TOP 30 Ifs asset management in Massachusetts
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Twelve Points Wealth Management
Twelve Points Wealth Management is a finance institution located at 9 Pond Lane in Concord, Massachusetts, United States. Our team is dedicated to providing our clients with the freedom and security they deserve, built on a foundation of integrity. As a Registered Investment Advisory firm, we act as fiduciaries, always putting our clients' best interests first. Our goal is to be the most trusted advisor for all of our clients' needs, going beyond just finances. At Twelve Points Wealth Management, we follow the Twelve Points of The Scout Law, with our founder achieving the rank of Eagle Scout. We believe in investing in megatrends that are shaping the global economy, offering our clients exciting opportunities to grow their wealth.
IFS
IFS is a renowned institution located at 748 Bedford Street in Abington, Massachusetts, United States. Specializing in accounting and finance, IFS offers top-notch education and training in these fields. With a strong focus on practical skills and industry knowledge, IFS prepares students for successful careers in the financial sector. The institution's experienced faculty and state-of-the-art facilities ensure a high-quality learning experience for all students. Whether you are looking to start a career in accounting or finance, IFS is the perfect choice for your educational needs.
Lamacchia Property Management
Lamacchia Property Management, located at 451 Main Street in Waltham, Massachusetts, is your trusted partner in property management. Our team of experts will handle everything from finding tenants to collecting rent, providing round-the-clock customer service to ensure your property is well cared for. Whether you have one property or multiple investments, we are here to take the burden off your shoulders so you can enjoy the benefits of being a landlord without the stress. If you are being relocated out of the area and want to keep your property, we will manage it as if it were our own until you return. Let us be the neutral, responsible party that manages your biggest asset and helps you profit from your investments.
Help To Retire
Help To Retire is a finance institution located at 181 Park Avenue in West Springfield, Massachusetts, United States. Our team of experts is dedicated to helping you retire comfortably and protect your assets. We provide advice on annuities, money management, tax strategies for your 401(k)s and IRAs, insurance policies, Medicare, Social Security, and Medicaid. We work with lawyers and CPAs to offer integrated solutions for your retirement challenges. For retirees and individuals over 55, we offer limited space for reservations. You can call 239-256-7850 or 413-391-0010 to reserve your spot. Richard Pelletier hosts a series of informative specials discussing retirement financial strategies, taxes, long term medical care, and maximizing your retirement income.
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.
Legacy Counsellors, P.C
Legacy Counsellors, P.C. is a trusted estate planning law firm located at 358 Sewall Street in Ludlow, Massachusetts, United States. Specializing in protecting the assets and legacies of their clients, Legacy Counsellors, P.C. serves individuals and families in Massachusetts, Connecticut, and surrounding areas. Whether you are a married couple like James and Patti, a business owner like Annabel, or someone like Thomas and Gloria who has inherited a substantial estate, Legacy Counsellors, P.C. is dedicated to helping you plan for the future and protect what you have built for your loved ones.
CHI Insurance Agency Inc.
CHI Insurance Agency Inc. is a family-owned independent insurance agency located at 416 Main Street in Holyoke, Massachusetts. With over six decades of experience serving the Pioneer Valley and surrounding regions of Western Massachusetts, we are known as the Premier Provider of Comprehensive Insurance in the area. Our team of experts is dedicated to providing reliable insurance coverage for both personal and business needs. At CHI Insurance Agency Inc., we offer a variety of insurance solutions to help protect what matters most to you. Whether you are looking for auto insurance, property damage coverage, medical payments coverage, or uninsured/underinsured motorist damage coverage, we have you covered. Our goal is to ensure that you have the right coverage in place to protect your assets in the event of an accident.
Commonwealth Financial Network
Commonwealth Financial Network, located at 90 Massachusetts 6A in Sandwich, Massachusetts, is a finance institution that prioritizes the success of independent financial advisors. With a focus on sophisticated solutions, specialized consulting, and intuitive tools, Commonwealth Financial Network has achieved impressive results, recruiting $15.9 billion in assets in 2023. As we look towards 2024, Commonwealth Financial Network offers insights into the economy and markets with their 2024 Outlook. Whether you are looking to grow an existing practice, transition to a fee-only model, or explore independence for the first time, Commonwealth Financial Network provides innovative strategies to give you a competitive advantage.
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.
