Neal Karelitz - Oppenheimer & Co

Waddell & Reed in Waltham, MA is dedicated to assisting clients in securing their financial futures through expert counseling on investment and insurance programs. They offer a range of services including life insurance, mutual funds, annuities, and educational funding programs for college students. With a focus on providing efficient support for families, Waddell & Reed helps clients procure the proper financial tools to meet their needs. Their knowledgeable team is committed to guiding individuals towards achieving their financial goals with tailored solutions. Generated from their available business information

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals and families. The firm focuses on full service financial planning and research driven investments. Beacon Pointe is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and that our clients best interests are the driving force in the relationship.