TOP 30 Best Senior financial planning benefits in Massachusetts

John Fitzgerald - Prudential Financial is a reputable finance and insurance agency located at 595 Edgewater Drive in Wakefield, Massachusetts. With a strong focus on providing comprehensive financial planning and insurance solutions, the institution is committed to helping clients achieve their financial goals and secure their future. The team at John Fitzgerald - Prudential Financial is dedicated to providing personalized and expert advice to individuals, families, and businesses in the area. Whether you are looking for retirement planning, investment strategies, or insurance coverage, you can trust John Fitzgerald - Prudential Financial to deliver top-notch services tailored to your specific needs.

Timothy Corkum - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 401 Edgewater Place in Wakefield, Massachusetts, offers a range of financial services to individuals seeking expert advice on asset management, retirement planning, estate planning, and investment opportunities. Timothy Corkum 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®. With a strong focus on ethical practices and comprehensive knowledge in financial planning, Timothy Corkum is dedicated to providing personalized financial solutions to clients, including seniors, retirees, small business owners, high net worth individuals, and families with special needs. Additionally, Timothy Corkum is trained to assist military personnel and veterans with their unique financial needs. Trust Timothy Corkum - Private Wealth Advisor for expert guidance and strategic financial planning tailored to your specific goals and aspirations.

Andrew Bodnar is a Financial Advisor at Ameriprise Financial Services, LLC located at 175 Andover Street in Danvers, Massachusetts, United States. Andrew has a range of 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 Andrew's expertise in asset management, estate planning, investment strategies, retirement planning, and more. As a Certified Military Financial Advisor®, Andrew is also trained to serve veterans, active duty, Reserve, National Guard and their families. With a commitment to ethical practices and ongoing education, Andrew is dedicated to providing comprehensive financial planning services to his clients.

Elizabeth Snow Wilds is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 175 Andover Street in Danvers, Massachusetts, United States. Elizabeth 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®. Elizabeth specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Elizabeth is dedicated to upholding the highest ethical standards and continuously expanding her knowledge and expertise in the field of finance to better serve her clients.

LTC Financial Partners is a leading finance, health, and insurance agency located at 345 Howard Street in Rockland, Massachusetts, United States. Our team of experts is dedicated to helping individuals and families plan for long-term care needs, providing personalized solutions to protect their financial well-being and health. With a focus on integrity and professionalism, LTC Financial Partners is committed to guiding clients through the complexities of long-term care insurance and financial planning. Contact us today to learn more about how we can help you secure your future.

Elizabeth Kelly Aitken is a financial advisor at Ameriprise Financial Services, LLC located at 99 Derby Street, Hingham, Massachusetts, United States. She holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, wealth transfers, retirement planning, estate planning, and fiduciary practices. Elizabeth is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with investment strategies, insurance products, or planning for financial and medical end-of-life needs, Elizabeth's qualifications make her a trusted advisor in the finance industry. With a focus on ethical practices and continuing education, Elizabeth Kelly Aitken is committed to helping her clients achieve their financial goals.

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.

LTC Financial Partners is a finance, health, and insurance agency located at 77 South Street in Rockport, Massachusetts, United States. Specializing in long-term care planning, they offer a range of financial products and services to help individuals and families prepare for the costs of medical care as they age. With a team of experienced professionals, LTC Financial Partners is dedicated to helping clients navigate the complexities of long-term care insurance and secure their financial future.

Cape Cod Estate Plan is a finance and lawyer institution located at 275 Millway in Barnstable, Massachusetts, United States. Specializing in Wills, Power of Attorney, Health Proxy, Trusts, Estate Planning, Probate of Estate, Mass Health Planning, Asset Protection, and Estate Taxes, they aim to protect and conserve your assets for your loved ones. Attorney Ann M. Grainger, a graduate of UConn School of Law and Yale University, offers complimentary consultations on Barnstable Harbor to help you understand the importance of estate planning and how it can benefit you and your family. Discover the secrets behind estate planning in Massachusetts and be prepared with the essential documents you need for life.

