Retirement planning and investment in Bridgewater, Massachusetts

Welcome to Bridgewater Credit Union, a trusted division of Merrimack Valley Credit Union, conveniently located at 75 Main Street, Bridgewater, Massachusetts. We are dedicated to providing exceptional financial services to our community, ensuring that your banking experience is seamless and rewarding. Whether you're looking to manage your finances, access convenient ATM services, or explore our wide range of financial products, our team is here to assist you every step of the way. At Bridgewater Credit Union, we prioritize your financial well-being, offering personalized solutions to meet your unique needs. Visit us today and discover the difference of banking with a community-focused credit union that genuinely cares about you and your financial success.

Welcome to Bridgewater Credit Union, a proud division of Merrimack Valley Credit Union, located at 1095 Washington Street, Hanover, Massachusetts. As a trusted financial institution, we are dedicated to serving the diverse financial needs of our community with integrity and excellence. At Bridgewater Credit Union, we offer a comprehensive range of financial services including savings and checking accounts, loans, mortgages, and personalized financial advice tailored to help you achieve your financial goals. Our commitment to exceptional customer service ensures that you receive the support and guidance you need, whether you are planning for the future, managing daily finances, or seeking investment opportunities. Visit us today to experience the difference of a credit union that truly values its members and strives to enhance their financial well-being. Join our community and discover the benefits of being a part of Bridgewater Credit Union, where your financial success is our top priority.

True Beacon Capital is a leading finance institution located at 13 Caswell Way in Bridgewater, Massachusetts, United States. With a focus on providing expert financial services and investment solutions, True Beacon Capital is dedicated to helping clients achieve their financial goals. Our team of experienced professionals offers personalized guidance and customized strategies to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, True Beacon Capital is here to support you every step of the way.

NEXT Financial Group, Inc is a finance institution located at 410 Laurel Street in Bridgewater, Massachusetts, United States. With a strong emphasis on providing personalized financial solutions for individuals and businesses, NEXT Financial Group, Inc offers a wide range of services including investment management, retirement planning, and wealth preservation. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, NEXT Financial Group, Inc is committed to delivering tailored solutions to meet your unique needs.

Brian P. O'Leary, RICP is a finance and insurance agency located at 2 Lakeshore Center in Bridgewater, Massachusetts, United States. As a dedicated partner of New York Life, they are committed to serving professional advisors and helping individuals secure their financial future through life insurance and voluntary benefits programs. The institution, led by founder and Marine Corps Veteran Brian O'Leary, believes in guiding honest, hardworking people towards financial security and peace of mind. With a focus on personalized coaching and a values-driven approach, Brian P. O'Leary, RICP aims to empower clients to take control of their financial future and enjoy life to the fullest. Services offered include insurance products, securities, and investment advisory services in select states. Consultation with a tax, legal, or accounting professional is recommended before making any financial decisions.

Edward Jones - Financial Advisor: Albert C Mui is a trusted financial institution located at 180 Winter Street in Bridgewater, Massachusetts, United States. As a dedicated finance professional, Albert C Mui offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for your children's education, or grow your wealth, Edward Jones - Financial Advisor: Albert C Mui can provide expert guidance and support every step of the way. With a commitment to exceptional customer service and a focus on building long-term relationships, clients can trust in the expertise and integrity of Albert C Mui and the Edward Jones team.

Stephen Adams is a Financial Advisor at Ameriprise Financial Services, LLC located at 700 West Center Street in West Bridgewater, Massachusetts, United States. Stephen holds various certifications, including the 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®, CFP®, 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 Stephen's expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. As a trusted advisor, Stephen is committed to providing personalized financial solutions to individuals, retirees, small business owners, and high net worth clients. Contact Stephen Adams today for comprehensive financial planning services.

