Investing for retirees in Massachusetts

Welcome to Greylock Federal Credit Union, your trusted partner in financial services located at 100 Plastics Avenue, Pittsfield, Massachusetts. We are dedicated to providing our community with exceptional banking solutions tailored to meet your financial needs. Whether you're looking for personal banking, loans, or investment opportunities, our team of friendly and experienced professionals is here to assist you every step of the way. As a member-focused credit union, we prioritize your financial well-being and work diligently to offer competitive rates and personalized service. Our state-of-the-art ATMs and online banking services ensure you have convenient access to your accounts anytime, anywhere. At Greylock Federal Credit Union, we are committed to helping you achieve your financial goals with confidence and ease.

Welcome to the Santander Bank Branch located at 62 Messenger Street, Plainville, Massachusetts. As a trusted financial institution, we are committed to providing exceptional banking services and personalized financial solutions to meet the diverse needs of our community. Our dedicated team of professionals is here to assist you with a wide range of services, including personal and business banking, loans, mortgages, and investment advice. Whether you're looking to open a new account, apply for a loan, or seek financial guidance, we are here to help you achieve your financial goals. Visit us today and experience the friendly and professional service that Santander Bank is known for. Your financial success is our priority.

Welcome to ProWealth, LLC, your trusted partner in navigating the complexities of finance. Located at 50 Bopete Lane, Tewksbury, Massachusetts, our mission is to simplify the intricate world of financial planning and investment management, empowering you to achieve your financial goals with confidence and clarity. At ProWealth, we understand that the rapid pace of change in today's digital age demands financial strategies that are both innovative and adaptable. Our team of dedicated professionals, led by Nicholas Silva, Owner & Co-Founder, brings over 35 years of combined experience in the financial services industry. We are committed to staying ahead of the curve, providing you with cutting-edge solutions tailored to your unique needs.

Welcome to ProWealth LLC, your trusted partner in navigating the complexities of financial planning and investment strategies. Located at 201 Jones Road, Waltham, Massachusetts, ProWealth is co-founded by Paul Habib and a team of seasoned professionals dedicated to simplifying the financial journey for our clients. We understand that in today's rapidly evolving digital era, staying ahead of financial trends is crucial for safeguarding and growing your wealth. At ProWealth, our mission is to demystify the complexities that accompany your financial success. We specialize in a wide range of services, from intricate tax strategies, estate conservation, and business succession planning to more straightforward needs like retirement preparation and education funding. Our approach is rooted in adaptability, innovation, and a commitment to excellence, ensuring we provide tailored solutions that align with your unique goals.

Welcome to Birch Financial Partners, your trusted financial ally located at 303 Wyman Street, Waltham, Massachusetts. We are a full-service financial planning and investment advisory practice dedicated to providing personalized, all-encompassing financial advice that empowers you to achieve your financial goals. Our approach goes beyond typical wealth management, offering a comprehensive suite of services tailored to meet your unique needs. At Birch Financial Partners, we understand that your financial journey is personal, which is why we focus on building genuine professional and personal relationships with our clients. Whether you're a working professional, business owner, retiree, or pre-retiree, our solutions are customized to fit your career and life aspirations.

Welcome to Primerica, your trusted insurance agency located at 132 Central Street, Foxborough, Massachusetts. At Primerica, we are committed to helping families and individuals secure their financial future with our comprehensive range of insurance and financial products. Our dedicated team of experienced professionals is here to provide personalized solutions tailored to meet your specific needs and goals. Whether you're looking for life insurance, investment opportunities, or financial advice, we are here to guide you every step of the way. Visit us today to learn how we can help protect what matters most to you. Your peace of mind is our priority at Primerica.

Welcome to Beal Bank USA, your trusted partner in banking and finance, conveniently located at 71 Needham Street, Newton, Massachusetts. Our commitment is to provide you with secure and efficient financial services tailored to meet your needs. Whether you're looking to manage your savings, explore investment opportunities, or require reliable ATM services, Beal Bank USA ensures a seamless experience with personalized attention. Our Newton branch is dedicated to delivering exceptional customer service, providing a range of banking solutions designed to help you achieve your financial goals. With a strong focus on security and customer satisfaction, Beal Bank USA is here to support you every step of the way.

