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Showing 1 - 12 of 49 results
FMR LLC
FMR LLC
Boston, Massachusetts
All Size Average employees
Fmr Llc is a financial services company based out of 3145 Copper Ave, Fenton, Michigan, United States.
Retirement Benefits Rank
Below Market
BALDWIN BROTHERS, LLC
BALDWIN BROTHERS, LLC
Marion, Massachusetts
25-49 employees
Baldwin Brothers - The Evolution of Investment.
Retirement Benefits Rank
Top Benefits
THE DE BURLO GROUP, INC.
THE DE BURLO GROUP, INC.
Boston, Massachusetts
1-24 employees
Responsible for all Fixed Income activities, including research, analysis, trading, and portfolio management. Collaborate with Equity Portfolio Managers to enhance the firm's overall investment performance.
Retirement Benefits Rank
Market Leading
FIRST NATIONAL CORPORATION
FIRST NATIONAL CORPORATION
Rockland, Massachusetts
1-24 employees
http://www.FNCAdvisor.com First National Advisors is a full-service wealth management firm and Registered Investment Advisor (RIA) dedicated to helping small business owners, healthcare professionals, and affluent families address their complex financial planning needs. Based in Rockland, MA, just south of Boston, our clients have trusted us to provide the knowledge, experience, and insight to help them achieve their long-term financial goals in an increasingly complex economic environment. Committed to building lifelong client relationships, our goal is to serve as your trusted advisor and primary resource for financial advice, information, and services. We help create financial clarity and strategy, implement customized investment portfolios, and protect assets using carefully selected insurance and annuity products. We also offer our own alternative investment strategy, The Chapoquoit Managed Account, as well as planning for effective company-sponsored retirement plans, including 401(k), 403(b), and pensions. We invite you to contact us today at 781-878-7757 to learn more about First National Advisors and how we can help you achieve a stronger financial future. First National Advisors ("FNA"​) is a Registered Investment Advisor located in the State of Massachusetts. FNA provides investment advisory and related services for clients nationally. FNA will maintain all applicable registration and licenses as required by the various states in which FNA conducts business, as applicable. FNA renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Retirement Benefits Rank
Market Competitive
AEQUITAS INVESTMENT ADVISORS, LLC
AEQUITAS INVESTMENT ADVISORS, LLC
Hingham, Massachusetts
1-24 employees
Michelle Fallon, MS, CFP®, Senior Financial Planner & Fixed Income SpecialistMichelle joined the Aequitas team in January of 2010.  She provides financial planning services to our clients as well as specializing in the areas of Medicare Planning, Social Security Claiming Strategies and Educational Goal Funding.  Prior to Aequitas, Michelle spent twenty years at Bear, Stearns & Co., Inc. working on the Fixed Income Trading Desk finishing her career as the Municipal Bond Coordinator for the Boston Office.    Michelle holds her Bachelor of Arts degree in Economics from the University of Vermont.  In 2014, Michelle earned her CERTIFIED FINANCIAL PLANNING TM designation.  In March of 2018, she completed her Master of Science degree in Personal Financial Planning from the College for Financial Planning.  Michelle’s professional affiliations include memberships in the National Organization of Professional Financial Advisors and the Financial Planning Association of Massachusetts.
Retirement Benefits Rank
Top Benefits
KENSINGTON CAPITAL MANAGEMENT, LLC
KENSINGTON CAPITAL MANAGEMENT, LLC
Foxborough, Massachusetts
1-24 employees
Kensington Capital Ventures is the investment arm of Kensington Capital Holdings, a single family office.
