommend strategies to achieve them. As a member of Savior Wealth, we offer a wealth of resources from fee planning for individuals to 401(k) plans and employee benefits for business owners. We work with a variety of partners, including Charles Schwab, TD Ameritrade, Vanguard Investments, and many more, to provide comprehensive financial solutions. Securities are offered through Securities America, Inc. and investment advisory services are offered through The Patriot Financial Group, LLC dba McLaughlin Financial Consulting. We are committed to transparency and provide no-cost consultations to help clients navigate complex financial issues. Visit us to learn more about how we can help you achieve your financial goals.
Special Needs Financial Planning, a specialty practice of Affinia Financial Group
Special Needs Financial Planning, a specialty practice of Affinia Financial Group, is located at 80 Blanchard Road in Burlington, Massachusetts. As Certified Financial Planning Professionals™ and parents and siblings of individuals with special needs, we have over 25 years of experience working with families like our own to plan and invest for their future. We believe in building a strong financial foundation that integrates the goals of all family members and allocates resources accordingly. As fiduciaries, we invest your money to meet your needs and achieve your goals. Planning for the future when you are no longer able to support your child can be overwhelming, but we are here to help break things down into achievable pieces through careful planning and open conversations.
Merrill Lynch Financial Advisor Paul Brandon
Merrill Lynch Financial Advisor Paul Brandon, located at 25 Burlington Mall Road in Burlington, Massachusetts, is a finance institution dedicated to helping clients navigate their financial situations. With over 22 years of experience, Mr. Brandon offers services such as retirement income analysis, estate planning, and intergenerational wealth transfer. As a CERTIFIED FINANCIAL PLANNER™ professional and member of the Burlington Breakfast Rotary, Mr. Brandon focuses on building personalized plans centered on clients' goals. Through Merrill Personal Wealth Analysis™, clients can receive tailored financial advice to help them achieve their aspirations. With a commitment to educating clients about investing, Mr. Brandon aims to provide guidance on managing, growing, and preserving wealth for the long term. By staying informed about changes in clients' lives and financial markets, Mr. Brandon ensures that financial approaches are adjusted to reflect evolving needs and priorities. With a focus on personalized investment strategies and access to comprehensive financial solutions, Merrill Lynch Financial Advisor Paul Brandon is dedicated to helping clients achieve their financial goals.
Oldrid Financial
Oldrid Financial, located at 236 New Boston Road in Fall River, Massachusetts, is a reputable finance institution dedicated to providing top-notch investment solutions to individuals, estates, trusts, charitable foundations, and small businesses. With over 27 years of experience, we prioritize integrity and professionalism in all our services. Our offerings include retirement planning, cash flow management, college savings strategies, insurance solutions, and more. We strive to help you understand your financial situation and offer high-quality information, services, and products to guide you towards financial success. Securities are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. Please note that our services are available in specific states only. When you visit our website, you can explore various calculators to assist you in making informed financial decisions. When you access third-party websites through our site, you assume full responsibility for any risks or issues that may arise. Feel free to check the background of our investment professional for added peace of mind.
Forward Financial Services, Inc
Forward Financial Services, Inc. is a leading finance institution located at 645 Chandler Street, Worcester, Massachusetts, United States. At Forward Financial Services, we believe in empowering our clients to take control of their financial futures. Our dedicated team is committed to helping clients elevate their wealth, maximize their potential, and become the managers of their own financial destinies. As a comprehensive financial planning, wealth management, and advisory firm, Forward Financial Services offers a unique planning process designed to help clients create, accumulate, and preserve their wealth and lifestyle. Our personalized service and expertise set us apart, ensuring that our clients achieve long-term financial success.
Harty Financial
Harty Financial is a finance and insurance agency located at 2 Elm Square, Andover, Massachusetts, United States. We take pride in offering personalized and holistic financial planning and wealth management services tailored to your specific goals and values. Our team, including Caleb Harty and Brendan Harty, is dedicated to helping a diverse range of clients, from business owners to families with unique financial concerns. We are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. Additionally, we provide investment advisory services through Eagle Strategies LLC. Please consult your own tax, legal or accounting professional before making any decision. Harty Financial is not owned or operated by Eagle Strategies LLC or its affiliates. Caleb Harty is a Member Agent of the Nautilus Group®, a service of New York Life Insurance Company. For more information, visit our website or contact us directly.
Skyeburst Wealth Management - Ameriprise Financial Services, LLC
Skyeburst Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 700 West Center Street in West Bridgewater, Massachusetts, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. During the initial consultation, we discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are dedicated to helping you achieve your financial objectives. Please visit our website for important disclosures and information on website rules and regulations. We appreciate referrals and look forward to helping your friends and family members with their financial goals. Contact us today to schedule a meeting and let us assist you in planning for your financial future.
