Financially in Tune

Summit Financial Partners is a trusted financial advisory firm based in Stoneham, MA. With a focus on conservative asset management and patient strategies, they are dedicated to helping clients achieve their financial goals. Their team of professionals offers a range of services, including income planning, social security strategies, tax planning, Medicare and long-term care planning, estate and legacy planning, as well as life insurance and property casualty insurance. Through a true partnership approach, Summit Financial Partners customizes their services to meet the unique needs of each client, providing sound and well-researched solutions for a solid financial plan. Summit Financial Partners stands out for their commitment to integrity and professionalism, ensuring that clients receive the highest standards of service. Their president, Ryan, is also an Amazon best-selling author, with his book "Taking Stock" offering valuable insights on retirement planning and financial independence. With a focus on real-life experiences and practical advice, Summit Financial Partners aims to empower individuals to take control of their financial future and make informed decisions. Whether it's securing sources of income, preparing for worst-case scenarios, or guaranteeing a legacy, Summit Financial Partners is dedicated to helping clients navigate the complexities of financial planning with confidence.Generated from the website

Winchester Financial Group Inc, located in Stoneham, MA, is a reputable financial firm that provides a diverse array of services to its clients. Specializing in wealth management, the company is dedicated to helping individuals and businesses achieve their financial goals through expert guidance and personalized strategies. Generated from their available business information

Garrett Nagle & Company, established in 1976, is a boutique investment management firm located in Woburn, Massachusetts. Specializing in managing portfolios for high net worth individuals and institutions, the firm offers separately managed portfolios tailored to each client’s unique risk tolerance and return objectives. As a Registered SEC Investment Advisory firm and a member of FINRA, Garrett Nagle & Company emphasizes the importance of asset allocation for long-term investment success. Their philosophy revolves around diversifying investments across various asset class categories, such as domestic and foreign stocks, bonds, alternative assets, and cash. With a solid track record spanning decades, Garrett Nagle & Company prides itself on providing personalized service to individual high net worth investors. Their team-based approach includes access to key personnel, portfolio managers, and collaboration with the client’s financial team to ensure a tailored investment strategy that aligns with the client's financial goals. Generated from the website content