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TOP 30 Retirement plan administration in Massachusetts
20 results found
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Aegis Retirement Partners
Aegis Retirement Partners, located at 86 Baker Avenue Extension in Concord, Massachusetts, is a finance institution that specializes in providing comprehensive retirement plan consulting solutions. What sets Aegis apart is their commitment to building trust and confidence through personal service, ensuring that clients have one point of contact for any plan-related issues. The team at Aegis is made up of seasoned professionals with extensive experience, offering independent advice with no hidden compensation. Aegis offers consulting expertise for defined contribution and defined benefit plans for both for-profit and non-profit organizations. Their unique administration model assigns a dedicated retirement plan expert to handle all client services, ensuring efficiency and accountability. Aegis also focuses on designing customized retirement plan solutions tailored to each client's specific goals and objectives.
Wilmington Trust
Wilmington Trust, located at 1 Monarch Place in Springfield, Massachusetts, is a leading finance institution that offers wealth and institutional services for M&T Bank. With a focus on helping families and businesses succeed, our experienced professionals provide guidance and support for all financial needs. Plan your visit to our Springfield office and schedule an appointment to learn more about how we can help you achieve your financial goals.
Legacy Counsellors, P.C
Legacy Counsellors, P.C. is a trusted estate planning law firm located at 358 Sewall Street in Ludlow, Massachusetts, United States. Specializing in protecting the assets and legacies of their clients, Legacy Counsellors, P.C. serves individuals and families in Massachusetts, Connecticut, and surrounding areas. Whether you are a married couple like James and Patti, a business owner like Annabel, or someone like Thomas and Gloria who has inherited a substantial estate, Legacy Counsellors, P.C. is dedicated to helping you plan for the future and protect what you have built for your loved ones.
Legacy Counsellors, P.C.
Legacy Counsellors, P.C. is an Estate Planning Law Firm located at 135 Main Street in Sturbridge, Massachusetts. They specialize in helping clients protect their assets and enhance the legacy they leave behind for their loved ones. Whether you are thinking about estate planning, retirement planning, or buying a home, Legacy Counsellors, P.C. can provide expert guidance and assistance. They serve clients in Massachusetts, Connecticut, and surrounding areas, including Easthampton, Southampton, Northampton, Hartford, Tolland, Windham, and more. With a focus on asset protection and preserving wealth for future generations, Legacy Counsellors, P.C. is dedicated to helping clients navigate the complexities of estate planning and financial security. Contact them today for a consultation and explore how they can help you secure your legacy.
Zenith American Solutions
Zenith American Solutions is a leading health and insurance agency located at 33 Eastland Street in Springfield, Massachusetts. With a strong focus on providing comprehensive and innovative solutions, Zenith American Solutions is dedicated to helping individuals and organizations navigate the complexities of the healthcare and insurance industries. Their team of experts is committed to delivering top-notch service, personalized guidance, and strategic planning to ensure the best possible outcomes for their clients. Trust Zenith American Solutions to be your partner in achieving your health and insurance goals.
Freedom Credit Union
Freedom Credit Union, located at 1976 Main Street in Springfield, Massachusetts, is a trusted financial institution offering a range of services including ATM access and various finance options. In addition to providing financial services, Freedom Credit Union is committed to giving back to the community. Eligible students can apply for college scholarships, and funds raised support organizations such as the Foundation for TJO Animals and Franklin County Regional Dog Shelter. The institution also collects donations for the Massachusetts Coalition for the Homeless.
