Mutual funds in Massachusetts
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Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 1312 Memorial Avenue in West Springfield, Massachusetts. With a long history of providing financial planning services and insurance solutions, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized guidance and tailored recommendations to ensure clients have a secure financial future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual is committed to helping you build a solid financial foundation.
1312 Memorial Ave, West Springfield, MA 01089, United States -
Selected Funds Selected Funds
● OpenSelected Funds Selected Funds is a finance institution located at 30 Dan Road, Canton, Massachusetts, United States. It is affiliated with State Street Bank & Trust Company in Boston, MA. The institution offers a variety of mutual fund options through platforms such as Mutual Fund OneSource® from Charles Schwab, Fidelity FundsNetwork®, TD Ameritrade, Pershing FundVest, and DATAlynx. The institution provides a video series to help individuals develop the mindset of a successful investor. Their email service is intended for general fund inquiries only, and no trading requests or account maintenance inquiries can be executed through this system.
30 Dan Rd, Canton, MA 02021, United States -
Northwestern Mutual Rockland
● ClosedNorthwestern Mutual Rockland is a finance institution located at 1001 Hingham Street in Rockland, Massachusetts. As part of the renowned Northwestern Mutual network, our team of financial advisors is dedicated to helping individuals and families achieve their financial goals and secure their futures. With a focus on personalized financial planning and investment strategies, we strive to provide our clients with the tools and guidance they need to build a strong financial foundation. Whether you are planning for retirement, saving for your children's education, or looking to protect your assets, Northwestern Mutual Rockland is here to support you every step of the way. Contact us today to schedule a consultation and start planning for a more secure financial future.
1001 Hingham St Suite 203, Rockland, MA 02370, United States -
Mutual of Omaha Office
● ClosedThe Mutual of Omaha Office in Marion, Massachusetts is a trusted insurance agency located at 242 Wareham Road. With a reputation for providing reliable and comprehensive insurance coverage, they offer a range of products to meet the needs of individuals and families. Whether you are looking for health, life, or property insurance, the experienced agents at Mutual of Omaha Office are dedicated to helping you find the right policy to protect what matters most to you. Visit their office today to discuss your insurance needs and receive personalized service from their knowledgeable staff.
242 Wareham Rd, Marion, MA 02738, United States -
Northwestern Mutual Life: Nixon Brian
● OpenNorthwestern Mutual Life: Nixon Brian is a finance and insurance agency located at 55 William Street in Wellesley, Massachusetts, United States. With a strong focus on providing financial security and peace of mind to its clients, this institution offers a range of insurance and investment products tailored to individual needs. Led by experienced financial advisor Nixon Brian, the team at Northwestern Mutual Life is dedicated to helping clients achieve their financial goals and plan for a secure future. Whether you are looking for life insurance, retirement planning, or investment strategies, Northwestern Mutual Life: Nixon Brian is committed to providing personalized and comprehensive financial solutions.
55 William St #100, Wellesley, MA 02481, United States -
Mutual Fund Investor Guide
● ClosedWelcome to Mutual Fund Investor Guide, your trusted partner in navigating the world of mutual funds and financial planning. Located in the heart of Williamstown at 1166 Main Street, Massachusetts, we are dedicated to providing personalized financial advice and comprehensive investment strategies tailored to meet your individual needs. At Mutual Fund Investor Guide, we understand that the financial landscape can be complex and ever-changing. Our team of experienced financial advisors is committed to helping you make informed decisions by offering expert insights and up-to-date information on mutual funds and market trends. Whether you are a seasoned investor or just beginning your financial journey, we offer a range of services designed to enhance your financial well-being and secure your future.
1166 Main Street, Williamstown, Massachusetts 01267, United States -
Primerica Financial Services
● ClosedPrimerica Financial Services is an insurance agency located at 4 Industrial Park Road West in Oxford, Massachusetts, United States. They offer a range of financial services including insurance products to help individuals and families protect their assets and plan for the future. With a focus on education and empowerment, Primerica strives to provide their clients with the knowledge and tools they need to make informed decisions about their financial well-being. Whether you are looking for life insurance, retirement planning, or investment opportunities, Primerica Financial Services can help you navigate the complex world of finance with confidence.
4 Industrial Park Rd W, Oxford, MA 01540, United States -
Robert Assad - Prudential Financial
● OpenRobert Assad - Prudential Financial is a reputable finance and insurance agency located at 2440 Boston Road in Wilbraham, Massachusetts, United States. With a focus on providing personalized financial planning and insurance solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are committed to providing top-notch service and expertise to meet your needs. Contact us today to schedule a consultation and start planning for a brighter financial future.
