TOP 10 Professional guidance for insurance needs in Massachusetts
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AAA Quincy
● ClosedAAA Quincy is a leading insurance and travel agency located at 650 Adams Street in Quincy, Massachusetts. With a team of knowledgeable professionals, AAA Quincy offers a wide range of insurance products and services to meet the needs of individuals and families. Additionally, their travel agency services provide customers with expert guidance and assistance in planning their next vacation or business trip. Whether you're looking for insurance coverage or help booking your next adventure, AAA Quincy is here to help.
650 Adams St, Quincy, MA 02169, United States -
McCormick Financial
● OpenMcCormick Financial, located at 209 West Central Street in Natick, Massachusetts, is a finance institution led by experienced financial advisor Myles McCormick. With over 21 years of experience, McCormick provides portfolio guidance and brokerage services to individuals, focusing on understanding their unique investment, insurance, and financial planning needs. As an independent professional, McCormick offers a wide range of mutual funds and insurance products from various companies, ensuring that clients receive personalized recommendations tailored to their risk tolerance and goals. Clients of McCormick Financial value the long-term relationships built on trust and attentiveness to their financial needs. Whether you are a new investor or looking to reevaluate your current portfolio, McCormick offers a complementary analysis to help you develop a plan for your financial goals. Please note that the information provided by Emerald Publications is for informational purposes only and should not be considered a solicitation.
209 W Central St # 208, Natick, MA 01760, United States -
Spencer Financial, LLC
● ClosedSpencer Financial, LLC is a reputable finance and insurance agency located at 327A Boston Post Road in Sudbury, Massachusetts, United States. With a strong commitment to providing top-notch financial services and insurance solutions, Spencer Financial, LLC is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, Spencer Financial, LLC offers personalized guidance and tailored strategies to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Spencer Financial, LLC is here to help you navigate the complex world of finance with confidence and peace of mind.
327A Boston Post Rd, Sudbury, MA 01776, United States -
Boston Partners Financial Group, LLC: John Hancock Financial Network
● ClosedBoston Partners Financial Group, LLC: John Hancock Financial Network is a reputable finance and insurance agency located at 138 River Road in Andover, Massachusetts, United States. With a strong focus on providing personalized financial solutions and top-notch insurance services, this institution is dedicated to helping individuals and businesses achieve their financial goals. The team of experienced professionals at Boston Partners Financial Group, LLC is committed to delivering exceptional customer service and tailored financial strategies to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Boston Partners Financial Group, LLC to provide expert guidance and support every step of the way.
138 River Rd #310, Andover, MA 01810, United States -
Falcon's Financial and Tax Services
● ClosedFalcon's Financial and Tax Services is a trusted institution located at 435 Wilbur Avenue in Swansea, Massachusetts, United States. Specializing in accounting, finance, and insurance services, our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of financial management. From tax preparation to investment planning, we provide personalized solutions to meet your specific needs. Trust Falcon's Financial and Tax Services for expert guidance and exceptional customer service.
435 Wilbur Ave, Swansea, MA 02777, United States -
Flying Point Financial, Inc.
● ClosedFlying Point Financial, Inc. is a finance institution located at 855 Turnpike Street, North Andover, Massachusetts, United States. As a fee-only, independent registered investment advisor, we pride ourselves on carefully weighing decisions and providing meticulously measured guidance to our clients. Our experienced team offers disciplined planning, attentive insight, and analytical capabilities to serve as your trusted financial partner. Acting solely in your best interest as a fiduciary, we provide the highest standard of care. Comprehensive planning is at the core of our services, encompassing a thorough review and analysis of all aspects of your financial life. We believe in addressing every detail to help you see the big picture and create a personalized plan tailored to your needs. Our goal is to simplify life's complexities and serve as the ultimate steward for your wealth.
