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Brockton, MABrockton, MA
Bestgen Wealth Management, LLC, helps clients in Brockton pursue their financial goals. Its advisors help in targeting asset goals, minimizing the tax burden, and securing assets through a comprehensive process that encompasses clients' objectives, values, and ways of thinking. They also create customized investment portfolios based on the current economic environment, specific needs, and tolerances. Founder Bill Bestgen is a Chartered Financial Consultant and is a member of the National Association of Estate Planning Council.
35 Braintree Hill Office Park, Suite 102, Braintree, MA 02184
Braintree, MA 02184
Beyond Your Hammock is an independent wealth management firm that offers investment management advice to self-made millionaires in their 30s and 40s in Brockton and across the country. The company provides fiduciary advice, investment management, and financial planning services. It has a financially sound program that provides clients with updated reports and analyses on cash flow, asset projections, and investment management solutions for wealth management. Eric Roberge, the firm's founder, has more than 20 years of experience in the financial services industry.
50 Milk St 15th floor, Boston, MA 02109
Boston, MA 02109
Since its foundation in 1984, Bickling Financial Services, Inc., has been providing solutions to the financial planning and investment management needs of individuals and business owners in Brockton and the neighboring areas. Whether a client needs assistance in retirement income planning, cash flow management, college planning, or 401k and IRA rollovers, the firm's team of financial advisors gives advice that fits clients' short-term, day-to-day, and long-term goals. Founder Dorothy Bickling and her team hold designations as Certified Financial Planners and Accredited Investment Fiduciaries.
35 Bedford Street Suite #15, Lexington, MA 02420
Lexington, MA 02420
Civic Financial is a Wellesley-based wealth management agency that caters to clients in Brockton. It offers full-service financial planning, including asset allocation and estate, liquidity, and insurance planning. It also assists clients in developing strategies for education funding and income distribution. This multi-generational firm is backed by over 200 years of collective experience in the industry, comprising of Certified Financial Planners, Chartered Life Underwriters, and Chartered Financial Consultants. Company CEO Scott DeSantis has been named among the Top Financial Security Professionals in 2021 by Forbes.
20 Newbury Street, Floor 3, Boston, MA 02116
Boston, MA 02116
Claro Advisors helps clients in Brockton achieve complete financial management. It assists in developing financial plans for short- and long-term goals. As an independent company, it connects clients with suitable diverse investment partners and informs them about 401k and 403b investments. Its agents advise clients in finding ways to fund their retirement. In addition, its advisors support individuals in preserving their wealth, offering details about insurance planning. Ryan Belanger is a CFP who formed the company in 2012.
3 Allied Drive, Suite 303, Dedham, MA 02026
Dedham, MA 02026
David Randall, CFP, provides financial advising services to clients in Brockton and the surrounding areas. It offers financial planning assistance to help individuals manage their estate, college, retirement, money purchasing, and profit-sharing strategies. It also serves clients wanting to apply for long-term care, disability income, and life insurance policies. The company's founder, David Randall, has been serving as a financial advisor since 1989. He also speaks at public and corporate events to guide the community in understanding the importance of financial planning.
4 Cabot Place Unit 7, Stoughton, MA 02072
Stoughton, MA 02072
Davis Financial serves clients in Brockton. It helps couples nearing retirement achieve financial security and stability. The owner, Steve Davis, is the second-generation owner of the firm who has more than 25 years of industry experience. He became a Certified Financial Planner in 1995. Davis partners with LPL Financial, an independent brokerage with open-architecture investment platforms. To give back to the community, he sits on the board of several charities. The professional also participates in fundraising events for cancer research.
22 Old North Trail, Mansfield, MA 02048
Mansfield, MA 02048
Financial Independence Advisors provides services to clients in Brockton and the surrounding areas. Utilizing an individualized approach, the firm's advisors are able to frame their financial advice according to clients' specific careers and lifestyles. Their clientele includes academic, medical, and research professionals, corporate and sales executives, pre-retirees and retirees, and entrepreneurs and small business owners. One of the advisors, Mitchell Custenborder, is a CFP who works with clients who receive payments in the form of sales commissions, stock compensation, and company ownership distributions.
200 Ledgewood Place, Suite 101, Rockland, MA 02370
Rockland, MA 02370
Fitzwilliam Financial offers services to Brockton and the neighboring areas. It provides financial advising and planning services to help clients prepare strategies to meet their educational, retirement, and wealth accumulation goals. The company is also partnered with Commonwealth Financial Network to guide clients with their investments. One of its team members, Michael Fitzwilliam, is a certified public accountant who has been providing services to clients since the 1980s. He specializes in assisting individuals, families, and small businesses with their financial needs.
