Poole Professional

Camerlengo & Associates, based in Wakefield, MA, specializes in personalized financial management for both businesses and individuals. They prioritize thorough service in tax planning, accounting, and consulting to meet diverse client needs effectively. The firm places a strong emphasis on helping business clients minimize tax liability and maintain accurate financial records while fostering growth. Their affiliated Camerlengo Financial Services offers comprehensive wealth management solutions, including retirement and educational planning. Generated from the website

BDCCapital, established in 1953, is the oldest business development corporation in the United States, recognized as a leader in business lending and capital investment. With over $20 billion invested in thousands of companies across New England, BDCCapital specializes in customizing financing solutions to meet the diverse needs of businesses, ranging from $500,000 to $10 million. The corporation offers a variety of financing options, including lines of credit, term loans, and SBA loans, which can be utilized for working capital, equipment acquisition, business expansion, and debt restructuring. Trusted by many of New England's leading financial institutions, BDCCapital is committed to helping businesses grow by bridging the capital gap. Generated from the website

Lifetime Planning * Lifetime Guidance * Lifetime Income Guidance Will our money last throughout our lifetime? How do we earn enough without taking more risk than necessary? How do we create a reliable income stream from what we have saved?...