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Showing 1 - 12 of 68 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
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
PEAK FINANCIAL MANAGEMENT, INC.
PEAK FINANCIAL MANAGEMENT, INC.
Wellesley, Massachusetts
1-24 employees
WE SEE THE DIFFERENCE You’re one-of-a-kind. So are your family, your career, and your hopes for the future. At Peak Financial, we’re excited to learn about what separates you from the crowd and create a wealth management plan that’s just as unique. BRING US YOUR CHALLENGES: WE'RE READY. As a fee-only registered investment advisor for more than two decades, it has been our privilege to work with hundreds of individuals and families across New England and beyond. While we have grown considerably over time, our goal has never been to become big. We value the close personal relationships we are able to develop with our clients; we think of them as our extended family. It is gratifying when clients call us for advice, referrals or just someone to talk to during an uncertain time. We understand how confusing and time-consuming it can be to manage financial decisions. We work hard to relieve our clients of that burden, freeing their time and energy for career, family and personal interests. We make wealth management our full-time job so you don’t have to. – The Peak Financial Management Team
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
LTG CAPITAL LLC
LTG CAPITAL LLC
Newton, Massachusetts
1-24 employees
LTG Capital LTG Capital is a Registered Investment Advisory and wealth management firm that provides investment strategies to institutions and financial advisory services to individuals. We help to create ‘your financial life on purpose’ by providing a simple, straightforward, transparent, elegant, tax efficient investment approach to crushing the major indexes through time. We know about investments and market history. We know which investments work for long-term capital appreciation and which don’t. The Aqueduct Strategy Ariel Acuna is also the founder of The Aqueduct Strategy, which allows forward-thinking financial advisors the ability to outsource all or a portion of their clients' portfolio management to a tenured professional and fellow RIA who has years of experience managing client holdings.
Retirement Benefits Rank
Market Leading
PROCTOR FINANCIAL, INC.
PROCTOR FINANCIAL, INC.
Sherborn, Massachusetts
1-24 employees
Proctor Financial provides a sense of security and confidence to our clients by taking over the day-to-day investing decisions that most people dread, and ultimately, ignore. By freeing our clients of this responsibility, they are able to enjoy their lives more fully. And by using our proprietary TCMTM system when managing investments, Proctor Financial is able to deliver an individually customized money management solution not found anywhere else. (For a more complete discussion of how our TCM system works, visit www.ProctorFinancial.com.) Unlike most firms, however, we view our relationships with our clients holistically. Proctor Financial goes beyond just investment management services, taking the extra steps necessary in retirement planning to truly give our clients peace of mind.
Retirement Benefits Rank
Top Benefits
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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
FINANCIAL PLANNING STRATEGIES, LLC
FINANCIAL PLANNING STRATEGIES, LLC
Wakefield, Massachusetts
1-24 employees
Providing complete financial planning services to individuals and families. We look to help people pursue their life goals by helping them connect their finances with their lives. We have a diverse client base of business owners, professionals, retirees, and professional athletes. We cover financial planning issues independently on a fee basis. We pride ourselves on our high touch boutique approach. Feel free to contact us to discuss any financial planning issues that you are unsure of how to approach.Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Other advisory services offered through Winthrop Wealth Management, a separate entity form LPL Financial
Retirement Benefits Rank
Top Benefits
FINANCIAL FOUNDATIONS INC.
FINANCIAL FOUNDATIONS INC.
Westborough, Massachusetts
1-24 employees
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.
Retirement Benefits Rank
Market Leading
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
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