Financial Navigators

Commonwealth Financial Network is the second largest privately held independent broker/dealer in the nation. The firm is 100 percent owned and controlled by the management of the firm, which has more than 160 years of combined experience in the industry. The company offers an array of services, including wealth management, investments and research, planning, insurance and advisory services. The company is licensed to work in all 50 states. Commonwealth is also the recipient of numerous awards, including being named one of the 50 Best Places to Work in Massachusetts by the Boston Business Journal. The company has offices in Waltham, Mass., and San Diego.

Integrated Financial Partners is a fee-only financial planning firm located in Worcester, MA. We help clients of all ages and stages of life achieve their financial goals through comprehensive financial planning, investment management, and education. We believe that financial planning is about more than just numbers. It's about understanding your goals and dreams, and creating a plan to help you achieve them. We take the time to get to know you and your family, so that we can create a personalized plan that is right for you.

Located in Tewksbury, MA, Primerica stands as a beacon of financial empowerment for middle-income families. Through a needs-based strategy, this financial services organization delivers a range of offerings, including term life insurance, mutual funds, annuities, and retirement solutions—all uniquely tailored to meet the individual financial aspirations and challenges of their clients. Moreover, Primerica goes beyond traditional services by offering accessible financial education on critical topics like budgeting, debt reduction, savings planning, protection, and wealth building strategies, thus equipping individuals with the tools to make informed decisions and secure their long-term financial stability. At Primerica, the commitment to enhancing financial well-being shines through their dedication to providing practical knowledge and personalized guidance to families. By combining educational resources with respectful and adaptable support, Primerica not only aims to help clients navigate their financial journey but also to cultivate a culture of informed decision-making that leads to sustained financial security. Through their holistic approach, Primerica fosters a community where individuals are empowered to take control of their financial futures and build a solid foundation for long-term prosperity. Generated using this brand's available information