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TOP 30 High net worth in Massachusetts
235 results found
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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.
Jamie Hensch - Ameriprise Financial Services, LLC
Jamie Hensch - Ameriprise Financial Services, LLC is a finance institution located at 200 North Main Street in East Longmeadow, Massachusetts, United States. They offer a variety of financial services and certifications to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, their advisors are well-equipped to provide expert advice on asset management, estate planning, retirement planning, and more. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, Jamie Hensch - Ameriprise Financial Services, LLC has the expertise to help you make informed financial decisions.
Gregg Desmarais - TD Wealth Relationship Manager
Gregg Desmarais - TD Wealth Relationship Manager is a finance institution located at 1800 Boston Road in Springfield, Massachusetts, United States. As a Relationship Manager at TD Wealth, Gregg Desmarais provides personalized financial advice and services to help clients achieve their financial goals. With expertise in wealth management, investment planning, and retirement solutions, Gregg is dedicated to building strong relationships with clients and helping them navigate the complexities of their financial portfolios. Visit Gregg Desmarais - TD Wealth Relationship Manager for expert financial guidance and support.
Claudia Pereira - TD Wealth Financial Advisor
Claudia Pereira - TD Wealth Financial Advisor is a reputable financial institution located at 549 Center Street in Ludlow, Massachusetts, United States. As a trusted financial advisor, Claudia Pereira offers a wide range of wealth management services to help clients achieve their financial goals. With a strong focus on personalized financial planning, investment strategies, and retirement planning, clients can rely on Claudia Pereira for expert advice and guidance in navigating the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Claudia Pereira is dedicated to providing top-notch financial services tailored to your individual needs.
Gregg Desmarais - TD Wealth Relationship Manager
Gregg Desmarais - TD Wealth Relationship Manager is a premier financial institution located at 1441 Main Street in Springfield, Massachusetts, United States. As a trusted TD Wealth Relationship Manager, Gregg Desmarais provides personalized financial solutions and expert guidance to help clients achieve their financial goals. With a strong focus on building lasting relationships and delivering exceptional service, Gregg Desmarais is dedicated to helping clients navigate the complexities of wealth management. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Gregg Desmarais is committed to providing tailored solutions to meet your unique needs. Visit Gregg Desmarais - TD Wealth Relationship Manager today to experience the difference of working with a knowledgeable and experienced financial professional.
Gregg Desmarais - TD Wealth Relationship Manager
Gregg Desmarais is a dedicated TD Wealth Relationship Manager located at 847 Williams Street in Longmeadow, Massachusetts. As a finance professional, Gregg is committed to helping clients navigate their financial goals and achieve long-term success. With a focus on personalized service and tailored financial solutions, Gregg Desmarais is a trusted advisor for individuals and families looking to grow and protect their wealth. Contact Gregg today to schedule a consultation and take the first step towards securing your financial future.
Vincent Petrangelo - Branch Manager, Ameriprise Financial Services, LLC
Vincent Petrangelo - Branch Manager at Ameriprise Financial Services, LLC, located at 1414 Main Street, Springfield, Massachusetts, United States, offers a wide range of financial services. Vincent Petrangelo holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Vincent Petrangelo is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, estate planning, investment strategies, and risk management, Vincent Petrangelo is committed to helping clients achieve their financial goals. Vincent Petrangelo also specializes in working with veterans, active duty, Reserve, National Guard and their families through the Certified Military Financial Advisor® (CFMA®) designation.Vincent Petrangelo is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, estate planning, investment strategies, and risk management, Vincent Petrangelo is committed to helping clients achieve their financial goals. Vincent Petrangelo also specializes in working with veterans, active duty, Reserve, National Guard and their families through the Certified Military Financial Advisor® (CFMA®) designation.
Merrill Lynch Financial Advisor Robert E Young
Merrill Lynch Financial Advisor Robert E Young, located at 1414 Main Street, Springfield, Massachusetts, United States, offers personalized retirement strategies to help you manage, grow, and preserve your wealth. With a focus on understanding your goals and priorities, our experienced team will work with you to develop a customized financial approach tailored to your needs. We believe in ongoing communication and regular reviews to ensure your financial plan reflects any changes in your life or the markets. Our mission is to help you achieve your goals and live your best financial life. Contact us today to start the conversation.
Irene M Garand - Financial Advisor, Ameriprise Financial Services, LLC
Irene M Garand is a Financial Advisor at Ameriprise Financial Services, LLC, located at 113 Main Street, Sturbridge, Massachusetts, United States. Irene holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Irene specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. She is dedicated to upholding the highest ethical standards and continuously expanding her knowledge and expertise in the field of finance. Contact Irene M Garand for expert advice on investment strategies, estate planning, retirement planning, insurance products, and more.
Joshua Elterman - Morgan Stanley
Joshua Elterman - Morgan Stanley is a finance institution located at 1500 Main Street in Springfield, Massachusetts, United States. As a branch of the renowned Morgan Stanley, it offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, Joshua Elterman - Morgan Stanley is dedicated to providing personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, this institution is committed to helping you navigate the complexities of the financial world.
