Investors Research Advantage

Sure Path Wealth Management in Swampscott recently expanded its team with the acquisition of three financial advisor coaches and six marketing professionals. This strategic move has significantly enhanced the WealthSource value proposition on a national scale, solidifying their position as a leading wealth management firm. Generated from their website's infomation

Lennox Financial is celebrating more than 30 years of providing financial services to a diverse clientele of individuals, extended families, trusts and pension plans. Our mission has always been to serve our clients with a high level of expertise, independent thinking, leading edge profitable recommendations, and the utmost integrity. Our goal is to lower your investment costs, improve your investment results, and provide superior personal service. Please explore the index on the left side of this web site. We answer frequently asked questions and provide an overview of our services. You will find details about investment management services, advice for self-directed accounts, financial planning and consulting, and individually managed hedge accounts that can make money in down markets as well as up markets. Because no two individuals are the same, we offer a choice of services, and treat every account as unique. You may start with a click on the "services" button below. If you do not find the information you need, please give us a call. Located on the North Shore, outside of Boston, we work with high networth investors across the country and around the world. Our brochure lists the various registrations, licenses, and professional designations which, combined with decades of experience, demonstrate our commitment to providing the highest quality service. A complimentary consultation is the first step to determine how Lennox Financial can assist you with your financial needs. You are invited to e-mail or call John Boyle, CFP and learn how we can serve you. Just click on the "contact" button below.

Peter Ruci serves as a Private Client Relationship Manager at Citizens Private Client in Swampscott, Massachusetts, where he is dedicated to helping clients navigate their financial journeys. With a collaborative advisory team, he focuses on creating comprehensive financial plans tailored to the unique needs and goals of individuals and families. Citizens Private Client offers a range of services, including custom financial planning and exclusive rewards through Citizens Plus, ensuring clients receive personalized support as their financial situations evolve. The firm emphasizes a commitment to understanding each client's aspirations and provides access to a team of knowledgeable professionals to guide them toward achieving their financial goals. Generated from the website