Seidman Investment Portfolios

JWT Investment & Tax Consultant is a financial services firm based in Sagamore Beach, MA. Specializing in investment guidance and tax consulting, the company assists clients with managing their financial portfolios and navigating complex tax regulations. With a focus on personalized strategies and expert advice, JWT Investment & Tax Consultant aims to help individuals and businesses make informed financial decisions. Their team of professionals offers comprehensive services to support clients in achieving their financial goals. Generated from their business information

1620 Investment Advisors, located in Plymouth, MA, is an independent investment management firm that specializes in providing financial planning and investment management services to individuals, business owners, and financial services firms. With approximately $195 million in assets under management, the firm focuses on delivering conflict-free investment advice tailored to meet the unique needs of its clients. Boasting a team of experienced professionals with an average of over 20 years in the industry, 1620 Investment Advisors emphasizes a disciplined investment process that prioritizes risk management and tax efficiency. Their fee-based compensation model aligns their interests with those of their clients, ensuring a commitment to maximizing financial success without the influence of sales commissions or referral fees. Generated from the website

Decisive Wealth Management, located in Warwick, RI, is a family-focused team of advisors with over forty years of experience in money management. They aim to build lifelong partnerships with their clients, connecting with them emotionally, financially, and spiritually, to create personalized plans that build, protect, and preserve wealth. Decisive Wealth Management sets itself apart from other advisors and larger institutions through the exceptional service and care they provide, treating clients as part of the family. Their specialized services include custom fee-based portfolio management, small business retirement plans, college planning, long-term care insurance, retirement planning, income distribution strategies, life insurance, and tax-deferred annuities.Generated from the website