Investment advice in Holden, Massachusetts

Keith Collins Inc. is a reputable finance institution located at 161 Meadow Wood Drive in Holden, Massachusetts, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. At Keith Collins Inc., we prioritize our clients' financial well-being and strive to help them achieve their goals. Visit us today to see how we can assist you in securing your financial future.

IA Financial Advisors is a leading financial institution located at 800 Main Street in Holden, Massachusetts, United States. Our team of experienced and knowledgeable advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to invest for retirement, save for your child's education, or grow your wealth, our advisors are here to provide personalized guidance and support every step of the way. Trust IA Financial Advisors to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Edward Jones - Financial Advisor: Anne-Marie Kelley is a trusted financial institution located at 1161 Main Street in Holden, Massachusetts. As a dedicated finance professional, Anne-Marie Kelley offers personalized financial advice and services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Anne-Marie Kelley is committed to providing expert guidance on investments, retirement planning, insurance, and more. Whether you are planning for the future or navigating a financial challenge, Edward Jones - Financial Advisor: Anne-Marie Kelley is here to help you secure a stable financial future.

Cornerstone Bank, located at 230 Park Avenue in Worcester, Massachusetts, is a full-service financial institution offering banking, loans, and investing services. With branches in Worcester, Charlton, and Holden, we are dedicated to serving our community and giving back through charitable donations and scholarship programs. Stay informed with the latest news and updates from Cornerstone Bank, where we are more than just a bank - we are a trusted partner in your financial success.

Malden FCU is a trusted finance institution located at 10 Holden Street in Malden, Massachusetts, United States. We are dedicated to providing our members with personalized financial solutions to help them achieve their goals. Our team of experienced professionals is committed to delivering top-notch service and guidance to help you make informed decisions about your finances. Whether you're looking to save, invest, or borrow, Malden FCU is here to support you every step of the way. Join us today and experience the difference of banking with a community-focused credit union.

New York Life Insurance Company Andrew Jensen is an insurance agency located at 1174 Main Street in Holden, Massachusetts, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as customizable long-term coverage options. Their services include helping to pay for everyday tasks, replacing lost income due to sickness or injury, and professionally managed investments with market potential. They also provide guidance on creating investment strategies, estate planning, and insurance options for individuals, businesses, and employees. The institution is committed to giving back to communities through charitable giving and providing financial support for bereavement, education, and local initiatives. Andrew B. Jensen, a Financial Advisor for Eagle Strategies LLC and NYLIFE Securities LLC, offers personalized financial solutions to help clients achieve their goals and build financial security.

Welcome to Merrill Lynch Financial Advisor Dan Whiting's practice, located at 2221 Washington Street, Newton, Massachusetts. As a dedicated financial advisor with Merrill Lynch Wealth Management, Dan Whiting offers a comprehensive suite of investment solutions and banking products through the powerful collaboration between Merrill and Bank of America. Since joining Merrill Lynch in 2018, Dan has been committed to providing personalized financial guidance, drawing on his extensive experience, including eight years at Fidelity Investments. Dan's disciplined and client-focused approach begins with a deep understanding of your unique needs, concerns, and financial priorities. As a CERTIFIED FINANCIAL PLANNER® professional, Dan is passionate about helping you design and implement a customized financial plan aimed at achieving your goals while effectively managing investment risks.