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TOP 30 Insurance advisory services in Massachusetts
110 results found
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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1319 Beacon Street in Brookline, Massachusetts, United States, is a finance institution that offers a wide range of brokerage, investment advisory, and other financial services. Your journey to connecting with an advisor begins by providing your name and location. Please note that investing involves risk, and there is always the potential to lose money. Merrill Lynch does not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making any financial decisions. The institution offers various investment, insurance, and annuity products, as well as trust and fiduciary services. Merrill Lynch is a registered broker-dealer, registered investment adviser, and a wholly owned subsidiary of Bank of America Corporation. The institution aims to provide clients with information about products and services that may be of interest. Please be aware that by clicking on certain links, you may be redirected to external websites with separate terms and privacy policies. Merrill Lynch is committed to providing quality financial services and guiding clients towards their financial goals.
Merrill Lynch Financial Advisor David YC Wang
Merrill Lynch Financial Advisor David YC Wang is located at 45 William Street in Wellesley, Massachusetts, United States. David has a background in financial services, having worked at KPMG Financial Advisory and J.P. Morgan Chase before joining Merrill Lynch Wealth Management. As a Vice President Financial Advisor, David focuses on creating personalized wealth management plans and investment strategies for individuals, families, and businesses. He leverages the resources of Merrill Lynch and Bank of America to address client's financial goals and preferences, offering advice on investments, retirement planning, insurance, tax strategies, and lending solutions. David holds a master's degree in accounting and taxation, and is licensed in securities brokerage and investment advising. He is also fluent in Mandarin and enjoys traveling, film making, and electronic music production in his free time. Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial goals by understanding their priorities and connecting them to the right solutions. David's mission is to understand each client's unique situation and design a personalized plan to help them pursue their financial objectives while managing investment risks. By focusing on potential solutions that align with client's goals, David aims to turn aspirations into reality. Through regular conversations and updates, David ensures that the financial approach stays aligned with client's changing life and goals. With access to Merrill's investment insights and Bank of America's banking solutions, David works with clients to develop strategies tailored to their needs. The institution also offers an Investment Personality Assessment to help clients refine their investing preferences and customize their financial approach. By staying informed about changes in client's life and financial markets, David helps clients stay on track to achieve what matters most to them. Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to address client's needs and goals. The institution puts clients first, offering dedicated one-on-one relationships with advisors to guide them along their financial journey. With the right advisor by your side, you can navigate the complexities of your financial life and work towards achieving your goals.
Thiago Reis - Thrivent
Thiago Reis - Thrivent is a financial institution located at 171 Massachusetts 149, Barnstable, Massachusetts, United States. Licensing for their services is available through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for further planning engagement through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Securities and investment advisory services are provided by licensed financial advisors. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.
Merrill Lynch Financial Advisor Robert Chiacchio
Merrill Lynch Financial Advisor Robert Chiacchio, located at 2221 Washington Street, Newton, Massachusetts, United States, offers personalized wealth management advice and guidance tailored to your goals and priorities. The team at The Cafaro Group believes in placing the investor at the center of their focus, not the market, to help you pursue your financial goals. With a deep understanding of your life and priorities, the team recommends appropriate financial strategies and works with you to adjust them over time. They use the Investment Personality Assessment to customize your financial approach and help you make informed decisions. Recognized by Forbes and Barron's for exemplary client service, the team is dedicated to helping you reach your financial goals. With access to the global resources of Merrill Lynch, the team is committed to building strong client relationships based on trust and personalized service. By understanding what matters most to you, they can help you create a financial approach that reflects your personality and priorities. Whether you're planning for retirement, saving for a home, or funding education, the team at Merrill Lynch is here to help you achieve your goals.
Merrill Lynch Financial Advisor Stephen N Gifford
Merrill Lynch Financial Advisor Stephen N Gifford, located at 100 Federal Street in Boston, Massachusetts, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Their mission is to understand each client's individual needs and goals in order to create a personalized financial plan to help manage investment risk and pursue financial objectives. By utilizing research in behavioral finance, they are able to tailor their approach to each client's unique investing preferences. With years of experience and access to the resources of Merrill and Bank of America, they work collaboratively with clients to develop a personalized investment strategy designed to achieve lifestyle goals. The institution provides access to BofA Global Research and offers a variety of financial services, including investment advisory and insurance products. They believe in helping clients make informed decisions to reach their financial goals, no matter the financial environment.
Alexander Wealth Advisors, LLC
Alexander Wealth Advisors, LLC is a financial institution located at 284 Ayer Road in Harvard, Massachusetts, United States. Specializing in accounting and finance, our team of professionals with diverse credentials and industry experience can assist you with tax documentation, interpretation, and representation. We offer a range of tax preparation services, from individual tax planning to estate and trust tax preparation, ensuring that your financial situation is tax-optimized to help you keep more of what you earn. In addition to tax services, we also provide accounting, business advisory, financial statement, tax preparation, and retirement planning services for businesses. With our expertise, we can oversee all of your financial needs and help you achieve your financial goals. Securities are offered through Avantax Investment Services and investment advisory services through Avantax Advisory Services. Insurance services are offered through 1st Global Insurance Services. Our licensed professionals can offer securities in multiple states across the country. Contact us today to schedule an appointment and learn more about how we can help you with your financial needs.
