Generations Asset Preservation

Northeast Wealth Management, founded by Jim Moniz and Dr. Kate Leonard, offers comprehensive financial services designed to help clients achieve their desired legacy for themselves, their families, and their communities. Utilizing the Legacy Vision Approach, they emphasize a holistic strategy that encompasses investment management, tax, legal, estate, retirement, healthcare, and family needs planning. The firm aims to provide family office services to clients who may not have substantial investable assets, ensuring personalized financial strategies that foster open communication and understanding. With a focus on wealth management, retirement planning, and business owner financial services, Northeast Wealth Management is dedicated to helping clients navigate their financial journeys with confidence and clarity. Generated from the website

MFS Investment Management is a financial services firm based in Quincy, MA, specializing in investment management services for individual and institutional clients. With a focus on delivering long-term investment solutions, MFS Investment Management offers a range of products and strategies to help clients achieve their financial goals. Generated from their business information

Gustafson D J & Co is a local accounting, tax, and advisory firm that has been serving clients throughout the northeast for over three decades. They specialize in partnering with closely held businesses, individuals, partnerships, and nonprofit organizations to help them achieve their goals and ambitions, improving their overall financial well-being. With their experienced team of professionals, Gustafson D J & Co provides personalized and responsive service, ensuring that each client receives close attention and quality assistance. They are known for their expertise in navigating the complexities of today's tax laws and helping clients become tax efficient long before a tax return is due.Generated from the website