TOP 10 Trusted investment consultants in Wakefield, MA
33 results found
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Rhoades, Bixby & Wakefield - Ameriprise Financial Services, LLC
● ClosedRhoades, Bixby & Wakefield - Ameriprise Financial Services, LLC is a reputable financial institution located at 196 Pleasant Street in Northampton, Massachusetts. Specializing in a wide range of financial services, including investment planning, retirement planning, wealth management, and more, their team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on providing personalized solutions and excellent customer service, Rhoades, Bixby & Wakefield - Ameriprise Financial Services, LLC is a trusted partner for individuals and businesses looking to secure their financial future.
196 Pleasant St Ste 202, Northampton, MA 01060, United States -
Jeffrey Wakefield - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJeffrey Wakefield - Financial Advisor at Ameriprise Financial Services, LLC is a trusted institution located at 196 Pleasant Street in Northampton, Massachusetts. With a focus on providing personalized financial planning and investment management services, Jeffrey Wakefield helps clients achieve their financial goals and secure their financial future. Whether you are looking to retire comfortably, save for your children's education, or grow your wealth, Jeffrey Wakefield is dedicated to providing expert guidance and tailored solutions to meet your needs. Contact Jeffrey Wakefield today to start planning for a brighter financial future.
196 Pleasant St Ste 202, Northampton, MA 01060, United States -
First Financial Trust
● ClosedFirst Financial Trust is a finance institution located at 351 Main Street in Wakefield, Massachusetts, United States. As one of under sixty nationally chartered trust companies in the country, we are dedicated to serving our clients first as a true fiduciary. We offer 401(k) services for business owners and employees, helping businesses with retirement plans through our advisory and fiduciary programs. Our experienced team works with business, institutional, and individual clients to provide personalized financial solutions. Stocks finished the month of March on a positive note, and we strive to help our clients navigate the ever-changing market conditions. Please note that investments in securities are subject to risks and are not guaranteed by First Financial Trust or insured by the FDIC. Visit our website or contact us to learn more about our services and how we can help you achieve your financial goals.
351 Main St, Wakefield, MA 01880, United States -
Nevils Financial, LLC
● OpenNevils Financial, LLC is a reputable finance institution located at 607 North Avenue in Wakefield, Massachusetts, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including investment management, retirement planning, and wealth management. With a strong commitment to customer satisfaction and financial success, Nevils Financial, LLC is your trusted partner for all your financial needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
607 North Ave #18, Wakefield, MA 01880, United States -
Pallas Capital Advisors
● ClosedPallas Capital Advisors is a finance institution located at 701 Edgewater Drive in Wakefield, Massachusetts, United States. Our focus is on wealth management planning for today and tomorrow, helping high net worth clients achieve financial comfort and freeing up their most precious commodity: time. Our team of experienced advisors deliver comprehensive trust and estate strategies through financial modeling, investment solutions, and continuity of coverage. We take a holistic approach, creating personalized blueprints and financial models to help clients uncover new opportunities and achieve their goals. Our transparent advice is unconstrained by standard research, allowing us to pursue more robust ideas and opportunities for our clients. As stewards of your wealth, we are committed to providing the best strategies for your financial freedom. Our mission is to create a comprehensive, tax-efficient plan to protect your estate and family, reviewing and enhancing your approach to insurance, retirement, business needs, and more. At Pallas Capital Advisors, we believe in managing multiple relationships to ensure the success of our clients. Contact us at one of our locations in Wakefield, Braintree, Portsmouth, Park Ridge, or Newport to learn more about how we can help you achieve your financial goals.
701 Edgewater Dr #140, Wakefield, MA 01880, United States -
Boston Partners Wealth Management, LLC
● ClosedBoston Partners Wealth Management, LLC is a boutique wealth advisory firm located in Wakefield, Massachusetts, just north of Boston. Our team offers personalized guidance and proactive client care to individuals, families, and small businesses across the country. We provide a comprehensive range of services including investment management, financial planning, retirement planning, business planning, and insurance to address all aspects of your financial life. At Boston Partners Wealth Management, we believe in building lasting relationships with our clients based on trust and integrity. We work closely with you to create a customized financial plan that aligns with your goals and priorities. Our experienced advisors take the time to understand your unique situation and provide tailored recommendations to help you achieve financial success.
301 Edgewater Pl #116, Wakefield, MA 01880, United States -
Stephen Napier
● OpenStephen Napier is a reputable finance institution located at 301 Edgewater Place in Wakefield, Massachusetts, United States. With a strong focus on providing top-notch financial services, Stephen Napier is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced team at Stephen Napier is here to help. Trust Stephen Napier to provide you with expert financial guidance and personalized solutions tailored to your specific needs.