J. Blumen & Associates
Located at 36 South Main Street in Sharon, Massachusetts, J. Blumen & Associates is a trusted insurance agency and law firm specializing in real estate transactions. With a focus on providing exceptional attention to detail and expert legal advice, our team helps clients navigate the complexities of buying and selling homes with ease. Whether you're dealing with paperwork, negotiations, or the closing process, we have the experience and knowledge to ensure a smooth and stress-free experience. Our founder, Joshua, is known for his efficiency and dedication to client satisfaction, making sure that every step of the process is handled with care. Don't let the challenges of real estate transactions overwhelm you - let J. Blumen & Associates guide you through it all.
Merrill Lynch
Merrill Lynch is a finance institution located at 72 Leonard Street in Belmont, Massachusetts, United States. They offer a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed with timely insights on market trends and the global economy to help you make informed decisions. Merrill offers three different ways to connect with them, tailored to your unique financial journey. Receive the latest insights on inflation, interest rates, volatility, and investments from the Chief Investment Office. Take a quick quiz to get actionable next steps for your long-term goals. Keep in mind that investing involves risk and past performance does not guarantee future results. Merrill does not provide legal, tax, or accounting advice, so it's recommended to consult your advisors before making financial decisions. They offer brokerage, investment advisory, and other services, with important differences between them. Learn more about these services by speaking with your Merrill financial advisor. Merrill Lynch is a registered broker-dealer and investment adviser, offering products from affiliates of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., and trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its agents. Banking products are provided by Bank of America, N.A. and affiliated banks. You can return to Merrill's website or close the window after leaving.
HUB International
HUB International, located at 222 Milliken Boulevard in Fall River, Massachusetts, is a leading insurance agency with a strong presence in the New England region. Led by President & CEO Shawn J. McLaughlin, our team of 38 employees is dedicated to providing personalized insurance solutions for both personal and commercial clients. As part of the HUB International network, we have access to a wide range of insurance options and expertise in risk management to ensure our clients are well-protected. Our office, formerly known as The Feitelberg Company, has been serving the community since 1916 and became part of HUB International in 2007. Specializing in industries such as construction, municipalities, auto dealerships, and real estate, our experienced team is available 24/7 to handle over 15,000 claims per year in New England. With a focus on advocacy, tailored solutions, and peace of mind, HUB International is committed to providing superior products and services to our clients.
Kevin Lynch office of Commonwealth Property & Casualty
The Kevin Lynch Office of Commonwealth Property & Casualty is a reputable insurance agency located at 233 Chelmsford Street in Chelmsford, Massachusetts, United States. With a focus on providing comprehensive coverage and personalized service, our team of experienced professionals is dedicated to helping clients protect their assets and mitigate risks. From home and auto insurance to commercial and liability coverage, we offer a wide range of insurance products to meet the unique needs of individuals and businesses alike. Contact us today to learn more about our services and how we can help you secure the protection you need.
John Hancock Distributors LLC
John Hancock Distributors LLC is an insurance agency located at 197 Clarendon Street, Boston, Massachusetts, United States. Our institution provides financial advisory services with a personal touch, believing that life insurance should improve lives. With over 160 years of experience, we are dedicated to honesty, reliability, and customer commitment. We offer innovative solutions to help partners build their life insurance businesses and protect their clients. Our services include retirement planning, personalized financial plans, and access to the Galleri test for cancer detection. We offer a variety of insurance products designed to add real value to your life. John Hancock Distributors LLC is committed to empowering students and easing the financial burden of college expenses. Our partnership with Life Happens demonstrates our dedication to community support. We strive to provide the best services to our customers and help them achieve their financial goals. Contact us today to learn more about our offerings and how we can help you plan for a better future.
John Hancock
John Hancock is an insurance agency located at 3 Allied Drive in Dedham, Massachusetts, United States. With a focus on financial advisory services that prioritize a personal touch, we believe in making life insurance more accessible and beneficial for our customers. Trusted for over 160 years, we are committed to honesty, reliability, and innovation in transforming the insurance industry. Our partnerships help build life insurance businesses and protect what matters most to clients. As a member of John Hancock Vitality, you can access the Galleri test for multi-cancer early detection, potentially leading to earlier diagnoses. Our Advisors can help you navigate financial planning for day-to-day needs and future goals, including retirement. We offer personalized financial plans tailored to your specific wants and needs.
John Hancock International Inc
John Hancock International Inc, located at 200 Clarendon Street in Boston, Massachusetts, is a trusted insurance agency offering financial advisory services with a personal touch. With a history spanning over 160 years, we are committed to honesty, reliability, and excellence in customer service. Our innovative approach to the industry combines longstanding expertise with cutting-edge solutions. We specialize in helping partners build their life insurance businesses and assisting clients in protecting what matters most. Eligible members of the John Hancock Vitality program now have access to the Galleri test, a multi-cancer early detection tool that can screen for over 50 types of cancer with a single blood test.