Retirement Benefits Rank
Market Competitive
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VIMAC VENTURES LLC
VIMAC VENTURES LLC
Boston, Massachusetts
1-24 employees
VIMAC invests in early stage ventures in the high technology and life science industries. The company actively manages portfolio companies through its Partners, Associates and Executive’s in Residence. iMPath Networks (Executive in Residence)VIMAC portfolio company iMPath Networks designs, manufactures and markets digital video communications solutions to the worldwide Transportation and Security industries. Interim CEO September 2004 – January 2005Vice President, Sales and Business Development February 2002 – March 2005
Retirement Benefits Rank
Market Laggard
MASSACHUSETTS CAPITAL RESOURCE COMPANY
MASSACHUSETTS CAPITAL RESOURCE COMPANY
Boston, Massachusetts
1-24 employees
MCRC provides mezzanine capital, long term debt, and late-stage venture capital to Massachusetts -based businesses. We partner with entrepreneurs, management teams, individual investors, private equity firms, and commercial lenders to support strategic growth initiatives, finance acquisitions and buyouts, and recapitalize balance sheets. With $100 million in evergreen capital, we have a long term investment horizon and can offer financing options not typically available from other funding sources. In our 45 year history, we have invested over $750 million in 350 companies, helping to fill the financing gap between senior debt and equity.
Retirement Benefits Rank
Market Laggard
BYRNE FINANCIAL FREEDOM, LLC
BYRNE FINANCIAL FREEDOM, LLC
Franklin, Massachusetts
1-24 employees
We are an Independent Investment Management firm that specializes in managing money for high net worth individuals. We have a comprehensive approach to helping our clients. We do not believe in a “one size fits all” mentality. We believe that all clients have different needs. We work closely with clients to determine their needs and goals, and then create a personalized and custom investment strategy for them. We provide a wide range of services including: • College Planning • Retirement Income Planning • Tax Minimization Planning • Estate Planning Services • Business Planning Services • Asset Management • Life Insurance We offer the following investment types: • Equities, Bonds, Mutual Funds • Variable and Fixed Annuities • ETFs and Index Funds • REITs, BDCs, and Structured Notes Mission: Our mission is to enrich our clients’ lives by providing sound financial advice through education, communication and personalized service. We strive to maintain long-term relationships with our clients by performing our duties in an ethical, fair, and honest manner. Byrne Financial Freedom, LLC is your CFO for life. Securities offered through LPL Financial, Member FINRA/SIPC www.FINRA.org www.SIPC.org For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. For a list of states in which we are registered to do business, please visit www.byrnefinancialfreedom.com.
Retirement Benefits Rank
Market Leading
BARRY INVESTMENT ADVISORS, LLC
BARRY INVESTMENT ADVISORS, LLC
New Bedford, Massachusetts
1-24 employees
Barry Investment Advisors focuses on developing a partnership with you and your trusted advisors. Through collaboration, we customize planning and investment strategies that fit your life and help build a meaningful legacy. Our team has the honor and privilege of providing personalized financial planning to over 200 families, many of whom are the children or grandchildren of clients that date back to the early years of the firm. Visit www.BarryInvestmentAdvisors.com to learn more about our investment strategy and what makes the Barry experience so unique.
Retirement Benefits Rank
Top Benefits
RFG-BRISTOL WEALTH ADVISORS, LLC
RFG-BRISTOL WEALTH ADVISORS, LLC
Taunton, Massachusetts
1-24 employees
Bristol Wealth Group is an investment management company based out of 35 Broadway, Taunton, Massachusetts, United States.
Retirement Benefits Rank
Top Benefits
DELPHI MANAGEMENT, INC.
DELPHI MANAGEMENT, INC.
Boston, Massachusetts
1-24 employees
Delphi Management is an investment management firm located in Boston, Massachusetts. Founded in 1980 by Scott M. Black, Delphi is a nationally-recognized leader in value investing. The firm seeks to generate solid, consistent returns for its clients by following a rigorous, bottom-up, fundamentals-oriented investment strategy. Delphi offers two products: 1) The All-Capitalization product which invests in businesses that meet Delphi's strict quantitative and qualitative criteria regardless of market capitalization. The median market cap at cost for this product is $11.6 billion. 2) The Small/Mid-Capitalization product, which applies the same criteria as above, but with an emphasis on companies with market capitalizations below the high end of the Russell 2500 Value Index. The median market cap at cost for this product is $2.6 billion. Delphi Management is a Registered Investment Adviser (RIA).
Retirement Benefits Rank
Market Laggard