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TOP 30 Personal financial management in Holden, MA
10 results found
Search for local businesses, places and services near you
J. R. Prunier Capital Management LLC
J. R. Prunier Capital Management LLC is a finance institution located at 4 Boyden Road in Holden, Massachusetts, United States. Specializing in investment management, financial planning, and wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored investment strategies, we strive to provide our clients with the highest level of expertise and guidance in navigating the complexities of the financial markets. Contact us today to learn more about how we can help you secure your financial future.
Cardinal Financial Group, LLC
Cardinal Financial Group, LLC is a finance institution located at 1174 Main Street in Holden, Massachusetts, United States. They offer a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. With a team of experienced financial professionals, Cardinal Financial Group, LLC is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Cardinal Financial Group, LLC can provide personalized solutions to meet your needs.
Merrill Lynch Financial Advisor Dan Whiting
Welcome to Merrill Lynch Financial Advisor Dan Whiting's practice, located at 2221 Washington Street, Newton, Massachusetts. As a dedicated financial advisor with Merrill Lynch Wealth Management, Dan Whiting offers a comprehensive suite of investment solutions and banking products through the powerful collaboration between Merrill and Bank of America. Since joining Merrill Lynch in 2018, Dan has been committed to providing personalized financial guidance, drawing on his extensive experience, including eight years at Fidelity Investments. Dan's disciplined and client-focused approach begins with a deep understanding of your unique needs, concerns, and financial priorities. As a CERTIFIED FINANCIAL PLANNER® professional, Dan is passionate about helping you design and implement a customized financial plan aimed at achieving your goals while effectively managing investment risks.
SCORE
SCORE Worcester, located at 311 Main Street in Worcester, Massachusetts, is a finance institution that offers free professional counseling and workshops to current and aspiring entrepreneurs and small business owners in Worcester County. Since 1967, our team of nationally Certified Mentors has been dedicated to helping individuals succeed in starting and managing their businesses. We believe that everyone has the potential to run a successful small business, but we also understand that the journey can be challenging for some. That's why we offer personalized support through our SCORE for All platform, which is inclusive of diverse backgrounds, voices, and needs.
Cornerstone Bank
Cornerstone Bank is a leading financial institution located at 2 Center Depot Road in Charlton, Massachusetts, United States. With branches in Worcester, Park Ave, Charlton, and Holden, we offer a wide range of banking, loan, and investing services to meet your financial needs. At Cornerstone Bank, we are more than just a bank - we are a vital part of the community. We are committed to giving back through charitable donations and scholarship programs, making a positive impact in the areas we serve.
Assabet Advisors LLC
Assabet Advisors LLC is a finance institution located at 1087 Main Street, Holden, Massachusetts, United States. We specialize in helping clients invest today for a better tomorrow by structuring portfolios based on long-term trends in financial markets. Our primary focus is on asset allocation, strategically distributing assets across various asset classes to achieve optimal results for each individual client. Unlike some advisors who may receive payments through commissions or other sources that could influence their investment decisions, Assabet Advisors operates on a fee-only basis. We take our fiduciary responsibility seriously, ensuring that our clients' best interests are always the top priority. Our fees are solely based on assets under management, eliminating any potential conflicts of interest. Trust Assabet Advisors to guide you towards a secure financial future with transparent and personalized investment strategies.
Johnson David L
"Johnson David L is a reputable accounting and finance institution located at 100 Doyle Road in Holden, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Johnson David L is committed to providing expert guidance and personalized solutions to help you achieve your financial goals."
New York Life Insurance Company Andrew Jensen
New York Life Insurance Company Andrew Jensen is an insurance agency located at 1174 Main Street in Holden, Massachusetts, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as customizable long-term coverage options. Their services include helping to pay for everyday tasks, replacing lost income due to sickness or injury, and professionally managed investments with market potential. They also provide guidance on creating investment strategies, estate planning, and insurance options for individuals, businesses, and employees. The institution is committed to giving back to communities through charitable giving and providing financial support for bereavement, education, and local initiatives. Andrew B. Jensen, a Financial Advisor for Eagle Strategies LLC and NYLIFE Securities LLC, offers personalized financial solutions to help clients achieve their goals and build financial security.
Berkshire Bank
Welcome to Berkshire Bank, your trusted financial partner located at 21 Holden Street, North Adams, Massachusetts. As a leading community bank, we are committed to providing exceptional banking and financial services tailored to meet the diverse needs of our customers. Whether you're looking to open a personal checking account, secure a mortgage, or explore investment opportunities, our knowledgeable and friendly staff are here to assist you every step of the way. At Berkshire Bank, we pride ourselves on our strong community ties and personalized approach to banking. We understand the unique financial landscape of North Adams and are dedicated to helping individuals, families, and businesses achieve their financial goals. Our comprehensive range of services includes personal and business banking, loans, mortgages, wealth management, and more.
Whiteacre Properties LLC
Welcome to Whiteacre Properties LLC, your trusted real estate partner located at 150 East Central Street, Natick, Massachusetts 01760. We specialize in offering a fast, simple, and stress-free way to sell your house for cash in Boston and the surrounding areas. Whether you're facing foreclosure, dealing with an inherited property, or simply need to sell quickly due to life changes, we are here to help. At Whiteacre Properties, we understand the challenges of selling a home. That's why we offer a straightforward cash-buying program that eliminates the need for real estate agents, open houses, and costly repairs. Our process is designed to be as hassle-free as possible, allowing you to sell your house in any condition, without the burden of maintenance, cleaning, or agent fees.
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