George V Anastopoulos Jr is a financial advisor at Ameriprise Financial Services, LLC located at 275 Grove Street in Newton, Massachusetts, United States. George 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. He specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. George is committed to upholding the highest ethical standards and continuously expanding his knowledge and expertise in the field of finance to better serve his clients.

Prudential | Bob Bramley | Life Insurance & Financial Services is a trusted finance and insurance agency located at 595 Edgewater Drive in Wakefield, Massachusetts. With a commitment to providing top-notch life insurance and financial services, our team is dedicated to helping clients secure their future and protect their loved ones. Whether you are looking for life insurance coverage or seeking advice on financial planning, our experienced professionals are here to guide you every step of the way. Contact us today to learn more about how we can help you achieve your financial goals and secure peace of mind for the future.

My Health Insurance Plan is a trusted health insurance agency located at 15 Stevens Street in Lawrence, Massachusetts, United States. We provide a range of health insurance plans to meet the diverse needs of our clients. Our experienced team is dedicated to helping individuals and families find the right coverage to protect their health and well-being. Whether you are looking for individual coverage or a plan for your entire family, we are here to help you navigate the complex world of health insurance. Contact us today to learn more about our services and how we can help you find the perfect insurance plan for your needs.

Blue Horizon Health Benefits Massachusetts is a leading health insurance agency located at 27 Garden Street in Danvers, Massachusetts. Our mission is to provide comprehensive and affordable health coverage for individuals and families in the Massachusetts area. With a focus on quality care and customer satisfaction, we offer a range of insurance plans tailored to meet the diverse needs of our clients. Our experienced team is dedicated to helping you navigate the complex world of healthcare and find the best coverage options for you and your loved ones. Trust Blue Horizon Health Benefits Massachusetts to protect your health and financial well-being.

Boston National Benefits is a reputable insurance agency located at 152 Conant Street in Beverly, Massachusetts. With a focus on providing high-quality insurance products and exceptional customer service, our experienced team is dedicated to helping clients find the best coverage options to meet their individual needs. Whether you are looking for health insurance, life insurance, or any other type of insurance, Boston National Benefits is committed to guiding you through the process and ensuring that you have the protection you need. Visit us today to learn more about our services and how we can help you secure your financial future.

Senior America is a reputable insurance agency located at 6 Main Street Extension in Plymouth, Massachusetts, United States. Specializing in providing insurance solutions tailored to meet the unique needs of seniors, Senior America offers a wide range of coverage options to ensure peace of mind and financial security in the golden years. With a team of experienced agents dedicated to providing exceptional customer service, Senior America is committed to helping seniors navigate the complexities of insurance and find the best policies to suit their individual needs. Visit us today to learn more about how Senior America can help protect your future.

Forrest Newton: Primerica - Financial Services is a finance and insurance agency located at 150 North Street in Pittsfield, Massachusetts, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through a range of services including investment planning, retirement planning, and insurance coverage. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the tools and resources they need to secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

JW Insurance and Financial Services is an insurance agency located at 201 Jones Road, Waltham, Massachusetts, United States. We are dedicated to serving professional advisors and helping individuals preserve, grow, and distribute their wealth. With over two decades of experience, founder Jing Wang is committed to providing high-quality services and products to clients, including bilingual services for Chinese families. As a member agent of The Nautilus Group®, a service of New York Life Insurance Company, we offer legal and tax consultative services, state-of-the-art planning strategies, and customized case analyses to meet each client's unique needs. Our goal is to help clients achieve financial peace of mind by providing smart thinking, sound analysis, and experienced financial insight.

J.C. Mizahi Insurance and Retirement Planning is a trusted insurance agency located at 12 Silver Birch Lane in Lincoln, Massachusetts, United States. Our dedicated team specializes in providing comprehensive insurance solutions and retirement planning services to help individuals and families protect their assets and secure their financial future. With a commitment to personalized service and tailored advice, we strive to ensure our clients have the peace of mind they deserve. Contact us today to learn more about how we can help you achieve your insurance and retirement goals.

