Municipal finance management in Needham, Massachusetts

D K Brede Investment Management Co, located at 1253 Highland Avenue, Needham, Massachusetts, United States, is a finance institution led by Principal Advisor Debra K. Brede. They specialize in handcrafting investment portfolios tailored to support their clients' unique goals and lifestyles. As a Colony Group Company, they provide investment management services to high-net-worth individuals, corporations, retirement plans, charitable trusts, and municipalities. Debra Brede, with over 30 years of wealth management experience, prioritizes her clients' individual needs and values in developing personalized wealth management strategies. Her book, "You’re Retired...Now What?", offers financial philosophies and advice on managing money during retirement. Debra Brede has been recognized as one of the industry's top advisors, and the Colony Group, LLC is an SEC Registered Investment Advisor providing personalized financial and investment advisory services. Awards received by Debra Brede and the company reflect their commitment to excellence in the field of wealth management.

Rosen Law & Finance is a reputable institution located at 75 2nd Avenue in Needham, Massachusetts, United States. Specializing in both finance and legal services, this institution offers expert advice and assistance in navigating the complex world of finance and law. With a team of experienced lawyers and financial experts, Rosen Law & Finance is dedicated to providing top-notch service to their clients. Whether you need assistance with financial planning, investment advice, or legal representation, you can trust Rosen Law & Finance to provide comprehensive and professional guidance.