Principal Financial Group
Principal Financial Group is a finance institution located at 309 South Main Street in Mansfield, Massachusetts, United States. We offer a range of services to help you protect what matters most, including insurance options to safeguard your life and wages. As the presenting sponsor of prestigious sports awards, we celebrate excellence and equality in sports. Our goal is to help you achieve your financial goals, whether it's saving for retirement or education. With our partner in your area, you can meet your money goals and adapt as life changes. We offer investment options through Principal® SimpleInvest portfolios, but please note that all investments have inherent risks. Our Retirement Wellness Planner provides education to help you make informed financial decisions, but individual results may vary. Insurance products are issued by Principal National Life Insurance Co and Principal Life Insurance Co, with plan administrative services offered by Principal Life. Securities are offered through Principal Securities, Inc, member SIPC. Discover how Principal Financial Group can help you secure your financial future.
Axial Benefits Group, LLC
Axial Benefits Group, LLC is a leading finance and insurance agency located at 1 Van de Graaff Drive in Burlington, Massachusetts, United States. With a dedicated team of professionals, they offer a wide range of services to help individuals and businesses make informed decisions about their financial and insurance needs. Whether it's retirement planning, health insurance, or investment strategies, Axial Benefits Group, LLC provides personalized solutions to meet their clients' specific goals and objectives. With a commitment to excellence and customer satisfaction, they strive to be a trusted partner in helping clients secure their financial future.
Smonik Systems LLC
Smonik Systems LLC is a finance institution located at 3 Edgewater Drive in Norwood, Massachusetts, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and make informed decisions about their money. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Smonik Systems LLC is here to help. Contact us today to learn more about our services and how we can assist you with your financial needs.
Merrill Lynch Financial Advisor James S Rochford
Merrill Lynch Financial Advisor James S Rochford, located in Wellesley, Massachusetts, United States, has been providing financial and wealth management advice for over thirty three years. With Series 7, 66, 31 FINRA registrations and Life Insurance licenses, James focuses on creating individually customized financial strategies based on each client's unique values. As a CPFA™ professional, his goal is to build strong relationships with clients, built on trust and respect. James offers personalized approaches with access to a network of specialists at Merrill Lynch Wealth Management and Bank of America. With a degree in Business Administration and Economics, James is dedicated to helping clients achieve their financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. By getting to know each client personally, James can create a customized plan to help manage, grow, and preserve wealth for the future. With regular check-ins and adjustments to the financial approach as needed, James aims to help clients stay on track to achieve their goals. Contact James Rochford for personalized investment strategies and comprehensive financial solutions tailored to your needs and priorities.
Fiducial
Fiducial, located at 1 State Street in Boston, Massachusetts, is a trusted institution specializing in accounting and finance services. As a reliable advisor to businesses and individuals, Fiducial helps clients succeed by offering a wide range of services including bookkeeping, tax planning, payroll preparation, business management consulting, valuations, retirement plan administration, and personal & business financial planning. In response to the Coronavirus COVID-19 pandemic, Fiducial has implemented measures to ensure the safety and well-being of its clients and staff. With a global presence and over 850 offices across Europe and North America, Fiducial provides personalized strategies tailored to each client's unique situation and needs.
Hingham School Superintendent
The Hingham School Superintendent is a prestigious educational institution located at 220 Central Street in Hingham, Massachusetts, United States. This school is known for its commitment to excellence in education and is proud to have been recognized as a U.S. Department of Education Green Ribbon Schools Recipient. The current superintendent, Boening, has a background in educational leadership and has previously served as the principal of Liberty Elementary School in Braintree Public Schools. Boening will be taking over from retiring superintendent Mary Eastwood in June.
Berkshire Elder Law Center
The Berkshire Elder Law Center, located at 33 Main Street in North Adams, Massachusetts, is a trusted institution specializing in providing legal services to seniors and their families. Our team of experienced lawyers is dedicated to helping clients navigate the complex legal issues related to aging, including estate planning, healthcare directives, and long-term care planning. With a focus on compassion and expertise, we strive to ensure that our clients receive the support and guidance they need to make informed decisions about their future. Contact us today to learn more about how we can assist you with your elder law needs.
Monteforte Law, P.C.
