Personal risk management in Kingston, Massachusetts

Welcome to Barry Kingston - UBS Financial Services Inc., your trusted partner in financial planning and wealth management, located at 55 William Street, Wellesley, Massachusetts. Our dedicated team of experienced professionals is committed to helping you achieve your financial goals through personalized strategies and expert guidance. At Barry Kingston - UBS Financial Services Inc., we understand that each client’s financial journey is unique. Whether you are planning for retirement, looking to invest, or seeking comprehensive financial advice, we tailor our services to meet your specific needs. Our approach combines the global resources of UBS with a deep understanding of the local market to provide you with innovative solutions and unparalleled support. Visit us in Wellesley to discover how we can help you navigate your financial future with confidence and clarity.

Timothy J. Herlihy, CFP is a financial institution located at 10 Norman's Way in Kingston, Massachusetts, United States. As a Certified Financial Planner, Timothy J. Herlihy provides expert financial planning services to help individuals and families achieve their financial goals. With a focus on personalized strategies and comprehensive financial advice, clients can trust Timothy J. Herlihy to help them navigate their financial future with confidence.

Jay Woerdeman - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 431 Country Club Way in Kingston, Massachusetts, United States. Jay Woerdeman 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 his expertise in various aspects of wealth management, retirement planning, estate planning, and financial advisory services. Jay Woerdeman is dedicated to helping individuals and families achieve their financial goals through personalized and comprehensive financial planning strategies.

The Woerdeman Financial Group, part of Ameriprise Financial Services, LLC, is a finance institution located at 431 Country Club Way in Kingston, Massachusetts, United States. They offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. The team at The Woerdeman Financial Group helps clients track their progress towards financial goals, adjusting strategies as life changes. They provide access to investments and accounts from any device, ensuring secure communication with clients. The institution offers complimentary initial consultations to discuss financial planning concepts and strategies. The team focuses on tax season as an opportunity for strategic financial enhancement, aligning tax strategies with broader financial aspirations. Ameriprise financial advisors are individually registered in certain U.S. states, ensuring personalized recommendations for a diversified portfolio and protection from uncertainty. Clients can expect personalized attention and support in achieving their financial goals from The Woerdeman Financial Group.

Justin Embree is a financial advisor at Ameriprise Financial Services, LLC located at 431 Country Club Way in Kingston, Massachusetts. As a member of FINRA and SIPC, Justin offers comprehensive financial planning services to help clients achieve their financial goals. During the initial consultation, Justin provides an overview of financial planning concepts tailored to each individual's needs. While Ameriprise Financial cannot guarantee future financial results, Justin is dedicated to helping clients make informed decisions about their financial future. Clients can expect personalized recommendations and advice to help them navigate their financial journey. Additionally, Justin welcomes referrals from clients looking to share the benefits of his services with friends and family. Visit the Ameriprise Financial Services, LLC website for more information on privacy and security measures to protect your financial information.

Atlantic Insurance Brokerage, Inc. is a reputable insurance agency located at 80 Summer Street in Kingston, Massachusetts, United States. With a team of experienced brokers, we provide personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have the expertise to help you find the right coverage at the best rates. Trust Atlantic Insurance Brokerage, Inc. to protect what matters most to you.

Cluett Commercial Insurance Agency, Inc. is a trusted insurance agency located at 8 Pembroke Street in Kingston, Massachusetts, United States. Specializing in commercial insurance solutions, Cluett Commercial Insurance Agency, Inc. offers a wide range of policies to protect businesses of all sizes. With a team of experienced professionals, they provide personalized service and tailored insurance plans to meet the unique needs of each client. Whether you are looking for coverage for your property, liability, or other business risks, Cluett Commercial Insurance Agency, Inc. is committed to helping you find the right protection for your business. Contact them today to learn more about their comprehensive insurance options.

Elite Insurance Co is a leading insurance agency located at 167 Summer Street in Kingston, Massachusetts, United States. We specialize in providing top-notch insurance products and services to our valued clients. With a dedicated team of experienced professionals, we strive to offer personalized solutions tailored to meet your individual needs. Whether you are looking for home, auto, life, or business insurance, we have you covered. Trust Elite Insurance Co to protect what matters most to you. Contact us today to learn more about our comprehensive insurance options.

Salem Five Insurance Services, LLC is an insurance agency located at 5 Main Street in Kingston, Massachusetts, United States. Our locally-born, regionally inspired, and globally minded team has access to a wide range of insurance carriers and is dedicated to customizing protection for your unique needs. Whether you require insurance for your business or your family, we will work tirelessly to find the best coverage for you. With eleven offices across eastern Massachusetts and continuing to expand, we can offer comprehensive protection at competitive prices for both personal and business insurance. Please note that insurance products offered through Salem Five Insurance Services, LLC are not FDIC insured, not bank guaranteed, not a deposit, and not insured by any federal government agency.

Welcome to Jay Woerdeman - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 501 Providence Highway, Norwood, Massachusetts. Our mission is to provide personalized financial guidance and strategies tailored to meet the unique needs of individuals, families, and businesses. With a commitment to excellence and integrity, we offer a comprehensive range of financial services designed to help you achieve your financial goals. Our team, led by Jay Woerdeman, is equipped with an array of prestigious certifications and designations, reflecting our dedication to professional growth and expertise. Whether you're planning for retirement, managing your wealth, or navigating complex financial situations, we have the knowledge and skills to guide you every step of the way.