TOP 10 Insurance adviser in Massachusetts
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The Dowd Insurance Agencies & Dowd Financial Services
● ClosedThe Dowd Insurance Agencies & Dowd Financial Services, located at 14 Bobala Road in Holyoke, Massachusetts, is your trusted insurance agency for all your protection needs. Our secured server ensures the safety of your information as you fill out our forms to request accurate services. At The Dowd Agencies, we understand the importance of your family, home, business, and employees. Let us help you protect what matters most to you.
14 Bobala Rd, Holyoke, MA 01040, United States -
Grimaldi Insurance Agency
● ClosedGrimaldi Insurance Agency is a reputable insurance agency located at 48 Millbrook Drive in East Longmeadow, Massachusetts. With a commitment to providing personalized insurance solutions, they offer a wide range of coverage options to meet the diverse needs of their clients. Whether you are looking for auto, home, life, or business insurance, their experienced agents are dedicated to finding the best policies at competitive rates. Trust Grimaldi Insurance Agency to protect what matters most to you.
48 Millbrook Dr, East Longmeadow, MA 01028, United States -
MacDonald Insurance & Financial Services
● ClosedMacDonald Insurance & Financial Services, located at 347 Washington Street in Dedham, Massachusetts, is a finance institution dedicated to serving professional advisors. Scott MacDonald, an agent licensed to sell insurance through New York Life Insurance Company, offers securities products and services through NYLIFE Securities LLC. Additionally, Scott MacDonald is registered as an investment adviser representative with Eagle Strategies LLC, providing investment advisory services in select states. Please note that neither MacDonald Insurance and Financial Services, its employees, nor NYLIFE Securities LLC provide tax, legal, or accounting advice. It is recommended to consult your own professionals in these areas before making any decisions. Scott MacDonald is licensed to offer mutual funds and variable products, and Market Watch information is provided for informational purposes only.
347 Washington St #303, Dedham, MA 02026, United States -
Michael Davis, Agent - New York Life Insurance Company
● ClosedMichael Davis, Agent - New York Life Insurance Company, located at 975 Merriam Avenue in Leominster, Massachusetts, is a finance and insurance agency dedicated to serving professional advisors. Their mission is to help clients leave a legacy of love and financial security through prioritizing life insurance. At Bright Future Financial, Michael Davis and Simon Ellis work closely with clients to understand their financial goals, values, and risk tolerance on a personal level. They offer highly-customized financial planning and asset protection services for individuals and businesses at every stage of their financial journey.
975 Merriam Ave Ste 200, Leominster, MA 01453, United States -
Knight-Dik Insurance
● ClosedKnight-Dik Insurance is an independent, family-owned insurance agency located at 120 Front Street in Worcester, Massachusetts. For four generations, we have been serving the Central Massachusetts community and beyond. What sets us apart is our focus on being more than just an insurance agency. We strive to be valued advisers, helping our clients with risk management and finding the most appropriate and cost-effective policies. We believe in finding the right balance between being under-insured and over-insured, and we work with our clients to educate them on how insurance works so they can lower their premiums and keep them low. Whether you need home, auto, life insurance, or commercial auto insurance for your employed drivers, we have you covered.
Mercantile Center, 120 Front St, Worcester, MA 01608, United States -
Gullotti Insurance Agency
● ClosedGullotti Insurance Agency, located at 169 Bedford Street in Burlington, Massachusetts, is a full-service insurance agency dedicated to customizing personal and business insurance policies to fit your specific needs. Whether you are a small family-owned business or a larger corporation, our team offers a wide range of policy types to protect you from potential losses and litigation. As an independent agency, we work with multiple carriers to provide you with the best coverage options at competitive rates. Our experienced staff is committed to establishing mutual respect with our clients by delivering high-quality services with honesty and integrity. We partner with top carriers in the country to offer superior products that will protect you, your family, and your assets.
169 Bedford St Unit 17, Burlington, MA 01803, United States -
World Insurance Associates LLC (formerly Allan M. Walker)
● ClosedWorld Insurance Associates LLC (formerly Allan M. Walker) is an established insurance agency located at 120 High Street in Taunton, Massachusetts, United States. With a history dating back to 1847, the agency has been serving the community of Taunton and surrounding areas with a wide range of commercial and personal insurance services, as well as bonds. Following the merger with World Insurance Associates, the agency continues to provide dedicated service to all clients, offering a personalized approach to meet individual insurance needs. The agency prides itself on offering a variety of products and services to cater to the evolving needs of its clients. Whether it's protecting a business with a commercial package policy or advising on investment property ownership, the experienced staff at World Insurance Associates is committed to providing expert guidance and support.
