Tailored portfolio management solutions in Massachusetts
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Merrill Lynch Financial Advisor Nathaniel C. Raynor
● ClosedMerrill Lynch Financial Advisor Nathaniel C. Raynor, located at 100 Federal Street in Boston, Massachusetts, offers a thoughtful and high-touch approach to portfolio management for his clients. With a focus on providing tailored socially responsible investment strategies that incorporate ESG factors, Nathaniel works primarily with high net worth families and companies to create long-term wealth management and capital management strategies. Nathaniel graduated from Union College with a degree in Economics and is dedicated to minimizing taxes for his clients, especially in relation to public and private equity awards. Outside of the office, Nathaniel enjoys exploring Boston's vibrant restaurant and art scenes, as well as leading his team's business operations on Nantucket. He is a passionate advocate for Autism Speaks and Wounded Warriors, causes he championed during his time at Union College. Nathaniel resides in Boston's South End with his girlfriend Dani.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Merrill Lynch Financial Advisor Danyil S. Medvedev
● ClosedMerrill Lynch Financial Advisor Danyil S. Medvedev, located at 100 Federal Street in Boston, Massachusetts, is a team of highly accomplished and experienced advisors dedicated to providing exceptional wealth management advice to a limited number of successful clients. The Boston Harbor Team has built long-standing relationships with client families, offering customized wealth building and preservation strategies. Clients, who are often multi-generational families with significant wealth, are referred to the team by other satisfied clients, attorneys, and accountants who are familiar with their approach. The team's philosophy focuses on tax-efficient, research-intensive portfolios, including alternative investments when appropriate, to serve clients' best interests over the long run. With access to tailored lending capabilities and coordination with clients' other advisors, the team aims to align tax minimization and estate planning strategies for each individual client. Their dedication to detail, hard work, and customization ensures a positive wealth management experience that leads to the outcomes clients envision for themselves and their families. Recognized by financial industry publications for exemplary client service, the team prides itself on reliability and accessibility. With a tradition of helping successful individuals make financial decisions that enhance their lifestyles and legacies, the team is committed to building strong client relationships based on trust and personalized service.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Merrill Lynch Financial Advisor Jeffrey P Keough
● ClosedMerrill Lynch Financial Advisor Jeffrey P Keough is a distinguished finance institution located at 100 Federal Street, Boston, Massachusetts, United States. The KCH Wealth Management Group, led by an 8-member team, specializes in providing tailored advice and guidance to corporate executives, business owners, and affluent families. With over 1.8B in assets under management as of March 2024, the group has been ranked #26 on the 2023 Forbes "Best-In-State Wealth Management Teams" list. The team believes in creating personalized financial plans to help clients manage, grow, and preserve their wealth for the long term. By leveraging the investment insights of Merrill and banking solutions from Bank of America, they aim to address each client's unique financial needs and goals. The team at Merrill Lynch Wealth Management Advisors is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. With a focus on understanding clients' goals and priorities, the team offers personalized investment strategies and comprehensive financial solutions to help clients achieve their financial objectives. Through ongoing communication and regular reviews, the team helps clients stay on track to meet their goals despite changes in the financial markets or personal circumstances. The institution is dedicated to providing clients with the latest investment insights, tips, and strategies to help them live their best financial life.
100 Federal St 17th Floor, Boston, MA 02110, United States -
West Branch Capital LLC
● ClosedWest Branch Capital LLC is an independent fee-only, SEC Registered Investment Adviser located at 99 Derby Street, Hingham, Massachusetts. Recognized by the Financial Times 300 Top Registered Investment Advisers and investor.com as a Trusted Firm, we offer a full range of investment management services for individuals, institutions, and corporate retirement plan sponsors. Our team of fiduciary advisors is committed to always acting in the best interests of our clients, providing personalized financial plans tailored to address current and future financial needs. Whether you are just starting to invest or have a solid retirement plan in place, we are here to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you in securing your financial future.
99 Derby St Suite 200, Hingham, MA 02043, United States -
Janet Kim McCormick - Morgan Stanley
● OpenJanet Kim McCormick - Morgan Stanley is a finance institution located at 112 Worcester Street in Wellesley, Massachusetts, United States. Our team of experienced professionals provides a wide range of financial services and investment strategies to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to provide personalized solutions tailored to your unique needs. Trust in our expertise and dedication to help you secure a strong financial future.
112 Worcester St, Wellesley, MA 02481, United States -
Cloud9 Advisory, Inc.
