Insurance for high net worth individuals in Waltham, Massachusetts

Atlantic 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.

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.

Welcome to Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC, where your financial future is our priority. Situated at 201 Jones Road in Waltham, Massachusetts, we specialize in providing comprehensive financial legacy solutions tailored to your unique needs. With over 20 years of experience, our firm is committed to helping you achieve both your short and long-term financial goals, ensuring that your wealth aligns with what matters most to you. At Koritz Wealth Strategies, we believe in a relationship-centric approach. We take the time to understand your goals, concerns, and risk tolerance, enabling us to offer personalized strategies for securing your family’s future. Our holistic and collaborative process often sees us acting as the 'quarterback,' bringing together your team of advisors to ensure a cohesive financial plan.

Welcome to Chris Battersby, Financial Advisor at Atlantic Planning Group, where we are dedicated to helping you navigate the complexities of wealth management with clarity and confidence. Located at 201 Jones Road, Waltham, Massachusetts, our team specializes in comprehensive financial planning tailored to your unique goals and values. At Atlantic Planning Group, we understand that success brings both opportunities and challenges. Our mission is to simplify your financial world, allowing you to focus on what truly matters in life. With over three decades of experience in high-net-worth planning, we offer a superior level of competency and unshakable integrity, building lasting relationships rooted in trust and performance.