Investments management advisor in Cambridge, Massachusetts

Cambridge Financial Services is a leading finance institution located at 100 Sylvan Road in Woburn, Massachusetts, United States. With a commitment to providing top-notch financial services, our team of experts offers a wide range of financial solutions to meet the needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Cambridge Financial Services is here to help. Our experienced professionals strive to provide personalized service and tailored solutions to help you achieve your financial goals. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Xiao-Xia Erica Zhen is a finance institution located at 92 Ames Street, Cambridge, Massachusetts, United States. With a focus on managing your wealth, Xiao-Xia Erica Zhen offers personalized wealth management strategies tailored to your goals and priorities. By combining the investment insights of Merrill and the banking solutions of Bank of America, she can help you navigate today's changing market conditions. With a deep understanding of your financial picture, she can create a flexible strategy to help you pursue your financial goals. Xiao-Xia Erica Zhen follows the Merrill tradition of community service, volunteering with organizations in the local community. She offers Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. By getting to know you and your family, she can provide advice and guidance to help you stay informed and make informed financial decisions.

Merrill Lynch Financial Advisor Brendan Callahan is a reputable finance institution located at 1414 Massachusetts Avenue in Cambridge, Massachusetts. With a strong focus on providing personalized financial advice and guidance, Brendan Callahan and his team offer a comprehensive range of services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Brendan Callahan is dedicated to providing expert assistance and support every step of the way. Visit their office today to learn more about how they can help you secure your financial future.

Lambay Advisors is a prestigious financial institution located at 50 Church Street in Cambridge, Massachusetts, United States. With a team of experienced advisors, Lambay offers a wide range of financial services to help clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management, Lambay Advisors is dedicated to providing personalized solutions tailored to meet your specific needs. Contact us today to schedule a consultation and start planning for a brighter financial future.

Merrill Lynch Wealth Management is a prestigious financial institution located at 1414 Massachusetts Avenue in Cambridge, Massachusetts, United States. As a leading provider of wealth management services, Merrill Lynch offers personalized investment strategies, financial planning, and advisory services to help clients achieve their financial goals. With a team of experienced financial advisors and access to a wide range of investment options, Merrill Lynch is dedicated to helping clients build and preserve their wealth for the future.

Merrill Lynch Financial Advisor Matthew D. Pimental is a trusted institution located at 92 Ames Street, Cambridge, Massachusetts, United States. With a team of talented and experienced individuals, they are committed to providing exemplary client service based on trust and personalized service. Recognized as Forbes “Best-in-State Wealth Management Teams” in 2024 and 2023, they offer a comprehensive approach to wealth management that focuses on your goals and priorities, whether it's growing, preserving, or transferring wealth. By getting to know you personally and understanding your investment style, they create a customized financial strategy to help you achieve your goals at every stage of your life. The Pimental Radler Group advisors offer advice and guidance based on your unique needs and priorities, placing you at the center of their focus. With tools like the Merrill Personal Wealth Analysis™, they can help you build and document a personalized plan centered on what you want to achieve. Their goal is to help you stay on track and adjust your financial approach as needed to reflect changes in your life and the financial markets. Whether you're planning for retirement, saving for a home, or funding education, Merrill Lynch Financial Advisor Matthew D. Pimental is dedicated to helping you achieve your financial goals.

Merrill Lynch Wealth Management, located at 92 Ames Street in Cambridge, Massachusetts, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The branch is dedicated to giving back to the community through volunteerism and charitable outreach, supporting economic, social, and cultural initiatives in the area. With a team of experienced advisors and access to the resources of Merrill Lynch and Bank of America, clients can receive tailored financial strategies and guidance on retirement planning, investment management, estate planning, and more. The advisors at Merrill Lynch Wealth Management are committed to putting clients' interests first and helping them pursue their financial and life goals.

Edward Jones - Financial Advisor: Anthony J Trofimow, ChFC®|AAMS™ is a reputable financial institution located at 304 Cambridge Road in Woburn, Massachusetts, United States. As a Certified Financial Planner, Anthony J Trofimow offers personalized financial planning services to help clients achieve their financial goals. With a focus on providing comprehensive financial advice and investment solutions, clients can trust Edward Jones to help them navigate the complexities of the financial world with confidence.