● ClosedCloud9 Advisory, Inc. is a financial advisory firm located in Boston, Massachusetts, United States. Specializing in accounting and finance, we offer a wide range of services to simplify your life. Our strategic alliances with enterprise class service providers allow us to provide unlimited business solutions, from cloud migration to application development. We specialize in guiding companies through the shift from product-based to service-oriented approaches, unlocking enhanced customer value and establishing predictable revenues. Stay connected to your construction projects with instant access to crucial accounting information, no matter where you are.
One Beacon St 14th Floor, Boston, MA 02108, United States -
Private Client Services Group
● OpenPrivate Client Services Group is a leading accounting and finance institution located at 23 College Street in South Hadley, Massachusetts, United States. Our team of experienced professionals provides personalized financial services to individuals and families, helping them achieve their financial goals and secure their financial future. With a focus on building long-term relationships and delivering exceptional service, Private Client Services Group is dedicated to providing expert financial guidance and support to our clients.
The Village Commons, 23 College St, South Hadley, MA 01075, United States -
Millard Elaine
● OpenMillard Elaine is a reputable accounting and finance institution located at 125 Burt Street in Norton, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment strategies, Millard Elaine is dedicated to providing top-notch services tailored to meet your specific needs. Their commitment to excellence and attention to detail sets them apart as a trusted partner in managing your financial affairs.
125 Burt St, Norton, MA 02766, United States -
Okoli Financial Inc.
● ClosedOkoli Financial Inc. is a reputable accounting and finance institution located at 351 South Huntington Avenue in Boston, Massachusetts, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Our commitment to excellence and client satisfaction sets us apart in the industry. Whether you are an individual or a business, Okoli Financial Inc. is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
351 S Huntington Ave Ste R, Jamaica Plain, MA 02130, United States -
World Insurance Associates LLC (formerly Allan M. Walker)
● ClosedWorld Insurance Associates LLC (formerly Allan M. Walker) is an established insurance agency located at 120 High Street in Taunton, Massachusetts, United States. With a history dating back to 1847, the agency has been serving the community of Taunton and surrounding areas with a wide range of commercial and personal insurance services, as well as bonds. Following the merger with World Insurance Associates, the agency continues to provide dedicated service to all clients, offering a personalized approach to meet individual insurance needs. The agency prides itself on offering a variety of products and services to cater to the evolving needs of its clients. Whether it's protecting a business with a commercial package policy or advising on investment property ownership, the experienced staff at World Insurance Associates is committed to providing expert guidance and support.
120 High St, Taunton, MA 02780, United States -
Angel Urena: Primerica - Financial Services
● OpenAngel Urena: Primerica - Financial Services is an insurance agency located at 16 East Washington Street in North Attleborough, Massachusetts. Our dedicated team of professionals is committed to helping individuals and families achieve financial security through our range of insurance products and financial services. Whether you are looking for life insurance, retirement planning, or investment opportunities, we are here to provide you with personalized solutions tailored to your specific needs and goals. Contact us today to learn more about how we can help you secure your financial future.
16 E Washington St #203, North Attleborough, MA 02760, United States -
T A Holland & Co Insurance
● ClosedT A Holland & Co Insurance is a reputable insurance agency located at 64 Industrial Park Road in Plymouth, Massachusetts, United States. With a strong focus on providing top-notch financial protection for individuals and businesses, they offer a wide range of insurance products tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to delivering exceptional customer service and ensuring that their clients have the coverage they need to protect what matters most. Whether you are looking for auto, home, life, or business insurance, T A Holland & Co Insurance is committed to helping you find the right policy at the best possible price. Trust them to be your partner in safeguarding your future.
64 Industrial Park Rd, Plymouth, MA 02360, United States -
Eastern Insurance Group LLC
● ClosedEastern Insurance Group LLC is a trusted insurance agency located at 65 Parker Street in Newburyport, Massachusetts, United States. With a dedicated team of professionals, we provide a wide range of insurance services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, we have the expertise to help you find the right coverage at competitive rates. Our commitment to excellent customer service and personalized attention sets us apart from the rest. Contact us today to learn more about how we can help protect what matters most to you.
65 Parker St, Newburyport, MA 01950, United States -
The Oceanside Insurance Group
● ClosedThe Oceanside Insurance Group, located at 52 West Main Street in Barnstable, Massachusetts, is your go-to insurance agency in New England. With a team of dedicated professionals ready to help you weather the storm and navigate troubled waters, we are committed to finding the right insurance products to meet your unique needs and provide you with real peace of mind. Specializing in Coastal Insurance, as well as Auto, Homeowners, Flood, Business, Marine, and more, we are here to listen to you and offer personalized solutions. Whether you are looking for auto insurance or any other type of coverage, our team is here to assist you.
