Retirement goal achievement 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.

Charles Carroll Financial is a reputable finance institution located in Kingston, Massachusetts, United States. With a commitment to providing top-notch financial services, they offer a wide range of solutions to meet the needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experts at Charles Carroll Financial are dedicated to helping you achieve your financial goals. Trustworthy, experienced, and customer-focused, this institution is a trusted partner for all your financial needs.

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.

Kelly Woerdeman is a financial advisor at Ameriprise Financial Services, LLC located at 431 Country Club Way in Kingston, Massachusetts, United States. Kelly Woerdeman holds multiple 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 Kelly Woerdeman's expertise in various areas of financial planning and asset management. Kelly Woerdeman is dedicated to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.

H&R Block is a trusted accounting and finance institution located at 164 Summer Street in Kingston, Massachusetts, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services, including tax preparation, bookkeeping, and financial planning. Whether you're an individual or a small business owner, H&R Block is dedicated to helping you navigate the complexities of the financial world with ease and confidence. Visit us today to see how we can help you achieve your financial goals.

Thomas E Thevenin PC is a reputable accounting and finance institution located at 30 Wapping Road in Kingston, Massachusetts, United States. With a team of experienced professionals, they provide a wide range of accounting and financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, financial planning, or any other financial matter, Thomas E Thevenin PC is dedicated to providing top-notch service and expertise to help you achieve your financial goals. Visit them today to see how they can assist you with your financial needs.

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.

Welcome to Keytoria Jenkins, REALTOR® Located in the heart of Pittsfield, Massachusetts, at 137 North Street, Keytoria Jenkins, REALTOR® is dedicated to providing exceptional real estate services with integrity and a personal touch. Born and raised in Greenville, SC, Keytoria brings a unique blend of Southern hospitality, community connections, and a commitment to service that ensures her clients receive the best experience possible.

Welcome to Kelly Real Estate Services, your trusted partner for all your real estate needs in Massachusetts. Located at 22 Bearses Way, Kingston, we have been dedicated to helping clients buy and sell properties for over 20 years. Our success is rooted in hard work, integrity, and a commitment to exceptional client service. At Kelly Real Estate Services, we understand that every client is unique. We take the time to understand your individual needs and goals, offering personalized service to ensure your complete satisfaction. Our expertise lies in residential real estate, with a deep understanding of the local market, including the South Shore, SouthCoast, and Cape Cod areas.