Alan Siegel Financial Services

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Shorepoint Capital Partners LLC is a privately owned, fee-only registered investment advisor based in Norwood, MA. They specialize in providing customized wealth planning and investment management services to individuals and families, institutions, small businesses, and retirement plans. With a focus on personalized relationships and understanding clients' goals, Shorepoint offers objective financial advice and tailored wealth management strategies. As a registered investment advisor and financial advisory firm, Shorepoint Capital Partners is committed to delivering customized, fee-only services to their clients. They prioritize remaining privately owned to maintain their focus on providing objective financial advice and customized wealth management strategies, without any middlemen, commissions, or corporate hierarchy. With experienced professionals and a dedication to understanding clients' needs, Shorepoint Capital Partners offers an alternative to the one-size-fits-all approach to wealth planning and investment management.Generated from the website