Search Results
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1
Long Wharf Investors
Boston,
MA
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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2
Sensible Financial Planning And Management, LLC
Cambridge,
MA
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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3
Woodstock Corporation
Boston,
MA
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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4
Collins Financial Advisors
Melrose,
MA
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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5
Clear View Wealth Advisors, LLC
Amesbury,
MA
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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6
Barker Financial Group Inc.
Burlington,
MA
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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7
D'Annunzio Consulting Group, LLC
Boston,
MA
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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8
Clear View Wealth Advisors, LLC
Wilmington,
MA
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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9
Walnut Hill Advisors, LLC
Medford,
MA
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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10
The Darrow Company, Inc.
Concord,
MA
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
The Darrow Company, Inc.
Boston,
MA
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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12
The Darrow Company, Inc.
Los Angeles,
MA
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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13
Senior Financial Advisors Inc.
East Longmeadow,
MA
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
Abaris Financial Group, LLC
1150 Main Street
Concord, MA
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15
Abbot Financial Management, Inc
510 Turnpike Street
North Andover, MA
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16
Abrams Financial Management
148 Linden Street, Suite 6
Wellesley, MA
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17
Adviser Investments
85 Wells Ave Suite 109
Newton, MA
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18
Alco Advisors, Inc.
One Snow Road
Marshfield, MA
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19
Alpha Investment Advisors, Inc.
Walpole, MA
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20
Altschuler Financial Services
594 Marrett Road, Suite 13
Lexington, MA
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21
American Investment Services Inc
250 Division Street
Great Barrington, MA
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22
American Shareholders Investment Corp
3 Thurstons Ct
Nantucket, MA
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23
Andover Equity Associates
38 Essex Street
Andover, MA
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24
Ankyra Capital Management, LLC
800 Boylston Street
Boston, MA
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25
ARC Investment Planning & Management Inc
5 Walker Steet
Lenox, MA
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My Portfolio Amount
- Up to $50,000 (2)
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- $500,000 to $1 million (15)
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Services Offered
- 401K to IRA Rollover
- 529 College Savings
- Estate Planning
- Money Management
- Retirement Planning