Glass Lewis & Co LLC

Our wealth management advisors in TIAA’s Andover, MA office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 770-8786.

Baring Asset Management is a global investment management company that manages $35 billion on behalf of clients located around the world. The firm offers a wide range of equity and fixed income products in domestic and international markets through commingled and separate account vehicles. From the firm s roots in 1762, Baring has been involved in the finances of governments, industries and private individuals. Baring was among the first to open an investment management office in the Far East more than 20 years ago, and launched investment operations in the United States in the late 1970s. The firm does business in North America under two SEC registered entities: Baring Asset Management and Baring International Investment Limited. The firm currently manages a combined total of $6.3 billion in domestic and international equity, fixed income and balanced products on behalf of North American based clients.

Pension Administration and Trust Accounting (PATA) in Ipswich, MA specializes in providing plan administration services for small businesses and self-employed individuals for over 39 years. With a focus on personalized service and a commitment to getting it right from the start, PATA offers expertise in 401(k), Solo 401(k), and Defined Benefit plans. From annual administration to ensuring compliance with IRS regulations, PATA helps clients navigate the complexities of pension plans, including staying up-to-date on plan limits and requirements. With a reputation for reliability and attention to detail, PATA is a trusted partner for those seeking expert guidance on retirement planning.Generated from the website