Daniel LaBroad - Gateway Financial Partners

Eaglerock Financial is a wealth management firm based in Newburyport, MA, serving the Northeast since 1996. With a team of experienced professionals, they offer a range of services including wealth management, basic tax preparation, and financial advisory services. Their goal is to provide comprehensive and personalized financial solutions to help clients achieve their financial goals. Owned by Stu Steinberg, a credentialed tax professional with over 23 years of experience, Eaglerock Financial is dedicated to helping small business entrepreneurs plan their businesses more effectively. They specialize in European foods and beverages, sourcing products from their frequent travels to Europe, Canada, and throughout the United States. With a passion for exquisite food, wine, and beer, they continue to expand their range of products to cater to even the most discerning connoisseur.Generated from the website

Private Trust Group of America, located in Newburyport, MA, specializes in providing administrative and operational support services to trust departments within the accounting, banking, and legal professions. With years of hands-on experience, they offer flexible and cost-effective solutions designed to alleviate the burdens of trust management, allowing managers to focus on client retention and strategic planning. Committed to fostering long-term relationships, PTG emphasizes creativity, thoroughness, and responsiveness in their approach. Their mission is to exceed client expectations by delivering smart solutions that yield measurable results, all while maintaining a strong focus on client satisfaction. Generated from the website