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TOP 30 Impact portfolio management in Massachusetts
43 results found
Search for local businesses, places and services near you
RA Capital Management
RA Capital Management is a finance institution located at 200 Berkeley Street in Boston, Massachusetts, United States. We specialize in evidence-based investing in public and private healthcare and life science companies, focusing on drugs, medical devices, diagnostics, services, and research tools. Our TechAtlas division serves as an internal think tank, analyzing scientific and clinical data to inform our investment decisions. Our team at RA Capital Management is comprised of individuals with diverse backgrounds and perspectives, who are persistently curious and dedicated to improving the lives of patients. We work closely with companies to bring innovative ideas from the lab to the clinic, with the goal of making a positive impact on healthcare.
Trillium Asset Management
Trillium Asset Management is a finance institution located at 60 South Street in Boston, Massachusetts, United States. They specialize in sustainable and responsible investing, helping clients align their financial goals with their values. With a focus on environmental, social, and governance factors, Trillium Asset Management offers a range of investment strategies that promote positive change in the world. Their team of experienced professionals work closely with clients to create customized investment portfolios that support a more sustainable future.
Milowe Wealth Management Group
Welcome to Milowe Wealth Management Group Located at 57 River Street, Wellesley, Massachusetts, Milowe Wealth Management Group is your trusted partner in achieving financial security and confidence. As a premier finance firm, we specialize in delivering high-level, comprehensive wealth management strategies tailored specifically to each client's unique needs and aspirations.
Real Property Management Success
Welcome to Real Property Management Success, your trusted partner in residential property management in the South Coast of Massachusetts. Located at 634 State Road, Dartmouth, MA 02747, we are dedicated to providing top-tier property management services to property owners and residents in Fall River, New Bedford, and surrounding areas. With over 30 years of experience, our team is 100% focused on delivering quality management solutions that protect your investment, minimize costs, and maximize income. Our comprehensive services include tenant screening, leasing, maintenance, and evictions, ensuring your property is managed with professionalism and care.
Frederick Asante-Somuah
Frederick Asante-Somuah is a renowned health, pharmacy, and store institution located at 615 Belmont Avenue in Springfield, Massachusetts, United States. With a commitment to providing top-quality healthcare products and services, Frederick Asante-Somuah caters to the diverse needs of its customers. Whether you are looking for prescription medications, over-the-counter remedies, or health and wellness products, this institution has you covered. Visit Frederick Asante-Somuah for all your health and pharmaceutical needs in a convenient and welcoming setting.
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.
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.
Cornerstone Bank
Cornerstone Bank is a leading financial institution located at 2 Center Depot Road in Charlton, Massachusetts, United States. With branches in Worcester, Park Ave, Charlton, and Holden, we offer a wide range of banking, loan, and investing services to meet your financial needs. At Cornerstone Bank, we are more than just a bank - we are a vital part of the community. We are committed to giving back through charitable donations and scholarship programs, making a positive impact in the areas we serve.
The Stock Exchange
The Stock Exchange is a unique store located at 3 Beach Street in Manchester-by-the-Sea, Massachusetts. This institution specializes in offering a wide range of high-quality stocks and investments for customers looking to grow their portfolios. With expert advisors on hand to provide guidance and assistance, The Stock Exchange is the go-to destination for those seeking to make informed financial decisions. Whether you're a seasoned investor or just starting out, this institution is dedicated to helping you achieve your financial goals. Visit The Stock Exchange today and take the first step towards securing your financial future.
Sarah Reittinger
Sarah Reittinger is a dentist located at 1899 Ocean Street in Marshfield, Massachusetts. As part of LuxeSmile Dentistry, Dr. Sarah and her team are dedicated to providing excellent patient care and promoting good oral health. Dr. Sarah has been practicing dentistry for 6 years and enjoys making a positive impact on her patients' lives through their smiles. Outside of work, she enjoys outdoor activities like skiing and water skiing, as well as traveling and trying new hobbies like rock climbing. The office offers a range of dental services, including preventative, restorative, and cosmetic dentistry. With convenient hours throughout the week, patients can easily schedule appointments to achieve their best smile. The team at LuxeSmile Dentistry strives to create a positive experience for every patient, using the latest technology and their skill set to provide stellar treatment. Visit their office in Marshfield or Pembroke to experience exceptional dental care and keep smiling!
