Mingolelli & Associates

Dalbar Inc., based in Marlborough, MA, specializes in enhancing customer experience within the financial services industry by offering a comprehensive range of contact center solutions. Their Service Quality Measurement program provides objective evaluations that enable firms to improve service delivery and achieve long-term business goals through informed data-driven insights. By employing industry-leading criteria, Dalbar conducts in-depth assessments of various customer interaction channels, including IVR, chat, and email. Their tailored solutions, including customized call center evaluations and gap analyses, help organizations optimize performance while adhering to regulatory standards, ultimately leading to higher customer satisfaction and recognition among leading service providers. Generated from the website

Polaris Investment Advisors, located in Framingham, MA, is dedicated to guiding clients through the complexities of financial planning with a personalized approach that emphasizes trust and expertise. Their experienced team creates tailored financial plans to help individuals and families achieve their goals of building wealth, preparing for retirement, and maintaining financial security. Recognizing that financial needs evolve at different stages of life, Polaris specializes in a comprehensive range of services, including goal planning, retirement income planning, tax strategies, and estate management. Their commitment to partnering with clients ensures a supportive journey toward financial independence and peace of mind. Generated from the website

Polaris Investment Advisors LLC, based in Framingham, MA, is a fee-only Registered Investment Advisor specializing in assisting individuals and small institutions in building, managing, and growing investment portfolios to support their financial goals and charitable endeavors. With a philosophy centered on treating clients as valued customers in a trust department rather than mere accounts, Polaris emphasizes delivering Investment Management Services under the Fiduciary Standard to ensure unbiased advice and personalized service. Their team of experts is dedicated to providing comprehensive financial guidance and support, serving a limited number of clients to offer unparalleled levels of service.Generated from the website