TOP 30 Strategically located in Holden, Massachusetts
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Alexander Holden - Real Estate Agent
● OpenWelcome to Alexander Holden - Real Estate Agent, your trusted partner in navigating the dynamic real estate markets of Southern Massachusetts and Rhode Island. Conveniently located at 306 Wilbur Avenue, Swansea, Massachusetts, our dedicated team at Marble House Realty is committed to delivering exceptional service and results for all your real estate needs. Our passionate and experienced agents have been meticulously selected to ensure that our clients' best interests are always at the forefront. Whether you're selling your home for top dollar or seeking the best deal on your next purchase, our team employs strategic approaches to achieve your goals.
306 Wilbur Avenue, Swansea, Massachusetts 02777, United States -
Assabet Advisors LLC
● OpenAssabet Advisors LLC is a finance institution located at 1087 Main Street, Holden, Massachusetts, United States. We specialize in helping clients invest today for a better tomorrow by structuring portfolios based on long-term trends in financial markets. Our primary focus is on asset allocation, strategically distributing assets across various asset classes to achieve optimal results for each individual client. Unlike some advisors who may receive payments through commissions or other sources that could influence their investment decisions, Assabet Advisors operates on a fee-only basis. We take our fiduciary responsibility seriously, ensuring that our clients' best interests are always the top priority. Our fees are solely based on assets under management, eliminating any potential conflicts of interest. Trust Assabet Advisors to guide you towards a secure financial future with transparent and personalized investment strategies.
1087 Main St, Holden, MA 01520, United States -
Merrill Lynch Financial Advisor Dan Whiting
● OpenWelcome to Merrill Lynch Financial Advisor Dan Whiting's practice, located at 2221 Washington Street, Newton, Massachusetts. As a dedicated financial advisor with Merrill Lynch Wealth Management, Dan Whiting offers a comprehensive suite of investment solutions and banking products through the powerful collaboration between Merrill and Bank of America. Since joining Merrill Lynch in 2018, Dan has been committed to providing personalized financial guidance, drawing on his extensive experience, including eight years at Fidelity Investments. Dan's disciplined and client-focused approach begins with a deep understanding of your unique needs, concerns, and financial priorities. As a CERTIFIED FINANCIAL PLANNER® professional, Dan is passionate about helping you design and implement a customized financial plan aimed at achieving your goals while effectively managing investment risks.
2221 Washington Street, Newton, Massachusetts 02462, United States
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