TOP 10 Investment goals alignment in Massachusetts
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M Scott Investment Services, Inc. / Michael S. Poggi, CFP(R)
● ClosedM Scott Investment Services, Inc. / Michael S. Poggi, CFP(R) is a finance and insurance agency located at 61R North Main Street in East Longmeadow, Massachusetts, United States. Led by President and Wealth Advisor Michael S. Poggi, CFP(R), MBA, the institution prides itself on providing objective, comprehensive, and individually tailored financial advice to each client. Since 1999, M Scott Investment Services has been dedicated to offering sound financial advice and excellent service, building a loyal client base along the way. They believe that a successful financial plan requires a professional who truly understands and cares about each client, utilizing a wide range of financial services and products to help clients pursue their unique financial goals.
61R N Main St #3, East Longmeadow, MA 01028, United States -
Patrick Woodhouse - Financial Advisor - Ion Investments
● ClosedPatrick Woodhouse - Financial Advisor - Ion Investments is a highly reputable institution located at 200 Silver Street, Agawam, Massachusetts, United States. Our team of financial professionals is known for their expertise, communication, planning, and integrity. We operate as a family and business that is dedicated to looking out for our customers. Through our partnership with Osaic Institutions Inc., we offer a wide range of financial products and services with a personalized touch that you can only find at Ion Investments. We specialize in financial planning and risk management through our unique 5 Step Process designed to help you achieve your financial goals. Our advisors are skilled in helping you meet your financial goals using our proven and repeatable process. We provide economic insights and market alerts to guide our decision-making process and keep you informed.
200 Silver St Suite 212, Agawam, MA 01001, United States -
PlanStrong Investment Management
● ClosedPlanStrong Investment Management is a leading finance institution located at 980 Washington Street in Dedham, Massachusetts, United States. Specializing in investment management, our team of expert advisors work closely with clients to create personalized financial plans that align with their goals and objectives. With a focus on long-term success, we provide comprehensive investment strategies and ongoing support to help our clients build and protect their wealth. Trust PlanStrong Investment Management to guide you towards a secure financial future.
980 Washington St #123, Dedham, MA 02026, United States -
South Shore Investment Services
● ClosedSouth Shore Investment Services, located at 52 Accord Park Drive in Norwell, Massachusetts, is a finance and legal institution that provides fiduciary advisory services to clients in Massachusetts. Our goal is to protect and preserve your wealth, assets, and legacy for you and your family. As a wealth management firm aligned with an estate planning firm, we work together to create a comprehensive financial plan tailored to meet your specific goals, needs, and priorities. We take into account factors such as risk profile, time horizon, liquidity constraints, charitable giving, legal entities, and taxes to ensure a well-rounded financial landscape.
99 Derby St Suite 200, Hingham, MA 02043, United States -
Wilson Capital Investment Advisory
● OpenWilson Capital Investment Advisory is a premier financial institution located at 38 Gale Road in Swampscott, Massachusetts. Specializing in investment advisory services, Wilson Capital helps clients navigate the complexities of the financial market to make informed decisions that align with their financial goals. With a team of experienced professionals, Wilson Capital provides personalized guidance and strategies to help clients build and manage their investment portfolios effectively. Whether you are a seasoned investor or just starting out, Wilson Capital Investment Advisory is dedicated to helping you achieve financial success.
38 Gale Rd, Swampscott, MA 01907, United States -
MountainOne Investments
● ClosedMountainOne Investments is a finance institution located at 795 Main Street, Williamstown, Massachusetts, United States. We offer personalized and local service with the resources of a nationally recognized firm. Our independent advisors are dedicated to finding the right solutions to meet your financial needs. We create comprehensive financial plans tailored to your goals, dreams, and risk tolerance, without pressure to promote specific products. Our integrated solutions include retirement planning, investment strategies, and insurance options. We work closely with you to develop a personalized strategy that aligns with your values and financial objectives. As independent advisors partnered with Commonwealth Financial Network®, we have access to a wide range of investment choices and product strategies. Our team of knowledgeable professionals is committed to helping you manage your financial life and set you up for success. Contact us today to learn more about how we can help you achieve your financial goals.
