Franklin Templeton Investments

Boston Financial Investment Management is a national leader in affordable multifamily housing finance, specializing in providing financial solutions for multifamily housing projects across the country. The company also excels in asset and portfolio management, ensuring the successful management and growth of clients' investments in the affordable housing sector. Generated from their website's infomation

Lincoln Investment is a financial services company that has served the Waltham community for many years. We offer a wide range of financial services, including investments, insurance, and retirement planning. Our experienced team of professionals will work with you to develop a personalized financial plan that meets your specific needs and goals. We are committed to providing our clients with the highest level of service and education. We are proud to be a part of the Waltham community and look forward to serving you.

SCS Financial is an investment management firm that provides private wealth and institutional investment management services. The firm employs more than 30 professionals who supervise over $5 billion for nearly 70 families, including entrepreneurs, CEOs, and partners of private equity and venture capital firms. It offers wealth management services across various areas, including investments, estate planning, income tax and asset protection. SCS Financial provides a variety of asset allocation, financial planning, portfolio construction, portfolio risk management, and strategic trust and estate planning services. In addition, the firm offers a range of representation and outsourcing services. SCS Financial is located in Boston.