52 W Main St, Hyannis, MA 02601, United States -
Maxwell Victoria
● OpenMaxwell Victoria is a leading health institution located at 71 Hospital Avenue in North Adams, Massachusetts, United States. With a commitment to providing top-quality healthcare services, Maxwell Victoria offers a wide range of medical treatments and programs to meet the diverse needs of its patients. From primary care to specialized treatments, the institution is dedicated to promoting the health and well-being of the community. With a team of experienced healthcare professionals and state-of-the-art facilities, Maxwell Victoria is a trusted destination for quality medical care in the North Adams area.
71 Hospital Ave, North Adams, MA 01247, United States -
Susan Sanford
● OpenSusan Sanford is a reputable health institution located at 238 Edgartown-Vineyard Haven Road in Edgartown, Massachusetts. Specializing in physiotherapy, Susan Sanford offers top-notch services to help patients recover from injuries, manage chronic pain, and improve their overall physical well-being. With a team of highly skilled and experienced physiotherapists, the institution provides personalized treatment plans tailored to meet the unique needs of each individual. Whether you are recovering from a sports injury or seeking relief from a medical condition, Susan Sanford is dedicated to helping you achieve optimal health and wellness.
238 Edgartown-Vineyard Haven Rd, Edgartown, MA 02539, United States -
Jeanne Tomich
● OpenJeanne 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.
1842 Beacon St STE 202, Brookline, MA 02445, United States -
Williams R
● OpenWilliams R is a reputable car repair and store located at 645 Park Avenue in Worcester, Massachusetts, United States. With a team of skilled technicians and a wide range of automotive products, Williams R is dedicated to providing top-notch service to all customers. Whether you need a routine maintenance check or a major repair, you can trust Williams R to get the job done efficiently and effectively. Visit us today for all your car repair and maintenance needs.
645 Park Ave, Worcester, MA 01603, United States -
TRU Insurance Agency
● ClosedTRU Insurance Agency is a trusted insurance provider located at 162 Pond Street in Ashland, Massachusetts. Our experienced team is committed to helping clients find the best insurance coverage to protect their assets and loved ones. Whether you need auto, home, life, or business insurance, we are here to provide personalized service and competitive rates. Contact us today to discuss your insurance needs and let us help you secure peace of mind for the future.
162 Pond St, Ashland, MA 01721, United States -
Winslow Warren Insurance Inc
● ClosedWinslow Warren Insurance Inc is a trusted insurance agency located at 896 Main Street in Walpole, Massachusetts, United States. As an independent agency, we are dedicated to helping our clients find the right coverage to protect them from the unexpected. Our team at New England Insurance Group offers a comprehensive suite of insurance solutions tailored to meet your specific needs. Whether you are looking for auto, home, life, or business insurance, we are here to provide you with personalized service and expert advice. Trust Winslow Warren Insurance Inc to be your partner in safeguarding what matters most to you.
896 Main St, Walpole, MA 02081, United States -
R J Quinn Insurance
● OpenR J Quinn Insurance is a trusted insurance agency located at 15 Main Street in Medford, Massachusetts, United States. With a commitment to providing personalized and comprehensive insurance solutions, we strive to protect our clients' assets and peace of mind. Our experienced agents are dedicated to helping you find the right coverage for your needs, whether it be for auto, home, life, or business insurance. Contact us today for expert advice and top-notch customer service.
City Building, 15 Main St, Medford, MA 02155, United States -
Salem Five Insurance Services, LLC
● ClosedSalem Five Insurance Services, LLC is a locally-born, regionally inspired, and globally minded insurance agency located at 75 Boston-Providence Turnpike in Norwood, Massachusetts. With access to a wide range of insurance carriers and a team of dedicated experts, they are able to customize protection for your unique needs, whether it be for your business or your family. With eleven offices throughout eastern Massachusetts, Salem Five Insurance is able to offer comprehensive protection at competitive prices for both personal and business insurance. Insurance products offered through Salem Five Insurance Services, LLC are not FDIC insured, not bank guaranteed, not a deposit, and not insured by any federal government agency.