Merrill Lynch Financial Advisor Driscoll M DoCanto
Merrill Lynch Financial Advisor Driscoll M DoCanto, located at 440 Boylston Street in Boston, Massachusetts, offers personalized wealth management services to a select group of affluent clients. With over 16 years of experience in the investment management industry, Driscoll is dedicated to providing clients with an institutional money management approach to investing. He holds a Bachelor of Science degree from Babson College, a Chartered Financial Analyst® CFA® designation, and a Certified Plan Fiduciary Advisor® certification. Driscoll works closely with clients to establish deep and valued relationships, understand their needs and goals, and create customized wealth strategies designed to help them meet their long-term financial goals. With a team of talented individuals, Driscoll offers a range of services including portfolio construction and management, retirement and educational planning, and wealth preservation and transfer services. By focusing on potential solutions that can help turn goals into reality, Driscoll helps clients manage, grow, and preserve their wealth while considering the impact it can have for years to come. Through the personalized Merrill Personal Wealth Analysis™, clients can build a personalized financial plan centered on their goals and priorities. Driscoll believes that financial success can be achieved by making investment-related decisions that align with personally meaningful goals, and he is committed to helping clients navigate the complexities of their financial lives to pursue their aspirations.
Stakeholders Capital, a Perigon Partner
Stakeholders Capital, a Perigon Partner, is a finance institution located at 321 Main Street in Amherst, Massachusetts, United States. We specialize in investing for the common good, managing assets, and planning for the future sustainably. Our mission is to help clients align their values with their financial goals. At Stakeholders Capital, we believe in maximizing both financial returns and positive impact in the world. We offer customized investment plans that consider each client's goals, risk tolerance, and impact objectives. Our team combines traditional investment strategies with expertise in impact and sustainable investing to create diversified portfolios tailored to individual needs.
Kenrich Marte - Thrivent
Kenrich Marte - Thrivent is a finance institution located at 3 Allied Drive, Dedham, Massachusetts, United States. We work with clients to create financial strategies that align with their values and goals, helping them make a positive impact in their community. Our focus is not just on finances, but also on understanding what matters most to our clients. We are dedicated to helping individuals and families become better stewards of their resources. Our process involves a review and analysis of a client's financial situation, with options for further planning engagement through Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Visit our website for more information on our services and financial advisors.
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.
Merrill Lynch Financial Advisor Olivia J Gierlich
Merrill Lynch Financial Advisor Olivia J Gierlich is a finance institution located at 25 Burlington Mall Road in Burlington, Massachusetts, United States. The team at Merrill Lynch is dedicated to providing exemplary client service, supported by the global resources of Merrill. Olivia J Gierlich and her team are experienced professionals committed to building strong client relationships based on trust and personalized service. The team at Moore Wilson Gierlich & Associates works collaboratively with clients' tax advisors, estate attorneys, and other professionals to provide customized strategies for achieving financial goals through sophisticated planning and solid investment management. With over 83 years of industry experience, the team at Merrill Lynch Wealth Management aims to simplify and clarify the lives of their clients and their extended families.
Strategic Tax Credit Investments
Strategic Tax Credit Investments, located in Braintree, Massachusetts, is a finance institution that focuses on investments in the affordable housing industry. As an Institutional Division of Compass Securities Corporation, STCI offers a platform that delivers impactful results to clients. With extensive industry experience and relationships, STCI was founded in 2010 and continues to be a leading investment firm in the field. Securities are offered through Compass Securities Corporation at their Braintree Hill Office Park location. STCI is dedicated to providing strategic tax credit investments for their clients.
Merrill Lynch Financial Advisor Aviv Hod
Merrill Lynch Financial Advisor Aviv Hod, located at 100 Federal Street in Boston, Massachusetts, is a Vice President and Senior Financial Advisor at the Merrill Lynch Wealth Management Boston Financial Center. With a belief that each individual's financial situation is unique, Aviv practices Goals Based Wealth Management to provide a customized approach tailored to your specific circumstances and life goals. Specializing in Environmental and Social Governance issues, Aviv helps clients make a positive impact with their investments by building diversified Socially Responsible portfolios that align with their long-term financial goals. As a Senior Portfolio Advisor, Aviv can provide traditional advice and guidance while also managing custom investment strategies to help clients achieve their objectives. With a focus on risk management and personalized service, Aviv prioritizes client needs such as retirement income, education planning, and estate and tax minimization. Holding Series 7 and Series 66 registrations, as well as licenses in Life, Long-Term Care Insurance, and annuities, Aviv is dedicated to providing the attention and expertise clients deserve to help them achieve their financial goals. Partnering with Merrill Lynch Wealth Management, Aviv's team is committed to building strong client relationships based on trust and personalized service, with a focus on helping clients pursue their goals and priorities throughout their lives.