855 Turnpike St, North Andover, MA 01845, United States -
The Bulfinch Group
● ClosedThe Bulfinch Group is a reputable finance and insurance agency located at 160 Gould Street in Needham, Massachusetts, United States. With a strong commitment to providing personalized financial solutions and comprehensive insurance coverage, The Bulfinch Group is dedicated to helping clients achieve their financial goals and protect their assets. Their team of experienced professionals offers expert guidance and tailored strategies to meet the unique needs of each individual or business. Whether you are looking for retirement planning, investment management, or insurance products, The Bulfinch Group is a trusted partner in securing your financial future.
160 Gould St #310, Needham, MA 02494, United States -
USA Wealth Group, Inc.
● ClosedUSA Wealth Group, Inc. is a finance institution located at 352 Faunce Corner Road, Dartmouth, Massachusetts, United States. We specialize in building customized retirement income strategies to help make your dream journey come true. As an independent firm, we offer a wide array of financial products and services to meet your specific needs, no matter how close you are to retirement. Our team of financial professionals prioritize each client's needs and provide guidance through various economic conditions. We are affiliated with AE Wealth Management, LLC, a Registered Investment Adviser, and offer insurance products through our insurance business. Whether you are just starting to plan for retirement or are already in retirement, we are here to help you take control of your financial future. Contact us today to schedule a meeting or register for an upcoming event. Please note that none of the information on our website constitutes an offer to sell or solicit any offer to buy a security or insurance product. Consult with a qualified professional before making any purchasing decisions.
352 Faunce Corner Rd, Dartmouth, MA 02747, United States -
Walter Financial Services.Inc
● ClosedWalter Financial Services, Inc. is a leading accounting and finance institution located at 0 Governors Avenue in Medford, Massachusetts, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our services include tax preparation, financial planning, investment management, and more. Trust Walter Financial Services, Inc. to provide you with expert advice and personalized solutions for all your financial needs. Contact us today to schedule a consultation.
0 Governors Ave suite 22, Medford, MA 02155, United States -
Northwestern Mutual - The North Shore Group
● ClosedNorthwestern Mutual - The North Shore Group is a leading finance and insurance agency located at 300 Unicorn Park Drive in Woburn, Massachusetts. With a strong commitment to helping clients achieve financial security and peace of mind, our experienced team of professionals offers a wide range of insurance and investment solutions tailored to meet the unique needs of each individual and family. Whether you are looking for life insurance, retirement planning, or wealth management services, we are dedicated to providing personalized guidance and support every step of the way. Contact us today to learn more about how Northwestern Mutual - The North Shore Group can help you secure your financial future.
300 Unicorn Park Dr, Woburn, MA 01801, United States -
NEDS
● ClosedNEDS is a reputable finance and insurance agency located at 111 Morse Street in Norwood, Massachusetts. With a strong commitment to providing personalized and comprehensive financial services, NEDS is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers expert advice and guidance on a wide range of financial products and services, including insurance policies, investment options, and retirement planning. Whether you are looking to protect your assets, grow your wealth, or plan for the future, NEDS is here to help you every step of the way. Visit their office today to learn more about how they can assist you with your financial needs.
111 Morse St, Norwood, MA 02062, United States -
Northwestern Mutual Financial
● OpenNorthwestern Mutual Financial is a reputable finance and insurance agency located at 1 Batterymarch Park in Quincy, Massachusetts, United States. With a strong reputation for providing comprehensive financial planning services and insurance solutions, Northwestern Mutual is dedicated to helping clients achieve their financial goals and secure their future. Their team of experienced professionals offers personalized guidance and expertise to help individuals and businesses make informed decisions about their finances. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual Financial is committed to providing top-notch service and support to meet your needs.
1 Batterymarch Park # 107, Quincy, MA 02169, United States -
Baystate Financial
● ClosedBaystate Financial is an insurance agency located at 487 Groveland Street in Haverhill, Massachusetts. With a focus on providing comprehensive insurance solutions for individuals and businesses, Baystate Financial is dedicated to helping clients protect their assets and plan for their financial future. Their team of experienced professionals offers personalized service and expert guidance to ensure that each client's unique needs are met. Whether you are looking for auto, home, life, or business insurance, Baystate Financial is committed to providing top-notch coverage and peace of mind. Visit their office in Haverhill to learn more about how they can help you secure your financial future.