Welcome to Bluestone Bank, your trusted partner in financial success, conveniently located at 5 Scotland Boulevard, Bridgewater, Massachusetts. At Bluestone Bank, we are committed to providing exceptional banking and financial services tailored to meet the diverse needs of our community. Whether you're looking to open a personal account, manage your business finances, or access our state-of-the-art ATM services, our dedicated team is here to assist you every step of the way. We pride ourselves on delivering personalized service with a local touch, ensuring that your financial journey is smooth and rewarding. Visit us today and experience the difference of banking with Bluestone Bank, where your financial future is our priority.

Bluestone Bank is a reputable financial institution located at 29 Bedford Street in East Bridgewater, Massachusetts. As a full-service bank, Bluestone Bank offers a wide range of financial products and services to meet the needs of individuals, businesses, and communities in the area. With a commitment to providing personalized service and innovative solutions, Bluestone Bank is dedicated to helping customers achieve their financial goals. Whether you're looking for a checking account, mortgage loan, or investment advice, Bluestone Bank is here to help you every step of the way. Visit us today to experience the difference of banking with Bluestone Bank.

Liston Financial is a reputable accounting and finance institution located at 76 North Bedford Street in East Bridgewater, Massachusetts. With a team of experienced professionals, Liston Financial offers a wide range of financial services to individuals and businesses in the United States. From tax preparation to financial planning, Liston Financial is dedicated to helping clients achieve their financial goals. Visit their office today to learn more about their services and how they can assist you with your financial needs.

Axis at Lakeshore is a premier real estate agency located at 4100 Summit Drive in Bridgewater, Massachusetts, United States. Our team of experienced agents is dedicated to helping clients find their dream homes or sell their properties quickly and efficiently. Whether you are looking to buy, sell, or rent, we are here to provide personalized service and expert guidance every step of the way. With a focus on customer satisfaction and attention to detail, Axis at Lakeshore is the go-to agency for all your real estate needs in Bridgewater and beyond. Contact us today to get started on your real estate journey.

Wallace & Holland Company, Inc. is a reputable accounting and finance institution located at 301 West Center Street in West Bridgewater, Massachusetts, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Wallace & Holland Company, Inc. is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Whether you need assistance with bookkeeping, investment management, or retirement planning, you can trust Wallace & Holland Company, Inc. to provide expert guidance and support.

Welcome to Bluestone Bank, your trusted partner in financial success, conveniently located at 14 Main Street, Bridgewater, Massachusetts. At Bluestone Bank, we are committed to providing exceptional banking and financial services tailored to meet the unique needs of our community. Our experienced team is dedicated to helping individuals, families, and businesses achieve their financial goals with a comprehensive range of products and personalized solutions. Whether you're looking for personal banking services, business accounts, loans, or investment advice, Bluestone Bank offers a friendly and professional environment where your financial well-being is our top priority. Visit us today and discover why Bluestone Bank is the cornerstone of financial excellence in Bridgewater.

Welcome to Rockland Trust Bank, your trusted financial partner located at 233 Broad Street, Bridgewater, Massachusetts. As a leading community bank, we are committed to providing personalized banking solutions tailored to meet your financial needs. Whether you are looking to open a savings account, secure a loan, or manage your investments, our dedicated team of financial experts is here to guide you every step of the way. At Rockland Trust Bank, we pride ourselves on delivering exceptional customer service and building lasting relationships with our clients. Visit us today and experience the difference of a bank that truly cares about your financial well-being.

Welcome to South Shore Bank, your trusted financial partner located at 225 Bedford Street, East Bridgewater, Massachusetts. As a proud member of the local community, we are committed to providing exceptional banking and financial services tailored to meet your needs. Whether you're looking to open a savings account, apply for a mortgage, or seek financial advice, our knowledgeable team is here to assist you every step of the way. At South Shore Bank, we prioritize building strong relationships with our clients, offering personalized solutions and a wide range of products to help you achieve your financial goals. Visit us today and experience the difference of community banking with a personal touch.

