Search Results
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1
Woodstock Corporation
Boston,
MA (0.22 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $1,000,000
Woodstock Corporation has a strong history of providing highly personalized financial counseling and investments services to High Net Worth individuals and their families. Our NEW CLIENT minimum portfolio size = $1,000,000...
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2
D'Annunzio Consulting Group, LLC
Boston,
MA (0.32 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $3,000,000
We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. NEW CLIENT minimum portfolio size = $3M...
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3
The Darrow Company, Inc.
Boston,
MA (0.32 miles)
Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $500,000
We are a Fee-Only financial advisor dedicated to providing wealth management services to high-net-worth individuals and families in the Boston and Los Angeles areas and nationwide.
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4
Long Wharf Investors
Boston,
MA (0.48 miles)
Services offered: Money Management, Retirement Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $500,000
We provide investment advice and portfolio management to individuals, families and trusts, non-profits and foundations, and pension & profit sharing plans. Our fee is based on the assets under management. NEW CLIENT Minimum Portfolio Size = $500,000...
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5
Sensible Financial Planning And Management, LLC
Cambridge,
MA (1.07 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $100,000
**NAPFA Member** We NEVER accept any commissions or other payments from any financial product or service provider. We work only for you! Our NEW CLIENT minimum portfolio size = $100,000…
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6
Walnut Hill Advisors, LLC
Medford,
MA (5.29 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $250,000
We are a discreet comprehensive financial planning firm serving a limited number of families. Our NEW CLIENT minimum portfolio size = $250,000....
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7
Collins Financial Advisors
Melrose,
MA (6.88 miles)
As Fee Only planners, we avoid conflicts of interest. We can prepare a complete financial plan, provide ongoing planning and investment management or focus on just those issues that concern you. We are located approx. 12 miles from downtown Boston, MA.
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8
Barker Financial Group Inc.
Burlington,
MA (12.59 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $1,000,000
We are best known for our comprehensive, integrated and strategic approach to Wealth Management. We take great pride in personally getting to know you, your goals and your tolerance for risk. NEW CLIENT minimum portfolio size = $1,000,000...
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9
Clear View Wealth Advisors, LLC
Wilmington,
MA (15.46 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $100,000
“FEE ONLY†and “FPA MEMBER†and “Financial planner, divorce analyst and investment manager serving Boomers, Gen X and retirees in eastern Massachusetts and southern New Hampshire. NEW CLIENT min. portfolio size = $100,000..
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10
The Darrow Company, Inc.
Concord,
MA (17.06 miles)
Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $500,000
We are a Fee-Only financial advisor dedicated to providing wealth management services to high-net-worth individuals and families in the Boston and Los Angeles areas and nationwide.
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11
Clear View Wealth Advisors, LLC
Amesbury,
MA (34.67 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $100,000
“FEE ONLY†and “FPA MEMBER†and “Financial planner, divorce analyst and investment manager serving Boomers, Gen X and retirees in eastern Massachusetts and southern New Hampshire. NEW CLIENT min. portfolio size = $100,000..
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12
Gea Sphere, LLC
East Greenwich,
RI (53.88 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $100,000
We are a SEC Registered Investment Advisor (RIA). Our Portfolio Managers have 40 plus years experience researching and managing funds.
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13
Senior Financial Advisors Inc.
East Longmeadow,
MA (76.50 miles)
Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $100,000
Our mission is to serve people age 50 and over, with their needs in the areas of retirement and estate planning, income enhancement, insurance and asset management planning.
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14
Equity Fund Research
P.O. Box 76
Boston, MA
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15
Parker Capital Management Inc
100 City Hall Plaza
Boston, MA
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16
Timber Creek Capital Management, LLC
44 School Street
Boston, MA
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17
Auburndale Investment Management
101 Federal St., Suite 310
Boston, MA
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18
Aureus Asset Management, LLC
One Winthrop Square
Boston, MA
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19
Birch Hill Investment Advisors LLC
24 Federal Street 10th Floor
Boston, MA
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20
Boston American Asset
30 Federal Street
Boston, MA
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21
Boston Family Office LLC
88 Broad St. (2nd Floor)
Boston, MA
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22
Boston Financial Management Inc
One Winthrop Square
Boston, MA
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23
Burns & Levinson Asset Management
125 Summer Street
Boston, MA
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24
Crestwood Advisors LLC
50 Federal Street
Boston, MA
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25
Downey Capital Management, Inc.
155 Federal St
Boston, MA
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