487 Groveland St, Haverhill, MA 01830, United States -
Cornerstone Financial Group LLC.
● ClosedCornerstone Financial Group LLC is a finance institution located at 34 Main Street Extension in Plymouth, Massachusetts. We offer affordable voluntary benefits programs for businesses and are dedicated to serving professional advisors. Our goal is to provide candid financial guidance to help hardworking individuals live well by aligning their financial decisions with their life goals. We believe in building collaborative relationships with our clients and community, delivering integrated financial guidance through experience and integrity. Our founder, Brendon, comes from a background in stone masonry, emphasizing the importance of laying a strong foundation for your financial strategy. We focus on three cornerstones: protecting your assets, accumulating wealth, and planning for retirement. Our team is committed to giving back to the community through various initiatives, such as our Annual Holiday Food Drive and sponsoring local sports teams and youth programs. Contact us at [email protected] for personalized financial planning services tailored to your needs.
34 Main St Ext Suite 302, Plymouth, MA 02360, United States -
Raymond James
● OpenRaymond James is a finance and insurance agency located at 60 Walnut Street in Wellesley, Massachusetts. With a strong reputation for providing personalized financial services and expert insurance advice, Raymond James is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment guidance, retirement planning, or insurance coverage, the experienced professionals at Raymond James are committed to providing top-notch service and tailored solutions to meet your individual needs.
60 Walnut St #2, Wellesley, MA 02481, United States -
John L. Gauthier, CFP, ChFC, CLTC
● ClosedJohn L. Gauthier, CFP, ChFC, CLTC is a finance institution located at 30 Boltwood Walk in Amherst, Massachusetts, United States. Since 1995, our team has been helping consumers create programs and portfolios to pursue long-term financial goals. Specializing in investments, retirement, and public employee systems, we offer independent guidance and a strong commitment to ethics and integrity. Our focus is on providing comprehensive financial planning for individuals and couples, with a particular emphasis on the planning needs of public employees. As a Certified Financial Planner Professional ® with a background as a public employee and retirement counselor, John Gauthier has the knowledge and experience to provide specialized analysis to maximize pensions and protect loved ones. With expertise in retirement planning, investments, and insurance, John offers strategies to help clients pursue their financial goals. His wife, also a financial advisor, focuses on tax-advantaged retirement savings plans like 403(b)s for eligible public-school personnel.
30 Boltwood Walk Frnt-104, Amherst, MA 01002, United States -
Cynthia A Therrien, CLTC
● OpenCynthia A Therrien, CLTC is an insurance agency located at 30 Boltwood Walk in Amherst, Massachusetts, United States. Since 1995, the team at Cynthia A Therrien has been dedicated to helping consumers create programs and portfolios to pursue their long-term financial goals. Specializing in financial planning for public employees, Cynthia, a Certified Financial Planner Professional, offers comprehensive services including retirement planning, investments, and insurance. With a strong commitment to ethics and integrity, Cynthia and her husband John provide independent guidance to help clients maximize their pensions and protect their loved ones. The agency offers flexible appointment hours during the day, evening, and weekends to accommodate everyone's scheduling needs. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Copyright 2020 Gauthier Therrien Financial Partner.
30 Boltwood Walk, Amherst, MA 01002, United States -
Sullivan Retirement Resources
● ClosedSullivan Retirement Resources, located at 850 Franklin Street in Wrentham, Massachusetts, is a finance institution dedicated to helping individuals secure the retirement they deserve. With a focus on avoiding financial pitfalls and managing risk, Sullivan Retirement Resources offers services such as retirement income strategies, wealth management, annuities, investments, IRA/401(k) rollovers, asset protection strategies, life insurance, tax-efficient strategies, long-term care strategies, trusts, probate, charitable giving, estate planning, and tax planning. Their team of experts works closely with clients to understand their goals and design customized plans to help them achieve financial security in retirement. With a range of investment and insurance products available, Sullivan Retirement Resources aims to provide tailored solutions to meet the unique needs and objectives of each individual.