Welcome to Citizens, your trusted partner in banking and financial services located conveniently at 755 Bedford Street, Bridgewater, Massachusetts. As a leading financial institution, we are committed to providing exceptional service and personalized solutions to meet all your banking needs. Whether you're looking to open a new account, apply for a loan, or simply withdraw cash from our ATM, our team of friendly professionals is here to assist you every step of the way. At Citizens, we pride ourselves on fostering a welcoming environment where our customers can confidently manage their finances. Visit us today and discover the difference of banking with Citizens, where your financial well-being is our top priority.

Welcome to Eastern Bank, your trusted partner in banking and financial services, conveniently located at 110 Main Street, Bridgewater, Massachusetts. As a leading financial institution in the community, we are committed to offering a comprehensive range of services tailored to meet your personal and business needs. Whether you're visiting our branch to explore our diverse banking solutions or using our state-of-the-art ATMs for quick and easy access to your funds, Eastern Bank is here to support your financial journey. Our team of experienced professionals is dedicated to providing exceptional customer service and personalized advice to help you achieve your financial goals. From savings and checking accounts to loans and investment opportunities, we offer a variety of products designed to fit your lifestyle and aspirations.

Welcome to Bluestone Bank, your trusted partner in financial services located conveniently at 120 West Center Street, West Bridgewater, Massachusetts. As a cornerstone of the local community, we are dedicated to providing exceptional banking solutions tailored to meet the diverse needs of our clients. Whether you're looking to manage your personal finances, grow your business, or plan for the future, our team of experienced professionals is here to help you every step of the way. At Bluestone Bank, we offer a comprehensive range of services including personal and business banking, loans, mortgages, and investment opportunities. Our state-of-the-art ATMs ensure you have 24/7 access to your accounts, providing convenience and security whenever you need it. We pride ourselves on our commitment to customer satisfaction, and our friendly staff is always ready to assist you with personalized advice and support.

Welcome to Bluestone Bank, your trusted partner in finance located in the heart of West Bridgewater, Massachusetts. Situated at 728 West Center Street, our branch is dedicated to providing the local community with exceptional banking services tailored to meet your financial needs. At Bluestone Bank, we understand that financial well-being is the foundation for a secure and prosperous future. Our team of experienced professionals is committed to offering personalized solutions that help you achieve your financial goals, whether you're looking to open a new account, secure a loan, or plan for your future.

Semper Financial Group, LLC is a comprehensive financial institution located at 2 Lakeshore Center in Bridgewater, Massachusetts, United States. Specializing in finance, insurance, and legal services, our team of experts is dedicated to helping clients achieve their financial goals and protect their assets. Whether you need assistance with investments, insurance policies, or legal matters, Semper Financial Group, LLC is here to provide personalized solutions tailored to your specific needs. Trust us to guide you through the complexities of the financial world and ensure a secure future for you and your loved ones.

Creative Wealth Solutions is a leading finance institution located at 1 Lakeshore Center in Bridgewater, Massachusetts. Our team of experienced financial experts is dedicated to providing innovative and personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Creative Wealth Solutions is here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

Skyeburst Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 700 West Center Street in West Bridgewater, Massachusetts, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. During the initial consultation, we discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are dedicated to helping you achieve your financial objectives. Please visit our website for important disclosures and information on website rules and regulations. We appreciate referrals and look forward to helping your friends and family members with their financial goals. Contact us today to schedule a meeting and let us assist you in planning for your financial future.

Jaclyn Stanley is a Financial Advisor at Ameriprise Financial Services, LLC located at 700 West Center Street, West Bridgewater, Massachusetts, United States. Jaclyn Stanley 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Jaclyn Stanley offers comprehensive financial planning services and specializes in asset management, estate planning, retirement planning, investment strategies, and insurance products. With a strong commitment to ethics and continuing education, Jaclyn Stanley provides expert advice and personalized solutions for clients' financial needs.

