Genamerica Brokerage

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

Financially in Tune is a fee-only fiduciary advisory firm located in Stoneham, MA, dedicated to providing independent financial planning and investment management services to individuals and families at all stages of life. With a team of experienced professionals, including Jeanne Gibson Sullivan, Philip Lee, Jennifer Kundrot, and Mandy Magee, the firm tailors its financial strategies to meet each client's unique circumstances, ensuring that all elements of their financial plan work harmoniously together. The firm offers a range of services, from comprehensive financial planning and portfolio management to hourly or project-based advice, allowing clients to choose how they wish to engage. Financially in Tune emphasizes customized recommendations based on individual risk tolerance and time horizons, helping clients achieve their financial goals effectively. Generated from the website