Retirement fund management in Waltham, MA
15 results found
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Clark Asset Management, LLC
● OpenClark Asset Management, LLC is a finance institution located at 303 Wyman Street in Waltham, Massachusetts, United States. Specializing in asset management, they offer a range of financial services to help clients grow and protect their wealth. With a team of experienced professionals, Clark Asset Management, LLC is dedicated to providing personalized investment strategies and solutions tailored to meet the unique needs and goals of each individual client. Whether you are looking to build a retirement fund, save for a major purchase, or simply grow your wealth, Clark Asset Management, LLC can help you navigate the complexities of the financial market and achieve your financial objectives.
303 Wyman St Suite 300, Waltham, MA 02451, United States -
Anthony D Marken - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenAnthony D Marken is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 303 Wyman Street in Waltham, Massachusetts, United States. He holds various 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 his expertise in wealth management, retirement planning, estate planning, investment management, and specialized financial planning for various needs including domestic partnerships, philanthropy, annuities, and military families. Anthony D Marken is committed to providing comprehensive and personalized financial advice to help clients achieve their financial goals.
303 Wyman St #290, Waltham, MA 02451, United States -
James F Forcier - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJames F Forcier is a financial advisor at Ameriprise Financial Services, LLC, located at 303 Wyman Street in Waltham, Massachusetts, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Chartered Advisor in Philanthropy® (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®, James F Forcier is equipped to provide expert financial advice to individuals and businesses. Whether you need assistance with asset management, retirement planning, estate planning, insurance products, or investment opportunities, James F Forcier has the knowledge and expertise to help you navigate the complex world of finance. Contact James F Forcier today to start planning for your financial future.
303 Wyman St #290, Waltham, MA 02451, United States -
Kevin Daley - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenKevin Daley is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 303 Wyman Street in Waltham, Massachusetts, United States. Kevin 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 Kevin's expertise in areas such as asset management, retirement planning, estate planning, investment management, and more. Kevin is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those with special financial needs. Contact Kevin Daley for expert financial advice and personalized wealth management solutions.
303 Wyman St #290, Waltham, MA 02451, United States -
Melissa Indelicato - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenLocated at 230 2nd Avenue in Waltham, Massachusetts, Melissa Indelicato is a Private Wealth Advisor at Ameriprise Financial Services, LLC. With a focus on finance, Melissa holds various 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®. Melissa provides expert advice on investment opportunities, asset management, retirement planning, estate planning, risk management, and more. Specializing in serving veterans, active duty, Reserve, National Guard, and small business owners, Melissa Indelicato is dedicated to helping individuals achieve their financial goals with integrity and professionalism.
230 2nd Ave Ste 120, Waltham, MA 02451, United States -
Wells Fargo Advisors: Malo Joel
● OpenWells Fargo Advisors: Malo Joel is a finance institution located at 130 Turner Street in Waltham, Massachusetts, United States. They provide a range of financial services and investment advice to help clients achieve their financial goals. With a team of experienced advisors, they offer personalized solutions tailored to each individual's needs. Whether you are planning for retirement, saving for college, or investing for the future, Wells Fargo Advisors: Malo Joel is committed to helping you navigate the complexities of the financial world.
Building 3, 130 Turner St, Waltham, MA 02453, United States -
Wei Xue, Registered Representative - New York Life
● OpenWelcome to Wei Xue, Registered Representative - New York Life, your trusted partner in navigating the complexities of financial planning and insurance solutions. Conveniently located at 201 Jones Road, 5th Floor, Waltham, Massachusetts 02451, we are dedicated to helping individuals and businesses achieve their financial goals with personalized strategies and expert advice. At Wei Xue, we specialize in providing a wide range of financial services tailored to meet the unique needs of our clients. Whether you're looking for permanent life insurance policies with guaranteed benefits and cash value growth, or long-term coverage that adapts to your budget and needs, we have you covered. Our offerings also include market-invested policy options, income replacement solutions in case of sickness or injury, and professionally managed investments with potential for market gains.
201 Jones Road, Waltham, Massachusetts 02451, United States -
Paul Habib, Owner And Co-Founder - Prowealth LLC
● OpenWelcome to ProWealth LLC, your trusted partner in navigating the complexities of financial planning and investment strategies. Located at 201 Jones Road, Waltham, Massachusetts, ProWealth is co-founded by Paul Habib and a team of seasoned professionals dedicated to simplifying the financial journey for our clients. We understand that in today's rapidly evolving digital era, staying ahead of financial trends is crucial for safeguarding and growing your wealth. At ProWealth, our mission is to demystify the complexities that accompany your financial success. We specialize in a wide range of services, from intricate tax strategies, estate conservation, and business succession planning to more straightforward needs like retirement preparation and education funding. Our approach is rooted in adaptability, innovation, and a commitment to excellence, ensuring we provide tailored solutions that align with your unique goals.