Senior Insurance Strategies is a trusted insurance agency located at 40 Salem Street in Lynnfield, Massachusetts. Our team specializes in providing personalized insurance solutions for seniors to help them protect their assets and plan for the future. With years of experience in the industry, we understand the unique needs of senior clients and work diligently to find the best coverage options for them. Whether you are looking for Medicare supplements, long-term care insurance, or final expense planning, we are here to help. Contact us today to schedule a consultation and learn more about how Senior Insurance Strategies can assist you in securing your financial future.

d their families. The CVF certification is designed to help advisors and financial professionals understand the specific needs and requirements of those who have served in the military. The V12 certification is a specialized qualification that gives advisors the knowledge and skills required to provide advice, support and guidance to those who have served in the army, navy, air force or security forces. The CFP certification is a mark of excellence for financial planners and advisors who have completed the necessary education, training and experience. The V12 certification is a recognition of expertise in the field of finance and is awarded to those who have completed a program of study that covers the various aspects of financial planning and investment management. The V12 certification is a qualification that is designed to give advisors the knowledge and skills required to provide advice, support and guidance to those who have served in the military. The CFP certification is a mark of excellence for financial planners and advisors who have completed the necessary education, training and experience. The V12 certification is a recognition of expertise in the field of finance and is awarded to those who have completed a program of study that covers the various aspects of financial planning and investment management. The V12 certification is a qualification that is designed to give advisors the knowledge and skills required to provide advice, support and guidance to those who have served in the military. The CFP certification is a mark of excellence for financial planners and advisors who have completed the necessary education, training and experience. The V12 certification is a recognition of expertise in the field of finance and is awarded to those who have completed a program of study that covers the various aspects of financial planning and investment management. The V12 certification is a qualification that is designed to give advisors the knowledge and skills required to provide advice, support and guidance to those who have served in the military. The CFP certification is a mark of excellence for financial planners and advisors who have completed the necessary education, training and experience. The V12 certification is a recognition of expertise in the field of finance and is awarded to those who have completed a program of study that covers the various aspects of financial planning and investment management. The V12 certification is a qualification that is designed to give advisors the knowledge and skills required to provide advice, support and guidance to those who have served in the military. The CFP certification is a mark of excellence for financial planners and advisors who have completed the necessary education, training and experience. The V12 certification is a recognition of expertise in the field of finance and is awarded to those who have completed a program of study that covers the various aspects of financial planning and investment management. The V12 certification is a qualification that is designed to give advisors the knowledge and skills required to provide advice, support and guidance to those who have served in the military. The CFP certification is a mark of excellence for financial planners and advisors who have completed the necessary education, training and experience. The V12 certification is a recognition of expertise in the field of finance and is awarded to those who have completed a program of study that covers the various aspects of financial planning and investment management. The V12 certification is a qualification that is designed to give advisors the knowledge and skills required to provide advice, support and guidance to those who have served in the military. The CFP certification is a mark of excellence for financial planners and advisors who have completed the necessary education, training and experience. The V12 certification is a recognition of expertise in the field of finance and is awarded to those who have completed a program of study that covers the various aspects of financial planning and investment management. The V12 certification is a qualification that is designed to give advisors the knowledge and skills required to provide advice, support and guidance to those who have served in the military. The CFP certification is a mark of excellence for financial planners and advisors who have completed the necessary education, training and experience. The V12 certification is a recognition of expertise in the field of finance and is awarded to those who have completed a program of study that covers the various aspects of financial planning and investment management. The V12 certification is a qualification that is designed to give advisors the knowledge and skills required to provide advice, support and guidance to those who have served in the military. The CFP certification is a mark of excellence for financial planners and advisors who have completed the necessary education, training and experience. The V12 certification is a recognition of expertise in the field of finance and is awarded to those who have completed a program of study that covers the various aspects of financial planning and investment management. The V12 certification is a qualification that is designed to

Welcome to the Seniors Association, located at 109 Skillings Road, Winchester, Massachusetts. As a dedicated local government office, we are committed to enhancing the quality of life for seniors in our community. Our mission is to provide comprehensive support, resources, and programs tailored to meet the diverse needs of older adults. Whether you're seeking information on health services, social activities, or assistance with daily living, our experienced team is here to help. We strive to create a welcoming and inclusive environment where seniors can connect, learn, and thrive. Visit us today to discover how we can support you or your loved ones in leading an active and fulfilling life.

