O'Toole Sean

Merrill Lynch Wealth Management in Westborough, MA is a financial services firm that provides investment advice and wealth management services to individuals and businesses. With a focus on helping clients achieve their financial goals, Merrill Lynch offers a range of services including retirement planning, investment management, and estate planning. Generated from their business information

Catalyst Wealth Advisors is an independent financial advisory firm located in Westborough, MA. They offer personalized and comprehensive financial planning services, including investment management, insurance programs, and tax planning strategies. With a team of experienced wealth advisors, Catalyst Wealth Advisors focuses on putting the interests of their clients first and foremost, providing responsive and individualized portfolio management. Teaming up with a select group of accredited professionals in various fields, Catalyst Wealth Advisors is able to offer clients a full complement of wealth management expertise. Their mission is to help individuals and business owners establish and maintain effective wealth management strategies, utilizing an independent process to equity picking, momentum-based process for mutual fund and ETF investments, and formal technical analysis for monitoring portfolios. With a commitment to holistic financial planning and personalized guidance, Catalyst Wealth Advisors aims to help clients pursue their financial goals and strive for their dreams.Generated from the website

Billman-Golemme is a financial advisory firm based in Westborough, MA, offering a range of services including financial planning, investment management, insurance programs, and tax planning strategies. With a team of experienced wealth advisors, they provide personalized guidance to individuals and business owners, helping them establish and maintain effective wealth management strategies. Their mission is to prioritize the interests of their clients and offer an integrated approach to planning and managing their financial lives. Catalyst Wealth Advisors, a partner of Billman-Golemme, is an independent firm that focuses on equity picking strategies, mutual fund and ETF investments, technical analysis, and macro-economic research. They offer personal guidance and individualized portfolio management, with a commitment to responsive service and no proprietary products. Teaming up with accredited professionals in various fields, Catalyst Wealth Advisors provides clients with a comprehensive range of wealth management expertise to help them pursue their financial goals and dreams.Generated from the website