795 Main St, Williamstown, MA 01267, United States -
MountainOne Investments
● ClosedMountainOne Investments is a local finance institution located at 296 Main Street, Williamstown, Massachusetts, United States. We offer personalized services with the resources of a nationally recognized firm. Our independent advisors are dedicated to finding the right solutions to meet your financial needs, without any pressure to promote specific products. We focus on creating a comprehensive financial plan that aligns with your goals, ambitions, and dreams for the future. Our team of knowledgeable professionals work collaboratively to provide tailored solutions for both businesses and individuals. As independent financial advisors partnered with Commonwealth Financial Network®, we have access to a wide range of investment choices and product strategies to benefit you. Whether you're planning for retirement or investing for the future, we are committed to guiding your financial life and helping you achieve your goals. Please note that Insurance and Investments are not insured by the FDIC and are subject to investment risks. Contact us to learn more about our services and how we can help you manage your financial well-being.
296 Main St, Williamstown, MA 01267, United States -
MountainOne Investments
● ClosedMountainOne Investments is a finance institution located at 85 Main Street in North Adams, Massachusetts, United States. We offer personalized financial services with the backing of a nationally recognized firm. Our independent advisors are dedicated to finding the right solutions to meet your needs, without pressure to promote specific products. We work with you to create a comprehensive financial plan that aligns with your goals and values, ensuring your long-term success. As independent financial advisors partnered with Commonwealth Financial Network®, we have access to a wide range of investment options to benefit you. Our team of knowledgeable professionals is committed to helping you manage your financial life and plan for the future. Whether you are an individual or a business, we have the resources to address your investment needs. Contact us to learn more about our services and how we can help you achieve your financial goals.
85 Main St Suite 100, North Adams, MA 01247, United States -
Andover Investment Advisors
● ClosedAndover Investment Advisors is a finance institution located at 807 Turnpike Street in North Andover, Massachusetts, United States. As part of Massachusetts Wealth Management (MWM), we specialize in managing assets tailored to the individual needs of our clients. As a Registered Investment Advisor (RIA), we prioritize your financial well-being by putting your needs first. At Andover Investment Advisors, we actively manage asset allocation by investing in a variety of cash equivalents, investment grade bonds, and S&P ranked companies to maximize returns while minimizing risks. We closely monitor economic and business cycles to make informed investment decisions that align with our clients' goals.
807 Turnpike St, North Andover, MA 01845, United States -
Edward Jones Investments
● OpenWelcome to Edward Jones Investments, located at 69 Main Street, North Adams, Massachusetts 01247. Our mission is to provide personalized financial advice that aligns with what truly matters to you, helping you craft strategies that support a life you love. At Edward Jones, we believe the right process can make all the difference, which is why we match you with financial advisors based on your unique needs. Our services are designed exclusively for U.S. residents, and our dedicated financial advisors are fully equipped to conduct business in states where they are properly registered. While we offer a broad range of investments and services, please note that availability may vary by state.
69 Main Street, North Adams, Massachusetts 01247, United States -
Birch Hill Investment Trust
● OpenWelcome to Birch Hill Investment Trust, your trusted partner in financial growth and security. Conveniently located at 497 Broadway, Somerville, Massachusetts, our firm is dedicated to providing top-notch financial services tailored to meet the unique needs of our clients. As a reputable institution specializing in ATM, banking, and finance, we offer a comprehensive range of services designed to help you manage and grow your wealth with confidence. At Birch Hill Investment Trust, we understand that financial decisions are personal and impactful. That's why our team of experienced professionals is committed to delivering personalized solutions that align with your financial goals. Whether you're looking to invest in your future, manage your assets, or simply access your funds with ease, we are here to assist you every step of the way.