120 High St, Taunton, MA 02780, United States -
Atlantic Advisers
● ClosedAtlantic Advisers is a reputable insurance agency located at 683 Main Street in Norwell, Massachusetts, United States. Our team of experienced advisers are dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the best coverage at competitive rates. With a commitment to exceptional customer service and a focus on building long-lasting relationships, Atlantic Advisers is the trusted choice for all your insurance needs. Contact us today to learn more about how we can protect what matters most to you.
683 Main St, Norwell, MA 02061, United States -
A. Micheline Yacoub, Financial Adviser, New York Life, MY Core Financials, LLC
● ClosedA. Micheline Yacoub, Financial Adviser at New York Life and MY Core Financials, LLC, located at 201 Jones Road in Waltham, Massachusetts, is an insurance agency offering a range of services to help individuals and businesses achieve financial security. Specializing in permanent policies with guaranteed death benefits and cash value growth, the institution also offers long-term coverage that can be tailored to fit specific needs and budgets. Clients have the option to invest their policy's cash value in the market, as well as access professionally managed investments with potential market gains. In addition to insurance solutions, MY Core Financials, LLC provides guidance on estate planning, retirement planning, and education savings. The institution also offers support for businesses, including insurance for employees, executives, and business owners. With a focus on community involvement and charitable giving, the institution aims to make a positive impact at both local and national levels.
201 Jones Rd #5, Waltham, MA 02451, United States -
Michael Polito, Financial Adviser - Polito Financial & Insurance
● OpenWelcome to Michael Polito, Financial Adviser - Polito Financial & Insurance, your trusted partner in achieving financial security and peace of mind. Located at 437 High Street, Dedham, Massachusetts, we specialize in helping you plan for a prosperous future. At Polito Financial & Insurance, we understand that a key to reaching your long-term financial goals is strategic planning. Whether you're aiming to fund your children's education, protect your family, or secure your retirement, these objectives require a well-thought-out approach. The good news is that it's never too late to start planning your financial future, and we're here to help you every step of the way.
437 High Street, Dedham, Massachusetts 02026, United States -
Hackwell-Boone Insurance
● ClosedWelcome to Hackwell-Boone Insurance Agency, Inc., your trusted partner in comprehensive insurance solutions. Conveniently located at 19 Belmont Street, Easton, Massachusetts, we are dedicated to providing personalized insurance protection tailored to your unique needs. Our motto, "Insurance protection for your world, customized your way," reflects our commitment to delivering exceptional service and coverage options to both individuals and businesses. As an independent insurance agency and a proud member of the Renaissance Alliance, we have access to over 45 standard market carriers and more than 100 markets in total. This extensive network allows us to offer a wide range of insurance options, ensuring that we can meet virtually any insurance requirement you may have.
19 Belmont Street, Easton, Massachusetts 02375, United States -
Aero Marine Insurance
● ClosedWelcome to Aero Marine Insurance Located at 188 Whiting Street in Hingham, Massachusetts, Aero Marine Insurance, a division of Walter J May Insurance Agency Inc., is your trusted partner for comprehensive insurance solutions. For over 50 years, our family-founded, third-generation agency has been committed to serving our community by providing personalized insurance options that meet both personal and business needs.
188 Whiting Street, Hingham, Massachusetts 02043, United States -
World Insurance Associates LLC
● ClosedWelcome to World Insurance Associates LLC, your trusted partner in insurance solutions located at 300 North Main Street, Attleboro, Massachusetts. As a dedicated insurance agency, we offer a comprehensive range of personal and commercial insurance services tailored to meet the diverse needs of our clients. With a legacy spanning over 80 years, our roots trace back to the R.S. Gilmore Insurance Agency, a name synonymous with exceptional customer service and unwavering commitment to client satisfaction. Our expert team, including Principal Timothy Gilmore, is here to guide you through the complexities of insurance, ensuring that your business and personal assets are well-protected. From understanding the risks covered by a Commercial Package Policy to deciding whether to place your investment property in a Trust or LLC, we provide the insights and coverage options you need.