75 Boston-Providence Turnpike, Norwood, MA 02062, United States -
Genworth Financial
● OpenGenworth Financial is a reputable insurance agency located at 36 Washington Street in Wellesley, Massachusetts, United States. With a strong focus on providing financial security and peace of mind to its clients, Genworth offers a wide range of insurance products and services, including life insurance, long-term care insurance, and mortgage insurance. Their team of experienced professionals is dedicated to helping individuals and families protect their assets and plan for the future. Trust Genworth Financial to provide reliable and comprehensive insurance solutions tailored to meet your specific needs.
36 Washington St # 45, Wellesley Hills, MA 02481, United States -
Youssef Elmountassir at Comparion Insurance Agency
● ClosedYoussef Elmountassir at Comparion Insurance Agency is a trusted insurance agency located at 25 Corporate Drive in Burlington, Massachusetts, United States. With a focus on providing personalized and comprehensive insurance solutions, our team is dedicated to helping clients protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, we are here to guide you through the process and find the best coverage options for your unique needs. Trust Youssef Elmountassir and the team at Comparion Insurance Agency to provide you with peace of mind and financial security.
25 Corporate Dr #240, Burlington, MA 01803, United States -
Dan Defeo: Primerica - Financial Services
● OpenDan Defeo: Primerica - Financial Services is a reputable finance and insurance agency located at 124 Washington Street in Foxborough, Massachusetts, United States. With a focus on providing top-notch financial services and insurance products, our team is dedicated to helping individuals and families achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to assist you every step of the way. Trust Dan Defeo: Primerica - Financial Services for all your financial needs.
124 Washington St #201, Foxborough, MA 02035, United States -
Philip G David & Son Insurance
● ClosedPhilip G. David & Son Insurance is a reputable insurance agency located at 877 Mount Pleasant Street in New Bedford, Massachusetts. With a history of providing quality insurance services to the community, this family-owned business is dedicated to helping individuals and businesses find the right coverage for their needs. Whether you are looking for auto, home, life, or business insurance, the experienced team at Philip G. David & Son Insurance is committed to providing personalized service and tailored solutions to protect what matters most to you. Contact them today to discuss your insurance needs and receive a competitive quote.
877 Mt Pleasant St, New Bedford, MA 02745, United States -
Norm Landino: Primerica - Financial Services
● OpenNorm Landino: Primerica - Financial Services is a reputable finance and insurance agency located at 62 Main Street in Lakeville, Massachusetts, United States. With a focus on providing comprehensive financial solutions to individuals and families, the institution offers a wide range of services including investment planning, retirement planning, life insurance, and more. With a team of experienced professionals, Norm Landino: Primerica is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to build wealth, protect your assets, or plan for retirement, this institution is committed to providing personalized and tailored solutions to meet your specific needs.
62 Main St, Lakeville, MA 02347, United States -
The Coyle Company
● ClosedThe Coyle Company is an insurance agency located at 160 Gould Street in Needham, Massachusetts, United States. We specialize in designing and managing sophisticated life insurance portfolios for ultra-affluent families, helping them distribute their wealth and assets as they intend. Our guiding principles focus on protecting and preserving what matters most to our clients, ensuring their children and grandchildren are well taken care of. With nearly four decades of experience, we have built a premier service model that leverages our collective expertise and comprehensive reporting systems. Our insurance planning and life insurance solutions are tailored to meet the estate, income tax, and asset preservation needs of our clients. Whether transferring a business to future generations, providing liquidity, or fulfilling philanthropic goals, we listen to our clients' wishes and structure personalized insurance solutions. Our goal is to offer practical solutions that ensure the soundest possible wealth transfer strategy based on our clients' objectives.
160 Gould St #203, Needham, MA 02494, United States -
William Lippincott - Prudential Financial
● OpenWilliam Lippincott - Prudential Financial is a reputable finance and insurance agency located at 5 Bristol Drive in Easton, Massachusetts, United States. With a strong focus on providing personalized financial solutions and insurance products, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, we are committed to providing top-notch service and expertise to meet your needs. Contact us today to learn more about how we can help secure your financial future.
5 Bristol Dr Suite 3-A Suite 101, South Easton, MA 02375, United States -
MORGAN O LEMPKE
● OpenMorgan O Lempke is a reputable health institution located at 306 High Street in Greenfield, Massachusetts, United States. Specializing in physiotherapy, their team of experienced professionals is dedicated to providing top-quality care and treatment to help patients recover from injuries, manage chronic conditions, and improve overall physical well-being. With a focus on personalized and holistic approaches to healing, Morgan O Lempke is committed to helping individuals achieve their health goals and live their best lives.
306 High St A, Greenfield, MA 01301, United States
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List of local businesses, places and services in Massachusetts
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