Edward Jones - Financial Advisor: Trevor Nielsen
Edward Jones - Financial Advisor: Trevor Nielsen is a reputable finance institution located at 419 Main Street in Sturbridge, Massachusetts, United States. With a focus on providing personalized financial advice and services, Trevor Nielsen and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or create a comprehensive financial strategy, Edward Jones is committed to providing top-notch guidance and support every step of the way. Contact Trevor Nielsen today to schedule a consultation and start building a brighter financial future.
Suzanne Matheson - TD Wealth Relationship Manager
Suzanne Matheson - TD Wealth Relationship Manager is a finance institution located at 460 Southbridge Street in Auburn, Massachusetts, United States. As a Relationship Manager at TD Wealth, Suzanne Matheson provides personalized financial advice and guidance to clients to help them achieve their financial goals. With a focus on building strong relationships and understanding each client's unique needs, Suzanne Matheson offers wealth management solutions tailored to individual circumstances. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Suzanne Matheson can provide expert advice and support to help you navigate the complexities of the financial world.
Odyssey Wealth Management Group LLC
Odyssey Wealth Management Group LLC is a finance institution located at 369 Main Street in Spencer, Massachusetts, United States. Our dedicated team of financial experts is committed to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we provide comprehensive financial services tailored to your specific needs. Trust Odyssey Wealth Management Group LLC to guide you on your financial journey towards a secure and prosperous future.
Berkshire Bank Wealth Management
Berkshire Bank Wealth Management is a leading financial institution located at 1259 East Columbus Avenue in Springfield, Massachusetts, United States. As a trusted provider of wealth management services, Berkshire Bank offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, Berkshire Bank Wealth Management is dedicated to providing expert guidance and support to individuals and families looking to grow and protect their wealth. Whether you are planning for retirement, investing for the future, or managing your assets, Berkshire Bank Wealth Management is committed to helping you build a secure financial future.
The Financial Advisors
The Financial Advisors is a leading finance institution located at 40R Merrimac Street in Newburyport, Massachusetts, United States. Our team of expert advisors provides personalized financial planning services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, we offer a wide range of services tailored to meet the unique needs of our clients. With a commitment to excellence and a focus on client satisfaction, The Financial Advisors is dedicated to helping you secure a stable financial future. Contact us today to schedule a consultation and take the first step towards financial success.
The Li Group - Morgan Stanley
The Li Group - Morgan Stanley is a renowned finance institution located at 1 Technology Drive in Westborough, Massachusetts, United States. With a strong reputation for excellence in financial services, they offer a wide range of investment and wealth management solutions to their clients. The experienced team at The Li Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, The Li Group - Morgan Stanley is committed to providing top-tier service and support.
ELLIE S. ROSENBAUM, ATTORNEY AT LAW
Ellie S. Rosenbaum, Attorney at Law is a highly respected legal firm located at 1331 Main Street in Springfield, Massachusetts. With a strong focus on providing expert legal advice and representation, Ellie S. Rosenbaum is dedicated to helping clients navigate the complexities of the legal system. Specializing in various areas of law, including family law, criminal defense, and personal injury, the firm is known for its professionalism, integrity, and commitment to achieving the best possible outcomes for its clients. Whether you are facing a difficult legal issue or simply need guidance on a legal matter, Ellie S. Rosenbaum, Attorney at Law is here to help.
Jason L. Levine Law, P.C.
Jason L. Levine Law, P.C. is a legal institution located at 43 Broad Street in Westfield, Massachusetts, United States. With over 30 years of combined legal experience, the team at Jason L. Levine Law, P.C. serves clients in Westfield, the Hilltowns, Springfield, Chicopee, Holyoke, and throughout Western Massachusetts. Specializing in residential and commercial real estate, landlord-tenant matters, business representation, estate planning, probate, civil litigation, appeals, and restraining orders, Attorney Jason L. Levine and his team are dedicated to providing exceptional legal services to individuals, families, small businesses, large companies, and financial institutions. At Jason L. Levine Law, P.C., clients can expect assistance with buying or selling their homes, ensuring the protection of their property rights, and receiving guidance on landlord-tenant issues. The legal team also helps businesses navigate challenges such as forming a business, obtaining commercial loans, resolving disputes with employees or customers, and recovering debts owed.
Marta Law Offices
Marta Law Offices is a reputable law firm located at 77 Winsor Street in Ludlow, Massachusetts. Specializing in providing legal services, the firm offers expert guidance and representation in various legal matters. With a team of experienced lawyers, Marta Law Offices is committed to delivering personalized and effective solutions to their clients. Whether you are facing a legal dispute or seeking legal advice, Marta Law Offices is dedicated to helping you navigate the complexities of the legal system. Contact them today for professional and reliable legal assistance.
Law Offices of Jennifer A. Thorn, P.C.
The Law Offices of Jennifer A. Thorn, P.C. is a reputable legal institution located at 200 North Main Street in East Longmeadow, Massachusetts. Led by experienced attorney Jennifer A. Thorn, the firm specializes in providing expert legal advice and representation in a wide range of practice areas. Clients can expect personalized attention, strategic solutions, and dedicated advocacy to help them navigate the complexities of the legal system. Whether you are facing a legal dispute, need assistance with estate planning, or require representation in a personal injury case, the Law Offices of Jennifer A. Thorn, P.C. is committed to achieving the best possible outcome for you. Contact them today to schedule a consultation and discuss your legal needs.
