Ameriprise Financial

Daniel J. Galli Associates is a small independent financial planning firm based in Norwell, MA, with over 30 years of experience in helping clients navigate their financial journeys. Committed to financial education and literacy, the firm specializes in retirement planning, investment services, and insurance to ensure their clients achieve personal financial success. The team consists of Certified Financial Planner practitioners and fiduciaries, highlighting their dedication to professional development through affiliations with the Financial Planning Association and the Certified Financial Planner Board of Standards. By focusing all resources and expertise on their clients, Daniel J. Galli Associates prioritizes each individual's financial goals as part of their mission. Generated from the website

Diversified Financial Management is a fee-only investment management and financial planning firm based in Norwell, MA, and has been serving families and institutions since its establishment in 1986. With a focus on building long-term relationships and acting in the best interest of clients as fiduciaries, the firm employs a team of experienced professionals dedicated to accountability in investments and life planning. Registered with the Securities and Exchange Commission as an independent investment advisor, Diversified Financial Management prioritizes proactive processes that put clients first. Their commitment to a dynamic and client-centered approach has fostered enduring trust and satisfaction among their clientele. Generated from the website

Cohen Havian LLP is a boutique tax and consulting CPA firm located in Norwell, Massachusetts, offering a comprehensive range of tax and financial services to individuals, privately owned businesses, and not-for-profit organizations across the nation. Founded in 1943, the firm has built a strong reputation through its commitment to client service, excellence, and personalized assistance over its 80 years of operation. With expertise spanning multiple industries, including manufacturing, retail, wholesale, and professional services, Cohen Havian LLP takes pride in building a professional network with respected bankers, attorneys, and pension administrators. The firm emphasizes close collaboration with clients to deliver high technical expertise and solutions tailored to their diverse needs. Generated from the website