Commonwealth Financial

The Legacy Companies, located in Norwell, MA, specialize in providing comprehensive training and coaching for financial advisors aiming to enhance their professional growth and client relationships. With a focus on personalized strategies and techniques, Legacy helps advisors differentiate themselves and effectively serve clients across generations. Offering a range of services including one-on-one coaching, online courses, and tailored firm coaching, Legacy supports financial professionals from various backgrounds in achieving their business development goals. Their commitment to balancing technical skills with emotional intelligence fosters lasting client relationships and maximizes advisors' potential in the financial services industry. Generated from the website

Daniel J. Galli Associates is a small independent financial planning firm based in Norwell, MA, with over 30 years of experience in helping clients navigate their financial journeys. Committed to financial education and literacy, the firm specializes in retirement planning, investment services, and insurance to ensure their clients achieve personal financial success. The team consists of Certified Financial Planner practitioners and fiduciaries, highlighting their dedication to professional development through affiliations with the Financial Planning Association and the Certified Financial Planner Board of Standards. By focusing all resources and expertise on their clients, Daniel J. Galli Associates prioritizes each individual's financial goals as part of their mission. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Norwell, MA area, John Tritle will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.