📍 801 Main St, Concord, MA, 01742
📞 978-287-4208
📍 74 Junction Square Dr, Concord, MA, 01742
📞 978-318-7900
🌐 dsbross.com
📍 Serving Your Area, Maynard, MA, 01754
📞 978-897-0741
🌐 www.johnecpa.com/index.html
C.A.R.E. Asset Management and Strategies, Inc. is an experienced fee-only independent financial planning and wealth management firm providing fee-based asset management with specialities in college planning and retirement planning, to achieve financial goals through all phases of your financial life. With expertise in tax planning, investment management, college planning, Roth Conversions, IRA rolloverand retirement planning, we can offer high-level services and strategies in these and other areas. With a passion for saving taxes, we constantly monitor tax changes and tax saving strategies for individuals, businesses, trusts and estates to find the best customized plans for clients. As members of many professional associations, we strive to comply with each set of ethics and standards of professional conduct. These have a lot of common: integrity, honesty, objectivity, impartiality, fairness, competence, avoidance of conflicts of interest, professionalism, due diligence, confidentiality, fiduciary duties, full disclosure, etc. As with other advisory firms, we are subject to audit by the state without prior notice. We serve communities that are convenient to our office, such as Acton, Bedford, Burlington, Concord, Framingham, Hudson, Lowell, Marlborough, Maynard, Sudbury, Wayland, and Wellesley. We will go to your home office if you cannot come to ours. Call for more information!
📍 201 Jones Rd Ste 620, WALTHAM, MA, 02451
📞 781-894-7000
📍 138 Great Rd Ste 3, Bedford, MA, 01730
📞 781-275-6224
📍 238 Littleton Rd Ste 201, Westford, MA, 01886
📞 978-256-1323
📍 550 Cochituate Rd Ste 25, Framingham, MA, 01701
📞 508-655-0210
🌐 www.forteriswealth.com
We're a fee-only independent financial planning & wealth management firm, dedicated to helping individuals, families & institutions achieve financial goals
📍 742 Massachusetts Ave, Arlington, MA, 02476
📞 781-643-1555
🌐 www.advocatefinancialmanagement.com
Independent fee-only financial advisor located in Arlington MA serving Belmont, Boston, Cambridge, Lexington, Winchester. Financial and Retirement Planning
📍 1004 Main St, Winchester, MA, 01890
📞 781-756-1804
🌐 www.shepherdfinancialpartners.com
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
📍 76 Mall Rd, Burlington, MA, 01803
📞 781-229-1812
🌐 scottrade.com