Thomas Pelley - Financial Advisor, Ameriprise Financial Services, LLC
Thomas Pelley, a financial advisor at Ameriprise Financial Services, LLC, located at 60 Walnut Street in Wellesley, Massachusetts, offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review progress and adapt strategies as life changes, Thomas helps clients track their financial goals securely from any device. As a recipient of the 2023 Five Star Wealth Manager award, Thomas values the trust of his clients and the dedication of his team in providing top-notch service. If you're interested in achieving a more confident financial future, schedule a complimentary initial consultation with Thomas today. Please note that investment products involve risks and are not insured by the FDIC. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Thomas Pelley is registered in states where securities business can be conducted - refer to FINRA's BrokerCheck website for details. Contact Thomas Pelley to discuss your financial priorities and start planning for a secure future.
Barry Forman - Financial Advisor, Ameriprise Financial Services, LLC
Barry Forman - Financial Advisor at Ameriprise Financial Services, LLC is located at 180 Paramount Drive in Raynham, Massachusetts, United States. As a finance institution, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We prioritize what matters most to you, whether it's retirement planning, education savings, or a major purchase. Our approach includes documenting your goals, regular progress reviews, and adjusting strategies as your life evolves. With secure online access, you can track your investments and accounts anytime, anywhere. If you have questions or want to schedule a complimentary initial consultation, please reach out to us.
Luke Carter - Private Wealth Advisor, Ameriprise Financial Services, LLC
Luke Carter is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 275 Martine Street, Fall River, Massachusetts, United States. With a focus on personalized financial advice, Luke takes the time to understand your goals and help you prepare for the expected and unexpected things in life. Whether it's saving for college, planning for retirement, or making smart investments, Luke can help you feel more confident and in control of your financial future. As a registered investment adviser and member of FINRA and SIPC, Ameriprise Financial Services, LLC offers a range of investment products and services to help you achieve your financial goals. Luke Carter may conduct securities business with residents of states in which he is properly registered, and you can find more information about his background and qualifications on FINRA's BrokerCheck website.
Emerson Street Financial Group - Ameriprise Financial Services, LLC
Emerson Street Financial Group, located at 25 Recreation Park Drive in Hingham, Massachusetts, is a finance institution under Ameriprise Financial Services, LLC. As a recipient of the Ameriprise Client Experience Award in 2023, we are dedicated to providing our clients with personalized financial planning services tailored to their individual goals and risk tolerance. Our team of advisors offers investment recommendations, asset allocation strategies, and portfolio management to help you achieve your financial objectives, whether it's retirement planning, education savings, or a major purchase. We prioritize regular meetings to review your progress, adjust your approach as needed, and track your journey towards financial success.
Christopher Moschella - Private Wealth Advisor, Ameriprise Financial Services, LLC
Christopher Moschella - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 80 Washington Street in Norwell, Massachusetts, is part of North Peak Wealth Advisors, a Forbes Best-in-State Wealth Management Team for 2023. With a focus on client relationships and goals, Ameriprise Financial is recognized as one of the Most Trusted Wealth Managers by Investor’s Business Daily. At Ameriprise Financial Services, LLC, clients can expect personalized financial planning concepts and investment advisory services. Christopher Moschella, a registered investment adviser, offers securities through Ameriprise Financial Services, LLC, and is available for consultations to discuss financial goals and strategies.
David Marshall Datz, PC
David Marshall Datz, PC is a premier law firm located at 167 Commercial Street in Provincetown, Massachusetts. Specializing in Real Estate and Estate Planning Law, the firm focuses on ensuring that all aspects of your assets, including digital assets, are accounted for in your estate plan. With the addition of Michael Clancy and Ryan Cunningham to the Real Estate Practice, the firm offers expert advice on navigating the complex real estate market in Massachusetts, especially in the current "seller's market". Estate planning at David Marshall Datz, PC involves both basic and advanced plans to benefit you and your loved ones in the event of incapacity or death. By creating a plan now, you can choose appropriate fiduciaries, control the manner and timing of distributions, and avoid probate and minimize taxes. The firm also helps clients set up revocable living trusts to transfer assets and avoid probate proceedings.
BOTELHO LAW GROUP
y works: 1. Eligibility: To qualify for Chapter 7 bankruptcy, you must pass a means test to determine if your income falls below a certain threshold. If you meet the criteria, you may be eligible to have your unsecured debts, such as credit card debt and medical bills, discharged. 2. Automatic Stay: Once you file for Chapter 7 bankruptcy, an automatic stay goes into effect, halting creditor actions such as foreclosure, repossession, and wage garnishment. This gives you a chance to catch your breath and work with your attorney to develop a plan for your financial future. 3. Liquidation of Assets: In Chapter 7 bankruptcy, a trustee may sell non-exempt assets to repay your creditors. However, many individuals are able to retain most, if not all, of their assets through exemptions provided by state and federal laws.
