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TOP 30 Personal insurance advisor in Massachusetts
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Harold F Humphrey Insurance
Harold F Humphrey Insurance is a finance and insurance agency located at 147 Merrimac Street in Newburyport, Massachusetts, United States. Our office space in the East Shops of the Port Plaza is easily accessible by major highways, offering both in-person customer service and convenient technology and mailing options for our clients. If you're in need of car insurance in Massachusetts, our team can help you find the right coverage at a price that fits your budget. With access to quotes from top insurance companies, we can provide you with a customized quote for your vehicles.
Martin Robbins - Financial Advisor, Ameriprise Financial Services, LLC
Martin Robbins is a Financial Advisor at Ameriprise Financial Services, LLC located at 683 Main Street, Norwell, Massachusetts, United States. The institution has been recognized as one of Investor’s Business Daily’s 2022 Most Trusted Wealth Managers. Martin provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. A complimentary initial consultation is available for those interested in learning more about how Martin can help with financial planning. The Ameriprise Investment Research Group provides support to advisors and clients by monitoring market conditions and offering guidance. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve risks. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Martin Robbins is registered in certain states to conduct securities business. The Confident Retirement® approach is a personalized strategy to help clients achieve their financial goals. Referrals are appreciated, and referred individuals can expect to hear from Martin soon. Privacy and security are a top priority at Ameriprise Financial Services, LLC.
Merrill Lynch Financial Advisor Aviv Hod
Merrill Lynch Financial Advisor Aviv Hod, located at 100 Federal Street in Boston, Massachusetts, is a Vice President and Senior Financial Advisor at the Merrill Lynch Wealth Management Boston Financial Center. With a belief that each individual's financial situation is unique, Aviv practices Goals Based Wealth Management to provide a customized approach tailored to your specific circumstances and life goals. Specializing in Environmental and Social Governance issues, Aviv helps clients make a positive impact with their investments by building diversified Socially Responsible portfolios that align with their long-term financial goals. As a Senior Portfolio Advisor, Aviv can provide traditional advice and guidance while also managing custom investment strategies to help clients achieve their objectives. With a focus on risk management and personalized service, Aviv prioritizes client needs such as retirement income, education planning, and estate and tax minimization. Holding Series 7 and Series 66 registrations, as well as licenses in Life, Long-Term Care Insurance, and annuities, Aviv is dedicated to providing the attention and expertise clients deserve to help them achieve their financial goals. Partnering with Merrill Lynch Wealth Management, Aviv's team is committed to building strong client relationships based on trust and personalized service, with a focus on helping clients pursue their goals and priorities throughout their lives.
Edward Jones - Financial Advisor: Timothy Braceland
Edward Jones - Financial Advisor: Timothy Braceland is a reputable finance institution located at 130 Rumford Avenue in Newton, Massachusetts, United States. As a trusted financial advisor, Timothy Braceland offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Timothy Braceland provides expert guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth or secure your financial future, Timothy Braceland is dedicated to helping you make informed decisions and navigate the complexities of the financial world.
Boston Hill Advisors
Boston Hill Advisors, located at 100 Andover Bypass Street in North Andover, Massachusetts, offers customized wealth management solutions for individuals, families, and institutions. Founded in 2006, our team of experienced professionals provides wealth management, investment solutions, and financial planning services. With backgrounds in portfolio management, risk management, and finance, we bring institutional asset management principles to our clients. Our team approach to financial planning sets us apart, as we have experts in investment, banking, and insurance working together to create a comprehensive financial plan for each client. We focus on understanding your goals and priorities, translating them into a personalized investment strategy. We continuously monitor and adjust the plan to ensure it aligns with your objectives.
John White - RBC Wealth Management Financial Advisor
John White - RBC Wealth Management Financial Advisor is a trusted finance and insurance agency located at 80 Washington Street in Norwell, Massachusetts, United States. With years of experience and expertise in financial planning, investment strategies, and insurance solutions, John White is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, John White provides personalized and professional services to meet your individual needs. Contact us today to schedule a consultation and start building a solid financial foundation for tomorrow.
Peter Ashley Ramsay - Private Wealth Advisor, Ameriprise Financial Services, LLC
Peter Ashley Ramsay is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 80 Washington Street in Norwell, Massachusetts, United States. Peter 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 Peter's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, insurance products, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Peter Ashley Ramsay can provide you with personalized financial advice and guidance.