301 Edgewater Pl #200, Wakefield, MA 01880, United States -
Compass Point Retirement Planning
● ClosedCompass Point Retirement Planning, now part of the Gallagher network, is a finance institution located at 500 Edgewater Drive in Wakefield, Massachusetts. Specializing in financial planning and retirement income-focused services, Compass Point works with individuals of all backgrounds to create a vision for the future and provide confidence during the retirement planning process. With a focus on personalized investment portfolios and long-term relationships, Compass Point treats clients like family and aims to be a lifelong partner in managing retirement income. The institution offers a range of services, including retirement planning, investment advisory, and fiduciary services. By working with a team of financial planners, clients can navigate the complexities of financial planning and make informed decisions about their future. Additionally, Compass Point may provide information on products and services from their group of companies. With a commitment to privacy and transparency, clients can trust in the expertise and guidance provided by Compass Point Retirement Planning.
500 Edgewater Dr # 565, Wakefield, MA 01880, United States -
Condon Financial and Insurance Services
● ClosedCondon Financial and Insurance Services is a reputable finance institution located at 2 Pleasure Island Road in Wakefield, Massachusetts, United States. Specializing in a wide range of financial services, including insurance, investment planning, retirement planning, and more, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to providing personalized service and tailored solutions, Condon Financial and Insurance Services is your trusted partner in securing a stable financial future.
2 Pleasure Island Rd, Wakefield, MA 01880, United States -
Baystate Financial - Theresa Failla
● ClosedBaystate Financial - Theresa Failla is a finance institution located at 301 Edgewater Place in Wakefield, Massachusetts. With a focus on providing personalized financial solutions, Theresa Failla and her team offer a wide range of services including retirement planning, investment management, and insurance strategies. Clients can expect expert guidance and tailored advice to help them achieve their financial goals. The institution prides itself on building long-lasting relationships with clients based on trust and integrity. Whether you are planning for retirement, saving for your child's education, or looking to protect your assets, Baystate Financial - Theresa Failla is dedicated to helping you secure a solid financial future.
301 Edgewater Pl #200, Wakefield, MA 01880, United States -
Edward Jones - Financial Advisor: Matthew Kirschner
● ClosedEdward Jones - Financial Advisor: Matthew Kirschner is a reputable financial institution located at 175 North Avenue in Wakefield, Massachusetts. As a trusted financial advisor, Matthew Kirschner provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the Wakefield area. Whether you are planning for retirement, saving for college, or investing for the future, Matthew Kirschner and his team are dedicated to helping you navigate the complexities of the financial world and make informed decisions that align with your unique financial objectives.
175 North Ave Suite 102, Wakefield, MA 01880, United States -
John Fitzgerald - Prudential Financial
● ClosedJohn Fitzgerald - Prudential Financial is a reputable finance and insurance agency located at 595 Edgewater Drive in Wakefield, Massachusetts. With a strong focus on providing comprehensive financial planning and insurance solutions, the institution is committed to helping clients achieve their financial goals and secure their future. The team at John Fitzgerald - Prudential Financial is dedicated to providing personalized and expert advice to individuals, families, and businesses in the area. Whether you are looking for retirement planning, investment strategies, or insurance coverage, you can trust John Fitzgerald - Prudential Financial to deliver top-notch services tailored to your specific needs.
595 Edgewater Dr, Wakefield, MA 01880, United States -
Timothy Corkum - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenTimothy Corkum - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 401 Edgewater Place in Wakefield, Massachusetts, offers a range of financial services to individuals seeking expert advice on asset management, retirement planning, estate planning, and investment opportunities. Timothy Corkum holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With a strong focus on ethical practices and comprehensive knowledge in financial planning, Timothy Corkum is dedicated to providing personalized financial solutions to clients, including seniors, retirees, small business owners, high net worth individuals, and families with special needs. Additionally, Timothy Corkum is trained to assist military personnel and veterans with their unique financial needs. Trust Timothy Corkum - Private Wealth Advisor for expert guidance and strategic financial planning tailored to your specific goals and aspirations.
401 Edgewater Pl Ste 110, Wakefield, MA 01880, United States -
Richard Gayne - Prudential Financial
● OpenRichard Gayne - Prudential Financial is a reputable finance and insurance agency located at 595 Edgewater Drive in Wakefield, Massachusetts, United States. With a focus on providing personalized financial solutions and insurance products to meet the unique needs of their clients, Richard Gayne - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers expert advice and guidance to help clients make informed decisions about their investments, retirement planning, and insurance coverage. Trust Richard Gayne - Prudential Financial to provide reliable and comprehensive financial services to secure your future.
