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TOP 30 Financial wellness programs in Massachusetts
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Justin Rodrigues, CFP , Financial Advisor
Justin Rodrigues, CFP, Financial Advisor is a finance institution located at 200 Silver Street, Agawam, Massachusetts, United States. As part of Ion Investments, their team of financial professionals is highly praised for their expertise, communication, planning, and integrity. They operate as a family and business that looks out for their customers, offering access to a wide range of products and services through their relationship with Osaic Institutions Inc. Specializing in financial planning and risk management, Justin Rodrigues, CFP, Financial Advisor follows a unique 5 Step Process aimed at helping clients achieve their financial goals. Their advisors are skilled in using industry-leading financial planning tools and products to create customized asset management strategies. They provide economic insights and market alerts to guide decision-making and keep clients informed.
Charter Oak Financial: The Holyoke Office
Charter Oak Financial: The Holyoke Office is a reputable finance and insurance agency located at 330 Whitney Avenue in Holyoke, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance solutions, Charter Oak Financial: The Holyoke Office is dedicated to providing personalized and expert guidance to meet your needs. Visit their office today to learn more about how they can help you achieve financial success.
Edward Jones - Financial Advisor: Tim Flynn
Edward Jones - Financial Advisor: Tim Flynn is a trusted financial institution located at 20 Elm Street in Westfield, Massachusetts, United States. As a leading finance advisor, Tim Flynn offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones - Financial Advisor: Tim Flynn provides expert guidance and tailored solutions to help clients secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Tim Flynn and his team are dedicated to helping you make informed financial decisions. Contact Edward Jones - Financial Advisor: Tim Flynn today to schedule a consultation and take the first step towards financial success.
Nicholas Alvanos - Financial Advisor, Ameriprise Financial Services, LLC
Nicholas Alvanos, a Financial Advisor at Ameriprise Financial Services, LLC located in Agawam, Massachusetts, offers personalized advice to help clients achieve their financial goals. With a focus on retirement planning, Nicholas helps clients navigate important issues such as ensuring they have enough money to last through retirement, understanding how market fluctuations can impact their income, and addressing concerns about inflation. Through the Retirement InteractiveSM tool, clients can explore potential challenges that may affect their retirement income. Nicholas Alvanos is registered to conduct securities business in certain states, and clients can access background and qualification information on FINRA's BrokerCheck website.
Money Concepts Financial Planning Centre
Money Concepts Financial Planning Centre is a leading institution in accounting and finance located at 1111 Elm Street in West Springfield, Massachusetts, United States. With a team of experienced professionals, we provide comprehensive financial planning services to help individuals and businesses achieve their financial goals. Whether you need help with retirement planning, investment management, tax planning, or estate planning, our experts are here to guide you every step of the way. Visit us today and let us help you secure a stable financial future.
Nancy Miller - Prudential Financial
Nancy Miller - Prudential Financial is a reputable finance and insurance agency located at 666 Bliss Road in Longmeadow, Massachusetts, United States. With a commitment to providing top-notch financial services and insurance solutions, Nancy Miller and her team strive to help clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Nancy Miller - Prudential Financial is dedicated to providing personalized and professional service to meet your needs. Visit us today to see how we can help secure your financial future.
CTFS Financial
CTFS Financial is a reputable accounting and finance institution located at 7 Willow Street in Chicopee, 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, CTFS Financial is here to assist you every step of the way. Trust us to help you achieve your financial goals and secure a stable financial future.
First Help Financial
First Help Financial is a finance institution located at 160 Gould Street in Needham, Massachusetts. We specialize in providing financial assistance and solutions to individuals in need of help with their credit and financial situations. Our experienced team is dedicated to helping our clients achieve their financial goals and improve their overall financial well-being. Whether you are looking to purchase a car, consolidate debt, or improve your credit score, First Help Financial is here to provide the support and guidance you need. Contact us today to learn more about how we can help you take control of your finances.