201 Jones Road, Waltham, Massachusetts 02451, United States -
Dmitry Frenklakh, Registered Representative - New York Life
● OpenWelcome to Dmitry Frenklakh, Registered Representative with New York Life, located at 201 Jones Road, Waltham, Massachusetts 02451. As a dedicated financial advisor with Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, I am committed to providing personalized financial solutions tailored to meet your unique needs and goals. At our firm, we specialize in creating customized financial strategies that address both your current needs and future aspirations, ensuring a seamless transfer of wealth to the next generation. Whether you're looking to protect your family, grow your investments, or plan for retirement, we offer a wide range of services including life, long-term care, and disability insurance, as well as annuities and investment options.
201 Jones Road, Waltham, Massachusetts 02451, United States -
Darvin Acosta Filpo, Financial Professional - New York Life
● OpenWelcome to Darvin Acosta Filpo, Financial Professional - New York Life, located at 201 Jones Road, 5th Floor, Waltham, Massachusetts 02451. As a dedicated financial services and insurance agency, we are committed to helping you achieve your financial goals and protect your future. Our range of services includes permanent life insurance policies with guaranteed death benefits and cash value that grows over time. We offer highly customizable long-term coverage options that align with your needs and budget, including the ability to invest your policy’s cash value in the market. Our solutions are designed to help you replace lost income due to sickness or injury, pay for long-term care, and manage everyday expenses.
201 Jones Road, Waltham, Massachusetts 02451, United States -
Dustyn Dahn, Financial Professional - New York Life
● OpenWelcome to Dustyn Dahn, Financial Professional - New York Life, your trusted partner in financial and insurance services located at 201 Jones Road, 5th Floor, Waltham, Massachusetts. Our mission is to provide you with tailored solutions that meet your unique needs and help secure your financial future. At Dustyn Dahn, we specialize in a comprehensive range of services, including life insurance, long-term care insurance, and investment strategies. Our permanent policies offer guaranteed death benefits and cash value that grows over time, ensuring long-term protection for your family. We understand that financial decisions can be complex, which is why we are committed to helping you navigate your options with ease and confidence.
201 Jones Road, Waltham, Massachusetts 02451, United States -
Cherilyn Lawrence - New York Life Insurance
● OpenCherilyn Lawrence - New York Life Insurance Welcome to Cherilyn Lawrence - New York Life Insurance, your trusted partner in financial security and planning. Located at 201 Jones Road, 5th Floor, Waltham, Massachusetts, we specialize in providing comprehensive insurance and financial services tailored to your unique needs.
201 Jones Road, Waltham, Massachusetts 02451, United States -
Wenping Jin, Financial Services Professional - New York Life
● OpenWelcome to Wenping Jin, Financial Services Professional - New York Life, located at 201 Jones Road, Waltham, Massachusetts. As a dedicated financial advisor with Eagle Strategies, a subsidiary of New York Life Insurance Company, I am committed to providing personalized advisory services and financial solutions tailored to meet your unique needs and goals. Whether you're looking for permanent policies with guaranteed benefits, customizable long-term coverage, or investment strategies designed to secure your financial future, I am here to guide you every step of the way. My services include life, long-term care, and disability insurance, as well as professionally managed investments with potential market gains, all aimed at protecting your family, assets, or business from life's unexpected events.
201 Jones Road, Waltham, Massachusetts 02451, United States -
Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC
● OpenWelcome to Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC, where your financial future is our priority. Situated at 201 Jones Road in Waltham, Massachusetts, we specialize in providing comprehensive financial legacy solutions tailored to your unique needs. With over 20 years of experience, our firm is committed to helping you achieve both your short and long-term financial goals, ensuring that your wealth aligns with what matters most to you. At Koritz Wealth Strategies, we believe in a relationship-centric approach. We take the time to understand your goals, concerns, and risk tolerance, enabling us to offer personalized strategies for securing your family’s future. Our holistic and collaborative process often sees us acting as the 'quarterback,' bringing together your team of advisors to ensure a cohesive financial plan.
201 Jones Road, Waltham, Massachusetts 02451, United States -
The Needle Group-Sharon, MA Realtors-REAL Broker
● OpenWelcome to The Needle Group-Sharon, MA Realtors-REAL Broker, your premier real estate agency located at 62 South Main Street, Sharon, Massachusetts. We are dedicated to providing exceptional real estate services to our clients, offering a comprehensive platform for searching homes, condos, land, and foreclosure properties. Our website is your ultimate resource, updated every 15 minutes by the official Realtor® database, ensuring you have access to the most current listings. With easy-to-use features, you can save searches, receive daily email alerts on new listings, and stay informed with market reports. Led by Dianne S. Needle, an award-winning Realtor with over 25 years of experience, our team is committed to helping you achieve your real estate goals. Dianne is renowned for her expert market knowledge and personalized approach, ensuring every client receives remarkable service. Under her leadership, The Needle Group has earned accolades such as being ranked number two in the “TOP 25 SMALL TEAMS-USA” and receiving the prestigious Elite Agent award with REAL Broker annually.
62 South Main Street, Sharon, Massachusetts 02067, United States
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