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Showing 1 - 4 of 4 results
CCR WEALTH MANAGEMENT, LLC
CCR WEALTH MANAGEMENT, LLC
Westborough, Massachusetts
50-99 employees
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
Retirement Benefits Rank
Top Benefits
D J ST GERMAIN COMPANY INC
D J ST GERMAIN COMPANY INC
Springfield, Massachusetts
25-49 employees
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.
Retirement Benefits Rank
Market Leading
SECURE ENERGY SOLUTIONS LLC
SECURE ENERGY SOLUTIONS LLC
East Longmeadow, Massachusetts
25-49 employees
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.
Retirement Benefits Rank
Top Benefits
PIONEER VALLEY FINANCIAL GROUP, LLC
PIONEER VALLEY FINANCIAL GROUP, LLC
Ludlow, Massachusetts
1-24 employees
Pioneer Valley Financial Group has been providing individuals and organizations with financial guidance since 2002. We pride ourselves on crafting unique strategies for each client. Our tradition of integrity promotes true transparency through our honest and comprehensive approach. Together we posses decades of experience where we continue to focus on relationships rather than transactions. Committed to serving you, we practice balance, care, skill, diligence and objectivity in the comprehensive process utilized in developing and managing your financial life. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, DE, FL, GA, HI, IN, KY, MA, MD, ME, MS, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member www.finra.org/www.sipc.org, a Registered Investment Advisor. Pioneer Valley Financial Group | 535 East Street | Ludlow, MA 01056 | (413) 589-1500 Please see our Terms of Use here: www.commonwealth.com/termsofuse.html Check the background of this firm on FINRA's BrokerCheck: http://brokercheck.finra.org/Firm/Summary/8032
Retirement Benefits Rank
Below Market