Merrill Lynch Financial Advisor Edward C Radler, located at 92 Ames Street in Cambridge, Massachusetts, is a finance institution dedicated to providing exemplary client service. The team, supported by the global resources of Merrill, consists of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Whether you are focused on growing, preserving, or transferring wealth, the team is dedicated to helping you address your financial goals at every stage of your life. Through the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, the team works closely with you to create a personalized financial strategy that reflects your goals and priorities. The Pimental Radler Group advisors offer advice and guidance based on your unique needs and work with you to adjust your strategy over time as needed. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors prioritize your financial success and are dedicated to helping you achieve your goals.

Merrill Lynch Financial Advisor Leon Fridmar, located at 92 Ames Street in Cambridge, Massachusetts, offers personalized wealth management strategies tailored to your specific financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Leon Fridmar can help you navigate today's changing market conditions and plan for the future. By participating in the community and volunteering with local organizations, Leon Fridmar embodies the Merrill tradition of serving the needs of those around him. Through the Merrill Personal Wealth Analysis™, Leon Fridmar can create a personalized plan centered on your aspirations, helping you pursue your financial goals with confidence. By understanding your unique investment personality and preferences, Leon Fridmar can develop a financial approach designed to align with what matters most to you. With a focus on ongoing communication and adjustments to your financial plan as your life evolves, Leon Fridmar is committed to helping you achieve your goals and secure your financial future. Contact Leon Fridmar today to start a conversation about how he can help you reach your financial objectives.

Edward Jones - Financial Advisor: Tom Crowley is a well-respected financial institution located at 1692 Massachusetts Avenue in Cambridge, Massachusetts, United States. As a trusted advisor, Tom Crowley offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones - Financial Advisor: Tom Crowley is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Tom Crowley is committed to providing expert guidance and support every step of the way. Visit Edward Jones - Financial Advisor: Tom Crowley today to start planning for a brighter financial future.

Merrill Lynch Financial Advisor Albert Dobrushkin, located at 1414 Massachusetts Avenue, Cambridge, Massachusetts, United States, is dedicated to preserving and growing client assets to protect their present and enable their future. The institution focuses on simplifying and enriching clients' financial lives by delivering exceptional service and personalized solutions to achieve their goals. The team works closely with clients to identify and define their goals, creating a financial strategy that reflects their investment style and life plan. Whether clients are focused on growing, preserving, or transferring wealth, the team is committed to helping address financial goals at every stage of life. The institution believes in achieving financial success by making investment-related decisions that align with personally meaningful goals. Drawing upon research in behavioral finance, Merrill developed the Investment Personality Assessment to gain a deeper understanding of clients as investors and customize financial approaches accordingly. The team offers a wide range of potential solutions for individuals, families, and businesses, collaborating with colleagues to provide customized insights and strategies.

Merrill Lynch Financial Advisor Maxwell Dobrushkin is a finance institution located at 1414 Massachusetts Avenue in Cambridge, Massachusetts, United States. Our mission is to preserve and grow client assets to protect their present and enable their future. We focus on simplifying and enriching our clients' financial lives by delivering exceptional service and personalized solutions to achieve their goals. Our team works closely with clients to identify and define their goals, creating a financial strategy that reflects their investment style and life plan. Whether focused on growing, preserving, or transferring wealth, we are committed to helping clients address their financial goals at every stage of life. Our Investment Personality Assessment helps us understand clients better as investors, allowing us to customize financial approaches to pursue what matters most to them. With access to the resources of Merrill and Bank of America, we develop personalized strategies to address clients' financial needs. The team offers a wide range of solutions for individuals, families, and businesses, drawing on diverse experiences to provide customized insights and strategies. Recognized for exemplary client service, our advisors have received accolades such as Forbes "Best-in-State Wealth Management Teams." Led by founder Albert Dobrushkin, our team is dedicated to building strong client relationships based on trust and personalized service. We believe in helping clients achieve their goals by understanding their aspirations and providing tailored financial approaches. Whether planning for retirement, education, or wealth transfer, we work with clients through each stage of their financial lives. By using Merrill Personal Wealth Analysis™, we build personalized plans centered on clients' goals. We understand that life and financial markets change, so we regularly review and adjust clients' financial approaches to help them stay on track. Let us work together to help you achieve your financial goals.