793 Washington Street Unit # 8, Canton, MA 02021
Canton, MA 02021
Genesis Wealth Advisors is a financial planning firm that serves individuals and families in Brockton. It offers wealth management assistance, which involves overseeing portfolios on behalf of high-net-worth and institutional investors. Its team protects clients' assets with the help of its partner custodians such as Schwab and Fidelity. Its financial advisors also work with clients' accountants, bankers, and estate planning attorneys. Paul Duval has been heading Genesis Wealth Advisors since 2011. The Financial Planning Association member is a Chartered Financial Consultant.
400 Washington Street Suite 308, Braintree, MA 02184
Braintree, MA 02184
Great Oak Capital Partners is an Easton-based firm that caters to clients throughout Brockton and the surrounding cities. This independent fiduciary firm provides financial planning and wealth management services. Its team delivers a holistic approach by integrating budgeting, estate planning, taxes, and insurance into its clients' financial plans. William R. Sylvia, Jr. and John R. Noonan III, founders of the firm, are both Certified Financial Professional practitioners. They founded the firm in 2015. Great Oak Capital Partners also has an office in Florida.
105R Depot Street Suite 5, South Easton, MA 02375
South Easton, MA 02375
Inivas Financial serves Brockton and its neighboring communities. The advisory firm helps individuals who need professional advice on pursuing their financial goals. It offers planning services for retirement, college education, profit sharing, estates, and investments. The company focuses on the client's preferences, lifestyle, and objectives to develop a plan that protects and grows their wealth. Richard Hern, the firm's Certified Financial Planner and Retirement Income Certified Professional, provides advice and uses industry-standard technology to guide clients throughout their financial journey.
11 Freeman St. Third Floor, Stoughton, MA 02072
Stoughton, MA 02072
Integrated Partners is a financial advisory firm that has been serving high net worth individuals, families, pre-retirees and retirees, and business owners in Brockton and the nearby metros since 1996. Its financial professionals provide a wide range of services such as retirement planning, insurance strategies, investment management, and assistance with corporate benefits. Integrated Partners has a digital teaching tool, The Lifetime Income Model, that can help clients in creating retirement plans with fixed and long-term low volatility.
200 Fifth Avenue Suite 4010, Waltham, MA 02451
Waltham, MA 02451
KAF Financial Advisors, LLC, is a wealth management firm that helps customers in the Brockton area. The firm handles transition planning for businesses and retirement and estate tax planning for individuals. It also offers asset distribution assistance, employee benefit programs, and investment advisory services, as well as insurance analysis and performance monitoring and product performance audits. Its website also provides clients access to eMoney 360Pro, a remote collaboration tool for financial management. Its managing partner, Thomas J. McCarthy, is a Chartered Financial Consultant.
10 Forbes Road West Suite 210W, Braintree, MA 02184
Braintree, MA 02184
McNamara Financial is a family-owned investment management and financial planning firm that has been assisting individuals and families since 1987. Serving Brockton and surrounding communities, it conducts consultations to address the personal and business needs of clients. Its Certified Financial Planners also serve as hosts on the firm's radio show called "McNamara On Money". One of them is Justin J. McNamara who works with small businesses and people who are undergoing life transitions such as changing careers, funding college education, and preparing for retirement.
1020 Plain Street, Suite 200, Marshfield, MA 02050
Marshfield, MA 02050
Retirement Income Strategies, LLC helps clients around Brockton map out their financial futures. It posits questions that will help clients identify their specific goals, from minimizing tax burden to funding a child's education to considering a Roth Conversion. Through an in-depth evaluation of one's financial situation, its advisors can create a customized plan to secure any established needs. For over 25 years, founder Stephen Dellelo has catered to pre-retirement and retired families regarding their financial concerns. Dellelo is a Certified Financial Fiduciary.
944 Washington St Suite 1A, South Easton, MA 02375
South Easton, MA 02375
Located in Stoughton, Stonestreet Financial, Inc., serves clients in Brockton. It handles a wide range of financial services, from retirement planning to investment management. The company has experience advising working professionals and high-net-worth families on estate planning issues. It also assists business owners through accounting and bookkeeping solutions, including bank account reconciliation and payroll management. Brian McGivern, the company's president, has over 10 years of experience in finance. He served as a corporate officer for the global firm PricewaterhouseCoopers.
532 Page Street, Stoughton, MA 02072
Stoughton, MA 02072
For over two decades, US Wealth Management has been serving clients in Brockton. It creates customized financial plans and educates individuals on areas like taxes. The company has experience building investment portfolios. It also advises business owners on various matters, including marketing, operations, investment, and insurance, and drafts succession plans and continuity agreements. The company's CEO, John Napolitano, is a former president of the Financial Planning Association of Massachusetts. He is the author of "The Complete Idiot's Guide Personal Finance Workbook."
30 Braintree Hill Office Park, Suite 201, Braintree, MA 02184
Braintree, MA 02184