Kelly, David Linus Agt

Commonwealth Financial Network, headquartered in Waltham, MA, is the second largest privately held independent broker/dealer in the nation. With over 160 years of combined industry experience, the firm offers a wide range of financial services including wealth management, investments, planning, insurance, and advisory services. Licensed to operate in all 50 states, Commonwealth has been recognized for its excellence, being named one of the 50 Best Places to Work in Massachusetts by the Boston Business Journal. The company's commitment to client satisfaction and industry expertise is evident through its numerous accolades and nationwide presence. Generated from their available business information

Rodman & Rodman is an award-winning accounting and consulting firm with a nearly 50-year history, dedicated to providing tailored solutions that create meaningful outcomes. With a focus on people and driven by outcomes, their teams collaborate seamlessly to meet the unique challenges of their clients, offering services such as optimizing finances, minimizing risk, improving business processes, and implementing IT systems. They serve a wide range of industries, combining hands-on expertise with fresh perspectives to help organizations turn challenges into opportunities. With a commitment to client success, Rodman & Rodman forms close partnerships with clients, employees, and communities, inspiring change and impacting communities. Their agile and entrepreneurial approach, combined with their knowledge-sharing philosophy, allows clients to depend on them without being dependent on them. By meeting clients where they are and understanding the nuances of their industries, Rodman & Rodman brings a grounded perspective to fuel innovation and help organizations grow and thrive.Generated from the website