497 Broadway, Somerville, Massachusetts 02145, United States -
Rockland Trust Bank & Commercial Lending Center & Investment Office
● ClosedWelcome to Rockland Trust Bank & Commercial Lending Center & Investment Office, your trusted partner in financial services located at 67 Prospect Street, Peabody, Massachusetts. As a leading provider of comprehensive banking and financial solutions, we are committed to helping individuals and businesses achieve their financial goals with ease and confidence. At Rockland Trust, we offer a wide range of services tailored to meet your unique needs. Whether you're looking to open a personal or business account, secure a commercial loan, or explore investment opportunities, our team of experienced professionals is here to guide you every step of the way.
67 Prospect Street, Peabody, Massachusetts 01960, United States -
Justin Rodrigues, CFP , Financial Advisor
● ClosedJustin Rodrigues, CFP, Financial Advisor is a finance institution located at 200 Silver Street, Agawam, Massachusetts, United States. As part of Ion Investments, their team of financial professionals is highly praised for their expertise, communication, planning, and integrity. They operate as a family and business that looks out for their customers, offering access to a wide range of products and services through their relationship with Osaic Institutions Inc. Specializing in financial planning and risk management, Justin Rodrigues, CFP, Financial Advisor follows a unique 5 Step Process aimed at helping clients achieve their financial goals. Their advisors are skilled in using industry-leading financial planning tools and products to create customized asset management strategies. They provide economic insights and market alerts to guide decision-making and keep clients informed.
200 Silver St Suite 212, Agawam, MA 01001, United States -
Merrill Lynch Financial Advisor Rob P Tarantino
● ClosedMerrill Lynch Financial Advisor Rob P Tarantino is a trusted institution located at One Monarch Place in Springfield, Massachusetts, United States. With a focus on personalized financial planning, Rob Tarantino and his team are dedicated to helping individuals, families, and businesses achieve their short and long-term financial goals. Rob, who has been in the financial industry since 1995, holds the CFP mark, CIMA, CRPC designation, and is a graduate of Rensselaer Polytechnic Institute. Together with his team, they offer a comprehensive approach to wealth management, tailored to each client's unique needs and priorities. At Merrill Lynch Financial Advisor Rob P Tarantino, every relationship begins with a conversation to identify and prioritize your goals. The team believes that financial success can be achieved by making investment-related decisions that align with your personal aspirations. By utilizing the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to customize a financial approach that helps you pursue what matters most to you. With access to the resources of Merrill and Bank of America, they work with you to develop a plan designed to address your financial needs and help you manage, grow, and preserve your wealth.
1414 Main St, One Monarch Place Suite 2300, Springfield, MA 01144, United States -
Merrill Lynch Financial Advisor James Capella
● ClosedMerrill Lynch Financial Advisor James Capella is a finance institution located at 1414 Main Street in Springfield, Massachusetts, United States. With a focus on managing wealth and understanding your financial goals, James Capella offers personalized wealth management strategies tailored to your needs. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, James Capella helps clients create flexible strategies in today's changing market conditions. Through the Merrill Personal Wealth Analysis™, personalized plans are developed centered on your goals and aspirations. James Capella believes in building strong relationships with clients, starting with a conversation to identify priorities and goals. By utilizing the Investment Personality Assessment, he gains a deeper understanding of your investing preferences to customize a financial approach that aligns with your values. With a commitment to helping clients achieve their financial goals, James Capella offers ongoing support and guidance to adapt to changes in life and the financial markets. Let James Capella help you pursue your financial aspirations and create a plan designed to address your needs and goals.
1414 Main St 23rd Floor, Springfield, MA 01144, United States -
Kyong Cruz - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKyong Cruz, a financial advisor at Ameriprise Financial Services, LLC, located at 75 Post Office Park in Wilbraham, Massachusetts, is dedicated to helping clients prepare for their financial goals. By offering personalized advice and guidance, Kyong Cruz aims to help clients feel more confident and in control of their financial lives. With a focus on understanding what is truly important to each individual, Kyong Cruz can assist with saving for college, planning for retirement, making smart investments, and more. Background and qualification information for Kyong Cruz can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency. With a focus on preparing for the expected and unexpected in life, Kyong Cruz helps clients navigate the complexities of financial planning.
