Charles Schwab

Plymouth Investment Advisors, located in Plymouth, MA, specializes in portfolio management for both private and institutional clients, offering a range of investment products and services. With a strong focus on fixed income, equity selection, and retirement planning, the firm is dedicated to managing investments in a way that aligns with their clients' financial goals. The company prides itself on its long history of successful portfolio management and emphasizes the importance of building strong relationships with its clients. Through informational webinars and market commentary, Plymouth Investment Advisors aims to educate clients on various financial topics, including Social Security and Medicare. Generated from the website

Ameriprise Financial Advisors in Sagamore Beach offer expert financial planning and retirement investment advice to help individuals secure their financial future. With a team of experienced Ameriprise financial advisors, clients can trust in personalized guidance and strategic solutions tailored to their unique goals and needs. Generated from their website's infomation

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.