Edward Jones - Financial Advisor: Jan Dik, CFA

The Bulfinch Group, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.

Alg Financial Services, located in Topsfield, MA, specializes in creating custom financial strategies for retirement. Their comprehensive approach, known as the Lens to Retirement Process, evaluates clients' financial situations to design personalized plans that align with their unique retirement goals. The firm emphasizes integrity and transparency, offering a range of services including retirement income planning and legacy planning. Alg Financial Services also provides educational resources through live seminars and downloadable checklists to assist clients in their retirement preparation. Generated from the website

Don't hesitate to call The Was Insurance Agency in Boxford, MA. We are committed to your satisfaction. Call us today.