Robert Hurley - Prudential Financial
Robert Hurley - Prudential Financial is a reputable finance and insurance agency located at 630 Silver Street in Agawam, Massachusetts, United States. With a focus on providing top-notch financial services and insurance products, the institution is committed to helping clients secure their financial future and protect their assets. The team at Robert Hurley - Prudential Financial is dedicated to offering personalized solutions tailored to meet the unique needs of each individual or business. Whether you are looking for retirement planning, investment advice, or insurance coverage, you can trust Robert Hurley - Prudential Financial to provide expert guidance and support.
Stoddard Financial, LLC
Stoddard Financial, LLC is a finance institution located at 6 Baker Road, Medfield, Massachusetts, United States. At Stoddard, we focus on simplifying financial planning for individuals at all stages of life. Whether you are just starting out in your career or preparing for retirement, we help you identify, plan, and execute strategies to secure your financial future. Our team of professionals will guide you through maximizing your corporate benefits, transitioning income sources with tax efficiency, managing assets based on your risk preferences, and coordinating with tax and estate planning professionals. We understand the importance of making informed decisions about your retirement income, including pensions, 401(k)s, IRAs, and other savings programs.
JMD Financial Consulting
JMD Financial Consulting, located at 12 Stratford Road in Winchester, Massachusetts, has been providing expert financial advice since 2012. Our team of professionals has over 85 years of combined experience in Wall Street, finance, and life planning. We work closely with our clients to create customized programs and portfolios to help them achieve their long-term financial goals. Whether you have questions about investments, taxes, retirement, or estate planning, our knowledgeable staff is here to help. We believe in establishing a two-way partnership with our clients to not only manage their finances but also their overall life goals. By analyzing your current situation and comparing it to your desired goals, we can recommend strategies to meet your expectations.
Merrimack Valley Financial
Merrimack Valley Financial is a reputable financial institution located at 6 Courthouse Lane in Chelmsford, Massachusetts. We specialize in providing a wide range of financial services including wealth management, retirement planning, investment advising, and more. Our experienced team of financial experts is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Merrimack Valley Financial is here to provide personalized and professional financial solutions to meet your needs. Contact us today to schedule a consultation and start building a strong financial foundation.
Ames Financial Services
Ames Financial Services is a reputable finance institution located at 844 Franklin Street in Wrentham, Massachusetts. Our dedicated team of financial experts is committed to providing personalized and comprehensive financial solutions to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. With a focus on transparency, integrity, and customer service, you can trust us to guide you towards a secure financial future. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Baystate Financial Services
Baystate Financial Services, located at 145 South Main Street in Haverhill, Massachusetts, is an insurance agency dedicated to providing guidance, insight, and results to our clients. With over a century of experience, we have helped generations of clients achieve financial security and protect what matters most to them. Our comprehensive financial planning services, investment management tools, and risk management strategies are designed to help our clients make informed decisions and reach their goals. At Baystate Financial, we are committed to supporting our local communities and at-risk children and families. We offer a financial wellbeing series for both individuals and employees, as well as programs that give back to those in need. Visit our website for more information about who we are and how we can help you on your financial journey. Connect with us for a more in-depth conversation and learn how Baystate Financial Services can benefit you and your loved ones.
Cornerstone Financial Group LLC.
Cornerstone Financial Group LLC is a finance institution located at 34 Main Street Extension in Plymouth, Massachusetts. We offer affordable voluntary benefits programs for businesses and are dedicated to serving professional advisors. Our goal is to provide candid financial guidance to help hardworking individuals live well by aligning their financial decisions with their life goals. We believe in building collaborative relationships with our clients and community, delivering integrated financial guidance through experience and integrity. Our founder, Brendon, comes from a background in stone masonry, emphasizing the importance of laying a strong foundation for your financial strategy. We focus on three cornerstones: protecting your assets, accumulating wealth, and planning for retirement. Our team is committed to giving back to the community through various initiatives, such as our Annual Holiday Food Drive and sponsoring local sports teams and youth programs. Contact us at brendon@cstonefinancial.com for personalized financial planning services tailored to your needs.