300 North Main Street, Attleboro, Massachusetts 02703, United States -
Bond Financial Group, Inc.
● ClosedBond Financial Group, Inc. is a finance institution located at 180 Denslow Road, East Longmeadow, Massachusetts, United States. Our motto is "Live empowered. Live fulfilled. Live your best retirement." We specialize in helping individuals plan for a retirement with no regrets through our unique Empowered Retirement JourneyTM. Our goal is to provide you with the confidence and guidance needed to fulfill your dreams and make the most of every moment in your retirement. At Bond Financial Group, we take into consideration who you are, what matters to you, where you are today, where you want to be, and any gaps along the way in order to create a personalized retirement strategy tailored to your needs and objectives. We offer a variety of investment and insurance products to help you reach your financial goals.
180 Denslow Rd STE 2, East Longmeadow, MA 01028, United States -
Grenier Financial Advisors
● ClosedGrenier Financial Advisors is a finance institution located at 1 Monarch Pl, Springfield, Massachusetts, United States. We believe that life is a journey, not a race, and our goal is to help you live your best life no matter where you are on that road. Our team works tirelessly to create personalized financial strategies and money management plans that reflect who you are and what you love, allowing you to enjoy your life worry-free. Whether you're experiencing unexpected changes or facing complicated situations, we are here to help you navigate through them with compassion and problem-solving strategies. Our hearts-and-minds approach to financial planning and investing will guide you in the right direction, no matter how bumpy the road may get.
1 Monarch Pl # 810, Springfield, MA 01144, United States -
Austin Shuttleworth - Thrivent
● ClosedAustin Shuttleworth - Thrivent is a finance institution located at 200 North Main Street in East Longmeadow, Massachusetts, United States. They are licensed in multiple states including AZ, CO, CT, DE, FL, IL, IN, KY, MA, MD, ME, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, and WI. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are encouraged to consult with their attorney or tax professional. Thrivent offers financial planning services through its Financial Planning Framework, with the option to further engage with Dedicated Planning Services for written recommendations for a fee.
200 N Main St, East Longmeadow, MA 01028, United States -
Jim Shuttleworth- Thrivent Financial
● OpenJim Shuttleworth- Thrivent Financial, located at 200 North Main Street, East Longmeadow, Massachusetts, United States, is a finance institution that believes everyone deserves a financial plan they can be confident about. They offer assistance in matching clients with resources based on their top financial concerns, understanding their unique situation and goals, and identifying strategies to help achieve those goals. Money Canvas™, a free virtual coaching service, empowers clients to build healthier money habits at their own pace. The institution prioritizes creating a financial plan that aligns with what matters most to the client, whether they are just starting out, building a foundation, or nearing retirement. Financial advisors help clients navigate the challenges and opportunities that life presents, and can assist in developing a plan to stay focused on their priorities during difficult times.
200 N Main St Ste. 18, East Longmeadow, MA 01028, United States -
Pioneer Financial, Inc.
● ClosedPioneer Financial, Inc. is a reputable institution located at 351 Newton Street in South Hadley, Massachusetts. Specializing in accounting, finance, and insurance services, we pride ourselves on providing quality advice, building strong personal relationships, and upholding extremely high ethical values. Since 1964, our team has been dedicated to serving clients in the Pioneer Valley and throughout Western Massachusetts. Founded by George Wall as Automated Business Services, our firm has evolved over the years to meet the changing needs of our clients. Under the leadership of Edward Wall, an Accountant and Investment Advisor, Pioneer Financial now offers Registered Investment Advising in addition to Accounting Services.
351 Newton St, South Hadley, MA 01075, United States -
Holyoke Medical Group Walk-In Care (Westfield)
● ClosedHolyoke Medical Group Walk-In Care in Westfield, located at 140 Southampton Road in Massachusetts, United States, is a health institution that provides convenient care for a variety of medical conditions. From seasonal allergies to sports physicals, the clinic offers services for patients ages 12 and over. Common ailments treated include cough, sore throat, fever, and joint pain. Most insurances are accepted, and patients do not need to be part of the Holyoke Medical Group to seek care at the walk-in clinic. The clinic is open Monday-Friday from 8 a.m. to 5 p.m. and Saturday from 9 a.m. to 3 p.m., with hours that may vary due to staffing availability. For confirmation of Walk-In Care hours in Westfield, please call 413-540-5065. In case of emergency conditions such as severe chest pain, loss of consciousness, or stroke symptoms, patients are advised to seek immediate medical attention. To stay updated on information and news from Holyoke Medical Center, patients can sign up to receive email updates.