2440 Boston Rd suite c, Wilbraham, MA 01095, United States -
Sam Yanka: Primerica - Financial Services
● OpenSam Yanka: Primerica - Financial Services is a reputable finance and insurance agency located at 4 Industrial Park Road West in Oxford, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, retirement planning, insurance solutions, and more. Whether you are looking to secure your financial future or protect your assets, Sam Yanka: Primerica - Financial Services is dedicated to providing personalized and comprehensive solutions to meet your needs. Contact them today to learn more about how they can help you achieve your financial goals.
4 Industrial Park Rd W, Oxford, MA 01540, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned finance institution located at 161 Worcester Road in Framingham, Massachusetts, United States. Known for its top-notch financial services and investment options, Charles Schwab offers a wide range of products to help individuals and businesses achieve their financial goals. With a reputation for excellent customer service and expert financial advice, Charles Schwab is a trusted name in the finance industry. Whether you're looking to grow your wealth, plan for retirement, or manage your investments, Charles Schwab has the expertise and resources to help you succeed.
161 Worcester Rd Ste 102, Framingham, MA 01701, 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 -
McCormick Financial
● OpenMcCormick Financial, located at 209 West Central Street in Natick, Massachusetts, is a finance institution led by experienced financial advisor Myles McCormick. With over 21 years of experience, McCormick provides portfolio guidance and brokerage services to individuals, focusing on understanding their unique investment, insurance, and financial planning needs. As an independent professional, McCormick offers a wide range of mutual funds and insurance products from various companies, ensuring that clients receive personalized recommendations tailored to their risk tolerance and goals. Clients of McCormick Financial value the long-term relationships built on trust and attentiveness to their financial needs. Whether you are a new investor or looking to reevaluate your current portfolio, McCormick offers a complementary analysis to help you develop a plan for your financial goals. Please note that the information provided by Emerald Publications is for informational purposes only and should not be considered a solicitation.
209 W Central St # 208, Natick, MA 01760, United States -
MacDonald Insurance & Financial Services
● ClosedMacDonald Insurance & Financial Services, located at 347 Washington Street in Dedham, Massachusetts, is a finance institution dedicated to serving professional advisors. Scott MacDonald, an agent licensed to sell insurance through New York Life Insurance Company, offers securities products and services through NYLIFE Securities LLC. Additionally, Scott MacDonald is registered as an investment adviser representative with Eagle Strategies LLC, providing investment advisory services in select states. Please note that neither MacDonald Insurance and Financial Services, its employees, nor NYLIFE Securities LLC provide tax, legal, or accounting advice. It is recommended to consult your own professionals in these areas before making any decisions. Scott MacDonald is licensed to offer mutual funds and variable products, and Market Watch information is provided for informational purposes only.
347 Washington St #303, Dedham, MA 02026, United States -
Client Priority Financial Advisors LLC
● OpenClient Priority Financial Advisors LLC (CPFA) is a finance institution located at 105 High Street, Needham, Massachusetts, United States. CPFA is a registered investment adviser in the Commonwealth of Massachusetts, offering affordable financial planning and advice to families and individuals. The firm helps clients plan for future financial goals such as retirement and college savings for their children, using systems to evaluate their current financial condition and quantify how to reach future goals. CPFA's philosophy is to provide affordable advice and low-cost investment options to give clients an edge over higher-cost alternatives. The firm offers hourly, fee-only financial advisory services, which are substantially less expensive than firms who charge a percentage of assets under management. CPFA does not receive commissions or hidden compensation, ensuring that their advice is always in the best interests of their clients.
105 High St, Needham, MA 02494, United States -
John Hancock Investment Management
● ClosedJohn Hancock Investment Management is a renowned finance institution located at 197 Clarendon Street in Boston, Massachusetts, United States. With a strong focus on providing investment solutions to individuals, institutions, and financial advisors, John Hancock Investment Management is committed to helping clients achieve their financial goals. The institution offers a wide range of investment products and services, including mutual funds, ETFs, and retirement solutions. With a team of experienced professionals and a track record of success, John Hancock Investment Management is a trusted partner for investors seeking expert guidance and innovative investment strategies.
197 Clarendon St, Boston, MA 02116, United States -
Austin Orentlich - Thrivent
● ClosedAustin Orentlich - Thrivent is a financial institution located at 3 Allied Drive, Dedham, Massachusetts, United States. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Only credentialed financial advisors provide investment advisory services. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.