Timothy Lazcano - Financial Advisor, Ameriprise Financial Services, LLC
Timothy Lazcano, a Financial Advisor at Ameriprise Financial Services, LLC, located at 99 Derby Street in Hingham, Massachusetts, offers personalized advice to help clients achieve their financial goals. With a focus on preparing for the unexpected, they provide solutions and coverage for various insurance needs such as health, life, disability, income, and long-term care. By setting up a complimentary initial consultation, clients can take the first step towards a more confident financial future. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, a member of FINRA and SIPC. Timothy Lazcano can only conduct securities business with residents of states in which he is properly registered. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends or family members to Timothy Lazcano for assistance with their financial goals. The institution emphasizes privacy, security, and protection against email fraud.
Allstate Personal Financial Representative: Steven Prendergast
Allstate Personal Financial Representative Steven Prendergast is a trusted finance and insurance agency located at 135 Massachusetts 6A in Sandwich, Massachusetts, United States. With a commitment to helping individuals and families achieve their financial goals, Steven Prendergast offers personalized financial planning services and insurance solutions tailored to each client's unique needs. Whether you are looking to secure your future with life insurance, protect your assets with homeowners insurance, or plan for retirement, Steven Prendergast is dedicated to providing expert guidance and support every step of the way. Contact Allstate Personal Financial Representative Steven Prendergast today to start building a secure financial future.
Reliant Financial Group & Insurance
Reliant Financial Group & Insurance is a reputable financial institution located at 61 Commerce Way in Plymouth, Massachusetts, United States. Specializing in finance, this institution offers a wide range of services including insurance, investments, and financial planning. With a team of experienced professionals, Reliant Financial Group & Insurance is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for insurance coverage or investment advice, this institution is committed to guiding you every step of the way. Visit them today and secure your financial future with confidence.
Merrill Lynch Financial Advisor Paul D Murray
Merrill Lynch Financial Advisor Paul D Murray, located at 100 Federal Street in Boston, Massachusetts, is part of The Murray Hanseth Group, a goals-based wealth management team dedicated to serving high net worth families, business owners, executives, and corporate retirement plans. With a comprehensive approach to planning and investment advice, the team provides customized strategies to help clients achieve their financial goals. The team is committed to understanding the values, needs, goals, and concerns of clients to provide an exceptional client experience. Paul and Brian, with over 40 years of combined experience, have pursued advanced designations and certifications to enhance their skills in investment management, cash flow strategies, retirement planning, estate planning, insurance, and corporate 401(k) plan management. The team believes in the value of advanced training and staff enrichment to better serve clients.
Martha's Vineyard Insurance, a Division of Starkweather & Shepley Insurance
Martha's Vineyard Insurance, a Division of Starkweather & Shepley Insurance, is a trusted insurance agency located at 409 State Road in Tisbury, Massachusetts, United States. Specializing in providing cost-effective commercial insurance and risk management solutions, businesses rely on us to protect them from loss. From start-ups to established enterprises, we offer a full range of business insurance options tailored to meet the unique needs of each client. Our experienced team of professionals works closely with individuals and families to customize personal insurance solutions that safeguard against life's unforeseen events. With a focus on understanding the specific challenges facing employers, we guide our clients to the best insurance options available.
Goldman & Associates Insurance Financial Services
Goldman & Associates Insurance Financial Services is a reputable finance and insurance agency located at Massachusetts 28 in Barnstable, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of insurance products and financial services to meet the individual needs of their clients. Whether you are looking for personal insurance coverage or financial planning assistance, Goldman & Associates is dedicated to providing top-notch service and expertise to help you achieve your goals. Contact them today to learn more about how they can assist you with your insurance and financial needs.
Merrill Lynch Financial Advisor Robert Chiacchio
Merrill Lynch Financial Advisor Robert Chiacchio, located at 2221 Washington Street, Newton, Massachusetts, United States, offers personalized wealth management advice and guidance tailored to your goals and priorities. The team at The Cafaro Group believes in placing the investor at the center of their focus, not the market, to help you pursue your financial goals. With a deep understanding of your life and priorities, the team recommends appropriate financial strategies and works with you to adjust them over time. They use the Investment Personality Assessment to customize your financial approach and help you make informed decisions. Recognized by Forbes and Barron's for exemplary client service, the team is dedicated to helping you reach your financial goals. With access to the global resources of Merrill Lynch, the team is committed to building strong client relationships based on trust and personalized service. By understanding what matters most to you, they can help you create a financial approach that reflects your personality and priorities. Whether you're planning for retirement, saving for a home, or funding education, the team at Merrill Lynch is here to help you achieve your goals.
