Concord Investment Partners

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Founded in 1951, Bay Financial Associates is one of the oldest and largest financial services firms in the Northeast. It assists clients in the areas of financial planning, wealth management, and executive and employee benefits. Bay Financial Associates offers life, health, disability income and long-term care insurance plans. Its affiliates, Bay Financial Advisors and LPL Financial, provide financial advisory services related to cash management, education funding, tax strategies, and retirement and stock option planning. Bay Financial Associates maintains a location in Waltham, Mass.

Axial Financial Group, founded in 2006 by Michael Marchese and Paul Miller, is an independent financial advisory firm located in Burlington, MA, with additional offices in Hyannis and Lynnfield. With over 30 years of experience in the financial industry, the firm is dedicated to providing personalized financial solutions tailored to the needs of individuals, families, and business owners. The firm specializes in a comprehensive range of services including asset accumulation, risk management, tax planning, business planning, retirement planning, estate planning, and investment management. Axial Financial Group prides itself on a collaborative approach, leveraging a team of in-house experts to deliver caring and responsive financial guidance that aligns with clients' lifetime goals. Generated from the website