Saunders & Silverstein LLP
Saunders & Silverstein LLP is a reputable law firm located at 14 Cedar Street in Amesbury, Massachusetts. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses in the area. From personal injury cases to real estate transactions, Saunders & Silverstein LLP is dedicated to providing high-quality legal representation and personalized attention to each client. Their commitment to excellence and integrity has earned them a strong reputation in the community. If you are in need of legal assistance, look no further than Saunders & Silverstein LLP.
Landstar Ranger Inc
Landstar Ranger Inc. is a moving company located at 275 Pine Street in Seekonk, Massachusetts, United States. As a Safety First Transportation Solutions Provider, Landstar offers safe, secure, and reliable transportation services through a network of independent freight agents, leased owner-operators, and third-party capacity providers. With a focus on customized shipping solutions, Landstar empowers entrepreneurs to deliver specialized transportation services to a wide range of customers. Landstar System, Inc. is a technology-enabled, asset-light provider of integrated transportation management solutions, recognized for its commitment to safety and quality service. The company has received accolades such as the Responsible Supplier Awards from global chemistry leader The Chemours Company.
Landstar Inway Inc
Landstar Inway Inc is a moving company located at 89 Access Road in Norwood, Massachusetts, United States. As a Safety First Transportation Solutions Provider, Landstar offers safe, secure, and reliable transportation services through a network of independent freight agents, leased owner-operators, and third-party capacity providers. With a focus on customized shipping solutions, Landstar System, Inc. is a technology-enabled, asset-light provider of integrated transportation management solutions. Recognized for excellence by global leaders like The Chemours Company, Landstar empowers independent agents through programs like Grow Your Star, offering support and mentorship to help agents achieve their goals. With competitive salaries and outstanding benefits, Landstar is committed to the success of its employees and offers opportunities for growth and development. If you're looking for a career in the transportation industry with a company that values safety, reliability, and entrepreneurship, consider joining the team at Landstar Inway Inc.
Encharter Insurance
Encharter Insurance, located at 1646 Massachusetts Avenue in Lexington, Massachusetts, is an independent insurance agency serving the New England states. With a team of licensed professionals, we offer personalized customer care and premier insurance companies to provide you with the coverage you need. Whether you're looking for home, auto, or business insurance, we strive to deliver comprehensive coverage at a competitive price. We offer a variety of personal and business insurance solutions to protect what matters most to you. Our goal is to make a difference in the lives of our clients by providing impressive service and customized insurance solutions. Visit our Service Center if you're already a client to manage your insurance needs. Let Encharter Insurance help you enhance your assets and protect your livelihood, while we all grow together.
Fred C. Church, Inc.
Fred C. Church, Inc. is a health and insurance agency located at 750 Main Street, Haverhill, Massachusetts, United States. They are committed to providing exceptional customer service and tailored insurance solutions to meet the specific needs of their clients. With a focus on people, Fred C. Church has assembled industry specialists to serve organizations in various sectors. Their team of client executives, risk managers, and claims advocates are dedicated to offering knowledgeable advice and support in any situation. Whether it's personal insurance, employee benefits, or risk management, Fred C. Church is there to help protect you and your assets. They value building strong relationships with their clients and are always ready to provide assistance, no matter the circumstances. If you are looking for a rewarding career in a supportive and professional environment, consider joining the team at Fred C. Church. Because at Fred C. Church, it's not just the policy. It's the people.®.
RogersGray
RogersGray is an insurance agency located at 64 Fairhaven Road, Mattapoisett, Massachusetts, United States. Our real estate team provides comprehensive and competitive coverage for owners, developers, and property managers. We offer tailored strategic solutions to our clients, serving as trusted advisors to safeguard their assets and promote personal and professional growth. Our services go beyond typical insurance agencies, providing Property & Casualty and Employee Benefits programs for individuals, families, and businesses. As we approach 2024, navigating challenges in the auto insurance market is crucial. Our experienced advisors can help you understand and manage rate fluctuations, regulatory changes, and economic impacts. We also offer exclusive homeowners insurance through our Monomoy program, with rates comparable to the MA Fair Plan and superior coverage. Renter's insurance is recommended to protect personal items in case of disasters, as landlord's insurance does not cover damage to your residence. If you are starting a new business, we can help you determine the necessary insurance coverage, including Property, General Liability, Commercial Auto, Professional Liability, Umbrella, and Worker's Compensation. Contact us at 800-553-1801 for assistance.