Welcome to Justin Gaudino - Financial Advisor, Ameriprise Financial Services, LLC. Conveniently located at 10 New England Business Center Drive in Andover, Massachusetts, our firm is dedicated to providing personalized financial guidance and expertise to help you achieve your financial goals. As a trusted financial advisor, Justin Gaudino holds a range of prestigious certifications, ensuring comprehensive and expert advice tailored to your unique needs. Our services encompass a wide array of financial planning and management strategies, including asset allocation, investment strategies, estate planning, retirement planning, and risk management. Justin Gaudino is equipped with specialized designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating a commitment to excellence and ethical standards in financial planning.

Welcome to The Retirement Advisors of New England, your trusted partner in planning a secure and fulfilling future. Conveniently located at 67 South Bedford Street, Burlington, Massachusetts, we specialize in providing personalized financial solutions tailored to meet the unique needs of retirees and those approaching retirement. Our team of experienced advisors is dedicated to helping you navigate the complexities of retirement planning, ensuring that you can enjoy peace of mind and financial stability in your golden years. Whether you’re looking to maximize your savings, manage investments, or explore income strategies, we are here to guide you every step of the way. Discover the difference of working with a team that truly cares about your financial well-being. Visit us today to start planning for a brighter tomorrow.

Welcome to Citizens, your trusted partner in banking and finance, conveniently located at 134 Nahatan Street, Norwood, Massachusetts. At Citizens, we are committed to providing exceptional financial services tailored to meet your unique needs. Whether you're looking for a reliable ATM for quick cash access, comprehensive banking solutions, or expert financial advice, our dedicated team is here to assist you every step of the way. We pride ourselves on delivering personalized service with a focus on helping you achieve your financial goals. Visit us today and experience the friendly and professional atmosphere that makes Citizens a preferred choice for individuals and businesses in the Norwood community. Your financial well-being is our priority, and we look forward to serving you.

Welcome to Jay Woerdeman - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 501 Providence Highway, Norwood, Massachusetts. Our mission is to provide personalized financial guidance and strategies tailored to meet the unique needs of individuals, families, and businesses. With a commitment to excellence and integrity, we offer a comprehensive range of financial services designed to help you achieve your financial goals. Our team, led by Jay Woerdeman, is equipped with an array of prestigious certifications and designations, reflecting our dedication to professional growth and expertise. Whether you're planning for retirement, managing your wealth, or navigating complex financial situations, we have the knowledge and skills to guide you every step of the way.

Welcome to NESC Federal Credit Union, your trusted financial partner located at 14 Amesbury Street, Lawrence, Massachusetts. As a member-focused financial institution, we are dedicated to providing our community with exceptional financial services and solutions tailored to meet your unique needs. Our comprehensive range of services includes savings and checking accounts, loans, mortgages, and investment opportunities, all designed to help you achieve your financial goals. At NESC Federal Credit Union, we prioritize customer service and aim to build lasting relationships with our members by offering personalized advice and support. Our experienced team is committed to ensuring that you have access to the best financial tools and resources, empowering you to make informed decisions about your financial future.

Welcome to Rockland Trust Bank, your trusted financial partner located at 1920 Centre Street, Boston, Massachusetts. As a leading provider of banking and financial services, we are dedicated to serving the diverse needs of our community with integrity and excellence. At Rockland Trust Bank, we offer a comprehensive range of services including personal and business banking, loans, mortgages, and investment solutions tailored to help you achieve your financial goals. Our team of experienced professionals is committed to providing personalized service and expert guidance in a welcoming and friendly environment. Whether you're looking to manage your daily finances, grow your business, or plan for the future, Rockland Trust Bank is here to support you every step of the way. Visit us today and discover the difference of banking with a community-focused institution.

Welcome to Daniel Wagner - Financial Advisor, Ameriprise Financial Services, LLC Located at 350 Park Street, North Reading, Massachusetts, Daniel Wagner is your trusted partner in navigating the complex world of finance. With a commitment to excellence and a diverse range of certifications, Daniel Wagner offers personalized financial advisory services tailored to meet the unique needs of each client.

Welcome to Mesirow Financial Inc., your trusted partner in financial services located in the heart of Boston at 265 Franklin Street, Massachusetts. As a leading financial firm, we pride ourselves on delivering comprehensive and personalized financial solutions to individuals, businesses, and institutions. Our team of experienced professionals is dedicated to helping you navigate the complexities of financial planning, investment management, and advisory services. Whether you are looking to grow your wealth, plan for retirement, or manage your business finances, Mesirow Financial Inc. is here to provide expert guidance and innovative strategies tailored to your unique needs. Visit us today and discover how we can support your financial journey with integrity and excellence.

