Proficient Wealth Counselors

PlanStrong Investment Management is a Dedham-based financial firm that specializes in professionally managed retirement plans and investment management. They prioritize their clients' needs by offering fee-based services and serving in a fiduciary capacity, ensuring that investments are tailored to individual requirements. With a commitment to transparency, PlanStrong Investment Management provides unfettered access to their founder, allowing clients to meet face to face regularly. Their market perspectives can be heard on the radio, providing valuable insights into their investment strategies. As a registered investment adviser, they offer securities and advisory services through Commonwealth Financial Network, while also providing separate fixed insurance products and services.Generated from the website

Beck Bode Wealth Management is a registered investment advisor located in Dedham, MA, with additional offices in Salem, Portsmouth, and Traverse City. The firm specializes in financial planning and investment management, aiming to deliver tailored strategies that align with clients' individual goals and risk tolerance. With a dedicated team of financial advisors, Beck Bode offers resources such as market updates, a blog, and educational materials to keep clients informed and engaged. Their approach emphasizes the importance of personalized advice and a commitment to helping clients navigate the complexities of wealth management. Generated from the website

Atlantic Planning Group, located in Waltham, MA, specializes in comprehensive wealth management for established businesses, multigenerational families, and high-net-worth individuals. With over three decades of experience, the firm is dedicated to simplifying financial complexities and providing clients with clarity to make informed decisions about their wealth and future. Committed to building lasting relationships, Atlantic Planning Group collaborates closely with clients and their trusted advisors to develop strategically integrated financial plans. Their mission is to help clients visualize and achieve their most ambitious goals while ensuring peace of mind through a lifetime of guidance and support. Generated from the website