Directory for financial advisors and representatives

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Showing 84 advisor(s) and rep(s)

Donald AdieVisit my website

Expertise: Estate Planning, Financial Planning, Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Life Insurance Planning, Retirement Planning, Special Needs Planning, Long Term Care Planning

Languages: English

Location: Middleton MA, 01949

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Patrick Barker

CFP®, CLU®, ChFC®, MSF

Visit my website

Expertise: Retirement Planning, Wealth Management, Investment Strategies, Life Insurance Planning, Disability Income Planning, Education Funding, Estate Planning

Languages: English

Location: Boston MA, 02108

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Michael Battaini

CFP®

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Expertise: Financial Planning, Retirement Planning, Wealth Management, Investment Strategies, Disability Income Planning, Life Insurance Planning, Education Funding

Languages: English

Location: Woburn MA, 01801

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Adam Baur

CFP®, ChFC®, CLU®

Our team is focused on helping you to protect and grow your wealth towards your most important financial goals. Your plan is a journey and our objective is to educate you on your options along the way.Visit my website

Expertise: Estate Planning, Retirement Planning, Life Insurance Planning, Financial Planning, Disability Income Planning, Long Term Care Planning, Investment Strategies, Employee and Executive Benefits Planning, Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Education Funding, Private Client Services, Qualified Plan Benchmarking, Qualified Plan Design Assistance, Qualified Plan Employee Education, Qualified Plan Fiduciary Education, Retirement Income Planning, Special Needs Planning, Trust Services, Wealth Management

Languages: English

Location: Boston MA, 02108

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Joseph Boland

MBA

Husband, father, and Army veteran committed to serving others through financial planning. Whether you’re nearing retirement, saving for college, or preparing for life’s surprises, I’m here to help you build a clear, confident path toward your goals. Let’s create a plan that works for you—today and for the future.Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Estate Planning, Financial Planning, Life Insurance Planning, Retirement Planning, Special Needs Planning

Languages: English

Location: Woburn MA, 01801

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James BolandI specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.Visit my website

Expertise: Business Continuation Planning, Business Succession Planning, Business Valuation Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Estate Planning, Financial Planning, Life Insurance Planning, Long Term Care Planning, Retirement Planning, Special Needs Planning, Business Risk Management

Languages: English

Location: Boston MA, 02108

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