Scott Barker - Bay State Financial

Located in Osterville, MA, Washington Financial Group serves as an independent broker-dealer, specializing in a wide range of investment products and advisory services tailored to meet the diverse needs of their clientele. Collaborating with financial advisors, institutions, and registered investment advisors (RIAs), they equip professionals with the essential resources and cutting-edge technology platforms essential for delivering personalized financial advice. With a focus on bolstering compliance oversight, practice management, and tech solutions, Washington Financial Group is dedicated to empowering advisors in their quest for efficient client engagement. They stand out for their commitment to enhancing advisors' capabilities, fostering accuracy, efficiency, and autonomy in navigating the intricate financial services sector, ultimately enabling advisors to thrive in their independent roles. Generated using this brand's available information

Centinel Financial Group, located in Osterville, MA, has a long-standing reputation for providing comprehensive financial management services to clients of all sizes. Recognized as a top wealth management firm by Boston Magazine in 2010, Centinel specializes in wealth accumulation, protection, and tax-qualified investment plans for businesses in the area. Situated in the historic Osterville Country Store building, Centinel Financial Group offers personalized assistance to its Cape Cod clientele, focusing on business succession planning, and employee and executive benefit plans to meet the diverse needs of its clients. Generated from their available business information

Stifel, based in Hyannis, is a full-service brokerage and investment banking firm offering a range of financial services. Their expertise includes securities brokerage, investment banking, trading, investment advisory, and other related services. The company caters to individual investors, professional money managers, businesses, and municipalities, providing comprehensive solutions to meet their financial needs. With a focus on client satisfaction, Stifel is committed to delivering top-notch service and guidance in the world of finance. Generated from their website's infomation