3 Allied Dr #303, Dedham, MA 02026, United States -
Fidelity Investments
● ClosedFidelity Investments is a renowned finance institution located at 109 University Avenue in Westwood, Massachusetts, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments is a trusted partner for individuals and businesses looking to manage their investments and grow their wealth. The institution offers a wide range of investment options, including mutual funds, retirement accounts, and brokerage services, all backed by expert financial advice and cutting-edge technology. Whether you're a seasoned investor or just starting out, Fidelity Investments is committed to helping you achieve your financial goals with confidence and peace of mind.
109 University Ave, Westwood, MA 02090, United States -
Yankee Investor, LLC
● ClosedYankee Investor, LLC is a finance institution located at 79 Church Green in Taunton, Massachusetts, United States. With over 24 years of experience, our professional financial advisors provide expert advice and guidance in uncomplicated terms. We offer quality products and services, focusing on "common sense fee based advice" to help investors achieve their desired results. Excess fees and commissions could be costing you thousands of dollars annually, which is why we work hard to help our clients save money by eliminating unnecessary costs. As a Fiduciary, we always prioritize your needs and provide professional advice on choosing the right financial strategy for your future security.
79 Church Green, Taunton, MA 02780, United States -
Sentinel Securities Inc
● OpenSentinel Securities Inc is a reputable finance institution located at 55 Walkers Brook Drive in Reading, Massachusetts, United States. With a strong track record of providing reliable financial services, Sentinel Securities Inc is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers a wide range of investment options and financial planning services to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Sentinel Securities Inc is committed to providing personalized solutions to help you succeed.
55 Walkers Brook Dr # 100, Reading, MA 01867, United States -
John Lanahan - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn Lanahan is a Financial Advisor at Ameriprise Financial Services, LLC located at 501 Providence Highway, Norwood, Massachusetts, United States. John Lanahan 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 John Lanahan's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. John Lanahan is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, veterans, and those planning for retirement.
501 Providence Hwy, Norwood, MA 02062, United States -
Richard Sgroi - Prudential Financial
● OpenRichard Sgroi - Prudential Financial is a trusted finance and insurance agency located at 20C Del Carmine Street in Wakefield, Massachusetts, United States. With a focus on providing personalized financial solutions and insurance products, our team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, our experienced professionals are here to assist you every step of the way. Contact us today to schedule a consultation and learn more about how we can help secure your financial future.
20C Del Carmine St, Wakefield, MA 01880, United States -
Fidelity Investments
● ClosedFidelity Investments is a renowned financial institution located at 44 Burlington Mall Road in Burlington, Massachusetts, United States. As a leading finance company, Fidelity Investments offers a wide range of investment solutions, including mutual funds, retirement planning, wealth management, and brokerage services. With a strong reputation for reliability and expertise, Fidelity Investments is dedicated to helping clients achieve their financial goals and secure their financial future.
44 Burlington Mall Road, Burlington, MA 01803, United States -
Seidman Investment Portfolios
● ClosedSeidman Investment Portfolios is a finance institution located at 23 Mayflower Lane in Tisbury, Massachusetts, United States. Specializing in investment management, Seidman Investment Portfolios offers a range of services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, clients can trust Seidman Investment Portfolios to provide expert advice and guidance in navigating the complex world of investments. Whether you are looking to grow your wealth, plan for retirement, or achieve other financial objectives, Seidman Investment Portfolios is dedicated to helping you succeed.
23 Mayflower Ln, Vineyard Haven, MA 02568, United States -
Investors Capital Corporation
● OpenInvestors Capital Corporation is a finance institution located at 27 Congress Street in Salem, Massachusetts, United States. They specialize in providing investment services and financial advice to individuals and businesses looking to grow their wealth and secure their financial future. With a team of experienced professionals, Investors Capital Corporation offers personalized investment strategies and guidance to help clients achieve their financial goals. Whether you are looking to invest in stocks, bonds, mutual funds, or other financial products, Investors Capital Corporation can help you make informed decisions and navigate the complex world of finance. Visit their office in Salem to learn more about their services and how they can help you build a solid financial portfolio.
27 Congress St # 202, Salem, MA 01970, United States -
Million Market
● OpenMillion Market is a bustling food and grocery store located at 99 Chelsea Street in the heart of Boston, Massachusetts. Offering an extensive selection of fresh produce, pantry staples, and specialty items, Million Market is a go-to destination for all your grocery needs. With a focus on quality products and exceptional customer service, this supermarket is committed to providing a convenient and enjoyable shopping experience for all. Whether you're stocking up on essentials or searching for that hard-to-find ingredient, Million Market has you covered. Visit us today and discover why we're a favorite among locals and visitors alike.
