Personal investment strategies in Dedham, Massachusetts
15 results found
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PlanStrong Investment Management
● ClosedPlanStrong Investment Management is a leading finance institution located at 980 Washington Street in Dedham, Massachusetts, United States. Specializing in investment management, our team of expert advisors work closely with clients to create personalized financial plans that align with their goals and objectives. With a focus on long-term success, we provide comprehensive investment strategies and ongoing support to help our clients build and protect their wealth. Trust PlanStrong Investment Management to guide you towards a secure financial future.
980 Washington St #123, Dedham, MA 02026, United States -
Ryan Financial Strategies, Inc.
● ClosedRyan Financial Strategies, Inc. is a reputable accounting and finance institution located at 858 Washington Street in Dedham, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with tax planning, investment management, or retirement planning, Ryan Financial Strategies, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and commitment to helping you secure a stable financial future.
858 Washington St #100, Dedham, MA 02026, 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 -
Mariner Wealth Advisors
● ClosedMariner Wealth Advisors is a leading finance institution located at 3 Allied Drive in Dedham, Massachusetts, United States. With a team of experienced advisors, they offer comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Mariner Wealth Advisors provides personalized solutions to meet the unique needs of each individual or family. With a commitment to excellence and a focus on building long-term relationships, they are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
3 Allied Dr #303, Dedham, MA 02026, 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 -
Benjamin Kjendal - Thrivent
● ClosedBenjamin Kjendal - Thrivent is a finance institution located at 3 Allied Drive in Dedham, Massachusetts, United States. With a focus on providing financial services and guidance to individuals and families, Benjamin Kjendal - Thrivent aims to help clients achieve their financial goals and secure their financial future. The institution offers a range of services including investment planning, retirement planning, insurance solutions, and wealth management. With a team of experienced professionals, Benjamin Kjendal - Thrivent is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each client.
3 Allied Dr #303, Dedham, MA 02026, United States -
Kenrich Marte - Thrivent
● ClosedKenrich Marte - Thrivent is a finance institution located at 3 Allied Drive, Dedham, Massachusetts, United States. We work with clients to create financial strategies that align with their values and goals, helping them make a positive impact in their community. Our focus is not just on finances, but also on understanding what matters most to our clients. We are dedicated to helping individuals and families become better stewards of their resources. Our process involves a review and analysis of a client's financial situation, with options for further planning engagement through Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Visit our website for more information on our services and financial advisors.
3 Allied Dr #303, Dedham, MA 02026, United States -
Thomas Erik C CPA
● OpenThomas Erik C CPA is a reputable accounting and finance institution located at 865 Providence Highway in Dedham, Massachusetts, United States. With years of experience in the industry, Thomas Erik C CPA offers a wide range of services including tax preparation, financial planning, and consulting. Their team of skilled professionals provides personalized solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with bookkeeping, audits, or investment strategies, Thomas Erik C CPA is dedicated to providing top-notch service and expertise. Visit them today to see how they can help you with your accounting and finance needs.
865 Providence Hwy, Dedham, MA 02026, United States -
Mission Wealth
● ClosedWelcome to Mission Wealth, your trusted partner in financial empowerment, conveniently located at 770 Legacy Place, Dedham, Massachusetts. At Mission Wealth, our mission is to provide caring advice that empowers individuals and families to realize true wealth. We offer a high-touch service specifically designed to meet the unique needs of your family, ensuring sophisticated planning and expertise through our comprehensive Family Office Solution. Our dedicated team of in-house professionals specializes in investments, taxes, estate planning, and asset protection, collaborating with you and your trusted advisors to address the complexities of your financial situation. With our boutique approach, we create and implement bespoke strategies that evolve alongside your long-term goals, while our family governance offering helps instill your family values, creating a lasting legacy.
