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TOP 30 Sustainable investment advisors in Massachusetts
44 results found
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Flying Point Financial, Inc.
Flying Point Financial, Inc. is a finance institution located at 855 Turnpike Street, North Andover, Massachusetts, United States. As a fee-only, independent registered investment advisor, we pride ourselves on carefully weighing decisions and providing meticulously measured guidance to our clients. Our experienced team offers disciplined planning, attentive insight, and analytical capabilities to serve as your trusted financial partner. Acting solely in your best interest as a fiduciary, we provide the highest standard of care. Comprehensive planning is at the core of our services, encompassing a thorough review and analysis of all aspects of your financial life. We believe in addressing every detail to help you see the big picture and create a personalized plan tailored to your needs. Our goal is to simplify life's complexities and serve as the ultimate steward for your wealth.
Hilltop Securities Inc.
Hilltop Securities Inc. is a finance institution located at 255 Park Avenue in Worcester, Massachusetts, United States. They specialize in providing sustainable solutions to keep vital public infrastructure projects moving forward. As a leading municipal investment bank, they work closely with clients to help them achieve their bold visions. With a team that brings a wealth of perspectives and deep industry knowledge, Hilltop Securities is able to better serve the communities they work with. They are committed to transparency and compliance, as evidenced by their FINRA’s BrokerCheck, Disclosures, Share-Class Initiative Settlement, and Form CRS.
Caplan Asset Management LLC
Caplan Asset Management LLC is a reputable financial institution located at 63 Foundry Road in Sharon, Massachusetts. With a team of experienced professionals, they provide comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Caplan Asset Management LLC offers personalized solutions tailored to each client's unique needs. Their commitment to excellence and dedication to client satisfaction make them a trusted partner in financial success.
Cutter Financial Group, LLC
Cutter Financial Group, LLC is a finance and legal institution located at 84 Davis Straits, Falmouth, Massachusetts, United States. Specializing in building sound retirement wealth management systems for current and future retirees, Cutter Financial Group helps clients achieve financial independence as they transition through different stages of their financial lifecycle. Founded by Jeff Cutter, CPA/PFS, with over 25 years of experience, the institution offers tools and resources to assist clients in their financial journey. From budget planning to weekly finance articles and informational brochures, Cutter Financial Group aims to provide clients with the knowledge and confidence to navigate their retirement and investment decisions. Recognized as the Best Financial Planner by The Enterprise in 2020 and 2021, Cutter Financial Group is committed to helping clients achieve their financial goals with added peace of mind.
Stakeholders Capital, a Perigon Partner
Stakeholders Capital, a Perigon Partner, is a finance institution located at 321 Main Street in Amherst, Massachusetts, United States. We specialize in investing for the common good, managing assets, and planning for the future sustainably. Our mission is to help clients align their values with their financial goals. At Stakeholders Capital, we believe in maximizing both financial returns and positive impact in the world. We offer customized investment plans that consider each client's goals, risk tolerance, and impact objectives. Our team combines traditional investment strategies with expertise in impact and sustainable investing to create diversified portfolios tailored to individual needs.
Salem Capital Management Inc
Salem Capital Management Inc is a leading finance institution located at 400 Unicorn Park Drive in Woburn, Massachusetts. With a strong focus on investment management and financial planning, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Salem Capital Management Inc is here to provide personalized solutions and guidance every step of the way. Contact us today to learn more about how we can help you secure your financial future.
Harty Financial (Newburyport office)
Harty Financial, located at 10 State Street in Newburyport, Massachusetts, is a finance institution dedicated to providing personalized financial planning and wealth management services based on your goals and values. The team at Harty Financial, led by Caleb Harty and Brendan Harty, are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. They work with a variety of clients, including business owners, executives, families with special needs children, and those nearing retirement. The approach at Harty Financial is highly customized, holistic, and geared toward each client's specific goals, opportunities, and risk tolerance. Whether you have done a lot of financial planning or none at all, Harty Financial will meet you where you are and help you find the right financial path for your situation. Contact Harty Financial today for comprehensive financial planning services tailored to your individual needs.
Sun Life Financial
Sun Life Financial, located at 800 Boylston Street in Boston, Massachusetts, is a finance institution dedicated to keeping their clients' personal data safe and secure. They offer a range of financial services and are committed to preventing type 2 diabetes through awareness and education. Sun Life's annual meeting is scheduled for May 9, where clients can participate virtually or in-person. They have a strong focus on sustainability, with investments in clean and renewable energy projects. The institution values diversity and inclusivity, seeking outstanding individuals to join their team from all backgrounds. Sun Life acknowledges the Indigenous territories and treaties on which they operate, showing their commitment to honoring and supporting Indigenous communities. Join Sun Life in their purpose-driven mission to support clients through life's most important moments and make a positive impact in the world.
CohnReznick LLP
CohnReznick LLP is a leading accounting and finance institution located at 350 Granite Street, Braintree, Massachusetts, United States. With a focus on deep industry knowledge, we provide specialized services for industries such as consumer, hospitality, manufacturing, distribution, investment management, healthcare, regulated industries, high-net-worth individuals, government agencies, not-for-profit organizations, real estate, renewable energy, tech, media, and more. Our integrated approach helps clients improve performance, manage risk, and drive business value. We offer comprehensive advisory, assurance, tax, and accounting services, supported by our team of skilled professionals and innovative technologies. As a trusted employer and business advisor, we are committed to corporate responsibility and sustainability initiatives. Join us to explore unlimited career opportunities and experience the diverse perspectives and expertise critical to our clients' successes. Visit our office locations across the U.S. and internationally to connect with our team and learn more about how we can deliver value to your business.
Trillium Asset Management
Trillium Asset Management is a finance institution located at 60 South Street in Boston, Massachusetts, United States. They specialize in sustainable and responsible investing, helping clients align their financial goals with their values. With a focus on environmental, social, and governance factors, Trillium Asset Management offers a range of investment strategies that promote positive change in the world. Their team of experienced professionals work closely with clients to create customized investment portfolios that support a more sustainable future.
JW Insurance and Financial Services
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.
1202 Social St. / Heritage REI, LLC
1202 Social St. / Heritage REI, LLC is a prestigious institution located at 1202 Social Street in Blackstone, Massachusetts, United States. Known for its commitment to heritage preservation and real estate investment, this establishment is dedicated to maintaining and restoring historical properties in the area. With a focus on community engagement and sustainable development, 1202 Social St. / Heritage REI, LLC plays a vital role in preserving the rich history and architectural beauty of Blackstone. Whether you are a history enthusiast, a real estate investor, or simply someone who appreciates the value of heritage, this institution offers a unique and valuable opportunity to be a part of something special.
Milowe Wealth Management Group
Welcome to Milowe Wealth Management Group Located at 57 River Street, Wellesley, Massachusetts, Milowe Wealth Management Group is your trusted partner in achieving financial security and confidence. As a premier finance firm, we specialize in delivering high-level, comprehensive wealth management strategies tailored specifically to each client's unique needs and aspirations.
EIA Global
Welcome to EIA Global, your trusted partner in Credit and Political Risk Insurance since 1979. Located at 65 Common Street in Walpole, Massachusetts, EIA Global stands as a leading independent brokerage firm dedicated exclusively to serving the complex needs of businesses in the finance and insurance sectors. Our decades of experience have enabled us to forge strong, lasting relationships with clients and insurers alike, ensuring that we remain a reliable ally committed to integrity and excellence. Our founder and president, Al, brought his extensive banking and insurance expertise to establish EIA Global, which has since grown into one of the most respected firms in the United States. Alongside Al, our seasoned team includes David, Donna, and Ed—each bringing their own wealth of knowledge and leadership to the firm.
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