Welcome to Boston Trust, your premier financial partner located at 100 Hallet Street, Boston, Massachusetts. At Boston Trust, we are dedicated to providing expert financial services tailored to meet your unique needs. Our team of experienced professionals is committed to helping you achieve your financial goals with personalized strategies and comprehensive solutions. Whether you're looking for investment management, retirement planning, or wealth preservation, Boston Trust offers a wide range of services designed to enhance your financial well-being. We pride ourselves on our integrity, transparency, and client-focused approach, ensuring you receive the highest level of service and expertise.

Welcome to Leo P Varriale - Financial Advisor, Ameriprise Financial Services, LLC, located at 35 Village Road, Middleton, Massachusetts. As a dedicated financial advisor, Leo P Varriale offers a wealth of expertise and personalized financial services to help clients achieve their financial goals. Our firm is committed to providing comprehensive financial planning and investment management services tailored to meet the unique needs of each client. Leo holds several prestigious certifications, ensuring a high standard of professional knowledge and ethical practice. These certifications include the AAMS™ (Accredited Asset Management Specialist™), ADPA™ (Accredited Domestic Partnership Advisor™), AEP® (Accredited Estate Planner®), AIF® (Accredited Investment Fiduciary®), APMA™ (Accredited Portfolio Management Advisor™), and many more.

Welcome to Safe Rock Financial Located at 35 Village Road, Middleton, Massachusetts, Safe Rock Financial is your trusted partner in securing a stable and prosperous retirement. As a dedicated insurance agency, we specialize in protecting your hard-earned retirement savings and providing you with a guaranteed lifetime income that you cannot outlive.

Welcome to Michael Wallander - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in navigating the complex world of finance. Conveniently located at 175 Derby Street, Hingham, Massachusetts, our firm is dedicated to providing personalized financial advice tailored to meet the unique needs of each client. At Michael Wallander, we pride ourselves on our comprehensive expertise, underpinned by a suite of esteemed certifications that demonstrate our commitment to excellence in financial planning and advising. Our team holds various specialized designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, and many others. These certifications reflect our deep knowledge and proficiency in areas such as investment strategies, estate planning, retirement planning, risk management, and more.

Welcome to BayCoast Bank in Westport, Massachusetts! Conveniently located at 787 Main Road, our branch is dedicated to serving the financial needs of our community with a personalized touch. As one of the largest banks in the Massachusetts and Rhode Island area, BayCoast Bank offers a comprehensive range of services, including personal and business banking, savings options, lending, and investment advising. Our commitment is to provide exceptional service and tailored solutions to our neighbors, ensuring a secure and friendly banking experience. Visit us during our lobby hours: Monday to Wednesday from 9am to 4pm, Thursday from 9am to 5pm, Friday from 9am to 6pm, and Saturday from 9am to 1pm. We are closed on Sundays.

Welcome to Erin Sullivan - Financial Advisor, Ameriprise Financial Services, LLC Located in the heart of Concord, Massachusetts, at 33 Bedford Street, Erin Sullivan is a dedicated financial advisor with Ameriprise Financial Services, LLC, offering a comprehensive suite of financial planning services tailored to meet the unique needs of each client. With a commitment to ethical standards and a focus on real-world application of investment concepts, Erin is equipped to guide individuals through the complexities of asset management, estate planning, and retirement strategies.

Welcome to TWA Group Real Estate Team, your trusted partner in navigating the vibrant and diverse real estate market of Greater Boston. Conveniently located at 200 Amory Street, Boston, Massachusetts, we are dedicated to providing exceptional service to a wide range of clients. Whether you are a first-time homebuyer, a retiree looking to downsize, or an investor seeking opportunities through a 1031 exchange, Trevor and our experienced team are here to support you every step of the way. With a deep understanding of the local market and a commitment to thoughtful representation, Trevor ensures that every transaction is smooth and enjoyable. As a proud member of both the Greater Boston Association of Realtors® and the National Association of Realtors®, Trevor upholds the highest standards of professionalism and integrity in every interaction.