75 Post Office Park Ste 5, Wilbraham, MA 01095, United States -
Richard O'Donnell - Ameriprise Financial Services, LLC
● OpenRichard O'Donnell - Ameriprise Financial Services, LLC is a finance institution located at 67 Hunt Street in Agawam, Massachusetts, United States. Each Ameriprise advisor at this institution has "Top areas of focus" that can help align with your financial goals. You can review their backgrounds, credentials, and experience to find the best advisor for you. By filling out the "Request consultation" form, you can connect with your desired advisor who will then reach out to schedule a complimentary initial consultation.
67 Hunt St #200, Agawam, MA 01001, 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 -
Merrill Lynch Financial Advisor Nithin V Eranezhath
● ClosedCertified Investment Management Analyst®" and is specifically designed for financial professionals who want to attain advanced knowledge and skills in the area of investment management. This certification signifies expertise in the field and a commitment to providing the highest level of service to clients. By working with a CIMA® certified advisor like Nithin V Eranezhath, clients can be assured that they are receiving advice and guidance from a highly qualified professional who has undergone rigorous training and testing to achieve this prestigious designation. With a focus on investment management and portfolio construction, a CIMA® certified advisor can help clients navigate the complexities of the financial markets and develop personalized investment strategies that align with their goals and risk tolerance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, working with a CIMA® certified advisor can provide you with the expertise and insight needed to make informed decisions and achieve your financial objectives.
1414 Main St 23rd Floor, Springfield, MA 01144, 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 -
Meridian Financial Advisors
● OpenMeridian Financial Advisors is an independent fee-only fiduciary financial institution located at 13 Water Street in Holliston, Massachusetts, United States. Since 1993, our team of Registered Investment Advisers has been dedicated to providing honest and transparent financial advice to help our clients reach their unique goals. We do not receive commissions or kickbacks for recommending financial products, ensuring that our recommendations are always in your best interest. As fiduciaries, we are legally obligated to disclose and mitigate any potential conflicts of interest, putting your needs first at all times. Our comprehensive financial planning services cover all aspects of your financial life, from retirement planning to estate management. We work with you to create a personalized plan that aligns with your risk tolerance, time horizon, and long-term objectives.
13 Water St #204, Holliston, MA 01746, United States -
Stoddard Financial, LLC
● ClosedStoddard Financial, LLC is a finance institution located at 6 Baker Road, Medfield, Massachusetts, United States. At Stoddard, we focus on simplifying financial planning for individuals at all stages of life. Whether you are just starting out in your career or preparing for retirement, we help you identify, plan, and execute strategies to secure your financial future. Our team of professionals will guide you through maximizing your corporate benefits, transitioning income sources with tax efficiency, managing assets based on your risk preferences, and coordinating with tax and estate planning professionals. We understand the importance of making informed decisions about your retirement income, including pensions, 401(k)s, IRAs, and other savings programs.
6 Baker Rd, Medfield, MA 02052, United States -
Merrill Lynch Financial Advisor Jenna M Carroll
● ClosedMerrill Lynch Financial Advisor Jenna M Carroll, located at 2221 Washington Street in Newton, Massachusetts, is a prestigious institution recognized for its exemplary client service. Jenna Carroll and her team have received accolades from financial industry publications and Bank of America Corporation, setting the standard for wealth management excellence. The Carroll Group, supported by the global resources of Merrill, is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They cater to accomplished individuals and families, including Private Equity fund managers, attorneys, physicians, corporate executives, and more, both in Massachusetts and nationwide.
2221 Washington St, Newton, MA 02462, United States -
PlanDynamic
● ClosedPlanDynamic is a finance institution located at 945 Concord Street in Framingham, Massachusetts, United States. Our team of fee-only Certified Financial Planners (CFP®) is dedicated to helping you take control of your financial planning and investing, allowing you to balance the responsibilities of raising kids, caring for aging parents, and achieving financial independence. We believe that financial independence should be the primary focus of our clients, and we work with you to build a personalized plan that aligns with your values and provides you with new choices as you progress on your financial journey. Our wealth management philosophy is centered around the idea that financial independence is a continuously evolving process.
