First Cardinal Corp

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. Our Primary Purpose We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Capital Analysts of New England, founded in 1972, provides personal and business financial planning services to its clients. The company assists its clients in various business transition situations, such as retention of the business for family members, planned sale of the business to employees, co-stockholders and external buyers, and contingency planning in the event of the client s premature death or disability. Its asset distribution and estate tax planning services include reduction of the current estate tax liability, controlled growth of the estate tax and planning for payment of the estate tax. The company offers investment advisory and insurance services, review of employee benefit programs, and retirement planning. It also provides insurance analysis and performance monitoring, and insurance product performance audits. The company s Web site provides various resources, including current quotes and news on individual stocks and funds, articles on various financial topics, different types of calculators, and glossary of financial terms. It also publishes a monthly online newsletter that provides up-to-date financial information to its clients. Capital Analysts of New England is headquartered in Quincy, Mass.

Milton Financial Group, founded in 1985 by William T. Pappafotopoulos, is a trusted provider of comprehensive financial services tailored to meet the personal and corporate needs of clients. Their offerings include accounting, tax advisory and compliance, financial consulting, and CFO services, using modern technology to deliver timely and efficient solutions. Serving a diverse range of industries such as biotechnology, software development, and real estate, Milton Financial Group is committed to staying current with the evolving fields of tax and finance. Their professional team emphasizes confidentiality and a customized approach, dedicated to saving clients time and money while ensuring their financial success. Generated from the website