Kerri A Melley

Lincoln Investment Planning operates a widespread network of financial advisors across the United States, overseeing assets in over 31 states. Their local office in Beverly, MA, offers comprehensive financial services including retirement and estate planning, as well as annuities and insurance solutions for individuals and businesses seeking to achieve long-term financial objectives. With a focus on assisting clients with their financial goals, Lincoln Investment Planning's team of experienced professionals provides personalized guidance and support in navigating the complexities of wealth management. Whether planning for retirement or safeguarding assets through insurance, their services cater to a diverse range of financial needs within the local community. Generated from their available business information

Hoey Wealth Management is a financial advisory firm based in Worcester, MA, specializing in helping clients manage and grow their wealth. With a focus on personalized financial planning and investment strategies, the firm aims to provide tailored solutions to meet each client's unique financial goals. By offering comprehensive wealth management services, Hoey Wealth Management assists individuals and families in navigating the complexities of financial planning and investment management. The firm prides itself on delivering professional expertise and guidance to help clients make informed decisions for their financial future. Generated from their business information

Integrated Financial Partners is a fee-only financial planning firm located in Worcester, MA. We help clients of all ages and stages of life achieve their financial goals through comprehensive financial planning, investment management, and education. We believe that financial planning is about more than just numbers. It's about understanding your goals and dreams, and creating a plan to help you achieve them. We take the time to get to know you and your family, so that we can create a personalized plan that is right for you.