99 Chelsea St, East Boston, MA 02128, United States -
Recovery Research Institute
● ClosedThe Recovery Research Institute, located at 151 Merrimac Street in Boston, Massachusetts, is dedicated to presenting evidence-based information about addiction treatment and recovery. They are currently researching the impact of the COVID-19 pandemic on drinking habits among U.S. adults. The institute offers addiction recovery support services, information on important components of mutual-help recovery groups, and insights from the National Recovery Study. They also provide resources on opioid overdose awareness and prevention during COVID-19, as well as digital recovery support through online and mobile resources. The institute relies on donations to fund their life-saving work, and encourages individuals to get involved by signing up for their free monthly Recovery Bulletin and contributing to their understanding of addiction recovery through science.
151 Merrimac St 4th Floor, Boston, MA 02114, United States -
Capital Biz Solutions, Inc
● ClosedCapital Biz Solutions, Inc. is a finance institution located at 10 Lexington Road, Northborough, Massachusetts, United States. Specializing in various types of loans including real estate, cannabis, and investment banking loans, Capital Biz Solutions offers a complimentary consultation to determine the best funding options for your business. With over twenty-five years of experience as business loan brokers, the team at Capital Biz Solutions is dedicated to finding the most suitable financing options for their clients by leveraging their extensive network of lenders and financial institutions nationwide. The institution offers services such as alternative lending/funding, hard money lending, real estate loans, cannabis loans, MCA funding, compromised credit solutions, start-up business unsecured term loans & lines of credit, business loans for women, and bridge loans. With a focus on transparency and client success, Capital Biz Solutions ensures that their clients understand the entire process and provide an engagement agreement that outlines the compensation in detail. The institution's guarantee is to return the engagement fee if the business does not qualify for funding. With a commitment to building a mutually beneficial relationship, Capital Biz Solutions is here to assist with your loan request and ensure your success today and in the future.
10 Lexington Rd, Northborough, MA 01532, United States -
Salem Five Bank
● ClosedSalem Five Bank is a full-service financial services company located at 210 Essex Street in Salem, Massachusetts. Offering a range of banking, investment, and insurance services, Salem Five is dedicated to helping individuals and businesses achieve their financial goals. With a history dating back to 1855, Salem Five has grown to become a trusted institution in New England, providing expertise in lending, insurance, and wealth management. As a mutual bank, Salem Five is owned for the benefit of its customers, allowing for long-term decision-making and a customer-focused approach. The institution also supports the local community through the Salem Five Charitable Foundation. Conveniently located on the Pedestrian Mall Walkway, Salem Five Bank offers 24-hour ATM services for easy access to funds. Visitors can find parking options nearby, including metered lots and on-street parking. Directions to the bank are provided for travelers coming from various locations, including Logan International Airport and neighboring cities. Whether you're looking for banking services, investment advice, or insurance solutions, Salem Five Bank is committed to helping you succeed financially.
210 Essex St, Salem, MA 01970, United States -
The Latino Health Insurance Program
● ClosedThe Latino Health Insurance Program, located at 88 Waverly Street in Framingham, Massachusetts, is dedicated to providing assistance in applying for medical coverage and offering follow-up services. As DTA SNAP providers, we offer outreach and enrollment for the Supplemental Nutrition Assistance Program (formerly known as food stamps) as well as the Path to Work program, which includes ESL classes, computer training, and health education for individuals interested in becoming health coaches. Our services also include assistance in applying for Masshealth, SNAP, MSP, Extra Help, and Lifeline for Medicare recipients. We offer a Cancer Prevention Series with classes focusing on Breast, Cervical, Colorectal, and Prostate Cancer for individuals aged 40-64.
88 Waverly St #1, Framingham, MA 01702, United States -
Principal Financial Group: Tarr Connell
● OpenPrincipal Financial Group: Tarr Connell is an insurance agency located at 201 Jones Road, Waltham, Massachusetts, United States. At our institution, we believe in the power of insurance to protect what matters most to you. Whether it's your life, your income, or your retirement savings, we are here to help you navigate the world of financial planning with ease. As the presenting sponsor of prestigious sports awards such as the John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. We also offer resources to help you download tax forms, answer your top financial questions, and set big financial goals for the future.
201 Jones Rd, Waltham, MA 02451, United States
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