770 Legacy Place, Dedham, Massachusetts 02026, United States -
Lightbridge Partners
● OpenWelcome to Lightbridge Partners, your trusted financial advisory firm located in the heart of Dedham, Massachusetts. Situated at 115 Common Street, our dedicated team of financial experts is committed to helping you navigate the complexities of financial planning and investment management. At Lightbridge Partners, we pride ourselves on providing personalized, strategic advice tailored to meet the unique needs of each client. Whether you're seeking guidance on wealth management, retirement planning, or investment strategies, our experienced advisors are here to support you every step of the way. Discover the peace of mind that comes with having a reliable partner in your financial journey. Visit us today and let us help you build a brighter financial future.
115 Common Street, Dedham, Massachusetts 02026, United States -
Breakwater Capital Group
● ClosedWelcome to Breakwater Capital Group Located at 3 Allied Drive, Dedham, Massachusetts, Breakwater Capital Group is your trusted partner in navigating the complex world of finance. We specialize in providing expert financial advisory services tailored to meet the unique needs of our clients. Our team of seasoned professionals is dedicated to helping individuals and businesses achieve their financial goals with confidence and precision.
3 Allied Drive, Dedham, Massachusetts 02026, United States -
Michael Polito, Financial Adviser - Polito Financial & Insurance
● OpenWelcome to Michael Polito, Financial Adviser - Polito Financial & Insurance, your trusted partner in achieving financial security and peace of mind. Located at 437 High Street, Dedham, Massachusetts, we specialize in helping you plan for a prosperous future. At Polito Financial & Insurance, we understand that a key to reaching your long-term financial goals is strategic planning. Whether you're aiming to fund your children's education, protect your family, or secure your retirement, these objectives require a well-thought-out approach. The good news is that it's never too late to start planning your financial future, and we're here to help you every step of the way.
437 High Street, Dedham, Massachusetts 02026, United States -
Bank Of America
● ClosedWelcome to Bank of America in Dedham, Massachusetts, your trusted partner in finance and banking services. Conveniently located in the heart of Dedham, our branch offers a comprehensive range of financial solutions to meet your needs, whether you're looking for ATM services, personal banking, or investment advice. At Bank of America, we are committed to helping you achieve your financial goals with confidence. Explore our innovative products like Bank of America Advantage Banking, designed to provide flexibility and convenience in managing your finances. For those seeking to navigate the complexities of substantial wealth, our Private Bank division offers expert guidance and personalized strategies.
Dedham, Massachusetts 02026, United States -
Michienzi Homes
● ClosedWelcome to Michienzi Homes, located at 258 Main Street, Medfield, Massachusetts. Led by the dedicated and trusted Realtor, Vilma Michienzi, our business is committed to providing a personalized real estate experience for buyers and sellers across all price points. Whether you're navigating a competitive multiple offer situation as a buyer or seeking to secure the best price as a seller, Vilma's expertise and tenacity in negotiation ensure you always have the upper hand. Vilma Michienzi embodies trust and dedication, guiding clients through each step of the buying or selling process with integrity, professionalism, and patience. Her extensive knowledge and innovative marketing strategies make her the ideal choice for first-time buyers, long-term homeowners looking to downsize, and even developers seeking lucrative investments. Vilma's approach reduces the stress of real estate transactions, handling every detail from pre-sale preparations to post-closing activities.
258 Main Street, Medfield, Massachusetts 02052, United States -
Elena Price
● OpenWelcome to Elena Price Real Estate Located at 692 High Street, Westwood, Massachusetts, Elena Price Real Estate is a distinguished real estate agency that is committed to providing exceptional service to buyers and sellers in the Greater Boston area. As a proud member of the Coldwell Banker® Society of Excellence, Elena Price is recognized among the top 1% of agents, and she holds the title of the #1 Coldwell Banker Realty agent in New England for January and February 2024. Her expertise as a Global Luxury Specialist, Certified New Home Specialist, Certified Marketing Specialist, and Certified Relocation Specialist ensures that clients receive the highest level of professionalism and knowledge in their real estate transactions.
692 High Street, Westwood, Massachusetts 02090, United States
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