595 Edgewater Dr, Wakefield, MA 01880, United States -
Sentinel Group
● ClosedSentinel Group is a finance institution located in Wakefield, Massachusetts, United States, at 100 Quannapowitt Parkway. At Sentinel Group, we believe that everyone deserves the peace of mind that comes with having a solid financial plan in place. Our team of experts can help you navigate life's unpredictable events by assessing your current financial situation, identifying your goals, and creating a personalized plan to help you achieve them. By analyzing where your income is going and determining what kind of lifestyle you can afford, we can provide you with the tools and strategies needed for enhanced wealth management. Whether you are looking to save for retirement, invest in your future, or protect your assets, Sentinel Group is here to guide you every step of the way. Let us help you secure your financial future and achieve your goals.
100 Quannapowitt Pkwy #300, Wakefield, MA 01880, United States -
Elizabeth Yost - Prudential Financial
● OpenElizabeth Yost - Prudential Financial is a reputable finance and insurance agency located at 595 Edgewater Drive in Wakefield, Massachusetts, United States. With a strong focus on providing personalized financial solutions and insurance plans, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are committed to providing top-notch service and guidance every step of the way. Trust Elizabeth Yost - Prudential Financial to safeguard your financial well-being and ensure peace of mind for you and your loved ones.
595 Edgewater Dr, Wakefield, MA 01880, United States -
Robert Alan Farrar: Primerica - Financial Services
● OpenRobert Alan Farrar: Primerica - Financial Services is a reputable finance and insurance agency located at 27 Water Street in Wakefield, Massachusetts, United States. With a focus on providing comprehensive financial services, this institution is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance solutions, the knowledgeable team at Robert Alan Farrar: Primerica is here to assist you every step of the way. Trust in their expertise and commitment to excellence for all your financial needs.
27 Water St #111, Wakefield, MA 01880, United States -
Richard Sgroi - Prudential Financial
● OpenRichard Sgroi - Prudential Financial is a trusted finance and insurance agency located at 20C Del Carmine Street in Wakefield, Massachusetts, United States. With a focus on providing personalized financial solutions and insurance products, our team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, our experienced professionals are here to assist you every step of the way. Contact us today to schedule a consultation and learn more about how we can help secure your financial future.
20C Del Carmine St, Wakefield, MA 01880, United States -
Shibu James
● OpenShibu James is a reputable finance and insurance agency located at 595 Edgewater Drive in Wakefield, Massachusetts. With a strong commitment to providing top-notch financial and insurance services, Shibu James serves individuals and businesses in the United States. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are in need of financial planning, investment advice, or insurance coverage, Shibu James is your trusted partner for all your financial needs. Contact them today to learn more about their services and how they can help you secure your financial future.
595 Edgewater Dr, Wakefield, MA 01880, United States -
Salerno Charles J
● ClosedSalerno Charles J is a reputable accounting and finance institution located at 1 Sesame Street in Wakefield, Massachusetts, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment advice, Salerno Charles J is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
1 Sesame St, Wakefield, MA 01880, United States -
Reardon Group Inc
● OpenReardon Group Inc is a leading institution located at 98 Prospect Street in Wakefield, Massachusetts, United States. With a strong reputation for excellence in the industry, Reardon Group Inc offers a wide range of services including financial consulting, investment management, and strategic planning. Their team of experienced professionals are dedicated to providing top-notch solutions tailored to meet the unique needs of each client. Whether you are an individual looking to grow your wealth or a business seeking to expand your operations, Reardon Group Inc is the trusted partner you can rely on for expert guidance and support. Contact them today to learn more about how they can help you achieve your financial goals.
98 Prospect St, Wakefield, MA 01880, United States -
Jonathan Hardy - Prudential Financial
● OpenJonathan Hardy - Prudential Financial is a trusted finance and insurance agency located at 595 Edgewater Drive in Wakefield, Massachusetts, United States. With a commitment to providing personalized financial solutions and top-notch insurance products, our team of experts is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Jonathan Hardy - Prudential Financial is here to assist you every step of the way. Contact us today to schedule a consultation and start securing your financial future.
595 Edgewater Dr, Wakefield, MA 01880, United States -
Stella Roofing Services
● ClosedWelcome to Stella Roofing Services, your trusted roofing contractor located at 21 Westdale Avenue, Wilmington, Massachusetts. Proudly serving all of Greater Boston and Metrowest, we are a fully licensed and insured roofing company committed to excellence in both residential and commercial roofing and general construction services. Our owners—Steven, Joe, and Erik—bring over 60 years of combined industry expertise, continuing a proud legacy that spans three generations of roofers. Since our founding in 2008, Stella Roofing Services has built a reputation for reliability and quality, earning the trust and loyalty of a growing base of repeat clients. We treat every customer as an extension of our own family, ensuring that each project, regardless of size, receives the utmost care and attention. Our dedicated team prides itself on providing low-maintenance, long-lasting roofing solutions that stand the test of time.