Jason Bertsch - TIAA Wealth Management Advisor is a finance institution located at 97 Mount Auburn Street in Cambridge, Massachusetts, United States. As a trusted advisor, Jason Bertsch provides personalized wealth management services to help clients achieve their financial goals. With a focus on thoughtful planning and strategic investment, clients can feel confident in their financial future with the guidance of Jason Bertsch.

Stephanie Casey - TIAA Wealth Management Advisor is a trusted financial institution located at 97 Mount Auburn Street in Cambridge, Massachusetts. As a Wealth Management Advisor with TIAA, Stephanie Casey offers personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on wealth management and investment strategies, Stephanie Casey provides expert guidance and tailored solutions to individuals and families seeking to build and preserve their wealth. Contact Stephanie Casey - TIAA Wealth Management Advisor today to schedule a consultation and take the first step towards a more secure financial future.

Delcarme Francois-LeFort - TIAA Wealth Management Advisor is a reputable finance institution located at 97 Mount Auburn Street in Cambridge, Massachusetts, United States. Specializing in wealth management services, they provide expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, Delcarme Francois-LeFort and their team are dedicated to helping individuals and families build and preserve their wealth for the future. Whether you are planning for retirement, investing for the future, or managing your assets, Delcarme Francois-LeFort - TIAA Wealth Management Advisor is committed to providing top-notch financial services to meet your needs.

Mariner Wealth Advisors is a leading finance institution located at 245 First Street in Cambridge, Massachusetts, United States. With a focus on providing comprehensive wealth management services, Mariner Wealth Advisors offers personalized financial solutions to help clients achieve their financial goals. Their team of experienced advisors are dedicated to providing expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to build wealth, plan for retirement, or protect your assets, Mariner Wealth Advisors can help you create a customized financial plan tailored to your unique needs.

Juleby Hirsch - TIAA Wealth Management Advisor is a reputable financial institution located at 97 Mount Auburn Street in Cambridge, Massachusetts, United States. Specializing in wealth management services, our team of experienced advisors are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, we strive to provide our clients with the guidance and expertise needed to make informed decisions and build a strong financial foundation. Trust Juleby Hirsch - TIAA Wealth Management Advisor to help you navigate the complexities of the financial world and create a customized plan tailored to your unique needs and objectives.

Merrill Lynch Financial Advisor Todd M Kobelski is a finance institution located at 1414 Massachusetts Avenue in Cambridge, Massachusetts, United States. Todd Kobelski believes in managing wealth by understanding your full financial picture and creating a flexible strategy tailored to your needs. With access to Merrill's investment insights and Bank of America's banking solutions, Todd can help you pursue your goals through personalized wealth management strategies. Todd Kobelski is committed to serving the community and volunteers with local organizations. Through Merrill Personal Wealth Analysis™, Todd can help you build a personalized plan centered on your goals. By getting to know you and your family, Todd focuses on what matters most to you and offers advice and guidance to help you achieve your financial aspirations.

Sandra Cullen - TIAA Wealth Management Advisor is a reputable financial institution located at 97 Mount Auburn Street in Cambridge, Massachusetts. As a trusted advisor, Sandra Cullen helps clients navigate the complexities of wealth management, providing personalized financial solutions tailored to their unique goals and circumstances. With a focus on long-term financial planning and investment strategies, Sandra Cullen offers expert guidance to help clients achieve financial security and success. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Sandra Cullen is dedicated to helping you make informed decisions and secure your financial future.

Merrill Lynch Financial Advisor Mark DeGregorio is a finance institution located at 1414 Massachusetts Avenue, Cambridge, Massachusetts, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. Mark DeGregorio can assist in creating a flexible strategy tailored to your specific needs, providing access to investment insights from Merrill and banking solutions from Bank of America. With a focus on personalized wealth management strategies, Mark DeGregorio aims to help you achieve your financial goals. Through active participation in the community, Mark DeGregorio also volunteers with local organizations. By utilizing the Merrill Personal Wealth Analysis™ tool, a personalized plan can be developed centered on your goals and aspirations. The institution believes in building strong relationships with clients by understanding what matters most to them, whether it's planning for retirement, saving for a home, or passing on wealth to future generations. By assessing your investment personality and preferences, Mark DeGregorio can customize a financial approach to align with your goals. Regular check-ins and updates ensure that your financial approach evolves with your changing life circumstances. With a focus on helping you achieve your goals, Mark DeGregorio strives to provide personalized investment strategies and comprehensive financial solutions to address your needs and aspirations.

