Scott Roman

Beaumont Financial Partners is a trusted financial advisory firm located in Needham Heights, Massachusetts. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Offering a range of services, including investment management and retirement planning, Beaumont Financial Partners is dedicated to delivering expert guidance and strategies tailored to each client's unique needs.Generated from the website

LPL Financial Services, situated in Needham Heights, MA, operates as an independent broker-dealer specializing in a diverse range of investment products and advisory services. Catering mainly to financial advisors, institutions, and registered investment advisors (RIAs), this establishment equips professionals with the essential resources and cutting-edge technology platforms crucial for dispensing tailored financial advice. By offering support in compliance oversight, practice management, and efficient technology solutions, LPL Financial stands out for its commitment to arming advisors with the tools necessary for effective client interactions. With a central focus on enhancing advisors' productivity, precision, and autonomy within the intricate financial services sector, LPL Financial strives to elevate the industry standards through its comprehensive wealth management solutions. Generated using this brand's available information

Dolan Capital Group LLC is an independent consulting sales and marketing firm based in Needham Heights, MA, specializing in providing distribution services for select investment management firms. Their mission is to enhance clients' asset management through tailored sales and marketing strategies, leveraging their extensive industry experience and reputation for success. By gaining a comprehensive understanding of their clients' investment processes and business development plans, Dolan Capital Group LLC identifies and targets specific distribution opportunities. This customized approach enables them to create effective marketing plans that help investment management firms grow their assets under management. Generated from the website