Abaris Financial Group LLC
Abaris Financial Group LLC is a finance institution located at 9 Pond Lane in Concord, Massachusetts, United States. With a focus on providing expert financial services to individuals and businesses, Abaris Financial Group LLC offers a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at Abaris Financial Group LLC are dedicated to helping you achieve your financial goals.
Harty Financial (Newburyport office)
Harty Financial, located at 10 State Street in Newburyport, Massachusetts, is a finance institution dedicated to providing personalized financial planning and wealth management services based on your goals and values. The team at Harty Financial, led by Caleb Harty and Brendan Harty, are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. They work with a variety of clients, including business owners, executives, families with special needs children, and those nearing retirement. The approach at Harty Financial is highly customized, holistic, and geared toward each client's specific goals, opportunities, and risk tolerance. Whether you have done a lot of financial planning or none at all, Harty Financial will meet you where you are and help you find the right financial path for your situation. Contact Harty Financial today for comprehensive financial planning services tailored to your individual needs.
Funeral Service Program at Cape Cod Community College
The Funeral Service Program at Cape Cod Community College, located at 66 Hooper Street in Bridgewater, Massachusetts, offers a comprehensive education in funeral service management and preparation. As a respected institution in the field, students receive hands-on training and theoretical knowledge to excel in their careers as funeral directors. The program combines traditional classroom learning with practical experience, ensuring graduates are well-equipped to meet the needs of grieving families with compassion and professionalism. With a strong emphasis on ethics and regulations, students are prepared to navigate the complex and sensitive aspects of the funeral industry. Whether you are looking to start a new career or enhance your skills in funeral service, Cape Cod Community College provides a supportive and nurturing environment for students to succeed.
Northeastern University Financial District Campus
Northeastern University Financial District Campus, located in Boston, Massachusetts, is a dynamic institution that offers a wide range of opportunities for education, research, and innovation. Established in 1898, the campus serves as a comprehensive hub for learning, discovery, and urban engagement. With a focus on technology, security, and policy, the campus is a leader in research and graduate education. The institution is committed to creating a better world through its global initiatives and partnerships. From Europe to the West Coast, Northeastern offers undergraduate and postgraduate degrees, as well as cutting-edge research in areas such as network science, entrepreneurship, and coastal sustainability.
Dan Defeo: Primerica - Financial Services
Dan Defeo: Primerica - Financial Services is a reputable finance and insurance agency located at 124 Washington Street in Foxborough, Massachusetts, United States. With a focus on providing top-notch financial services and insurance products, our team is dedicated to helping individuals and families achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to assist you every step of the way. Trust Dan Defeo: Primerica - Financial Services for all your financial needs.
Epworth Methodist Church - Free Medical Program
Epworth Methodist Church in Worcester, Massachusetts offers a Free Medical Program to provide essential healthcare services to those in need. Located at 64 Salisbury Street, this institution is dedicated to promoting the well-being of the community by offering medical assistance regardless of financial limitations. The program is run by compassionate healthcare professionals who are committed to serving the underserved population in the area. Whether you are in need of primary care, screenings, or other medical services, Epworth Methodist Church's Free Medical Program is here to help.
New York's 529 Advisor
New York's 529 Advisor is a college savings program located at 95 Wells Avenue in Newton, Massachusetts. The program offers a variety of investment options for individuals looking to save for higher education expenses. The Investor Service Center can be reached at 1-800-774-2108, and the Advisor Service Center at 1-855-JPM-6657. The program is administered by the Comptroller of the State of New York and the New York State Higher Education Services Corporation. Ascensus Broker Dealer Services, LLC serves as the Program Manager, with J.P. Morgan Investment Management Inc. as the Investment Manager. JPMorgan Distribution Services, Inc. markets and distributes the program.
PVGrows
PVGrows is a finance institution located at 324 Wells Street in Greenfield, Massachusetts, United States. We provide financial support and resources to local businesses and organizations in the Pioneer Valley region to help them grow and thrive. Our mission is to foster economic development, create jobs, and support sustainable agriculture and food systems in our community. Join us in building a stronger, more resilient local economy.
