Castle Edge Insurance

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.

Joseph F. O'Loughlin is an independent financial planning and wealth management firm based in Waltham, MA, dedicated to providing comprehensive, customized advice to individuals, families, and business owners. The firm operates as a fiduciary, prioritizing clients' needs and acting in their best interest while maintaining full transparency throughout the financial planning process. With a mission to make a meaningful impact on clients' financial lives, Joseph F. O'Loughlin emphasizes a personalized approach to financial planning. Their services include tools for tracking net worth, spending habits, and financial goals, aimed at simplifying the complexities of financial management. Generated from the website

Acacia Insurance, based in Waltham, MA, is an independent risk management firm dedicated to providing exceptional service and tailored financial planning for businesses, affluent families, and individuals throughout New England and beyond. Formerly known as The Ellis Insurance Agency, Acacia Insurance emphasizes a collaborative and protective relationship with its clients, ensuring their needs are met with intelligent insurance solutions. With a focus on eliminating gaps in coverage, reducing premiums, and improving overall protection, Acacia Insurance offers a systematic approach to risk management. Their expertise extends to personal home and vehicle insurance, as well as coverage for high-value assets and green operations, making them a comprehensive resource for clients seeking reliable insurance solutions. Generated from the website