Northeast Planning Associates

Linedata is a global financial technology services provider with over 25 years of experience, dedicated to delivering innovative software solutions and value-added data services for the financial sector. They serve a diverse clientele that includes asset managers, institutional investors, fund administrators, and lending agencies, helping them navigate their challenges with scalable and effective solutions. With a focus on modernizing wealth management platforms, Linedata integrates AI and machine learning into their data and analytics offerings, enhancing operational efficiency and regulatory compliance for clients. Their team of highly skilled professionals is committed to providing resilience and scalability through managed services, shaping the future of financial technology solutions globally. Generated from the website

Ameriprise Financial Advisors in Plainville, MA, offers personalized financial advice to help clients achieve their financial goals through a dedicated network of over 10,000 advisors. Each advisor specializes in different areas, ensuring tailored strategies that reflect individual values and financial aspirations. The firm emphasizes a client-centric approach, providing regular reviews of goals and investments, as well as digital tools for easy access to financial information. With various designations such as AAMS and AEP, Ameriprise advisors are equipped with the expertise to navigate the complexities of asset management and estate planning. Generated from the website

Sensible Financial Planning & Management is a financial advisory firm based in Waltham, MA. They offer personalized financial planning services that take into account all aspects of a client's financial situation, including investments, taxes, insurance, and estate planning. Their team of experts develops comprehensive financial plans tailored to each client's needs and goals, aiming to provide financial peace of mind and help clients make the most of their retirement while minimizing tax exposure. With a thoughtful and informed approach, Sensible Financial Planning & Management helps individuals and couples navigate the complexities of financial planning, offering guidance on retirement planning, social security, cash flow management, and more. Their services are designed to align clients' financial plans with their current and future needs, ensuring they can maintain their desired lifestyle and leave a legacy for their loved ones. Through their expertise and commitment to their clients' best interests, Sensible Financial Planning & Management aims to provide financial advice at a terrific value.Generated from the website