Michael W Hurley, Founder - Fort Independence Financial & Insurance
Michael W Hurley, Founder - Fort Independence Financial & Insurance is a reputable financial institution located at 201 Jones Road in Waltham, Massachusetts. With a focus on providing top-notch financial and insurance services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to guide you every step of the way. Trust in our expertise and personalized approach to financial planning to ensure a secure and prosperous future for you and your loved ones.
Merrill Lynch Financial Advisor Stephen N Gifford
Merrill Lynch Financial Advisor Stephen N Gifford, located at 100 Federal Street in Boston, Massachusetts, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Their mission is to understand each client's individual needs and goals in order to create a personalized financial plan to help manage investment risk and pursue financial objectives. By utilizing research in behavioral finance, they are able to tailor their approach to each client's unique investing preferences. With years of experience and access to the resources of Merrill and Bank of America, they work collaboratively with clients to develop a personalized investment strategy designed to achieve lifestyle goals. The institution provides access to BofA Global Research and offers a variety of financial services, including investment advisory and insurance products. They believe in helping clients make informed decisions to reach their financial goals, no matter the financial environment.
Mark Feldman Insurance
Mark Feldman Insurance is a reputable insurance agency located at 15 Bay Drive in Canton, Massachusetts. Specializing in finance and health insurance, our experienced team is dedicated to providing personalized and comprehensive coverage options for individuals and businesses. With a focus on customer service and tailored solutions, we strive to ensure our clients have peace of mind knowing they are protected. Contact us today to learn more about how we can help you safeguard your future.
Bridge McSurely - Financial Advisor, Ameriprise Financial Services, LLC
Bridge McSurely - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 25 Recreation Park Drive in Hingham, Massachusetts, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution also provides insurance solutions for health, life, disability, income, and long-term care to protect clients and their loved ones. With over 125 years of history, Ameriprise Financial Advisors build 1-to-1 relationships with clients to help them achieve financial success. Those interested can schedule a complimentary initial consultation to get started on financial planning. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Visit their website or contact them for more information on how they can help you reach your financial goals.
Richard Radesky - Financial Advisor, Ameriprise Financial Services, LLC
Richard Radesky - Financial Advisor at Ameriprise Financial Services, LLC, located at 255 Park Avenue in Worcester, Massachusetts, offers a wide range of financial services to individuals and small business owners. Richard Radesky holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. With a focus on ethical practices and continuous education, Richard Radesky provides personalized financial advice tailored to each client's unique needs and goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Richard Radesky is dedicated to helping you achieve financial success.
Universal Insurance Agency, INC
Universal Insurance Agency, Inc. is located at 209 East Main Street in Milford, Massachusetts. As an independent insurance agency, we prioritize customer satisfaction by serving as advocates between our clients and top insurance carriers. Our licensed advisors are experienced in navigating the complex insurance market to provide you with the coverage you need. We proudly serve the Worcester and Milford communities, as well as the entire state of Massachusetts. With representation from over 70 insurance companies, we offer a wide range of coverage options at affordable rates. Our commitment to quality service sets us apart, ensuring that you receive value for your money.
Arruda Insurance Agency
Arruda Insurance Agency is a trusted insurance provider located at 434 American Legion Highway in Westport, Massachusetts. Our agency offers a wide range of insurance products to meet the needs of individuals and businesses in the area. With a commitment to excellent customer service and personalized attention, our experienced agents are dedicated to helping clients find the right coverage at the best value. Whether you are looking for auto, home, life, or business insurance, Arruda Insurance Agency is here to assist you with all of your insurance needs. Contact us today to learn more about our services and how we can help protect what matters most to you.
Stafford & Co Insurance - Somerset
Stafford & Co Insurance in Somerset, Massachusetts is your go-to insurance agency for all your coverage needs. Located at 1168 County Street, we offer a range of insurance options to protect you in every aspect of your life. Whether you're looking for auto insurance for your car or motorcycle, business insurance for your company, or life insurance and retirement planning for the future, we have you covered. Trust our experienced team to provide you with the best coverage options to give you peace of mind. Visit us at our Fall River location at 1000 N. Main Street to learn more about how we can help you protect what matters most.
Gilbert Insurance Agency
Gilbert Insurance Agency, located at 402 Salem Street in Medford, Massachusetts, is a trusted insurance agency serving the local community and beyond. With a team of experienced professionals, Gilbert Insurance Agency offers a wide range of insurance products to meet the needs of individuals and businesses. Whether you are looking for auto, home, life, or business insurance, you can count on Gilbert Insurance Agency to provide personalized service and competitive rates. Contact us today to learn more about how we can help protect what matters most to you.