Kjell Christiansen - Financial Advisor, Ameriprise Financial Services, LLC, is a finance institution located at 700 West Center Street, West Bridgewater, Massachusetts, United States. Specializing in 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®, the institution offers comprehensive financial planning services. With a focus on asset management, retirement planning, estate planning, and investment strategies, Kjell Christiansen provides expert advice and guidance to clients looking to secure their financial future. The team of professionals at Kjell Christiansen is dedicated to helping individuals, families, and businesses achieve their financial goals and secure their financial future.

New York Life, located at 2 Lakeshore Center in Bridgewater, Massachusetts, is a finance and insurance agency dedicated to serving professional advisors. They offer life insurance to help individuals leave a legacy of love and financial security. Additionally, they provide affordable voluntary benefits programs for businesses. Semper Financial Group, a part of New York Life, focuses on helping everyday people become masters of their financial future. Their founder, Brian O'Leary, a Marine Corps Veteran, instills values of integrity and service in the firm. They offer insurance and securities products and services to individuals in specific states. Semper Financial Group does not provide tax, legal, or accounting advice, and individuals are encouraged to consult their own professionals before making decisions.

Marie Lordan is a reputable accounting and finance institution located at 14 South Street in West Bridgewater, Massachusetts, United States. With a dedicated team of professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Marie Lordan is committed to providing top-notch expertise and personalized solutions to meet your specific needs. Trustworthy, reliable, and experienced, Marie Lordan is your go-to institution for all your accounting and finance needs.

Welcome to Perfect Fit Finance, your trusted partner in achieving financial success. Conveniently located at 48 Roosevelt Avenue, West Bridgewater, Massachusetts, we specialize in providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complex world of finance with confidence and ease. At Perfect Fit Finance, we offer a comprehensive range of services including financial planning, investment management, retirement planning, tax strategies, and more. We pride ourselves on our client-focused approach, taking the time to understand your goals and crafting a customized plan to help you achieve them. Whether you're planning for the future, managing your current assets, or seeking expert advice to optimize your financial situation, we are here to support you every step of the way.

Welcome to Kaplan Family Financial, LLC, where financial well-being meets personalized service. Located at 2 Lakeshore Center in Bridgewater, Massachusetts, our firm is dedicated to helping you achieve your financial goals with confidence and clarity. Led by Ari Jason Kaplan, a seasoned financial advisor with a passion for empowering clients, we offer tailored financial planning and investment strategies designed to meet your unique needs. At Kaplan Family Financial, LLC, we understand that every financial journey is personal. Whether you're planning for retirement, saving for a child's education, or navigating complex investment landscapes, Ari Jason Kaplan is committed to providing expert guidance and support every step of the way. Our approach is rooted in trust, transparency, and a deep understanding of the ever-changing financial market.

Welcome to Kornegay Kapital Group, LLC, where we are committed to helping you achieve your financial aspirations. Located at 2 Lakeshore Center, Bridgewater, Massachusetts, our firm is dedicated to providing personalized financial solutions tailored to your unique needs. Under the leadership of Rodney Kornegay, our CEO, we offer a wide range of services designed to help you protect your family, secure your retirement, and grow your business. At Kornegay Kapital Group, we understand that life is unpredictable, and we are here to ensure you are prepared for whatever comes your way. Our partnership with New York Life allows us to provide expert guidance and access to a variety of insurance products, ensuring you leave a legacy of love and financial security for your loved ones.

Welcome to Janet Brown, Agent - New York Life, your trusted partner in financial security and peace of mind. Conveniently located at 2 Lakeshore Center, Bridgewater, Massachusetts, our agency is committed to providing personalized insurance and financial solutions tailored to meet your unique needs. With years of expertise in the finance and insurance industry, Janet Brown and her dedicated team are here to guide you through every step of safeguarding your future. At Janet Brown, Agent - New York Life, we offer a comprehensive range of services including life insurance, retirement planning, investment strategies, and more. Our goal is to help you achieve financial stability and protect what matters most to you and your loved ones. We pride ourselves on delivering exceptional customer service and building long-lasting relationships with our clients.