New Boston Financial

Stearns Wealth Management is a financial advisory firm based in Brookline, MA, specializing in providing personalized wealth management services to individuals and families. With a focus on long-term financial planning and investment strategies, the firm aims to help clients achieve their financial goals and secure their financial future. By offering comprehensive financial planning, investment management, and retirement planning services, Stearns Wealth Management assists clients in navigating the complexities of the financial landscape and making informed decisions about their wealth. With a commitment to transparency and client-centric approach, the firm strives to build lasting relationships based on trust and integrity. Generated from their business information

Weinberg Financial Group is a reputable financial services firm based in Chestnut Hill, MA. Specializing in wealth management and financial planning, the firm assists clients in achieving their long-term financial goals. With a focus on personalized strategies and expert guidance, Weinberg Financial Group helps individuals and families make informed decisions to secure their financial future. Generated from their business information

Heritage Partners is one of the leading private investment firm specializing in the acquisition and equity-based recapitalization of private, family owned businesses. Since 1987, the Partners have assembled a diversified portfolio of nearly 50 investments with revenues in the billions of dollars. Heritage Partners portfolio is divided into three funds, the Heritage Fund I, Heritage Fund II and Heritage Fund III. The firm's fundamental objective is to invest preferred and common stock, on a minority or majority basis, in mature, successful companies with revenues of $50 to $500 million. Industries of particular interest include healthcare, consumer products, food and beverage, distribution, light manufacturing and media. Heritage Partners is headquartered in Boston.