J M Morris & Associates

Financial Management Associates (FMA), located in Duxbury, MA, is dedicated to empowering individuals to take control of their financial health by prioritizing personal relationships and values. With a focus on creating customized financial plans, FMA aims to alleviate the confusion and stress often associated with financial decision-making, allowing clients to regain confidence and clarity in their financial futures. FMA utilizes a comprehensive approach that combines accumulation, protection, and distribution strategies tailored to each client's unique circumstances. Through their initial no-commitment meeting, FMA establishes a mutual understanding of clients' goals, ultimately guiding them towards financial independence and peace of mind. Generated from the website

Snug Harbor Capital Mgmt LLC is a financial planning firm located in Duxbury, MA, dedicated to helping clients achieve their financial goals. With a focus on personalized service, they offer expert guidance in investment management, retirement planning, and wealth preservation. Their team of experienced professionals strives to create tailored financial strategies that align with each client's unique needs and aspirations. Generated from this place's information

WH Cornerstone Investments is a trusted financial advisory firm based in Duxbury, MA, with over four decades of experience helping clients navigate life's unexpected challenges, such as the death of a spouse or retirement. Their team of experts empowers widows by providing personalized financial planning, money management, and retirement coaching services, allowing them to make informed decisions and rebuild their lives with confidence. With a focus on offering trusted financial advice, WH Cornerstone Investments aims to help widows navigate their new normal by providing them with the tools and knowledge to handle their financial matters independently. Through their comprehensive services, including financial planning, curve ball life planning, money management, and second act retirement coaching, they ensure that widows can make financial decisions from a place of certainty, not fear.Generated from the website