21 Westdale Avenue, Wilmington, Massachusetts 01887, United States -
Presidential HVAC
● OpenWelcome to Presidential HVAC, your trusted partner for all heating, ventilation, and air conditioning needs in Boston and beyond. Located at 31 Milk Street, Boston, Massachusetts, we specialize in delivering top-notch HVAC services, ensuring your home or business remains comfortable year-round. Our Expertise: At Presidential HVAC, we pride ourselves on offering superior heating and cooling solutions. Whether you need repairs or installations, our skilled technicians are equipped to handle all makes and models of furnaces, heating systems, air conditioning units, and hot water heaters. We also specialize in heat pump systems, which are highly efficient and environmentally friendly.
31 Milk Street, Boston, Massachusetts 02109, United States -
JS Roofing Inc.
● OpenWelcome to JS Roofing Inc., your trusted roofing contractor located in the heart of Wakefield, Massachusetts. Situated at 6 Greenwood Street, we are proud to serve the community of Wakefield and the surrounding areas with top-quality roofing solutions. At JS Roofing Inc., we specialize in providing a comprehensive range of roofing services, from new installations and replacements to repairs and maintenance for both residential and commercial properties. Our team of skilled professionals is dedicated to ensuring the highest standards of workmanship and customer satisfaction. We use premium materials and the latest techniques to deliver durable and aesthetically pleasing results that stand the test of time. Whether you’re dealing with a leaky roof, need a complete roof overhaul, or are planning a new construction project, we are here to help.
6 Greenwood Street, Wakefield, Massachusetts 01880, United States -
Dallas W. Coffman, CLU , ChFC , EA, CFP
● ClosedWelcome to Dallas W. Coffman, CLU, ChFC, EA, CFP, your trusted partner in financial planning and advisory services located conveniently at 382 Lowell Street, Wakefield, Massachusetts. With a commitment to providing personalized financial solutions, we specialize in helping individuals and businesses navigate the complexities of financial management. Our expertise spans across a wide range of services, including comprehensive financial planning, investment strategies, tax planning, and retirement solutions. As a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Enrolled Agent (EA), Dallas W. Coffman brings a wealth of knowledge and experience to every client interaction. Whether you're planning for retirement, managing investments, or seeking strategies to minimize tax liabilities, we are dedicated to helping you achieve financial success and peace of mind. Visit us today and let us guide you on your journey to financial security.
382 Lowell Street, Wakefield, Massachusetts 01880, United States -
Bernie Reitman: Primerica - Financial Services
● OpenWelcome to Bernie Reitman: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions, conveniently located at 27 Water Street, Wakefield, Massachusetts. We are dedicated to helping individuals and families achieve their financial goals and secure their future through personalized financial strategies and comprehensive insurance coverage. At Bernie Reitman: Primerica, we understand that every client has unique financial needs and aspirations. Our experienced team is committed to providing expert guidance and tailored solutions that align with your objectives. Whether you're planning for retirement, looking to invest, or seeking the right insurance policies to protect your loved ones, we offer a wide range of services designed to meet your specific requirements.
27 Water Street, Wakefield, Massachusetts 01880, United States -
Parker Freedman - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Parker Freedman - Financial Advisor at Ameriprise Financial Services, LLC, where we are dedicated to helping you achieve your financial goals. Conveniently located at 401 Edgewater Place, Wakefield, Massachusetts, we are committed to providing personalized financial advice tailored to your unique needs and aspirations. Whether you're planning for retirement, saving for education, or considering a significant purchase like a second home, we offer expert investment, asset allocation, and portfolio recommendations. We prioritize what's most important to you, documenting your goals and meeting regularly to review and adjust your financial strategy as your life evolves. Our secure online platform allows you to access your investments and track your progress anytime, from any device, ensuring you stay informed and in control.
401 Edgewater Place, Wakefield, Massachusetts 01880, United States -
Sharife Choate Realty
● ClosedWelcome to Sharife Choate Realty, your trusted partner in navigating the real estate landscape of Wakefield, Massachusetts, and beyond. Conveniently located at 20 Del Carmen St, Wakefield, MA 01880, our dedicated team of experienced professionals is committed to providing exceptional service tailored to meet your unique needs. At Sharife Choate Realty, we specialize in buying, selling, and renting residential and commercial properties. Whether you're a first-time homebuyer, looking to sell your property, or seeking investment opportunities, we offer personalized solutions to help you achieve your real estate goals. Our in-depth knowledge of the local market, combined with our extensive network, ensures that you receive the most accurate and up-to-date information to make informed decisions.
20 Del Carmen St, Wakefield, Massachusetts 01880, United States -
Afarian Realty
● ClosedWelcome to Afarian Realty Located at 18 Waverly Road, North Andover, Massachusetts, Afarian Realty has been proudly serving the Andover community since 1974. Our longstanding presence in the area reflects our commitment to providing personalized and professional real estate services tailored to meet the diverse needs of our clients.
18 Waverly Road, North Andover, Massachusetts 01845, United States
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