William Swenson - TIAA Wealth Management Advisor is a reputable financial institution located at 97 Mount Auburn Street in Cambridge, Massachusetts. As a trusted advisor, William Swenson offers personalized wealth management services to help clients achieve their financial goals. With a focus on long-term financial planning, investment strategies, and retirement planning, William Swenson provides expert guidance and support to individuals and families seeking to secure their financial future. With a commitment to excellence and a track record of success, William Swenson - TIAA Wealth Management Advisor is a top choice for those looking for professional financial advice in the Cambridge area.

Matthew Grygiel is a Wealth Management Advisor at TIAA, located in Cambridge, Massachusetts. With a focus on helping individuals and families achieve their financial goals, Matthew provides personalized financial planning and investment advice. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Matthew Grygiel can help create a customized strategy to meet your needs. Visit the office at 97 Mount Auburn Street to learn more about how Matthew Grygiel and TIAA can help you secure your financial future.

Fidelity Investments is a renowned finance institution located at 200 Technology Square in Cambridge, Massachusetts, United States. Known for its expertise in investment management and financial services, Fidelity Investments offers a wide range of products and solutions to help clients achieve their financial goals. With a strong reputation for reliability and innovation, Fidelity Investments is a trusted partner for individuals and institutions seeking to grow and protect their wealth.

Peabody River Asset Management is a reputable finance institution located at 37 Lee Street in Cambridge, Massachusetts, United States. With a focus on providing expert financial advice and management services, Peabody River Asset Management is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, the experienced team at Peabody River Asset Management is here to help. Trust in their expertise and personalized approach to financial planning.

Cambridge Trust is a trusted financial institution located at 1336 Massachusetts Avenue in Cambridge, Massachusetts, United States. As a full-service bank, we offer a range of financial services to meet our customers' needs, including checking and savings accounts, loans, mortgages, and investment options. Our experienced team of professionals is dedicated to providing personalized service and helping our customers achieve their financial goals. Whether you're looking to open a new account, apply for a loan, or invest for the future, Cambridge Trust is here to help. Visit us today to experience the difference of banking with a trusted partner.

Cambridge Savings Bank is a trusted financial institution located at 475 Foley Street in Somerville, Massachusetts, United States. As a full-service bank, we offer a wide range of financial services to meet the needs of our customers, including personal and business banking, lending, and investment solutions. With a commitment to providing exceptional customer service and innovative banking products, Cambridge Savings Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with a community-focused institution.

Cambridge Savings Bank is a reputable financial institution located at 630 Massachusetts Avenue in Cambridge, Massachusetts, United States. As a full-service bank, it offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With a convenient ATM on-site, customers can easily access their accounts and manage their finances. Known for its excellent customer service and commitment to the community, Cambridge Savings Bank is a trusted partner for individuals and businesses looking for reliable financial solutions.

Cambridge Savings Bank is a trusted financial institution located at 1781 Massachusetts Avenue in Lexington, Massachusetts. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment opportunities. Our convenient location also features an ATM for easy access to your funds. With a commitment to providing personalized service and innovative financial solutions, Cambridge Savings Bank is dedicated to helping our customers achieve their financial goals.

Welcome to Tactile Encaustic Paintings Boston Cambridge MA, located at 22 Mill Street, Arlington, Massachusetts. Our unique business seamlessly blends the world of art and finance, offering an innovative approach to both creative expression and financial planning. As an art gallery, we celebrate the rich tradition of encaustic painting—a technique that uses beeswax to create vibrant, textured artworks. Our gallery showcases the work of talented local artists, including pieces by our founder, Debra Neiman, whose encaustic paintings have been featured in notable publications. Beyond art, we are proud to offer comprehensive financial planning and investment advisory services through Neiman & Associates Financial Services, LLC. As a fee-only, Boston-based firm, we are committed to serving a diverse clientele, including the LGBTQ community, non-traditional families, and environmentally conscious individuals. Our mission is to empower you to make informed financial decisions, ensuring peace of mind and the ability to pursue your life dreams.