Tax efficient investment planning in New Bedford, Massachusetts

CCM Investment Management is a reputable finance institution located at 651 Orchard Street in New Bedford, Massachusetts. With a focus on providing expert financial services and investment management, CCM is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or build a diversified investment portfolio, CCM Investment Management is committed to delivering top-notch financial solutions and superior customer service.

Welcome to the New Bedford City Treasurer's Office, your trusted local government partner in financial management and services. Conveniently located at 133 William Street, New Bedford, Massachusetts, our office is dedicated to serving the residents and businesses of New Bedford with integrity and transparency. As the financial steward of the city, we are responsible for managing municipal funds, collecting taxes, and overseeing city investments to ensure the financial well-being of our community. Our knowledgeable and friendly team is committed to providing exceptional customer service, whether you're visiting us in person or accessing our resources online. Explore our website to learn more about our services, find important tax information, and stay updated on financial news and events that impact our vibrant city. At the New Bedford City Treasurer's Office, we are here to help you navigate your financial interactions with the city efficiently and effectively.

Edward Jones - Financial Advisor: Laurence Lutvak is a reputable financial institution located at 700 Pleasant Street in New Bedford, Massachusetts. As a trusted advisor, Laurence Lutvak provides personalized financial services to help clients achieve their investment goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial solutions tailored to meet the unique needs of each individual. Whether you are planning for retirement, saving for education, or investing for the future, Laurence Lutvak and Edward Jones are dedicated to helping you reach your financial goals.

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.