850 Franklin St Suite 12A, Wrentham, MA 02093, United States -
Bradyco Financial
● OpenBradyco Financial is a leading finance institution located in the heart of Cambridge, Massachusetts. With a focus on providing top-notch financial services, Bradyco Financial is dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to delivering personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Bradyco Financial has the expertise to guide you every step of the way. Visit us at 16 Sargent Street and let us help you secure your financial future.
16 Sargent St, Cambridge, MA 02140, United States -
Todd Darling - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTodd Darling, a Financial Advisor at Ameriprise Financial Services, LLC, located at 35 Village Road in Middleton, Massachusetts, is certified in various areas of finance. With the AAMS™ certification, Todd has demonstrated expertise in asset management, investment strategies, estate planning, and insurance products. He is also an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. Additionally, Todd holds the AEP® designation from the National Association of Estate Planners & Councils, recognizing his expertise in estate planning. As an Accredited Investment Fiduciary® (AIF®), Todd has a comprehensive knowledge of fiduciary practices and adheres to a strict code of ethics. With the APMA™ designation, Todd is well-versed in client assessment, risk/return, and investment objectives. He also holds the AWMA℠ certification, focusing on asset management needs for individuals. Todd is a Certified Divorce Financial Analyst and a Certified Estate Planner™, providing comprehensive financial planning services. With his expertise in fixed-rate and variable annuities, Todd offers expert advice to his clients. He is also a Certified Financial Planner™ (CFP®), recognized for his excellence in personal financial planning. Todd's dedication to continuous learning and professional development is evident in his numerous certifications, making him a trusted and knowledgeable financial advisor.
35 Village Rd Ste 500, Middleton, MA 01949, United States -
Mass Mutual Financial Group
● ClosedMass Mutual Financial Group is a renowned finance and insurance agency located at 100 Conifer Hill Drive in Danvers, Massachusetts, United States. With a strong reputation for providing comprehensive financial services and insurance solutions, Mass Mutual is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Their team of experienced professionals offers personalized guidance and tailored strategies to meet the unique needs of each client. Whether you are looking for retirement planning, investment management, or insurance coverage, Mass Mutual Financial Group is committed to delivering top-notch services with integrity and expertise.
100 Conifer Hill Dr STE 404, Danvers, MA 01923, United States -
Brian Devilly - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBrian Devilly is a financial advisor at Ameriprise Financial Services, LLC located at 175 Derby Street in Hingham, Massachusetts, United States. Brian holds several 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 Brian's expertise in areas such as asset management, retirement planning, estate planning, investment management, and financial planning for special needs families, veterans, and military personnel. Brian is dedicated to providing comprehensive financial services and helping clients achieve their financial goals.
175 Derby St Unit 1, Hingham, MA 02043, United States -
Baystate Financial
● OpenBaystate Financial is a finance institution located at 20 Congress Street in Marshfield, Massachusetts. Our team of experienced financial professionals is dedicated to helping clients achieve their financial goals through personalized planning and expert guidance. Whether you are looking to invest for the future, plan for retirement, or navigate complex financial decisions, Baystate Financial is here to provide the support and expertise you need. Visit us today to learn more about our comprehensive financial services and how we can help you secure your financial future.
20 Congress St, Marshfield, MA 02050, United States -
Commonwealth Financial Group
● ClosedCommonwealth Financial Group is a leading finance and insurance agency located at 280 Congress Street in Boston, Massachusetts. With a strong presence in the United States, Commonwealth Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Their team of experienced professionals provides personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or insurance coverage, Commonwealth Financial Group is dedicated to helping you secure your financial future. Contact them today to learn more about their services and how they can assist you in reaching your financial objectives.
