Segal Family Trust

Vantage Point Financial is an independent financial planning and wealth management company based in Brighton, MA. With access to a wide range of investments, they provide personalized recommendations that align with their clients' best interests, helping them pursue their financial goals at any stage of life. Through a comprehensive process, Vantage Point Financial creates customized long-term plans for managing their clients' financial lives, simplifying the complexities and focusing on wealth management in a systematic way. Their team of specialists is dedicated to providing expert guidance and support, ensuring that clients can confidently navigate their financial journey.Generated from the website

Sky Trading & Wealth Management Inc is a financial services company based in Brighton, MA. Specializing in investment strategies and wealth management, they provide tailored solutions to help clients achieve their financial goals. With a focus on transparency and client education, Sky Trading & Wealth Management Inc offers personalized financial planning services to individuals and businesses seeking to grow and protect their assets. Generated from their business information

Cliff Usher serves as a Private Client Relationship Manager at Citizens Private Client, where he and his dedicated advisory team assist clients in navigating their financial journeys. They focus on creating comprehensive financial plans tailored to individual needs, ensuring ongoing support as clients' circumstances evolve. Citizens Private Client offers a range of services, including custom financial planning and exclusive rewards through Citizens Plus, designed to enhance clients' financial well-being. Their collaborative approach emphasizes understanding the unique goals of each client and their family, providing personalized advice from a team of knowledgeable professionals. Generated from the website