Account Matters

Bourget Associates Inc. is a nationwide provider of due diligence and business financial consulting services, boasting a team with over 100 years of combined experience in asset-based examinations. The firm specializes in helping clients minimize credit and lending risks, enhance internal controls, and accurately value collateral assets. With a strong emphasis on client service, Bourget Associates aims to understand and respond to the unique needs of each client, offering tailored, cost-effective solutions. Their expertise extends to both collateral field examinations in the jewelry and precious metals sectors and comprehensive inventory valuation services across various industries. Generated from the website

Meridian Financial Advisors in Holliston, MA, is an independent, fee-only fiduciary advisory firm committed to providing honest and comprehensive financial guidance tailored to clients' unique situations. With a focus on mitigating conflicts of interest, the firm ensures clients receive unbiased advice without commission-based incentives, allowing for a deeper relationship of trust. Established in 1993, Meridian specializes in a wide range of financial services, including investment management, retirement planning, estate planning, and tax planning. The firm's holistic approach encompasses all aspects of clients' financial lives, helping them achieve their goals and secure their financial futures. Generated from the website

Ameriprise Financial is a renowned leader in financial planning and advice, recognized for its award-winning service and commitment to client-focused strategies. The firm's team of investment professionals offers objective research, actionable investment strategies, and ongoing market insights to help clients achieve their financial goals with confidence. With a strong emphasis on privacy and security, Ameriprise Financial provides an Online Security Guarantee and multiple safeguards to protect personal information. The personalized financial advice offered by their advisors is tailored to individual client goals, ensuring a unique approach to each financial planning journey. Generated from the website