CCR is a wealth management firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations and institutions. Our team is your personal advisor, empowering you with long-term wealth strategies, individualized financial plans, insurance strategies including group health & life insurance, and strategic investment management solutions to help you achieve both short term and lifelong goals. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. CCR Wealth Management and Cetera are affiliated. Cetera is under separate ownership from any other named entity. 1800 West Park Drive, Suite 150 Westborough, MA 01581 Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. 1800 W Park Dr, Suite 150, Westborough, MA 01581 / 72 Queen St, Southington, CT 06489 / 9 Bryan Hall Plaza, Washington Depot, CT 06794 / 1000 SE Monterey Commons Blvd Suite 302, Stuart, FL 34996 / 583 Chestnut St, Unit 6 Lynn, MA 01904 / 6 Executive Park Drive, Suite A Clifton Park, NY 12065 / 6636 Main Street, Suite 4 Williamsville, NY 14221 / 2415 Carter Lane, Suite 101 Columbia, MO 65201

St. Germain's mission is to manage investments based on our clients'​ goals while delivering exemplary, personalized service regardless of the size or scope of their assets. First and foremost, we are relationship managers focused solely on managing your wealth. We are privately owned and have been since 1924. Our competency is in preserving your assets based on your interests and yours alone. It is a competency that addresses long-term investment opportunities and solutions that benefits you and future generations.

• Managed all financial aspects of foreign holding company, domestic parent company, and all subsidiaries, including operational controls for trading process. • Functioned as Compliance Officer and interfaced with regulatory agencies such as CBOT, CME, NASD, and SEC. • Advanced from entry level accountant to CFO over seven year tenure.

As one of New England's original energy management companies, Secure Energy has been a trusted vendor partner, aggregator, and authorized broker for leading national suppliers since the infancy of the energy management industry. Let our team with 175 years of combined experience guide your organization through the critical steps required to successfully manage today's energy options. Our mission is to develop and maintain long term-client relationships by designing and implementing comprehensive energy management strategies that communicate market knowledge, leverage supplier relationships, identify unique product options, and deliver innovative solutions. Call 800-655-9818 to schedule a meeting with one of our energy specialists and visit our web page to learn more about the Secure Energy difference www.sesenergy.org.

Keator Group LLC is a financial services company based out of 218 Main St, Lenox, Massachusetts, United States. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Keator Group is not a registered broker/dealer and is independent of Raymond James Financial Services Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Triosim provides industry-leading services to push our partners to the highest possible productivity levels. We understand that innovation is essential for a company to reach full potential and that is why we devote substantial time and resources to emphasize innovation in our processes. Our skilled and experienced team of people work diligently to reduce the burden on our partners, so they can more effectively run their business.

Financial Foundations, Inc. is an independent financial services firm headquartered in Mt. Airy, Maryland. As an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial planner. We offer you timely, unbiased investment advice and promise to do so with the highest level of integrity and service. With over 35 years of combined experience in the financial services industry, Herbert T. Meushaw, III, CEO and Founder, Eric Meushaw, CFP®, CWS®, President, and Christine Burrhus, Vice President, provide unparalleled services to their clients, with a focus on retirement planning for retirees and pre-retirees. The firm also offers a wide-range of investment opportunities, comprehensive financial planning and asset management. Financial Foundations Inc. is a branch office of DFPG Investments, LLC (DFPG). Securities offered through DFPG, Member FINRA www.finra.org/SiPC www.sipc.org. Investment Advisory Services offered through Integrated Advisors Network, LLC (IAN). DFPG and IAN are not affiliated. Third-party posts that appear on this social media site have not been reviewed or approved by DFPG, IAN or its principals for completeness or accuracy, nor does it necessarily reflect the views or opinions of DFPG, IAN or its representatives.

Comprehensive Wealth Management Firm specializing in Investment Management and Personal Finance.

Grove Street Fiduciary is a Wealth and Trust Advisory firm serving families and institutions. As fee-only fiduciaries and investment advisors, Grove Street Fiduciary provides truly objective financial planning and investment advice. The firm does not sell securities, mutual funds or insurance policies, allowing us to make recommendations that are solely in the client's best interest. Each advisor is a CERTIFIED FINANCIAL PLANNER™ professional who also adheres to the high ethical standards of the National Association of Personal Financial Advisors (NAPFA®).

Robbins Farley is a forward-thinking wealth management firm based in Manchester, New Hampshire. We are passionate about helping individuals and families achieve their financial objectives. Our team of professionals help you create a wealth management plan, using our personalized formula of Investment Consulting, Advanced Planning, and Relationship Management. We provide knowledge and insights to help promote positive financial behaviors and outcomes. Robbins Farley is structured around the fundamentals of Direct Access, Team Approach, Client Education, and Transparency. We combine our years of experience and multi-generational perspectives in order to form long-term relationships that encourage communication and education. Our goal is to make a positive impact in the lives of each client with whom we work.

At Northeast Planning Associates, Inc., our goal is helping our clients work towards theirs. We are a financial services firm dedicated to providing meaningful financial strategies to address the concerns of individuals, families, and business owners. For more than 50 years, we at Northeast Planning Associates, Inc. have provided our clients with access to a full range of financial services and products. For a list of states in which we are registered to do business, please visit www.northeastplanning.com. Securities offered through LPL Financial, Member SIPC (www.sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Granite State Retirement Planning, Inc. is an independent, comprehensive retirement planning services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow and conserve our clients'​ assets by delivering an unprecedented level of personalized service, thus earning us a reputation for excellence in our industry. We take a conservative approach to help you live comfortably today and protect your legacy for the future. Our practice is client centered, specializing in retirement and wealth distribution, and we treat every client in a caring and compassionate manner. As professionals, we are dedicated to excellence and integrity in everything we do. We believe every client has the right to select the financial strategies and techniques that are best suited for them. In order to achieve this goal, we will enhance our client’s knowledge of investments, tax planning and other retirement related issues. We believe that sound, proactive advice and implementation is paramount to a comfortable and happy retirement. Check us out on Facebook, Granite State Retirement Planning, Inc and Twitter, @GSRPNH Securities offered through Triad Advisors, LLC. Member FINRA & SIPC. Investment Advisory services offered through Granite State Retirement Planning, Inc., a Registered Investment Advisor. Triad Advisors and Granite State Retirement Planning, Inc. are not affiliated.