140 Southampton Rd, Westfield, MA 01085, United States -
McCormick Financial
● OpenMcCormick Financial, located at 209 West Central Street in Natick, Massachusetts, is a finance institution led by experienced financial advisor Myles McCormick. With over 21 years of experience, McCormick provides portfolio guidance and brokerage services to individuals, focusing on understanding their unique investment, insurance, and financial planning needs. As an independent professional, McCormick offers a wide range of mutual funds and insurance products from various companies, ensuring that clients receive personalized recommendations tailored to their risk tolerance and goals. Clients of McCormick Financial value the long-term relationships built on trust and attentiveness to their financial needs. Whether you are a new investor or looking to reevaluate your current portfolio, McCormick offers a complementary analysis to help you develop a plan for your financial goals. Please note that the information provided by Emerald Publications is for informational purposes only and should not be considered a solicitation.
209 W Central St # 208, Natick, MA 01760, United States -
Atlantic Planning Group, LLC
● ClosedAtlantic Planning Group, LLC is a finance institution located at 800 South Street, Waltham, Massachusetts, United States. The institution is dedicated to serving professional advisors and helping individuals simplify their financial world to maximize and protect their wealth. With a comprehensive approach and a focus on building lifelong relationships rooted in trust, Atlantic Planning Group aims to provide clarity for wise financial decision-making and a greater sense of peace and purpose in life. With over three decades of high-net-worth planning experience, the team at Atlantic Planning Group offers a superior level of competency and integrity. They work closely with clients and their trusted advisors to develop strategically integrated financial plans, ensuring that all components of wealth are intentionally developed, efficiently executed, and consistently reviewed.
800 South St #420, Waltham, MA 02453, United States -
Merrill Lynch Financial Advisor Kenny Simon
● ClosedMerrill Lynch Financial Advisor Kenny Simon is located at 25 Burlington Mall Road in Burlington, Massachusetts, United States. With over 15,000 Merrill Lynch Financial Advisors spread across all 50 states, the District of Columbia, and several US territories, we are dedicated to helping clients achieve the lives they desire. Our team of advisors offers a wide range of financial services, including investment advisory, financial planning, and brokerage services. It is important to note that investing involves risk, and our advisors do not provide legal, tax, or accounting advice. We recommend consulting with your own advisors before making any financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, offering products and services through affiliates of Bank of America Corporation. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc. Visit us today to begin your journey towards financial success.
25 Burlington Mall Road, Burlington, MA 01803, United States -
Merrimack Valley Financial
● ClosedMerrimack 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.
6 Courthouse Ln UNIT 15, Chelmsford, MA 01824, United States -
Barry Financial
● OpenBarry Financial is a finance institution located at 3 Evergreen Lane, Walpole, Massachusetts, United States. Specializing in business planning, retirement planning, and wealth strategies, Barry Financial is dedicated to establishing a strong financial foundation for your business. Principal and founder, Mike Barry, works closely with clients to understand their values, goals, assets, and opportunities in order to provide customized solutions that support their entire financial picture. Whether you have a specific need in mind or need help determining your next steps, Barry Financial is here to guide you through the process. Michael Barry is licensed to sell insurance through New York Life Insurance Company and various other independent insurance companies in multiple states. As a Registered Representative of NYLIFE Securities LLC and an investment adviser representative with Eagle Strategies LLC, Michael Barry offers securities products, services, and advisory services in specific states. Please consult your tax, legal, or accounting professionals regarding your particular situation, as Barry Financial and its associates, as well as New York Life and its subsidiaries do not provide tax, legal, or accounting advice. Barry Financial, LLC is not owned or operated by New York Life Insurance Company or any of its affiliates. Contact Barry Financial today to see how they can help you establish financial peace of mind for your business.