Principal Financial Group
Principal Financial Group is a finance institution located at 309 South Main Street in Mansfield, Massachusetts, United States. We offer a range of services to help you protect what matters most, including insurance options to safeguard your life and wages. As the presenting sponsor of prestigious sports awards, we celebrate excellence and equality in sports. Our goal is to help you achieve your financial goals, whether it's saving for retirement or education. With our partner in your area, you can meet your money goals and adapt as life changes. We offer investment options through Principal® SimpleInvest portfolios, but please note that all investments have inherent risks. Our Retirement Wellness Planner provides education to help you make informed financial decisions, but individual results may vary. Insurance products are issued by Principal National Life Insurance Co and Principal Life Insurance Co, with plan administrative services offered by Principal Life. Securities are offered through Principal Securities, Inc, member SIPC. Discover how Principal Financial Group can help you secure your financial future.
Bouchey Financial Group, Ltd.
Bouchey Financial Group, Ltd. is a finance institution located at 50 North Street, Medfield, Massachusetts, United States. At Bouchey Financial, we strive to simplify investing and financial planning to empower our clients to make confident decisions. Our team members come from diverse backgrounds and adhere to the highest ethical standards set by the Certified Financial Planner Code of Ethics. Since 1995, we have been providing personalized wealth management services with a focus on our clients' financial success. With nearly $1 billion in assets under management, we offer comprehensive wealth management solutions for individuals, families, and businesses. Our commitment to transparency and putting our clients' interests first sets us apart. We have offices in Historic Downtown Troy, Saratoga Springs, and South Florida, providing personalized services to meet our clients' needs.
Longtide Financial Partners LLC
Longtide Financial Partners LLC, located at 10 Forbes Road in Braintree, Massachusetts, is a finance institution that offers planning support, investment advice, and retirement benefit plans for individuals, families, and businesses. With a focus on the road ahead, they provide seamless implementation and ongoing support for employers and employees. Their holistic approach to finances is backed by decades of experience, ensuring that each client receives a custom plan tailored to their specific goals and financial situation. Longtide Financial Partners LLC works with clients to build investment portfolios and find 401k retirement benefit plans that suit their needs. Contact them at info@longtide.com or (781) 461-6886 to improve your financial well-being and start on a clear path towards your financial goals. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC.
Bickling Financial Services
Bickling Financial Services, located at 200 Broadway in Lynnfield, Massachusetts, is a renowned finance institution with a rich heritage of excellence. Founded in 1984 by Dorothy Bickling, one of the first women to earn the CERTIFIED FINANCIAL PLANNER® designation, the institution is dedicated to helping clients achieve financial independence. Using advanced software tools, they assist clients in optimizing retirement income and planning for future goals. Their services include helping families manage their finances to reflect personal priorities, planning for rising education costs, and simplifying the management of company 401k programs. With locations in Lexington and South Easton, Bickling Financial Services is committed to providing expert financial advice and guidance to their clients.
Merrill Lynch Financial Advisor Sylvia S. Han
Merrill Lynch Financial Advisor Sylvia S. Han is located at 440 Boylston Street in Boston, Massachusetts. Sylvia joined Merrill in 2013 as a Wealth Management Advisor, where she works closely with clients to provide customized advice and services to help them achieve their career, retirement, philanthropic, or business goals. With experience as a global portfolio manager and analyst, Sylvia understands the importance of portfolio risk control and seizing opportunities in the market. She is also interested in ESG investing and provides access to top-ranked firm-wide resources. In addition to her work at Merrill, Sylvia volunteers as an advisory board member for the Cary Library Foundation and the Boston Lyric Opera. She is also a committee member of The Boston Club and The President's Council of Cornell Women. Sylvia holds a Chartered Financial Analyst (CFA) designation, CERTIFIED FINANCIAL PLANNER (CFP) certification, and is a member of the CFA Institute and the Financial Planning Association.
John C Rhoades - Financial Advisor, Ameriprise Financial Services, LLC
John C Rhoades, a financial advisor at Ameriprise Financial Services, LLC located at 196 Pleasant Street in Northampton, Massachusetts, is dedicated to helping clients achieve their financial goals. With a focus on providing personalized financial planning services, John C Rhoades ensures that each client receives tailored advice to help them navigate the complexities of the financial world. As a member of FINRA and SIPC, clients can trust that they are working with a reputable and qualified advisor. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, John C Rhoades is here to help. Contact him today to schedule a consultation and take the first step towards a brighter financial future.
Linda Adams - Financial Advisor, Ameriprise Financial Services, LLC
Linda Adams is a financial advisor at Ameriprise Financial Services, LLC, located at 130 College Street in South Hadley, Massachusetts. With a focus on understanding your unique financial goals, Linda offers personalized advice to help you prepare for both expected and unexpected events in life. By working with Linda, you can feel more confident and in control of your financial future. Linda is registered to conduct securities business in select states, and her background and qualifications can be verified on FINRA's BrokerCheck website. Whether you're saving for college, planning for retirement, or looking to make smart investments, Linda can help you create a financial plan tailored to your needs.