1204 SOCIAL ST. / HERITAGE REI, LLC
1204 Social St. / Heritage REI, LLC is a reputable institution located at 1204 Social Street in Blackstone, Massachusetts, United States. This institution is known for its commitment to preserving heritage and promoting social initiatives in the community. With a strong focus on community development and cultural heritage, 1204 Social St. / Heritage REI, LLC is dedicated to creating a positive impact in the local area. Whether through heritage preservation projects or social programs, this institution plays a vital role in supporting and enriching the community.
Old Town Hill Parking
Old Town Hill Parking - A Scenic Escape in Newbury, Massachusetts Welcome to Old Town Hill, a breathtaking park and tourist attraction located on Newman Road in Newbury, Massachusetts. Nestled at the top of a 168-foot coastal hill, Old Town Hill offers visitors panoramic views of the Great Marsh and the distant New Hampshire's Isle of Shoals. This stunning landscape, once called Quascacunquen by Indigenous Peoples, is a harmonious blend of tidal rivers, salt marshes, open fields, and woodlands.
FLO Charging Station
Welcome to FLO Charging Station, your reliable partner for electric vehicle (EV) charging solutions, conveniently located at 75 Park Street, Attleboro, Massachusetts, 02703. As a leader in EV charging station reliability, we offer a comprehensive portfolio and a coast-to-coast network to make EV charging convenient and easy for everyone. With an impressive network uptime of over 98% and a user-friendly mobile app, we ensure that every charge is a delightful experience. Our services cover everything from planning and design to installation, support, and beyond, ensuring you have everything you need to keep moving forward.
Smart Coats Inc.
Welcome to Smart Coats Inc., your trusted partner for top-tier home improvement and general contracting services in Newton, Massachusetts. Conveniently located at 73 Lexington Street, we proudly serve the Greater Boston area and beyond with a comprehensive range of services tailored to meet the diverse needs of our clients. For over a decade, Smart Coats has been a leading name in interior and exterior painting, offering unparalleled expertise across all sectors and industries. Our commitment to excellence is reflected in every stroke, ensuring each project meets our high standards. Visit our painting section to explore the services we provide and the meticulous steps we take to guarantee exceptional results.
Green Bay Remodeling Inc, Waltham
Welcome to Green Bay Remodeling Inc., located at 282 Moody Street, Waltham, Massachusetts. As a premier general contractor and home goods store, we specialize in transforming your living spaces with unparalleled innovation and craftsmanship. Whether you're dreaming of a modern kitchen renovation, a luxurious bathroom makeover, or a full house transformation, our team of industry-leading contractors is here to bring your vision to life. Our Services Include: - Kitchen Remodeling: Revitalize your culinary space with a design that suits your lifestyle and taste.
Shawmut Design and Construction
Welcome to Shawmut Design and Construction, located at 560 Harrison Avenue, Boston, Massachusetts. As a leading general contractor, we redefine the building experience by not just creating superior structures but also elevating the entire process. Our commitment to excellence is owned by our dedicated employee-owners who are passionate about driving innovation, fostering a culture of safety, equity, and belonging, and exceeding client expectations with every project. From coast to coast, Shawmut is recognized for delivering outstanding client service and building experiences that are second to none. Our achievements speak for themselves, with accolades such as being named one of FORTUNE's Best Workplaces Nationwide and consistently ranked as a top place to work in Massachusetts and beyond.
Russco Inc.
Welcome to Russco Inc., your trusted general contractor with over 70 years of experience in delivering high-quality construction projects nationwide. Located at 565 Commerce Drive, Suite 2, Fall River, Massachusetts, we pride ourselves on a legacy of integrity, quality, and strong client relationships. At Russco, we believe that the way we conduct our work is as important as the work itself. Our dedicated team works proactively to mitigate risks, ensuring that cost, quality, and schedule are never compromised. We engage collaboratively with our clients and their teams, treating them as an extension of our own to maintain transparent communication and foster meaningful relationships.