Quinn of Lynn Insurance
Quinn of Lynn Insurance, located at 152 Lynnway in Lynn, Massachusetts, has been a trusted provider of insurance services since 1962. Specializing in health and insurance services, our experienced team of agents is dedicated to helping clients in Lynn, MA, and surrounding areas protect what matters most to them. We offer a range of personal and business insurance solutions, tailored to meet individual needs and requirements. As an independent insurance agency, Quinn of Lynn Insurance stands out by offering personalized service and access to a wide array of insurance carriers. Whether you need coverage for bodily injury liability, property damage, medical payments, or uninsured/underinsured motorist damage, we can help you find the right policy to safeguard your assets and finances in the event of an accident.
RogersGray
RogersGray is an insurance agency located at 111 Massachusetts 6A in Orleans, Massachusetts, United States. Our team provides comprehensive and competitive coverage for owners, developers, and property managers. We offer tailored strategic solutions to our clients, serving as trusted advisors to safeguard their assets and promote personal and professional growth. Our services go beyond typical insurance agencies, offering Property & Casualty and Employee Benefits programs for individuals, families, and businesses. As we enter 2024, the auto insurance market presents challenges for consumers, and we are here to help navigate rate fluctuations, regulatory changes, and economic impacts. Our experienced advisors can assist with employee benefits lifecycle and help contain costs for health benefits. We recommend choosing an insurance deductible that you can afford, as a larger deductible can lower your premium.
CHI Insurance Agency Inc.
CHI Insurance Agency Inc. is located at 17 College Street in South Hadley, Massachusetts, and is known as Western Massachusetts’ Premier Provider of Comprehensive Insurance. As a family-owned independent insurance agency with four convenient locations, we have been serving the Pioneer Valley and surrounding regions for over six decades. Our team is dedicated to providing exceptional service and helping clients understand the best insurance coverage for their new ventures. We offer a variety of personal and business insurance solutions to protect what matters most to you. At CHI Insurance Agency Inc., we understand the importance of having reliable insurance coverage. Our independent insurance agency stands out by offering bodily injury liability, property damage, medical payments coverage, uninsured/underinsured motorist damage coverage, physical damage coverage, and rental coverage/loss of use. We aim to protect your assets and provide peace of mind in the event of an accident or unforeseen circumstances.
New England Security Service Company
Welcome to New England Security Service Company Located at 208 Broadway, Malden, Massachusetts, New England Security Service Company is your premier destination for comprehensive security solutions. As a dedicated electronics store and security service provider, we are committed to ensuring the safety and protection of our clients and their assets.
Sensible Computer & Supplies
Welcome to Sensible Computer & Supplies, your trusted partner in electronics and IT solutions, conveniently located at 247 Maple Street, Attleboro, Massachusetts 02703. For over 30 years, we've proudly served Southern Massachusetts and Rhode Island, delivering responsible, practical, and cost-effective IT services to businesses, non-profits, medical practices, municipalities, and educational institutions. Our mission is to equip you with efficient, modern office solutions tailored to your needs. Experiencing issues with your personal computer? Look no further! For 28 years, we've been the go-to experts for home users seeking assistance with their computers and laptops. Whether your device requires a tune-up, virus removal, or data recovery, bring it to Sensible Computer & Supplies—no appointment necessary. We pride ourselves on being more affordable and personable than the competition.
Tighe Logistics Group
Welcome to Tighe Logistics Group, your premier moving and storage partner located at 390 Oakland Street, Mansfield, Massachusetts. As a leading moving company and storage provider, we pride ourselves on being the one-stop shop for all your warehousing and logistics needs. Whether you're looking to pack, store, or manage logistics, Tighe offers robust warehousing solutions tailored to a wide variety of product types and storage requirements. At Tighe Logistics, we excel in kitting, assembly, and display builds, ensuring your orders are bundled and wrapped efficiently. Our services are designed to save your company time, space, and overhead costs, allowing you to focus on what matters most. With over 160 years of experience, we are the leaders in warehousing, transportation, and third-party logistics (3PL) in the Greater Boston and New England area.
The Home Depot Distribution Center
Welcome to The Home Depot Distribution Center located at 495 Woburn Street, Tewksbury, Massachusetts. As a vital part of The Home Depot's extensive supply chain network, our distribution center is dedicated to efficient storage and timely distribution of products, ensuring that our customers receive the high-quality service they expect. At our Tewksbury location, we offer a variety of hourly roles, including Cashier, Customer Service/Sales Associate, Support Associate, Freight Associate, and General Warehouse Associate. These positions provide consistent schedules, competitive pay, and the opportunity to grow your career within our dynamic supply chain environment.
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List of local businesses, places and services in Massachusetts
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