Welcome to Jing Wang, Financial Advisor - JW Insurance & Financial Services Located at 201 Jones Road, Waltham, Massachusetts, we are your dedicated partner in navigating the complex world of finance. At JW Insurance & Financial Services, we are committed to helping you preserve, grow, and distribute your wealth effectively, ensuring you achieve financial peace of mind. Our personalized approach is designed to address your unique financial concerns and set you on a successful path for the future.

Welcome 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.

Welcome to Veterans Benefits Adm, your trusted insurance agency located in the heart of Bedford, Massachusetts. Situated at 200 Springs Road, our dedicated team is committed to providing exceptional insurance services tailored specifically for veterans and their families. We understand the unique needs and challenges faced by those who have served our country, and we strive to offer comprehensive solutions that ensure peace of mind and financial security. At Veterans Benefits Adm, we specialize in a wide range of insurance products designed to protect what matters most to you. Whether you're looking for health insurance, life insurance, or coverage for your home and auto, our experienced agents are here to guide you through the process and help you make informed decisions. We pride ourselves on delivering personalized service with integrity and respect, ensuring that each client receives the attention and care they deserve.

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 Daniel Wagner - Financial Advisor, Ameriprise Financial Services, LLC Located at 350 Park Street, North Reading, Massachusetts, Daniel Wagner is your trusted partner in navigating the complex world of finance. With a commitment to excellence and a diverse range of certifications, Daniel Wagner offers personalized financial advisory services tailored to meet the unique needs of each client.

Welcome to Leo P Varriale - Financial Advisor, Ameriprise Financial Services, LLC, located at 35 Village Road, Middleton, Massachusetts. As a dedicated financial advisor, Leo P Varriale offers a wealth of expertise and personalized financial services to help clients achieve their financial goals. Our firm is committed to providing comprehensive financial planning and investment management services tailored to meet the unique needs of each client. Leo holds several prestigious certifications, ensuring a high standard of professional knowledge and ethical practice. These certifications include the AAMS™ (Accredited Asset Management Specialist™), ADPA™ (Accredited Domestic Partnership Advisor™), AEP® (Accredited Estate Planner®), AIF® (Accredited Investment Fiduciary®), APMA™ (Accredited Portfolio Management Advisor™), and many more.

Welcome to Michael Wallander - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in navigating the complex world of finance. Conveniently located at 175 Derby Street, Hingham, Massachusetts, our firm is dedicated to providing personalized financial advice tailored to meet the unique needs of each client. At Michael Wallander, we pride ourselves on our comprehensive expertise, underpinned by a suite of esteemed certifications that demonstrate our commitment to excellence in financial planning and advising. Our team holds various specialized designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, and many others. These certifications reflect our deep knowledge and proficiency in areas such as investment strategies, estate planning, retirement planning, risk management, and more.

Welcome to Birch Hill Benefits, your trusted local insurance agency located at 901 Pleasant Street, Attleboro, Massachusetts. Specializing in no-cost assistance with Medicare enrollment and benefits, our friendly and experienced licensed professionals are here to guide you every step of the way. Whether you have questions about Medicare or need help with enrollment, our team is ready to assist you with no obligation and at no cost to you. To speak with a licensed agent, call us at (508) 404-0789 (TTY 711) Monday through Friday, from 9am to 5pm, or email Ginger@BirchHillBenefits.com. Please note, Medicare has neither reviewed nor endorsed this information, and we are not connected with or endorsed by the United States government or the federal Medicare program.

Welcome to Erin Sullivan - Financial Advisor, Ameriprise Financial Services, LLC Located in the heart of Concord, Massachusetts, at 33 Bedford Street, Erin Sullivan is a dedicated financial advisor with Ameriprise Financial Services, LLC, offering a comprehensive suite of financial planning services tailored to meet the unique needs of each client. With a commitment to ethical standards and a focus on real-world application of investment concepts, Erin is equipped to guide individuals through the complexities of asset management, estate planning, and retirement strategies.