Auri Elan Financial

Heritage Partners is one of the leading private investment firm specializing in the acquisition and equity-based recapitalization of private, family owned businesses. Since 1987, the Partners have assembled a diversified portfolio of nearly 50 investments with revenues in the billions of dollars. Heritage Partners portfolio is divided into three funds, the Heritage Fund I, Heritage Fund II and Heritage Fund III. The firm's fundamental objective is to invest preferred and common stock, on a minority or majority basis, in mature, successful companies with revenues of $50 to $500 million. Industries of particular interest include healthcare, consumer products, food and beverage, distribution, light manufacturing and media. Heritage Partners is headquartered in Boston.

Harvest Financial Group LLC is a full-service investment firm based in Braintree, Massachusetts, staffed by professionals with extensive experience in the global financial markets. The firm is dedicated to responsibly investing clients' assets and managing their wealth while providing personalized financial planning services tailored to individual family goals. Offering a broad range of services, including retirement planning, asset allocation, tax planning, insurance planning, estate planning, and trust management, Harvest Financial Group aims to understand each client's unique circumstances and objectives. By prioritizing client relationships, the firm develops customized strategies designed to achieve long-term financial success. Generated from the website

Mike Bonacorsi, CFP in Amherst, NH, is a financial planning firm led by Mike Bonacorsi, a certified financial planner, offering services such as budgeting, asset allocation, estate analysis, and modular financial planning. Additionally, Mike Bonacorsi is a published author and public speaker, known for hosting The Mike Bonacorsi Show on WSMN 1590 AM every Tuesday from noon to 1pm. Generated from their available business information