945 Concord St, Framingham, MA 01701, United States -
JMD Financial Consulting
● ClosedJMD Financial Consulting, located at 12 Stratford Road in Winchester, Massachusetts, has been providing expert financial advice since 2012. Our team of professionals has over 85 years of combined experience in Wall Street, finance, and life planning. We work closely with our clients to create customized programs and portfolios to help them achieve their long-term financial goals. Whether you have questions about investments, taxes, retirement, or estate planning, our knowledgeable staff is here to help. We believe in establishing a two-way partnership with our clients to not only manage their finances but also their overall life goals. By analyzing your current situation and comparing it to your desired goals, we can recommend strategies to meet your expectations.
12 Stratford Rd, Winchester, MA 01890, United States -
Thompson Wealth Management Ltd
● ClosedThompson Wealth Management Ltd, located at 30 Monument Square in Concord, Massachusetts, is a finance institution that specializes in investment management. Our approach to managing your wealth is designed to help you achieve success and financial security. Whether you are a woman looking to empower yourself financially, an entrepreneur seeking to grow your wealth, or a family planning for the future, we can help you create a personalized plan that aligns with your goals. Our team is dedicated to connecting the head and heart of wealth management, ensuring that your financial decisions are not only strategic but also aligned with your values. Visit our website for more information on our legal and privacy policies, as well as our ADV.
30 Monument Square #101, Concord, MA 01742, United States -
EPG Inc.
● OpenEPG Inc. is a trusted partner to the community banking industry, located at 205 Newbury Street, Framingham, Massachusetts, United States. With over 2 decades of experience, EPG provides comprehensive Asset Liability Management services integrated with client-centered investment advisory expertise. As a registered SEC advisor, EPG offers realistic strategies that can be implemented today, based on a clear understanding of your strategic issues and business model. EPG understands the evolving business environment and provides forward-looking advice to support senior management decision making in the community banking sector. EPG offers results-oriented fixed income and equity portfolio management, tailored to your institution's unique risk profile and portfolio objectives. Additionally, EPG provides analysis and interpretation of interest rate risk positions to align with your institution's strategic business goals. Trust EPG Inc. to provide expert financial services for your community banking needs.
205 Newbury St, Framingham, MA 01701, United States -
Lexington Wealth Management
● ClosedLexington Wealth Management, located at 12 Waltham Street in Lexington, Massachusetts, is a finance institution that specializes in investment management. Our approach to managing your investments is well-known and trusted. Whether you are on the path to success and wealth, a woman looking to make money a source of strength, an entrepreneur accumulating wealth, or a family with growing wealth and complexity, we are here to help you strategize and create a plan for your financial future. Our goal is to connect the head and heart of wealth management, ensuring that your financial decisions align with your values and goals. For more information, please visit our website for our Legal & Privacy policies and our ADV.
12 Waltham St, Lexington, MA 02421, United States -
Green Future Wealth Management
● ClosedGreen Future Wealth Management is a leading finance institution located at 324 Grove Street in Worcester, Massachusetts, United States. We specialize in helping our clients achieve their financial goals while also promoting sustainable and environmentally friendly practices. Our team of expert financial advisors work closely with each client to develop personalized investment strategies that align with their values and long-term objectives. Whether you are looking to grow your wealth, plan for retirement, or make socially responsible investments, Green Future Wealth Management is committed to helping you build a secure financial future while also making a positive impact on the planet.
324 Grove St, Worcester, MA 01605, United States -
Colman | Knight Advisory Group
● ClosedColman | Knight Advisory Group is a finance institution located at 530 Great Road, Acton, Massachusetts, United States. At Colman | Knight, we believe in viewing wealth holistically, considering how it impacts every aspect of your life. Our approach integrates your well-being, personal development goals, taxes, investments, and assets. By attending to the inner aspects of money, we help you achieve outer financial success. Our experienced advisors can help you clarify what truly matters to you and your family, gain a comprehensive understanding of your financial landscape, and identify your most important life goals. We work with you to align your money with the future you envision, optimizing your financial life to reflect your deepest values.
530 Great Rd, Acton, MA 01720, United States
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