DF Pray General Contractors
Welcome to D.F. Pray General Contractors, your trusted partner in construction excellence, located at 47 North 2nd Street, New Bedford, Massachusetts. As a leading general contractor, we offer a comprehensive suite of services including design build, preconstruction, construction management, and general contracting. With a rich history dating back to our founding in 1959 by C. Edward Pray, we have built a reputation for delivering high-quality projects across North America. Our diverse portfolio showcases our expertise in ground-up new constructions, retail renovations, educational facilities, public projects, and occupied renovations. We are proud of our work on notable projects such as the Simpson Tower in Toronto, the renovation of 12 affordable housing buildings, and the construction of Hearth at Four Corners, a senior community in Dorchester aiming for LEED Silver certification.
Landmark Bio
Welcome to Landmark Bio, your premier partner in advancing cutting-edge therapies from concept to clinic. Located at 300 North Beacon Street, Watertown, Massachusetts, we specialize in transforming today's pioneering research into tomorrow's life-changing therapies. Whether you're an academic researcher, a physician scientist, a startup innovator, or a technical operations executive, Landmark Bio is here to help you navigate the complex journey of drug development with unmatched expertise and state-of-the-art facilities. Our comprehensive services go beyond manufacturing cell and gene therapies, genome editing, and mRNA products. We offer a full spectrum of capabilities, including translational research, process and analytical development, GMP manufacturing, quality control, and regulatory CMC support. Our holistic approach ensures that we provide the necessary guidance and solutions to bring your projects from discovery through to commercialization.
Tactile Encaustic Paintings Boston Cambridge MA
Welcome to Tactile Encaustic Paintings Boston Cambridge MA, located at 22 Mill Street, Arlington, Massachusetts. Our unique business seamlessly blends the world of art and finance, offering an innovative approach to both creative expression and financial planning. As an art gallery, we celebrate the rich tradition of encaustic painting—a technique that uses beeswax to create vibrant, textured artworks. Our gallery showcases the work of talented local artists, including pieces by our founder, Debra Neiman, whose encaustic paintings have been featured in notable publications. Beyond art, we are proud to offer comprehensive financial planning and investment advisory services through Neiman & Associates Financial Services, LLC. As a fee-only, Boston-based firm, we are committed to serving a diverse clientele, including the LGBTQ community, non-traditional families, and environmentally conscious individuals. Our mission is to empower you to make informed financial decisions, ensuring peace of mind and the ability to pursue your life dreams.
Misery Islands
Welcome to Misery Islands: A Hidden Gem of Salem, Massachusetts Located off the coast of Salem, Massachusetts, the Misery Islands offer a unique blend of history, natural beauty, and adventure. Comprising the 83-acre Great Misery Island and the 4-acre Little Misery Island, this captivating park and tourist attraction is a must-visit for nature enthusiasts and history buffs alike.
Stavros Reservation
Welcome to Stavros Reservation, a hidden gem located at 1-15 Island Road, Essex, Massachusetts. As a cherished park and tourist attraction, Stavros Reservation offers visitors the opportunity to explore over 50 acres of protected salt marsh and enjoy the breathtaking beauty of Whites Hill. This coastal drumlin provides unobstructed panoramic views of Crane Beach, the Crane Wildlife Refuge, and Halibut Point. The reservation's iconic feature is the historic three-level tower built by Lamont G. Burnham in the 1880s. Originally used as a pumping tower for the Burnham farm, it is steeped in local lore and offers a glimpse into the past. A short, three-quarter-mile loop trail invites you to wander through fields and ascend the hillside to discover the tower's fieldstone base. Along the way, you'll trek through a thicket of Devil’s walking stick and find a serene clearing overlooking the expansive salt marshes towards Castle Hill.
Wei Xue, Registered Representative - New York Life
Welcome to Wei Xue, Registered Representative - New York Life, your trusted partner in navigating the complexities of financial planning and insurance solutions. Conveniently located at 201 Jones Road, 5th Floor, Waltham, Massachusetts 02451, we are dedicated to helping individuals and businesses achieve their financial goals with personalized strategies and expert advice. At Wei Xue, we specialize in providing a wide range of financial services tailored to meet the unique needs of our clients. Whether you're looking for permanent life insurance policies with guaranteed benefits and cash value growth, or long-term coverage that adapts to your budget and needs, we have you covered. Our offerings also include market-invested policy options, income replacement solutions in case of sickness or injury, and professionally managed investments with potential for market gains.
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