Goodwin, Shine and Associates - Ameriprise Financial Services, LLC
Goodwin, Shine and Associates - Ameriprise Financial Services, LLC is a finance institution located at 48 Federal Street in Greenfield, Massachusetts, United States. Travis Shine, recipient of the Ameriprise Ultimate Digital Excellence Award in 2023, leads a team that focuses on understanding and prioritizing your financial goals. They offer investment recommendations tailored to your individual goals and risk tolerance, regularly review your progress, and adjust your approach as needed. With easy access to your investments and accounts from any device, you can track your progress towards your goals securely. Their services include retirement planning, education savings, asset allocation, and portfolio management. They also offer complimentary initial consultations to help you get started on your financial journey. Ameriprise financial advisors are registered in specific U.S. states, so it's important to check their personal website or FINRA's BrokerCheck for more details.
Keith Bixby - Financial Advisor, Ameriprise Financial Services, LLC
Keith Bixby, a financial advisor at Ameriprise Financial Services, LLC, located at 196 Pleasant Street in Northampton, Massachusetts, is dedicated to helping clients gain financial confidence and live life brilliantly. With a focus on understanding each individual's unique goals and priorities, Keith offers personalized financial advice to help clients prepare for the expected and unexpected events in life. By providing expert guidance on saving for college, planning for retirement, making smart investments, and more, Keith helps clients feel more confident, connected, and in control of their financial future. As a registered advisor with FINRA, Keith Bixby is authorized to conduct securities business in certain states. Clients can visit FINRA's BrokerCheck website for more information on Keith's background and qualifications. Additionally, Ameriprise Financial Services, LLC provides a Client Relationship Summary Disclosure to ensure transparency and clarity in all client interactions.
Philip Strykowski - Financial Advisor, Ameriprise Financial Services, LLC
Philip Strykowski, a Financial Advisor at Ameriprise Financial Services, LLC, located at 190 Littleton Road in Westford, Massachusetts, offers personalized financial planning services to help clients achieve their goals. With qualifications and background information available on FINRA's BrokerCheck website, Philip Strykowski can only conduct securities business in states where properly registered. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation, although written analysis and recommendations are not provided at this stage. While Ameriprise Financial cannot guarantee future financial results, they strive to create a positive backdrop for stock prices and extend the current bull market rally into 2024.
Gavin & Dolliver Wealth Advisors - Ameriprise Financial Services, LLC
Gavin & Dolliver Wealth Advisors - Ameriprise Financial Services, LLC is a highly reputable finance institution located at 33 Bedford Street in Concord, Massachusetts, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, our team of financial advisors are dedicated to helping clients navigate the complexities of wealth management and estate planning. We work closely with attorneys and CPAs to ensure that your financial legacy is preserved and passed on to the next generation in a tax-efficient manner. Our personalized advice and tailored financial planning services are designed to help clients reach their financial goals and achieve peace of mind. Whether you are looking to grow your wealth, plan for retirement, or navigate the current market trends, our advisors are here to guide you every step of the way.
North Peak Wealth Advisors - Ameriprise Financial Services, LLC
North Peak Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1333 Main Street in Walpole, Massachusetts, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2023, we offer personalized financial planning services tailored to your individual goals and risk tolerance. Our team provides investment recommendations, asset allocation strategies, and portfolio management to help you achieve your financial objectives, whether it's saving for retirement, education, or a major purchase. We prioritize exceptional client service and offer one-to-one financial advice to help you track your progress and adjust your approach as life changes. You can securely access your investments and accounts from any device and stay informed about your financial goals. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and we adhere to strict privacy and security guidelines to protect your information. Let us help you and your loved ones achieve financial success.
Christopher Stark - Financial Advisor, Ameriprise Financial Services, LLC
Christopher Stark is a financial advisor at Ameriprise Financial Services, LLC located at 1333 Main Street in Walpole, Massachusetts, United States. As part of North Peak Wealth Advisors, Christopher Stark is part of Forbes Best-in-State Wealth Management Teams for 2023. With a focus on individual goals and risk tolerance, Christopher provides investment, asset allocation, and portfolio recommendations to help clients achieve their financial objectives. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Christopher also offers complimentary initial consultations to help clients get started on their financial planning journey. Whether it's retirement planning, market fluctuations, or inflation concerns, Christopher encourages clients to use the Retirement InteractiveSM tool to explore potential challenges and solutions. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Christopher Stark is registered in states where securities business is conducted. For more information and to schedule a consultation, visit the Ameriprise Financial Services, LLC website.
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