Moody Aldrich & Sullivan

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

Lese Investments, based in Boston, MA, managed the CGM Funds, which included the CGM Focus Fund, CGM Mutual Fund, and CGM Realty Fund. In September 2022, it was announced that the investment adviser would cease operations, leading to the liquidation of all funds by November 30, 2022. Shareholders were advised about the potential tax implications of the liquidation and were provided with instructions for handling their accounts, including options for redeeming shares and managing tax reporting. The funds were officially closed to new purchases, and shareholders were informed about the distribution of liquidation proceeds. Generated from the website

Fidelity Bank, located in Cambridge, MA, specializes in providing comprehensive financial solutions tailored to client goals, whether it's saving for college, purchasing a new home, or planning for retirement. The bank offers a range of accounts and investment options, including brokerage accounts, Roth IRAs, and cash management products, aimed at helping individuals manage their finances effectively. With a focus on customer service and financial guidance, Fidelity Bank connects clients with dedicated advisors to create personalized wealth management plans and offers tools for both active traders and long-term investors. Recognized for its affordability with no fees or minimums to open accounts, Fidelity Bank is committed to empowering customers to reach their financial aspirations. Generated from the website