Retirements Distribution Planning LLC

Raymond James, located in Worcester, MA, is a highly respected independent financial services company that has been serving clients since 1962. With a seasoned team of experts and a wealth of knowledge, they offer personalized wealth management solutions to a diverse range of clients, including business owners, corporate executives, healthcare professionals, and retirees. Their comprehensive services cover estate planning, investment solutions, retirement planning, risk management, and sustainable investing, ensuring that clients can pursue their financial goals and objectives with confidence. Raymond James prides itself on its expertise and ability to effectively apply it to clients' financial affairs. They provide a depth of resources and investment opportunities to match individual needs, helping clients make the most of their investments. As one of the largest independent financial services companies in the country, Raymond James has built a strong reputation for its commitment to client success and has become a trusted partner in managing wealth.Generated from the website

Morgan Stanley Smith Barney is a financial services firm based in Worcester, MA, specializing in wealth management and investment advisory services. With a focus on providing tailored financial solutions to individuals and businesses, the company offers a range of investment products and strategies to help clients achieve their financial goals. Generated from their business information

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations