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TOP 30 Tailored portfolio management solutions in Brookline, MA
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Beacon Wealth Advisors, LLC
Beacon Wealth Advisors, LLC is a finance and insurance agency located at 1330 Beacon Street in Brookline, Massachusetts, United States. Founded by Daniel Wallach and Jonathan Stearns, with over 30 years of experience, the institution aims to help clients achieve their financial goals and dreams. Operating as independent advisors, they prioritize integrity and mutual trust in establishing long-lasting relationships with clients. Offering services such as financial planning, investment management, corporate benefit plans, and insurance strategies, the team at Beacon Wealth Advisors focuses on the needs and objectives of their clients rather than product-driven recommendations. Their core competency lies in financial planning, with a process that includes comprehensive investment strategies, risk management, and estate planning. Visit their Wellesley location or contact them via phone or email for more information.
Jeanne Tomich
Jeanne Tomich is a health institution located at 1842 Beacon Street in Brookline, Massachusetts, United States. With a background in psychodynamic personality development, Jeanne Tomich offers a variety of therapeutic approaches including motivational interviewing, mindfulness, DBT, and solution focused treatment. Specializing in stress, trauma, depression, and couples' relationships, Jeanne Tomich provides a calm and supportive environment for clients to work towards their goals. With experience in both juvenile and adult court clinics, Jeanne Tomich is skilled in working with high risk clients facing a range of emotional issues. Clients can expect a personalized approach tailored to their specific needs, with a focus on managing symptoms and addressing underlying causes. With a Ph.D. in Clinical Psychology from Loyola University of Chicago, Jeanne Tomich is dedicated to helping clients navigate through life's challenges and make positive changes.
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