Harvest Financial

Affinia Financial Group, now a part of Sequoia Financial Group, is a trusted financial advisory firm based in Burlington, MA. They prioritize understanding their clients' unique situations and aspirations, offering comprehensive financial planning and fiduciary investment management services to help individuals and families make informed decisions about their money. With a nationally recognized specialty practice in Special Needs Financial Planning, Affinia Financial Group provides expert guidance for families planning for the future and the lifelong needs of their children with disabilities. Their team of experienced professionals takes a personal approach, offering empathy and support throughout the planning process.Generated from the website

Cerity Partners, located in Boston, MA, is a financial services company offering comprehensive solutions for individuals, families, businesses, and nonprofit organizations. Their services encompass wealth management, investment solutions, estate and gift planning, financial planning, insurance planning, tax planning, and more. With a team of experienced advisors, Cerity Partners is dedicated to providing personalized and objective financial advice to help clients achieve their unique financial goals. Their mission is to assist clients in navigating the complexities of financial planning with expertise and care. Generated from their business information