Atlantic Financial

Located in Westborough, MA, John Postizzi - Raymond James is a financial services hub offering a wide array of tailored wealth management services, investment banking solutions, and asset management options. Catering to individuals, businesses, and municipalities, they specialize in comprehensive financial planning, portfolio advisory strategies, and investment research, all tailored to meet specific client goals. Their seasoned team brings decades of experience to the table, guiding clients through intricate financial landscapes with a blend of detailed analysis and personalized care. Emphasizing prudent risk management and a commitment to helping clients grow, protect, and efficiently transfer their financial assets, John Postizzi - Raymond James operates with a global perspective and a strong community-centric ethos. By providing attentive, meaningful, and objective-based solutions, this financial services company remains dedicated to empowering clients with the tools and insights they need to make informed financial decisions in an ever-evolving market. Generated using this brand's available information

Factor Investing Group, a division of Melfa Wealth Management, is a Registered Investment Advisor based in Westborough, MA. They specialize in providing low-cost investment management services with factor-tilts, offering diversified model portfolios tailored to different risk levels for private clients, institutions, endowments, and company 401k plans. With a range of model portfolios that encompass low volatility and deep value equities, as well as both low and high yield bonds, Factor Investing Group aims to construct diversified portfolios with very low expense ratios, ensuring cost-effective investment strategies for their clients.Generated from the website

Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, offering a range of investment advisory services. As a member of FINRA and SIPC, the firm is committed to providing clients with tailored financial strategies and investment solutions while emphasizing the importance of individual goals and risk tolerance. Affiliated with Citizens Bank N.A., Citizens Securities Inc. also collaborates with Clarfeld Financial Advisors LLC to deliver comprehensive financial services. Their offerings include securities, insurance products, and wealth management solutions, all subject to investment risks, including potential loss of principal invested. Generated from the website