Monteforte Law, P.C. is a specialized law firm located at 300 Tradecenter Drive in Woburn, Massachusetts, United States. We cater to moderate to high-earning families, helping them protect the assets they have worked hard for. Our services include creating estate plans for individuals, families, and business owners, as well as assisting retirees and seniors with trusts, Medicaid planning, and long-term care asset protection. Attorney Michael Monteforte, our founder, is dedicated to ensuring that your wealth is preserved and passed on to the next generation, leaving a lasting legacy for your family. With a focus on Wealth Preservation Planning, we offer tailor-made solutions to meet the unique needs of moderate to high-net-worth individuals and families. Our goal is to safeguard your assets and ensure a secure future for your loved ones. Schedule a Strategic Planning Session with us today to get started on protecting your hard-earned wealth.
Kotseas LaPointe, P.C.
Kotseas LaPointe, P.C. is a reputable insurance agency and law firm located at 94 Highland Street in Worcester, Massachusetts, United States. Specializing in providing comprehensive insurance coverage and legal services, our experienced team is dedicated to helping clients navigate complex insurance policies and legal matters. Whether you are in need of insurance advice or legal representation, Kotseas LaPointe, P.C. is committed to providing top-notch service and personalized solutions to meet your needs.
Surprenant & Beneski, P.C.
Surprenant & Beneski, P.C. is a reputable law firm located at 35 Arnold Street in New Bedford, Massachusetts. Specializing in estate planning, elder law, and probate matters, our team of experienced attorneys is dedicated to providing personalized and high-quality legal services to our clients. With a focus on compassion and expertise, we strive to help individuals and families navigate complex legal issues with confidence and peace of mind. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
Spano Dawicki & Witt
Spano Dawicki & Witt is a finance and law institution located at 605 Broadway in Saugus, Massachusetts, United States. The attorneys at this institution are licensed in Massachusetts & New Hampshire, serving clients globally. They have remained open throughout the pandemic, implementing strict infection control procedures that exceed CDC recommendations. With over 80 years of combined legal experience, Spano Dawicki & Witt specializes in estate planning, asset protection, probate & trust administration, and elder law. They offer personalized solutions for individuals and families, from planning for a newborn to retirement, including issues related to Medicaid, asset protection, and end-of-life planning.
The Law Offices of James A. Miller, P.C.
The Law Offices of James A. Miller, P.C. is a reputable law firm located at 108 Grove Street in Worcester, Massachusetts, United States. Specializing in various legal matters, the experienced team at this institution is dedicated to providing top-notch legal services to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or criminal defense, the lawyers at The Law Offices of James A. Miller, P.C. are here to help. With a strong reputation for professionalism and success, this institution is a trusted choice for anyone seeking legal representation in the Worcester area.
Landry Law, PLLC
Landry Law, PLLC is a legal institution located at 41 South Street in Plainville, Massachusetts, United States. We pride ourselves on offering legal services in a unique and comfortable way, focusing on helping clients make informed decisions without the stress of traditional methods. Our services cater to a variety of clients, including women entrepreneurs, individuals with international considerations, and those with complex needs at the intersection of tax and law. Our areas of practice include trusts & estates, tax, and business law, serving clients in Massachusetts and Rhode Island as well as globally. Whether you need assistance with estate planning, business setup, estate administration, retirement planning, or tax consultations, we strive to help you achieve your goals without added stress.
Comprehensive Insurance Providers
Comprehensive Insurance Providers (CIP) is a trusted insurance agency located at 799 Cambridge Street, Cambridge, Massachusetts, United States. At CIP, we go above and beyond to serve as your advocate, partner, and support system for all your insurance needs. Our team specializes in HR administration, payroll management, employee benefits, and 401(k) services, providing customized solutions to help your business thrive. We offer a range of tech platforms to streamline processes and maximize efficiencies, tailored to fit seamlessly into your existing systems. Our team takes the time to truly understand your company's unique needs and business model, ensuring that we provide the best solutions without any hidden fees or excess charges.
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