AssuredPartners
AssuredPartners is a leading insurance agency located at 10 Commerce Way in Raynham, Massachusetts, United States. With a team of experienced professionals, AssuredPartners offers a wide range of insurance solutions to meet the needs of individuals and businesses alike. Whether you are looking for coverage for your home, auto, or business, AssuredPartners has you covered. Their commitment to providing top-notch customer service and tailored insurance solutions sets them apart from the rest. Contact AssuredPartners today to learn more about how they can help protect what matters most to you.
John Hancock
John Hancock is an insurance agency located at 1 Tremont Street in Boston, Massachusetts, United States. With a focus on financial advisory services that prioritize a personal touch, John Hancock believes in helping individuals live longer, healthier, and better lives through life insurance. For over 160 years, John Hancock has been known for its honesty, reliability, and dedication to its customers. The institution is committed to marrying its longstanding reputation with cutting-edge innovation to transform the industry. John Hancock offers a range of products designed to add real value to policies, and partners with Life Happens to support students in easing the financial burden of college. Additionally, John Hancock Vitality members have access to the Galleri test, a multi-cancer early detection test that can screen for over 50 types of cancer with a single blood test. With a focus on helping individuals prepare for their financial futures, John Hancock Advisors can help create personalized financial plans tailored to specific goals and needs. Retirement planning is also a priority, with advisors helping individuals plan for a fulfilling post-career life. The institution emphasizes the importance of balancing day-to-day financial demands with long-term goals, and offers guidance through various market conditions. John Hancock is dedicated to providing personalized financial planning services to help individuals achieve their unique financial goals.
John Hancock Funds, LLC
John Hancock Funds, LLC is a trusted insurance agency located at 200 Berkeley Street in Boston, Massachusetts, United States. With a focus on financial advisory services that prioritize the individual needs of each customer, we have been providing honest and reliable assistance for over 160 years. Our commitment to our customers is unwavering, and we are constantly innovating to provide the best possible service in the industry. We believe that life insurance should be about living longer, healthier, and better. By offering a range of products designed to add real value to your life, we aim to help you protect what matters most. Our partnership with GRAIL allows eligible John Hancock Vitality members access to the Galleri test, a powerful multi-cancer early detection tool that can screen for over 50 types of cancer with a single blood test.
Dennis Dickinson, President - Dickinson Wealth Strategies, Llc
Dennis Dickinson, President of Dickinson Wealth Strategies, LLC, located at 16 Front Street in Salem, Massachusetts, is a finance and insurance agency dedicated to serving professional advisors with confidence and trust. For over a decade, Dennis and his team have been working with families and businesses in the North Shore area to help them manage and protect their hard-earned assets. They take the time to truly understand their clients' hopes, dreams, fears, and concerns before making recommendations. Whether clients have already done some planning or are just starting out, Dennis and his team meet them where they are, assess their specific situation, and provide information on all opportunities for making the best decisions for their needs and goals. As a Registered Representative of NYLIFE Securities LLC, Dennis offers securities products and services, as well as financial planning through his affiliation with Eagle Strategies LLC, a Registered Investment Advisor. He and his colleague, Grace Cosco, are licensed to sell insurance through New York Life Insurance Company and other independent unaffiliated insurance companies in various states. They also offer investment advisory services and financial planning in multiple states through Eagle Strategies LLC.
Sapers & Wallack
Sapers & Wallack is a trusted insurance agency located at 313 Washington Street in Newton, Massachusetts, United States. Our team of accredited professionals is dedicated to helping you achieve financial security, whether you are an individual, a family estate, or a business entity. We offer robust and versatile insurance products to protect your assets and supplement your financial plans. Our holistic approach focuses on building strong and resilient financial outcomes that exceed your goals. From executive benefits to legacy planning, we provide tailored solutions to meet your specific needs. As a third-generation family business, values, relationships, and service are deeply-rooted in our organization. We strive to develop lasting relationships with our clients, helping them achieve their financial goals and lead the life they want. Contact us today to learn more about how we can help you unlock your financial potential and secure your future.
Fred C. Church, Inc.
Fred C. Church, Inc. is a health insurance agency located at 175 Littleton Road in Westford, Massachusetts, United States. The institution prides itself on providing exceptional customer service and a focus on people. They offer a variety of insurance products tailored to individual needs, including home, auto, and health insurance. Fred C. Church has a team of industry specialists dedicated to serving organizations in specific industries. Clients can rely on their knowledgeable advice and support in various situations. The institution also offers employee benefits services, helping companies differentiate their health and wellness programs.
Michael Davis, Financial Advisor - Bright Future Financial Llc
Michael Davis, Financial Advisor at Bright Future Financial LLC, is located at 975 Merriam Avenue in Leominster, Massachusetts, United States. Specializing in finance and insurance, Michael Davis works with New York Life to provide professional advisors dedicated service. At Bright Future Financial, the team takes a personalized approach to financial planning and asset protection. They strive to understand each client's unique goals, values, and risk tolerance to create a tailored financial strategy. Whether you are planning for retirement, looking to protect your assets, or considering long-term care, Bright Future Financial is committed to helping you secure a bright financial future.
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