Eric Foley - TIAA Wealth Management Advisor

TIAA Financial Services, with over a century of dedication, focuses on serving individuals in the academic, medical, cultural, and research sectors, setting them apart from competitors. Their team of specialists collaborates with clients to create long-term financial plans tailored to personal needs, goals, and aspirations. With offices across various locations, TIAA advisors guide clients in achieving financial stability through lifelong income planning, retirement savings, and informed investment decisions. Committed to providing lifelong financial well-being, they offer personalized support to help clients navigate their financial journeys. Generated from the website

Northeast Wealth Management, founded by Jim Moniz and Dr. Kate Leonard, offers comprehensive financial services designed to help clients achieve their desired legacy for themselves, their families, and their communities. Utilizing the Legacy Vision Approach, they emphasize a holistic strategy that encompasses investment management, tax, legal, estate, retirement, healthcare, and family needs planning. The firm aims to provide family office services to clients who may not have substantial investable assets, ensuring personalized financial strategies that foster open communication and understanding. With a focus on wealth management, retirement planning, and business owner financial services, Northeast Wealth Management is dedicated to helping clients navigate their financial journeys with confidence and clarity. Generated from the website

For more than 30 years, we have been providing tax preparation, planning and many other accounting services to a wide range of individual and business clients in the Boston, MA area. We have developed a reputation for professional excellence through the high quality of services we perform for our...