Etre LLC

Heritage Financial Group Inc. is a provider of a full range of products and services. Located in Medford, Mass., the company renders an array of services, such as comprehensive financial planning, asset management, college planning, charitable giving planning, estate and income tax planning. In addition, it offers a range of products, including mutual funds, corporate/municipal bonds, certificates of deposit, individual retirement accounts(IRA), life insurance and retirement plans, to name a few. Heritage Financial Group Inc. has membership with Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corp. (SIPC).

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Boston, MA area, Nicolas Curtis will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

NewStar Financial, founded in 2004, focuses specially on providing customized financing solutions to mid-sized borrowers. The company offers a wide range of services, such as acquisition loans, refinancing, and project and portfolio recapitalizations. The services provided by the company also include debt financing and lending solutions. It offers a variety of loan products for automobiles, equipment, and intellectual and residential properties. The company provides commercial loans for offices, multifamily apartments and warehouses. The company s clients include business service companies, general industrial manufacturers, restaurants, retailers, value-added distributors and transportation companies. Located in Boston, the company has offices in Chicago, San Francisco, San Diego, Connecticut and South Carolina.