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

For more than two decades and counting, Mercer Advisors has been proud to call New England home. With a team of local CFA® and CFP® professionals, we provide tailored guidance to a wide range of families and business owners. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when... Read More about Mercer Advisors - Peabody

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

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. David Knechtle is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Georgetown, MA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about David Knechtle - Thrivent

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

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Robert Cerniglia is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Lawrence, MA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Robert Cerniglia - Thrivent

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

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth... Read More about Focus Partners

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

Troisi Bookkeeping Services offers professional bookkeeping services and cleanup for small businesses in Burlington, MA, and the Greater Boston area. Founded by Certified QuickBooks Online ProAdvisor Matthew Troisi, the firm specializes in serving trades and construction companies, salons, barbershops, and other service-based businesses. Services include monthly bookkeeping, financial reporting, bookkeeping cleanup, QuickBooks Online setup and migration, and tax-ready records. With... Read More about Troisi Bookkeeping Services, LLC

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

At Gallagher, we're more than just a global insurance broker - we're your partner in navigating the world of risk management and consulting services. Since 1927, we've been providing commercial insurance solutions that empower businesses of all sizes to tackle challenges head-on. With a presence in over 130 countries, our team of industry experts are all guided by our client-first... Read More about Gallagher Insurance, Risk Management & Consulting

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

Since 2008 Jay has appraised millions of dollars in fine art, antiques and other tangible personal property. Jay solidified his commitment to professionalism in the appraisal of tangible personal property with the completion of the required examination in the Uniform Standards of Professional Appraisal Practice in 2008 a Congressionally-recognized set of appraisal standards promulgated by The Appraisal Foundation and recognized... Read More about Jay Williamson Appraisals

Carr, Staples & Accardi PC has been providing tax services to the Greater Haverhill, MA area for over 15 years. We are not only here to earn your business but strive to maximize your tax returns to their full potential providing various services. Including business and personal tax preparation needs. We are Certified Public Accountants. We also focus on Business... Read More about Carr Staples & Accardi

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 District Advisor - Michael Rattigan

At Gallagher, we're more than just a global insurance broker - we're your partner in navigating the world of risk management and consulting services. Since 1927, we've been providing commercial insurance solutions that empower businesses of all sizes to tackle challenges head-on. With a presence in over 130 countries, our team of industry experts are all guided by our client-first... Read More about Gallagher Insurance, Risk Management & Consulting

At Gallagher, we're more than just a global insurance broker - we're your partner in navigating the world of risk management and consulting services. Since 1927, we've been providing commercial insurance solutions that empower businesses of all sizes to tackle challenges head-on. With a presence in over 130 countries, our team of industry experts are all guided by our client-first... Read More about Gallagher Insurance, Risk Management & Consulting

At Gallagher, we're more than just a global insurance broker - we're your partner in navigating the world of risk management and consulting services. Since 1927, we've been providing commercial insurance solutions that empower businesses of all sizes to tackle challenges head-on. With a presence in over 130 countries, our team of industry experts are all guided by our client-first... Read More about Gallagher Insurance, Risk Management & Consulting

At Gallagher, we're more than just a global insurance broker - we're your partner in navigating the world of risk management and consulting services. Since 1927, we've been providing commercial insurance solutions that empower businesses of all sizes to tackle challenges head-on. With a presence in over 130 countries, our team of industry experts are all guided by our client-first... Read More about Gallagher Insurance, Risk Management & Consulting

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