280 Congress St #1300, Boston, MA 02210, United States -
Northwestern Mutual Rockland
● ClosedNorthwestern Mutual Rockland is a finance institution located at 1001 Hingham Street in Rockland, Massachusetts. As part of the renowned Northwestern Mutual network, our team of financial advisors is dedicated to helping individuals and families achieve their financial goals and secure their futures. With a focus on personalized financial planning and investment strategies, we strive to provide our clients with the tools and guidance they need to build a strong financial foundation. Whether you are planning for retirement, saving for your children's education, or looking to protect your assets, Northwestern Mutual Rockland is here to support you every step of the way. Contact us today to schedule a consultation and start planning for a more secure financial future.
1001 Hingham St Suite 203, Rockland, MA 02370, United States -
Ned Ramsay - Financial Advisor, Ameriprise Financial Services, LLC
● OpenNed Ramsay, a Financial Advisor at Ameriprise Financial Services, LLC, located at 80 Washington Street in Norwell, Massachusetts, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Ned Ramsay is equipped to provide expert advice on asset management, estate planning, retirement planning, investment strategies, and insurance products. Specializing in serving domestic partners, small business owners, retirees, and high net worth clients, Ned Ramsay is dedicated to upholding the highest standards of professionalism and ethical conduct. Whether you are looking for guidance on portfolio management, tax planning, risk management, or retirement income strategies, Ned Ramsay has the expertise and knowledge to help you achieve your financial goals. Contact Ned Ramsay today to schedule a consultation and take the first step towards securing your financial future.
80 Washington St e11, Norwell, MA 02061, United States -
TaxPrep2Go
● ClosedTaxPrep2Go is a trusted accounting and finance institution located at 201 Main Street in Everett, Massachusetts, United States. When life brings challenging tax situations your way, our team of professionals is here to provide you with expert tax advice and planning. We understand the importance of building and preserving your personal wealth, which is why we offer one-on-one guidance and comprehensive financial plans to help manage and improve your financial performance. In addition to tax services, we also help you protect your family in case of disability by analyzing your insurance coverage and ensuring you have enough money in your emergency fund. Our proactive approach goes beyond tax compliance to recommend strategies that maximize your after-tax income.
201 Main St, Everett, MA 02149, United States -
Rosario Tax & Immigration Services
● ClosedRosario Tax & Immigration Services is a comprehensive financial institution located at 1048 Main Street in Brockton, Massachusetts. Our experienced team specializes in accounting, finance, insurance, and real estate services to meet all of your financial needs. Whether you are looking for assistance with tax preparation, immigration services, insurance coverage, or real estate transactions, our dedicated professionals are here to provide expert guidance and support. Visit us today to experience top-notch service and personalized solutions tailored to your unique needs.
1048 Main St, Brockton, MA 02301, United States -
Leonor Pires Centeio Financial Services
● ClosedLeonor Pires Centeio Financial Services is a reputable finance and insurance agency located at 1 Centre Street in Brockton, Massachusetts, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, insurance coverage, or retirement planning, we are here to provide expert guidance and support every step of the way. Trust Leonor Pires Centeio Financial Services to handle all of your financial needs with integrity and excellence.
1 Centre St 4 Fl, Brockton, MA 02301, United States -
Thomas Kokonowski Criminal Defense Law
● OpenThomas Kokonowski Criminal Defense Law is a law firm located at 150 Fearing Street in Amherst, Massachusetts. Specializing in criminal defense and civil litigation, Attorney Thomas Kokonowski brings over 25 years of trial experience to the table. As a former prosecutor, he understands the intricacies of the legal system and uses his knowledge to aggressively defend clients facing charges in Western Massachusetts. Attorney Kokonowski personally handles each case from start to finish, ensuring personalized representation and attention to detail. With a team of experienced paralegals and case managers, he works proactively to achieve the best possible outcome for his clients.
150 Fearing St #14, Amherst, MA 01002, United States
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