Universal Insurance Agency Inc
Universal Insurance Agency, Inc. is an independent insurance agency located at 374 Belmont Street in Worcester, Massachusetts. Our dedicated team of licensed advisors is committed to providing personalized service and finding the best insurance coverage for our customers. We work with over 70 insurance companies to offer a wide range of options at affordable rates. Whether you need personal insurance for your home, vehicle, or valuable possessions, or business insurance to protect your livelihood, Universal Insurance Agency, Inc. has you covered. We also offer specialized coverage for collector or classic vehicles, secondary homes, and flood insurance.
Paul T. Murphy Insurance
Located at 628 Broadway in Malden, Massachusetts, Paul T. Murphy Insurance is a top-rated insurance agency that has been serving the community for over 30 years. Voted Malden’s Best Insurance Agency for 20 consecutive years, we are dedicated to providing exceptional customer service and maximizing coverage for our loyal clients. In response to the ongoing pandemic, we are prioritizing the safety of our staff and customers by offering phone, email, fax, and online services for most transactions. We no longer accept cash or money orders in the office, but encourage online bill payments to avoid any disruptions to your insurance coverage.
Farmers Insurance, Tosti Insurance Agency LLC
Farmers Insurance, Tosti Insurance Agency LLC, located at 762 East Washington Street in North Attleborough, Massachusetts, is your local Farmers® agent dedicated to helping customers identify the insurance coverage that best fits their needs. Whether you're looking for auto, home, renters, business insurance, or more, our knowledgeable and experienced team is here to help you understand your options and make informed decisions. We offer comprehensive coverage, competitive rates, and discounts to help you save money. Contact us today for personalized assistance and to get started with a quote. Additionally, we provide life insurance, renters insurance, condo insurance, and recreational insurance options to protect what matters most to you and your loved ones. For financial planning and investment advice, our Farmers Insurance and Financial Services agent can help you build a solid financial plan for a secure future. Call us for an appointment and let's discuss how we can help you reach your goals. Trust Farmers Insurance for reliable coverage and peace of mind.
Zach Vaswani: Allstate Insurance
Zach Vaswani: Allstate Insurance is a trusted insurance agency located at 232 Providence Highway in Westwood, Massachusetts. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you protect what matters most. Contact us today to learn more about our comprehensive coverage options and exceptional customer service.
McSweeney & Ricci Insurance-Braintree
McSweeney & Ricci Insurance-Braintree is a trusted insurance agency located at 420 Washington Street in Braintree, Massachusetts. Since 1964, we have been dedicated to protecting businesses of all sizes with convenience, personalized service, and custom insurance solutions. Our experienced local agents offer advice, affordable prices, and tailored protection for vehicles, homes, and businesses in Massachusetts. For over 50 years, we have provided individuals, families, and businesses throughout Massachusetts with affordably-priced insurance protection. From our offices in Braintree and Marshfield, we offer exceptional service and sound advice that you can rely on. Whether you need coverage for your personal insurance needs or commercial insurance for your business, our team will work to find the best rates and superior coverage for you.
World Insurance Associates LLC (formerly Allan M. Walker)
World Insurance Associates LLC (formerly Allan M. Walker) is an established insurance agency located at 120 High Street in Taunton, Massachusetts, United States. With a history dating back to 1847, the agency has been serving the community of Taunton and surrounding areas with a wide range of commercial and personal insurance services, as well as bonds. Following the merger with World Insurance Associates, the agency continues to provide dedicated service to all clients, offering a personalized approach to meet individual insurance needs. The agency prides itself on offering a variety of products and services to cater to the evolving needs of its clients. Whether it's protecting a business with a commercial package policy or advising on investment property ownership, the experienced staff at World Insurance Associates is committed to providing expert guidance and support.
Neighborhood Insurance
Neighborhood Insurance is a trusted insurance agency located at 17 Main Street in Franklin, Massachusetts, United States. We specialize in providing personalized insurance solutions to meet the unique needs of our clients in the local community. Our experienced agents are dedicated to helping you find the right coverage for your home, auto, life, and business insurance needs. With a focus on customer service and a commitment to excellence, Neighborhood Insurance is here to protect what matters most to you. Contact us today for a free quote and discover the peace of mind that comes with having the right insurance coverage.
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