Disciplined Alpha LLC

George Grant Jr Financial Representative is a trusted financial services provider located in Boston, MA. With a team of experienced professionals, they offer a wide range of services including personal financial planning, annuities, life insurance, and long-term care insurance. Their goal is to help individuals and families protect their wealth, lifestyle, and future dreams by providing expert advice and tailored strategies. As a representative of Baystate Financial, George Grant Jr is dedicated to assisting clients in navigating the complex economic landscape and making informed financial decisions. With a focus on personalized service, they strive to ensure that clients have the support and guidance they need to achieve their financial goals. Whether it's planning for retirement, protecting assets, or securing insurance coverage, George Grant Jr and his team are committed to helping clients every step of the way.Generated from the website

Baystate Wealth Management LLC, based in Boston, MA, specializes in creating and managing customized investment portfolios for clients seeking personalized wealth management services. The firm emphasizes a high-touch approach and aims to deliver risk-adjusted returns across various market cycles. With a team of experienced professionals, Baystate Wealth Management is committed to building trust and fostering long-term relationships with their clients. Their expertise is reflected in diversified investment strategies designed to navigate the complexities of the financial markets effectively. Generated from the website

At Sherv Sadr, we believe that effective financial planning is the cornerstone of a secure and prosperous future. Our expert team offers personalized strategies to help you navigate the complexities of investments, retirement, tax planning, and wealth management. We take the time to understand your unique goals and aspirations, providing tailored solutions that align with your financial objectives. We are open Saturdays by appointment only.