Second Chance Community Veterinary Hospital
Second Chance Community Veterinary Hospital is a compassionate and dedicated institution located at 67 Mulberry Street in Springfield, Massachusetts. Our mission is to provide high-quality veterinary care to pets in need, regardless of their owners' financial situation. Our experienced and caring team of veterinarians and staff are committed to giving every animal a second chance at a healthy and happy life. Whether your pet needs a routine check-up, vaccinations, or emergency medical treatment, we are here to help. Visit us today and see why we are a trusted resource for pet owners in the Springfield community.
Brimfield Housing Authority
The Brimfield Housing Authority is a local government office located at 20 Colonial Park in Brimfield, Massachusetts, United States. This institution is responsible for providing affordable housing options and assistance to residents in need within the community. The Brimfield Housing Authority works to ensure that all individuals have access to safe and comfortable housing, regardless of their financial situation. Their mission is to promote and support the well-being of residents by offering a variety of housing programs and services. If you are in need of housing assistance in the Brimfield area, the Brimfield Housing Authority is there to help.
Price Chopper
Price Chopper is a one-stop shop located at 221-223 Park Avenue in Worcester, Massachusetts. This institution offers a variety of services including ATM access, a bakery, financial services, a wide selection of food items, groceries, and household goods. With a focus on providing quality products at affordable prices, Price Chopper is a popular choice for residents in the area looking for a convenient and reliable supermarket. Whether you need to pick up groceries for the week, grab a quick snack, or take care of your banking needs, Price Chopper has you covered.
Eddie Super Plaza
Eddie Super Plaza is a one-stop destination for all your shopping needs located at 300 Pleasant Street in Worcester, Massachusetts. This institution offers a wide range of services including ATM access, convenience store items, financial services, delicious food options, a variety of grocery products, and a well-stocked supermarket. Whether you need to grab a quick snack, withdraw cash, do some grocery shopping, or simply browse through the store for your everyday essentials, Eddie Super Plaza has got you covered. Visit us today for a convenient and enjoyable shopping experience.
The Park School
The Park School is a prestigious primary school located at 171 Goddard Avenue in Brookline, Massachusetts, United States. Known for its innovative approach to education, The Park School offers a comprehensive curriculum that focuses on academic excellence, creative expression, and social responsibility. With a dedicated faculty and a supportive community, students at The Park School are encouraged to think critically, collaborate with their peers, and engage in hands-on learning experiences. The school's beautiful campus provides a safe and nurturing environment for students to grow and thrive. Whether in the classroom, on the playing field, or in the art studio, The Park School is committed to providing a well-rounded education that prepares students for success in an ever-changing world.
Nichols College
Nichols College, located at 121 Center Road in Dudley, Massachusetts, is a prestigious university that focuses on transforming ambitious and open-minded students into confident business leaders who make a difference in their communities and the lives of others. The institution offers a wide range of undergraduate majors in traditional and emerging fields, as well as accelerated master's and law degree programs. The campus spans 220 acres of classic New England beauty, providing a picturesque setting for students to learn and grow. Students at Nichols College have access to a variety of experiential learning opportunities, such as internships, professional certifications, and consulting projects, that prepare them for successful careers after graduation. The institution boasts a close-knit community, with over 35 student-led organizations, club sports, and more than 250 student activities available for students to get involved in. The campus is known for its safety and collaborative atmosphere, with dedicated staff members focused on providing an exemplary student experience.
Suffolk University
Suffolk University, located at 73 Tremont Street in Boston, Massachusetts, is a prestigious institution offering over 60 areas of study taught by renowned professors. The university encourages students to think of themselves as active citizens who shape the future. Through a focus on experiential learning and real-world projects, Suffolk University prepares students to make a real impact in areas such as finance, government, big data, and business analytics. The institution is dedicated to creating well-rounded individuals with a passion for success and happiness. Explore how Suffolk University is combining traditional learning with virtual reality in Suffolk University Magazine. Join the powerful force for good at Suffolk University.
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List of businesses, places and services in Massachusetts
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