3 Evergreen Ln, Walpole, MA 02081, United States -
Tax & Investment Advisors
● ClosedTax & Investment Advisors is a finance institution located at 253 Low Street in Newburyport, Massachusetts, United States. Since 1992, we have been helping individuals plan for their ideal retirement through our Retirement Freedom Solution Process. Our team of experts will assess your current financial situation, determine your retirement needs, and create a custom strategy to help you reach your unique retirement goals. Attend one of our informational workshops to learn more about retirement income strategies, wealth management, and other important financial topics. Our goal is to help you make smart decisions with your money, optimize your retirement income, reduce taxes, and manage the biggest risks to your retirement.
253 Low St Suite 2-3, Newburyport, MA 01950, United States -
USA Wealth Group, Inc.
● ClosedUSA Wealth Group, Inc. is a finance institution located at 352 Faunce Corner Road, Dartmouth, Massachusetts, United States. We specialize in building customized retirement income strategies to help make your dream journey come true. As an independent firm, we offer a wide array of financial products and services to meet your specific needs, no matter how close you are to retirement. Our team of financial professionals prioritize each client's needs and provide guidance through various economic conditions. We are affiliated with AE Wealth Management, LLC, a Registered Investment Adviser, and offer insurance products through our insurance business. Whether you are just starting to plan for retirement or are already in retirement, we are here to help you take control of your financial future. Contact us today to schedule a meeting or register for an upcoming event. Please note that none of the information on our website constitutes an offer to sell or solicit any offer to buy a security or insurance product. Consult with a qualified professional before making any purchasing decisions.
352 Faunce Corner Rd, Dartmouth, MA 02747, United States -
Johnson Brunetti
● OpenJohnson Brunetti is a finance institution located at 304 Cambridge Road in Woburn, Massachusetts, United States. They are a paid sponsor of Money Wisdom on WTIC 1080 and Better Money on WFSB. With additional locations in Wethersfield, CT, Atlanta, GA, and Franklin, MA, Johnson Brunetti offers investment advisory services through JB Capital, LLC and insurance products through JN Financial, LLC. They are a federally registered investment adviser and provide educational information on securities, investments, and strategies. Johnson Brunetti is committed to helping clients make informed financial decisions and offers their services as a sponsor of various financial programs on television.
304 Cambridge Rd Suite 450, Woburn, MA 01801, United States -
Tunc Tanin
● ClosedTunc Tanin is a finance and insurance agency located at 45 Prospect Street in Cambridge, Massachusetts, United States. As your Financial & Investment Adviser in Cambridge and Boston, Tunc Tanin offers services such as ITIN Number assistance, tax management, and travel insurance. With years of experience in the industry, Tunc Tanin Finance Advisor is dedicated to helping clients with all their financial and investment needs. Visit us in the heart of Boston for expert guidance and personalized solutions.
45 Prospect St 5th floor, Cambridge, MA 02139, United States -
West Branch Capital LLC
● ClosedWest Branch Capital LLC is an independent, fee-only SEC Registered Investment Adviser located at 9 Research Drive in Amherst, Massachusetts. Recognized by the Financial Times 300 Top Registered Investment Advisers and investor.com as a Trusted Firm, we offer a full range of investment management services for individuals, institutions, and corporate retirement plan sponsors. Our team of fiduciaries is committed to always acting in the best interests of our clients, providing customized portfolios tailored to their specific goals and financial situations. We also offer financial planning services at no additional cost, addressing key areas of our clients' financial lives such as estate planning, insurance, college savings, and retirement needs. With a focus on transparency, integrity, and trust, we work tirelessly to help our clients achieve their financial goals and secure their futures. Contact us today to learn more about how we can help you plan for a secure financial future.
9 Research Dr #1, Amherst, MA 01002, United States -
Kevin Nguyen - Thrivent
● ClosedKevin Nguyen - Thrivent is a finance institution located at 3 Allied Drive, Dedham, Massachusetts, United States. With licenses in multiple states including CA, CT, FL, MA, ME, NC, NH, NJ, NY, OH, OK, RI, SC, TN, TX, VA, VT, and WI, Kevin Nguyen - Thrivent offers insurance products, securities, and investment advisory services through a team of licensed financial professionals. Thrivent does not provide legal, accounting, or tax advice but offers advice and guidance through its Financial Planning Framework. Clients can further engage with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
3 Allied Dr #303, Dedham, MA 02026, United States
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