Goldense Group Inc

O'Brien Wealth Partners, located in Waltham, MA, is a comprehensive wealth management firm that blends decades of financial planning experience with academic expertise to provide tailored investment solutions. Their team, which includes multiple Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs), emphasizes an individualized approach, prioritizing client stories and unique financial needs to foster long-term confidence and success. The firm addresses current financial challenges and market cycles by integrating insights into families' evolving needs and sustainable investment strategies. With a commitment to continuous client support, O'Brien Wealth Partners strives to adapt and guide clients through various life stages and economic conditions. Generated from the website

Cerulli Associates, based in Boston, MA, has been a leader in the financial services industry since 1992, providing in-depth analysis and strategic recommendations to help firms grow. With over 30 years of experience, the company focuses on delivering groundbreaking market intelligence and actionable insights across various sectors, including wealth management, retirement, and institutional investing. The firm offers a range of services, including research publications, consulting, and data analytics, aimed at empowering clients with the resources they need to capitalize on emerging trends and opportunities. Cerulli Associates is recognized for its dedicated employee engagement and has been named a Top Place to Work by the Boston Globe in both 2023 and 2024. Generated from the website