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TOP 30 Personal insurance advisors in Scituate, MA
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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.
Chatterton Financial
Chatterton Financial is a reputable finance and insurance agency located at 3 Bound Brook Court in Scituate, Massachusetts, United States. With a team of experienced professionals, Chatterton Financial offers a wide range of financial services including investment planning, retirement planning, insurance coverage, and more. Whether you are looking to secure your financial future or protect your assets, Chatterton Financial is committed to providing personalized solutions to meet your needs. Visit us today to discuss your financial goals and let us help you achieve financial success.
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