Personal investment strategies in Dennis, Massachusetts
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Edward Jones - Financial Advisor: Dennis Antonopoulos
● ClosedEdward Jones - Financial Advisor: Dennis Antonopoulos is a reputable finance institution located at 5 Albert Street in Auburn, Massachusetts, United States. As a trusted financial advisor, Dennis Antonopoulos provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for a child's education, or investing for the future, Dennis Antonopoulos and the team at Edward Jones are here to provide expert guidance every step of the way.
5 Albert St, Auburn, MA 01501, United States -
Dennis Sexton - TIAA Wealth Management Advisor
● ClosedDennis Sexton - TIAA Wealth Management Advisor is a finance institution located at 275 Grove Street in Newton, Massachusetts, United States. As a trusted advisor, Dennis Sexton provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and creating tailored investment strategies, Dennis Sexton is committed to helping clients navigate the complexities of financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Dennis Sexton - TIAA Wealth Management Advisor is dedicated to providing expert guidance and support every step of the way.
275 Grove St, Newton, MA 02466, United States -
Dennis Dickinson, President - Dickinson Wealth Strategies, Llc
● OpenDennis Dickinson, President of Dickinson Wealth Strategies, LLC, located at 16 Front Street in Salem, Massachusetts, is a finance and insurance agency dedicated to serving professional advisors with confidence and trust. For over a decade, Dennis and his team have been working with families and businesses in the North Shore area to help them manage and protect their hard-earned assets. They take the time to truly understand their clients' hopes, dreams, fears, and concerns before making recommendations. Whether clients have already done some planning or are just starting out, Dennis and his team meet them where they are, assess their specific situation, and provide information on all opportunities for making the best decisions for their needs and goals. As a Registered Representative of NYLIFE Securities LLC, Dennis offers securities products and services, as well as financial planning through his affiliation with Eagle Strategies LLC, a Registered Investment Advisor. He and his colleague, Grace Cosco, are licensed to sell insurance through New York Life Insurance Company and other independent unaffiliated insurance companies in various states. They also offer investment advisory services and financial planning in multiple states through Eagle Strategies LLC.
16 Front St Ste 200, Salem, MA 01970, United States -
Bruce Work - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBruce Work is a Financial Advisor at Ameriprise Financial Services, LLC located at 800 Main Street, Dennis, Massachusetts, United States. Bruce 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 Bruce's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Financial Advisor, Bruce is committed to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and professionalism, Bruce Work is dedicated to helping clients achieve their financial goals and secure their financial future.
800 Main St, Dennis, MA 02638, United States -
Neil Work - Financial Advisor, Ameriprise Financial Services, LLC
● OpenNeil Work is a financial advisor at Ameriprise Financial Services, LLC, located at 800 Main Street in Dennis, Massachusetts, United States. He offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Neil works closely with clients to document their goals, review progress regularly, and adjust strategies as needed. Clients can easily access their investments and track progress towards their goals securely from any device. Neil provides complimentary initial consultations to discuss financial planning concepts and potential strategies. He is registered to conduct securities business in select states and is a member of FINRA and SIPC. Ameriprise Financial cannot guarantee future financial results, but Neil is dedicated to helping clients achieve their financial goals. Clients can refer friends or family members for financial guidance, and Neil will reach out to them promptly.
800 Main St, Dennis, MA 02638, United States
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