Chartpoint Financial Group

Cote Financial Management is a trusted and experienced registered investment advisory firm based in Wenham, MA. Founded in 2010 by Stephen M. Cote, CFP, the company offers unbiased and conflict-free financial advice, acting as fiduciaries on behalf of their clients. With a focus on integrity, knowledge, and trust, Cote Financial Management provides comprehensive wealth planning, asset management, IRA distribution planning, capital needs analysis, and business corporate services. With a team of certified financial planners, Cote Financial Management is committed to delivering personalized and results-oriented services. They strive to help clients achieve their financial goals and ensure their future financial security. By offering transparent and independent investment solutions, Cote Financial Management builds strong relationships with their clients based on trust and expertise.Generated from the website

Ocean Gate Capital Management is a private alternative asset management firm based in Marblehead, MA, specializing in private equity and real estate investments. The company operates under the guidance of professionals such as Guy Muzio and Barry Turkanis, who bring expertise in managing diverse asset portfolios. Additionally, Ocean Gate Realty Advisors and NXT Ventures are part of its investment focus, enhancing its ability to drive value in these sectors. The firm's strategic approach is designed to maximize client investment potential in a dynamic market landscape. Generated from the website

Timothy Charles Financial, situated within the picturesque Lynnfield Woods condo complex, is a trusted financial services provider accredited by the Better Business Bureau with an A+ rating. Specializing in insurance and retirement planning, Timothy Charles Financial is well-prepared to assist clients with a wide range of financial needs in Lynnfield, MA. Generated from their available business information