As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Charles Cady

Before I became a financial planner, I worked in the corporate and tax-exempt retirement plan business. I could see that many people in retirement plans weren’t doing the right things to prepare for their future and thought I could help them more directly by becoming a Financial Advisor. When I’m not working, I love traveling to interesting places with my... Read More about Fran Petrangelo - Edelman Financial Engines

Financial planning and wealth management services for busy, successful people.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Burlington is here for you, serving the area north of Boston and neighboring towns, including Waltham and Woburn. Whether you’re accumulating wealth, transitioning into retirement or strengthening your... Read More about Edelman Financial Engines

I value the opportunity to work with individuals and their families to help them reach their financial goals. I work collaboratively with my clients to help grow and protect their wealth through comprehensive financial planning. In my spare time, I enjoy spending time with my family and friends, golfing and traveling. EFE may request that clients share their experiences. No... Read More about Stephen Freedman - Edelman Financial Engines

Since I believe there is a balance between money, health and happiness, I consider myself somewhat of a “financial therapist.” Throughout my career, I’ve never lost sight of the fact that financial planning is fluid and not just about numbers and dollar signs. Outside of work, I'm a nerd – I enjoy board games, puzzles, home renovation projects and refereeing... Read More about Josh Andreasen - Edelman Financial Engines

In Woburn, Savant Wealth Management provides fiduciary, fee‑only financial guidance to individuals and families. Our advisors offer perspective across financial planning, investment strategy, and retirement considerations, focusing on clear decision-making and long‑term financial priorities. Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance is not indicative of future results. Different types of investments... Read More about Savant Wealth Management

Located conveniently off route 95 and route 3, our Cambridge location has undergone a full renovation. This new, modern branch features signature Salem Five amenities including a drive-up window, coin counter, weekend hours, and a 24-hour ATM.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Winchester, MA area, Reilly Jenkins will take the time to understand you and your goals, as well as those changing... Read More about Reilly Jenkins - Associate Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Winchester, MA area, Joseph Goel will take the time to understand you and your goals, as well as those changing... Read More about Joseph Goel - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Winchester, MA area, Megan Baron Mosholder will take the time to understand you and your goals, as well as those... Read More about Megan Baron Mosholder - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Winchester, MA area, Emma Kerss will take the time to understand you and your goals, as well as those changing... Read More about Emma Kerss - Financial Advisor, Ameriprise Financial Services, LLC

CoinFlip offers the easiest and fastest way to buy bitcoin and other cryptocurrencies with cash. Just select the coin you want, verify your phone number, scan your bitcoin address, and input your cash. Bitcoins are sent almost instantly with the guaranteed low crypto ATM fees nationwide. For any questions, reach out to our 24/7 customer support through phone, text, or... Read More about CoinFlip Bitcoin ATM - Town and Country Lottery and Cigar Store (Burlington)

Dan Ferris joined First Command Financial Services as a Financial Advisor in January 2019. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security. Dan has a Bachelor's degree in Electrical Engineering from Norwich University and a Master's degree in Business Administration from UNC-Chapel Hill as well as a... Read More about First Command Financial Advisor - Dan Ferris

Kristina Patt joined First Command Financial Services as a Financial Advisor in April 2018, following a 8-year career in the United States Army, where she attained the rank of Captain. Kristina understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. A graduate... Read More about First Command Financial Advisor - Kristina Patt

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Michael Rattigan

Located in the heart of downtown Woburn, near the Boys & Girls Club, CVS Pharmacy and the Tanner Tavern.