New Horizons Direct Invest

Loring, Wolcott & Coolidge is a professional family office that offers a wide range of fiduciary and investment management services. Additionally, the firm has developed specialized services for socially responsible investors and provides personalized trust services without the corporate formalities. It assists clients in understanding the transfer tax laws, explains the common techniques for minimizing taxes and discusses alternatives in dealing with family issues. The firm also assists clients with questions about income tax planning, financial decisions and budgeting issues. It provides advice to clients on giving cash and appreciated securities and also assists clients in making personal gifts for estate planning purposes. It also provides comprehensive bill payment and bookkeeping services. Loring, Wolcott & Coolidge is located in Boston.

Vineyard Investment Group is a financial services firm based in Saugus, MA, specializing in investment management and financial planning for individuals and businesses. Their experienced team offers personalized strategies to help clients achieve their financial goals. With a focus on long-term growth and wealth preservation, Vineyard Investment Group provides comprehensive investment solutions tailored to each client's unique needs and risk tolerance. They strive to build lasting relationships based on trust, transparency, and superior financial guidance. Generated from their business information

Regardless of the level of wealth, my team and I have always believed that people can live a better life if their finances are properly managed and well-understood. This inspired me to pursue a career in financial services and to build a firm that helps people live a life focused on what is truly important.