National Independent Agencies

LMHS, P.C. is a certified public accounting firm located in Norwell, MA, serving clients in the Greater Boston area and beyond. With a team of professionals who embody the definition of family and community, they offer a range of accounting, tax, and business advisory services, as well as audit and corporate tax preparation, to businesses and individuals. With their expertise and unmatched customer service excellence, LMHS provides smart and effective solutions for complex business challenges, personal financial strategies to minimize tax payments and optimize savings, and industry-specific knowledge to stay ahead of evolving trends and regulations. Their team of dedicated professionals understands the importance of teamwork and giving back to the community, making LMHS a trusted partner for all accounting and tax needs.Generated from the website

Diversified Financial Management (DFM) is a reputable fee-only investment management and financial planning firm based in Norwell, MA, serving families and institutions since 1986. Committed to acting in the best interest of clients as fiduciaries, DFM offers personalized attention and a wide range of financial planning and investment services. With a team of experienced professionals, DFM focuses on building long-term, trusting relationships by prioritizing clients' needs and goals. As an independent investment advisor registered with the Securities and Exchange Commission (SEC), DFM combines expertise and accountability to provide tailored solutions for high net worth individuals, families, and institutions nationwide.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Norwell, MA area, David N Ames will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.