Harbor Trust

Eppolito Financial Services, located in Chelmsford, MA, is led by a team of experienced financial professionals committed to building caring relationships with their clients. They prioritize understanding each individual's unique values and needs, ensuring personalized guidance for successful financial management and planning. The firm operates under Raymond James Financial Services, offering comprehensive investment management and financial planning services to a diverse clientele that includes families, corporate executives, pre-retirees, and retirees. Eppolito Financial Strategies is dedicated to treating clients like family, fostering a supportive environment geared towards achieving overall financial well-being. Generated from the website

Background: For years, Odlum and Fitzgerald LLC has been providing quality, personalized financial guidance to local individuals and businesses. Odlum and Fitzgerald LLC's expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. Our Mission: Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. Odlum and Fitzgerald LLC is dedicated to meeting these goals with high standards of excellence and professionalism.