Scott Roman

Phoenix Financial, located in Hingham, MA, is a former Registered Investment Advisory firm currently operating as a Sole Proprietorship while transitioning to a Limited Liability Corporation. The firm offers a range of services, including portfolio management, research, and education tailored to individual investors. With a focus on providing insights into global market indices, economic data, and commodities, Phoenix Financial aims to empower clients through comprehensive financial education and strategic investment advice. The firm is committed to delivering valuable resources and guidance to facilitate informed decision-making in the financial landscape. Generated from the website

Ameriprise Financial is dedicated to assisting clients in achieving their financial goals through personalized advice and tailored financial strategies. With a network of over 10,000 advisors, they provide one-on-one financial consultations designed to empower clients to feel confident and in control of their financial futures. The firm offers a range of services, including regular meetings to assess investment progress and access to digital tools for tracking finances. Advisors at Ameriprise Financial possess various qualifications, ensuring clients receive knowledgeable guidance tailored to their unique financial situations. Generated from the website

Endeavour Investment Partners LLC, based in Hingham, MA, is a Registered Investment Adviser that specializes in strategic consulting and third-party distribution services specifically for institutional asset managers. The firm is not authorized to provide financial advisory services to retail clients, underscoring its focus on institutional partnerships. As a branch office of Investment Planners Inc., Endeavour operates within the regulatory framework established by the Commonwealth of Massachusetts and other jurisdictions where it is properly registered. The content shared by the firm is strictly for informational purposes and does not constitute investment advice or create an investment advisory relationship. Generated from the website