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TOP 30 Long term planning in Braintree, MA
12 results found
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Peterkin Financial, LLC
Peterkin Financial, LLC is a finance institution located at 222 Forbes Road, Braintree, Massachusetts, United States. The institution is focused on teaching individuals to make smart financial moves in order to live a happy and fulfilling life. The founder, Nicky, offers two ways to work with her: a 6-month group coaching program called Profit 2 Wealth for service-based entrepreneurs and coaches, and private financial planning for a traditional financial planning relationship. The relationship typically starts with a Discovery Call to determine if there is a good fit. If enrolled in Profit 2 Wealth, clients get access to the program portal with curriculum, resources, and live coaching sessions. Private financial planning clients are required to book a video call and gather financial documents in advance. The goal is to help clients better use their money to create their ideal life. Nicky founded Peterkin Financial over a decade ago with a mission to provide a balanced approach to money, allowing families to enjoy life while building wealth for the long term.
Adam Ladd - Financial Advisor, Ameriprise Financial Services, LLC
Adam Ladd is a Financial Advisor at Ameriprise Financial Services, LLC located at 100 Grandview Road in Braintree, Massachusetts, United States. Adam Ladd holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Adam Ladd's expertise in asset management, estate planning, retirement planning, investment strategies, and various financial planning areas. Adam Ladd is committed to providing high-quality financial advice and services to clients, including individuals, retirees, small business owners, high net worth clients, and those with special financial needs.
Edward Jones - Financial Advisor: Jackie Wilson, CFP®
Edward Jones - Financial Advisor: Jackie Wilson, CFP®, located at 659 Washington Street in Braintree, Massachusetts, is a trusted institution offering personalized financial planning services. With a Certified Financial Planner on staff, clients can expect expert advice and tailored solutions to help them achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, Jackie Wilson and the team at Edward Jones are dedicated to providing top-notch financial guidance and support. Visit their office today to start planning for a secure financial future.
Christopher Petrik - Private Wealth Advisor, Ameriprise Financial Services, LLC
Christopher Petrik is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 100 Grandview Road in Braintree, Massachusetts, United States. Christopher holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Christopher's expertise in various areas of finance including wealth management, retirement planning, estate planning, investment management, and more. With a commitment to ethical standards and ongoing education, Christopher Petrik is dedicated to providing high-quality financial services to individuals and businesses.
Edward Jones - Financial Advisor: Andrew T Smith
Edward Jones - Financial Advisor: Andrew T Smith is a reputable finance institution located at 659 Washington Street in Braintree, Massachusetts. As a trusted financial advisor, Andrew T Smith offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Andrew T Smith is dedicated to providing top-notch financial advice and guidance.
Jody Johnson - Financial Advisor, Ameriprise Financial Services, LLC
Jody Johnson - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1681 Washington Street, Braintree, Massachusetts, United States. Jody Johnson holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Jody Johnson offers expertise in areas such as asset management, retirement planning, estate planning, investment strategies, and insurance products. With a commitment to ethical practices and continuous education, Jody Johnson provides comprehensive financial guidance to individuals, retirees, small business owners, and high net worth clients.
Jason Wojciechowski - TIAA Wealth Management Advisor
Jason Wojciechowski is a dedicated TIAA Wealth Management Advisor located at 50 Braintree Hill Park in Braintree, Massachusetts. With a commitment to helping clients achieve their financial goals, Jason provides personalized wealth management services to individuals and families. Whether you are planning for retirement, saving for education, or investing for the future, Jason Wojciechowski is here to guide you every step of the way. Trust in his expertise and experience in finance to secure your financial future.
Christine Donadio, PT
Christine Donadio, PT is a top-quality physical therapy institution located at 45 Resnik Road in Plymouth, Massachusetts, United States. Our team of expert physical therapists delivers real results by focusing on long-term solutions for pain relief. We encourage our patients to keep moving and offer unique treatment plans for effective injury recovery. Specializing in managing sports-related injuries and chronic spine pain, we provide cutting-edge, evidence-based care. Our services also include treatments for BPPV, Vestibular Hypofunction, Dizziness, Balance Disorders, and Post-Concussion Syndromes.
Sweeney Dawley Recovery Center, LLC
Sweeney Dawley Recovery Center, LLC is a leading health institution located at 409 Pond Street in Braintree, Massachusetts, United States. Our center specializes in providing comprehensive recovery services for individuals struggling with addiction and mental health disorders. Our team of experienced professionals is dedicated to helping clients achieve long-term sobriety and mental wellness through personalized treatment plans and evidence-based therapies. At Sweeney Dawley Recovery Center, LLC, we are committed to supporting our clients on their journey to a healthier and happier life.
Beth Israel Lahey Health Primary Care - John Mahar Highway
Beth Israel Lahey Health Primary Care - John Mahar Highway is a leading healthcare institution located at 501 John Mahar Highway in Braintree, Massachusetts. Our dedicated team of doctors and healthcare professionals are committed to providing high-quality primary care services to patients of all ages. From routine check-ups to chronic disease management, we offer a wide range of medical services to ensure the health and well-being of our patients. Visit us today and experience the excellent care and personalized attention that sets us apart as a trusted healthcare provider in the community.
Blue Hills Physical Therapy
Blue Hills Physical Therapy, located at 340 Wood Road in Braintree, Massachusetts, is a top-quality health institution specializing in physiotherapy. Our team of expert physical therapists takes a modern, active approach to address the root cause of your pain, not just the symptoms. We focus on long-term solutions to ensure pain never gets in your way again. Our unique treatment plans are designed to facilitate effective injury recovery, including cutting-edge care for sports-related injuries and chronic spine pain. We also offer specialized treatments for conditions such as BPPV, Vestibular Hypofunction, Dizziness, Balance Disorders, and Post-Concussion Syndromes.
K & R Investment
K & R Investment is a premier health institution located at 21 Elm Street in Braintree, Massachusetts. Our dedicated team of professionals is committed to providing top-quality healthcare services to our patients. With a focus on personalized care and cutting-edge treatments, we strive to improve the health and well-being of all those who walk through our doors. Visit us today and experience the difference that K & R Investment can make in your health journey.
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