TOP 30 Investor education in Cambridge, Massachusetts

13 results found

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.

Northeast Planning Associates, Inc is a finance institution located at 1775 Massachusetts Avenue in Cambridge, Massachusetts. With a strong commitment to providing personalized financial planning services, Northeast Planning Associates, Inc helps clients navigate their financial goals and secure their financial future. Their team of experienced professionals offers a wide range of financial services including retirement planning, investment strategies, estate planning, and insurance solutions. By tailoring their services to meet the unique needs of each client, Northeast Planning Associates, Inc strives to build long-lasting relationships based on trust and integrity.

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.

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.

Crown Financial Services is a reputable finance institution located at 170 Cambridge Street in Burlington, Massachusetts, United States. With a strong focus on providing top-notch financial services, Crown Financial Services offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our team of experienced professionals is dedicated to providing personalized and expert guidance. Trust Crown Financial Services to help you navigate the complexities of the financial world and secure a prosperous future.

DaMore Law is a trusted law firm located at 279 Cambridge Street, Burlington, Massachusetts, United States. Our team serves clients in Massachusetts, New Hampshire, Maine, and Vermont, providing expert legal services in Real Estate, Estate Planning, Business Law, and Family Law. Whether you are buying or selling a home, planning for your future, or starting a business, our experienced attorneys are here to guide you every step of the way. Our firm understands the importance of protecting your rights and assets, and we offer personalized solutions to meet your unique needs. From estate planning to family law matters, our team is dedicated to providing excellent and affordable customer care. We also offer seminars through the DaMore School Of Real Estate to educate buyers, sellers, agents, lenders, and investors on important real estate topics.

The Martin Trust Center for MIT Entrepreneurship, located at 1 Amherst Street in Cambridge, Massachusetts, is dedicated to advancing knowledge and educating students in innovation-driven entrepreneurship. With over 60 entrepreneurship and innovation courses offered across campus, a dedicated track for MBAs, and online courses for self-learners, the center provides proven frameworks, programs, and mentorship to help students succeed in the 21st century. The center's hands-on approach to teaching, along with partnerships across campus, focuses on teaching students the craft of entrepreneurship and providing them with the tools they need to succeed. Entrepreneurs in Residence and volunteers on the Professional Advisors Network bring a wealth of knowledge and experience to mentor students and provide professional advice.

Aspire Institute, Inc. is a transformative institution located at 1627 Massachusetts Avenue, Cambridge, Massachusetts, United States. On a mission to reach 1,000,000 young leaders annually by 2027, the Aspire Leaders Program welcomes low-income, first-generation college students and recent graduates from around the world to participate in a free online immersive leadership journey. This program includes professional skills training, an exclusive course designed and delivered by Harvard faculty, and interactive seminars led by world-class educators. Upon completion of the program, Aspire Institute empowers alumni to continue their leadership development through seed funds, workshops, and a vibrant global network of peers and mentors. Marcelo Claure, an investor and entrepreneur originally from Bolivia, is dedicated to transforming challenges into opportunities and empowering the next generation of global leaders. He invests in young talent and educational initiatives like Aspire Institute.

The Innovation Trail offers a unique way to experience, learn about, and be inspired by four centuries of groundbreaking innovations that originated in Boston. Whether you join one of our scheduled walking tours or use our website as a guide for your own stroll, you'll explore the rich history of science, medicine, entrepreneurship, and technology that has shaped the modern world. Our aim is to inspire you to create the next great innovation!What to Expect: When people think of Boston, they often think of the American Revolution or its prestigious educational institutions like MIT, Harvard, and Northeastern. While the Freedom Trail highlights the city’s revolutionary past, The Innovation Trail focuses on the remarkable advancements that followed America's independence and the establishment of early schools like Boston Latin (1635) and Harvard (1636). Boston’s legacy of innovation was built on a foundation of independence and education, bolstered by societal changes such as the abolition of slavery, women’s suffrage, waves of immigration, and marriage equality. These factors allowed a diverse group of people to collaborate on research and company formation, funded by investors, universities, and government agencies. This thriving innovation ecosystem has significantly contributed to shaping our modern world.Who Should Visit:

Welcome to The Needle Group-Sharon, MA Realtors-REAL Broker, your premier real estate agency located at 62 South Main Street, Sharon, Massachusetts. We are dedicated to providing exceptional real estate services to our clients, offering a comprehensive platform for searching homes, condos, land, and foreclosure properties. Our website is your ultimate resource, updated every 15 minutes by the official Realtor® database, ensuring you have access to the most current listings. With easy-to-use features, you can save searches, receive daily email alerts on new listings, and stay informed with market reports. Led by Dianne S. Needle, an award-winning Realtor with over 25 years of experience, our team is committed to helping you achieve your real estate goals. Dianne is renowned for her expert market knowledge and personalized approach, ensuring every client receives remarkable service. Under her leadership, The Needle Group has earned accolades such as being ranked number two in the “TOP 25 SMALL TEAMS-USA” and receiving the prestigious Elite Agent award with REAL Broker annually.

Welcome to Mass Properties Dedham Realtor, your premier real estate agency located at 287 Madison Street, Dedham, Massachusetts. We are your go-to destination for finding the perfect home, condo, land, or foreclosure property in the area. Our user-friendly website is designed to be the only real estate search tool you'll ever need, offering the most up-to-date listings directly from the official Realtor®'s database every 15 minutes. Whether you're looking to save searches, receive daily email alerts on new listings, price changes, or sold data, or explore properties on our Interactive Map Search, we have you covered. At Mass Properties Dedham Realtor, we understand that real estate transactions are personal and unique to each client. That's why our team of seasoned professionals, including Cathy, Maria, and Kira, are committed to providing a tailored approach that meets your specific needs and goals. With deep insights into local neighborhoods, schools, amenities, and market trends, our agents are dedicated to guiding you through every step of the buying or selling process.

Welcome to Skyline Realty, your trusted partner in real estate management and brokerage, located at 196 Boston Avenue, Medford, Massachusetts. Since our founding in 1999 in Downtown Boston, we have been committed to providing a comprehensive range of real estate services, including residential brokerage, property management, and general contracting. With a substantial portfolio of investment properties, condo associations, and construction projects across the Greater Boston Area, we pride ourselves on delivering reliable management solutions tailored to your needs. Whether you own a single unit, a large investment portfolio, or a mixed-use property, our expert team is dedicated to offering you the most dependable management services. Our success is built on a foundation of responsiveness, reliability, trust, and expertise in financial services, with 24/7 property maintenance to ensure peace of mind.

Welcome to Jeffrey Meese: Residential Investment Properties, your trusted real estate partner located at 1100 Massachusetts Avenue Compass, Cambridge, Massachusetts. As a premier real estate agency, we specialize in residential, investment, and commercial properties, leveraging our extensive experience and rigorous architectural education to help buyers and sellers achieve their real estate goals. Recognized by the community as "the real estate guy," Jeffrey Meese integrates expertise in design, marketing, and real estate to ensure your property receives the attention it deserves. We employ a strategic blend of modern social media and traditional marketing methods to maximize local, regional, national, and international exposure, effectively catering to multi-generational audiences.