I use my over thirty years of experience monitoring my client's accounts DAILY, following trends to stay ahead of market conditions, so you can act appropriately, instead of re-acting to fears, contacting clients regularly to discuss their portfoilio for success and peace of mind. Planning is a long term committment through your ever changing life and retirement, not a one shot deal
I have a financial business where I have the opportunity to help individuals, families and businesses to evaluate their current financial standing and develop strategies to meet their future goals.
I treat my clients with the focus and respect I would expect for myself. While I cannot change their past, I help them to evaluate their financial past and provide guidance to them so that they can make the best decisions for themselves for the future. My goal is to empower my clients by giving them the knowledge and conviction to make decisions which can help them to reach their financial goals. Planning your financial future can be
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Stocks are the best long-term way to build wealth, but another significant market downturn might jeopardize your financial goals. Standard, buy-and-hold investment portfolios follow the market up and down. Our tactical approach, on the other hand, invests in asset classes based on their expected returns and risks – attempting to avoid significant market downturns, but to participate in market upside.
Insight Financial Strategists offers a range of services including personal financial services and planning. Choose Insight Financial Strategists with their quality services. Insight Financial Strategists delivers quality services that are worth your hard-earned money.
Do you need an advisor to help you make decisions about your investments? Christofi And Company Inc.. Let the professionals from Christofi And Company Inc. guide you through a variety of areas including tax preparation, accounting and more.
If you are seeking for a reliable financial group, check out Brad M Capland, CPA PC. Brad M Capland, CPA PC provides legal and business services, specializing in asset protection, trust administration, and more. These pros perform education, business, and retirement financial planning work.
This trusted company has been offering professional financial services for many years. Look no more and let Peter Witts, CPA handle the work for you. This professional provides business tax preparation, accounting, and financial services and planning.
This company consists of some of the best financial advisors who genuinely care about their clients. Eric Sweeney offers life plans and financial planning services. They also provide tax preparation and planning at competitive rates.
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I Help Put Your Money to Work for You
Many people believe their financial well-being is driven by their ability to earn a high income. True financial independence, however, I feel comes from understanding and leveraging the finances that are available to you, high income or not.
Whether you are single or running a family, an employee or business owner, you have a unique vision for how you want to put your money to work for you. Yet, you may struggle developing strategies to successfully achieve your goals.
My objective as your financial strategy professional is to help you set financial goals and learn to use a financial roadmap
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Dustin Latham offers professional bookkeeping, accounting, business consutlting and financial planning services. Check out these professionals. They provide professional financial advisory services for individuals and families within Brookline.
My background in the financial services industry gives me a unique perspective on how to help clients meet their goals. My analytical background in accounting and as a Chartered Financial Analyst(CFA) allows me to go in-depth into a client's situation and come up with the best way to help the client meet their goals.
Every client, no matter how big or small, is important to me. I know firsthand how it feels to be treated differently, and I believe that everyone deserves to be treated with the same level of attention and respect no matter how much money they have, where they are from or what their occupation is. Growing up, my parents - who were immigrants - didn't have anyone to help them with financial advice or tax questions. I want that to change that for others.
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As a family-owned business, we think of ourselves as a part of your extended family. Our shared values of respect, integrity and trust form the basis of every client relationship. Your family’s future is our priority and we take pride in providing financial advice that can make a difference in your and your family’s lives. At The Harvest Group, our mission is to give families peace of mind and we are grateful to our clients for the trust they place in us by putting their financial futures in our hands.
A family-owned business providing financial peace of mind to you and your family.
Your family’s future is our priority.
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