Stephen P. Mier, Attorney At Law
Stephen P. Mier, Attorney At Law is a reputable legal institution located at 127 Thompson Road in Webster, Massachusetts, United States. Specializing in various areas of law, including personal injury, criminal defense, and family law, Stephen P. Mier provides expert legal representation and guidance to clients in need. With a commitment to professionalism and client satisfaction, Stephen P. Mier, Attorney At Law is dedicated to helping individuals navigate the legal system and achieve the best possible outcomes for their cases.
Attorney Jennifer L. Cava-Foreman
Attorney Jennifer L. Cava-Foreman is a reputable law firm located at 2 Mattoon Street in Springfield, Massachusetts. Specializing in various areas of law, including family law, criminal defense, and personal injury, Attorney Cava-Foreman provides expert legal representation to clients throughout the United States. With a strong track record of success and a commitment to achieving the best possible outcomes for her clients, Attorney Cava-Foreman is dedicated to providing personalized and effective legal services. Contact the office today to schedule a consultation and discuss your legal needs.
Nichole Bottaro at Comparion Insurance Agency
Nichole Bottaro at Comparion Insurance Agency is a trusted insurance agency located at 1 Federal Street in Springfield, Massachusetts. With a commitment to providing personalized service and comprehensive coverage options, Nichole Bottaro and her team are dedicated to helping clients find the insurance solutions that best fit their needs. Whether you are looking for auto, home, life, or business insurance, you can trust Nichole Bottaro at Comparion Insurance Agency to provide you with expert guidance and top-notch customer service. Contact them today to discuss your insurance needs and get a quote.
The Money Stop
The Money Stop is a versatile institution located at 477 Park Avenue in Worcester, Massachusetts, offering a wide array of services including accounting, electronics sales, finance assistance, jewelry sales, and general retail. Whether you need help with managing your finances, purchasing the latest electronic gadgets, or finding the perfect piece of jewelry, The Money Stop has you covered. Visit us today for all your financial and shopping needs.
John Hennessy
John Hennessy is a reputable dentist located at 2 Allen Street in Hampden, Massachusetts. With a focus on providing high-quality dental care and promoting overall health and wellness, this institution offers a wide range of services to meet the needs of patients of all ages. The experienced team at John Hennessy is dedicated to delivering personalized care in a comfortable and welcoming environment. Whether you are in need of a routine check-up, dental cleaning, or more complex procedures, you can trust that you are in good hands at this esteemed institution. Contact John Hennessy today to schedule an appointment and take the first step towards achieving a healthy and beautiful smile.
Butler Susan
Butler Susan is a reputable dental institution located at 779 Washington Street in Canton, Massachusetts. Our dedicated team of professionals is committed to providing top-quality dental care to patients of all ages. From routine cleanings to complex procedures, we offer a wide range of services to ensure optimal oral health for our patients. With a focus on personalized care and patient comfort, Butler Susan is the go-to destination for all your dental needs in the Canton area. Schedule an appointment with us today to experience the difference in your smile!
Balance Rock Investment Group
Balance Rock Investment Group is a versatile institution located at 378 South Street in Pittsfield, Massachusetts, United States. Specializing in car dealership, finance, and store services, we offer a wide range of options for customers looking to invest in their next vehicle or financial opportunity. Our team of experts is dedicated to providing top-notch customer service and helping clients make informed decisions about their investments. Whether you're in the market for a new car, seeking financial advice, or looking to shop for quality products, Balance Rock Investment Group has you covered. Visit us today to see how we can help you achieve your goals.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a prestigious financial institution located at 79 King Street in Northampton, Massachusetts, United States. As a leading provider of wealth management services, Merrill Lynch offers a wide range of financial solutions to help clients achieve their financial goals. With a team of experienced financial advisors and cutting-edge technology, Merrill Lynch is dedicated to providing personalized and comprehensive financial planning to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Merrill Lynch Wealth Management is committed to helping you secure a bright financial future.
Finivi | Financial Advisors
Finivi | Financial Advisors is a leading finance institution located at 1400 Computer Drive in Westborough, Massachusetts, United States. Our team of experienced financial advisors provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, our experts are here to guide you every step of the way. Trust Finivi | Financial Advisors to provide you with sound financial advice and strategies tailored to your unique needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Avi Finder - Private Wealth Advisor, Ameriprise Financial Services, LLC
Avi Finder - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 161 Worcester Road, Framingham, Massachusetts, United States, offers a range of financial services and expertise to help individuals achieve their investment goals. Avi Finder holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his commitment to providing comprehensive and specialized financial advice. With a focus on asset management, estate planning, retirement planning, and investment strategies, Avi Finder is dedicated to helping clients navigate the complexities of financial planning. Whether you are a retiree, small business owner, or high net worth individual, Avi Finder's expertise and qualifications make him a trusted partner in your financial journey.
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