Morse Financial Service

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Website

57 High St

Reading, MA 01867

+1 (781) 942-2407

http://www.morsefinancial.com

Morse Financial Services, located in Reading, MA, specializes in helping individuals achieve financial independence through their comprehensive Seven Step Program. The company addresses the challenges of rising living costs and the inadequacies of traditional retirement planning, aiming to empower clients to secure a stable financial future.

With a keen understanding of the realities of longevity and the financial burdens many face, Morse Financial Services highlights that only a small fraction of retirees are financially independent. Their mission is to guide clients away from reliance on state support or family assistance, providing strategies for a more secure retirement.

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Northeast Retirement Service

Northeast Retirement Services (NRS), founded in 1999 and a wholly owned subsidiary of Community Financial System Inc., specializes in providing customized institutional services, including transfer agency, master trust, and fund-of-fund solutions. With a strong focus on client partnerships, NRS administers over $1.4 trillion in assets for more than 500 clients, delivering strategic solutions that reduce costs and complexity for institutional investors. Combining deep ERISA expertise, exceptional client service, and proprietary technology, NRS serves a diverse range of clients, including asset managers, corporate plans, endowments, foundations, government plans, non-profits, and OCIOs. Their comprehensive offerings include institutional transfer agency, fund administration, fund unitization, participant accounting, and trustee fiduciary services, all designed to help clients achieve their goals while focusing on their core competencies. Generated from the website

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Northeast Retirement Services

"Handled the administration of my former company's profit sharing plan. Despite correctly filling out the forms to roll over my profit sharing into a IRA, they cut me a check directly with the..."