The Quincy Group
(617) 847-4800 | tammy@thequincygroupinc.com | http://www.thequincygroupinc.com | 
As a completely independent retirement planning organization, our investment strategies aren’t influenced by the need to boost a parent company’s bottom line. Our only loyalty is to you, our client. You can trust The Quincy Group to provide objective advice designed to help you achieve your financial goals, not somebody else’s.
Our independence enables us to establish strong, working relationships with some of the world’s leading brokerage firms and insurance providers. Working with these industry leaders, we can develop a truly customized portfolio to help you achieve your unique financial goals.
Summit Financial Partners
(781) 281-2287 | rskinner@summitfinancialpartners.org | http://www.summitfinancialpartners.org/ |
Summit Financial Partners’ approach to working with clients is one that is both relaxed and confident. Our sound and well-researched solutions provide clients with solid financial plans. The areas of particular focus in our practice include:
Preserving and protecting client assets to ensure financial independence
Determining how to maximize Social Security and other retirement benefits to provide maximum retirement income
Developing advantageous strategies for estate planning and asset distribution
Concierge Wealth Management
(617) 600-4676 | jb@conciergewm.com | http://www.conciergewm.com |
Concierge Wealth Management is a community based firm committed to serving the needs of families and individuals seeking independent, objective, comprehensive financial planning advice. Generally our clients have roots in the Boston area. and the majority of our clients live within 15 miles of our waterfront office
Established in 2010, we remain committed to abiding by a standard of ethics and values that mirror that of the CFP® Board of Standards and the Financial Planning Association. Concierge Wealth Management was founded on traditional values; hard work, loyalty, uncompromising quality, and personal services. When our LPL Financial advisors manage your money, you get all this and more. We call it True Wealth...all that money can’t buy and death can’t take away. Our goal is to help our clients find True Wealth by uncovering what is truly important in their lives. We are dedicated to taking you on this journey. Our goal at Concierge Wealth Management Group is to be your most trusted financial advisor through our professional knowledge, our integrity and our personalized wealth management service. Please consider our financial advisors for your financial needs and experience the difference for yourself.
Our firm’s goal is simple — to improve the lives of our clients by delivering genuinely personal comprehensive financial planning. We believe that there is a tremendous distinction between FINANCIAL PLANNING and INVESTMENT SERVICES. If your current situation precludes you from distinguishing the difference, please contact us for a free consultation.
Brian Gerhardson - Ameriprise Financial Services, Inc.
(617) 426-3416 | brian.k.gerhardson@ampf.com | https://www.ameripriseadvisors.com/brian.k.gerhardson/?cid=IP_local_yext |
I care about what's important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand what's truly important to you ” whether it's saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisor's clients.
Regency Financial Group
(781) 995-3395 | sbeam@regencyfinancialgroup.net | http://www.regencyfinancialgroup.net/ |
Regency Financial Group offers a variety of services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. From growing your wealth to planning for your family’s future, Regency Financial Group is committed to helping clients achieve their financial goals.
Whether you are a veteran of success or are just starting to manage your portfolio, Regency Financial Group can help you achieve your goals.
Munroe Morrow Wealth Management
(617) 600-5488 | info@mmwealthmanagement.com | http://www.mmwealthmanagement.com/ |
Our team has over 50 years of collective experience and we are dedicated to the highest level of personalized service. We go beyond just investment advice. We focus on all aspects of our client's personal and financial life to develop a comprehensive plan.
Please note our other locations at:
411 Route 6A
Yarmouthport, MA 02675
639 Granite Street
LL15
Braintree, MA 02184