Financial & Investment Services
Merrill Lynch Private Banking and Investment Group
Our mission is to help the families in our care organize and simplify their financial lives so they can focus on the people, places, and purposes that matter most!Our mission is to help the families in our care organize and simplify their financial lives so they can focus on the people, places, and purposes that matter most!
Ameriprise Financial - James Swallow
My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice designed to help you reach your goals, giving you greater confidence.My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice designed to help you reach your goals, giving you greater confidence.
Northeast Investment Group
Through life’s ups and downs, the Northeast Investment Group is here with real-life wealth management services so you can easily and confidently make sense of your finances in today’s complex world.Through life’s ups and downs, the Northeast Investment Group is here with real-life wealth management services so you can easily and confidently make sense of your finances in today’s complex world.
Appleton Partners - Christopher Sutherland
At Appleton, we treat every client like our only client, with personalized financial planning and investment solutions tailored to your unique needs, with the transparent partnership you deserve.At Appleton, we treat every client like our only client, with personalized financial planning and investment solutions tailored to your unique needs, with the transparent partnership you deserve.
Baystate Financial - Steve Shaw, Financial Advisor
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goalsMy goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals
Axial Financial Group
Comprehensive Financial Services Centered on You.Securities offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org
Comprehensive Financial Services Centered on You.
Securities offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org
Edward Jones - Jennifer Pollina, Financial Advisor
We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, and estate considerations.We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, and estate considerations.
GuidedChoice
The 3Nickels app is an easy way to make sure you can take care of your financial future, your current financial life, your 401k, and give back!The 3Nickels app is an easy way to make sure you can take care of your financial future, your current financial life, your 401k, and give back!
Finance Roadmap Planning
I'm dedicated to helping you create a solid financial plan for your future. Whether you're 2-7 years away from retirement or a high income earner struggling to manage your finances, I'm here to help.I'm dedicated to helping you create a solid financial plan for your future. Whether you're 2-7 years away from retirement or a high income earner struggling to manage your finances, I'm here to help.
