Dufault Douglas C Jr Law Office

Lese Investments, based in Boston, MA, managed the CGM Funds, which included the CGM Focus Fund, CGM Mutual Fund, and CGM Realty Fund. In September 2022, it was announced that the investment adviser would cease operations, leading to the liquidation of all funds by November 30, 2022. Shareholders were advised about the potential tax implications of the liquidation and were provided with instructions for handling their accounts, including options for redeeming shares and managing tax reporting. The funds were officially closed to new purchases, and shareholders were informed about the distribution of liquidation proceeds. Generated from the website

LPL Financial, situated in Foxboro, MA, operates as an independent broker-dealer known for its diverse range of investment products and advisory services. Catering primarily to financial advisors, institutions, and registered investment advisors (RIAs), this establishment equips them with the essential resources and cutting-edge technology platforms needed to offer tailored financial advice. By providing assistance in compliance oversight, practice management, and advanced technology services, LPL Financial is dedicated to enabling advisors to engage clients effectively. At the core of their mission is a commitment to enhancing the efficiency, precision, and autonomy of financial advisors in navigating the intricate financial services sector. With a focus on empowering advisors to operate independently while navigating the complexities of the financial landscape, LPL Financial plays a vital role in supporting the growth and success of financial professionals. Through a comprehensive suite of wealth management solutions, LPL Financial remains a cornerstone for advisors seeking to deliver personalized and strategic financial guidance to their clients. Generated using this brand's available information

Lechner Associates in North Attleborough, MA offers comprehensive financial planning, investment advice, and asset management services tailored to each client. As independent financial advisors, they provide fee-only financial planning without selling products or receiving commissions. Clients receive personalized attention and expert guidance to assess their current financial situation, create a financial plan, and achieve their financial goals. With a focus on helping individuals prepare for retirement and estate planning, Lechner Associates is dedicated to helping clients fully experience life through sound financial management.Generated from the website