Stone Financial Group

SpecialtiesFreedom Trail Financial, LLC, is an independent wealth management firm in Boston, Massachusetts. We provide personalized financial planning and investment management consulting services for our clients. As an independent financial advisor, the main focus is on serving our clients' unique needs and acting in their best interest at all times while maintaining a high standard of integrity and care. We strive to deliver exceptional, individualized, and knowledgeable financial counsel to our clients at all times.

RBC Wealth Management in Boston, part of Boston Partners, offers financial services with a global reach. With additional offices in New York, London, Los Angeles, and Greenbrae, California, they provide comprehensive wealth management solutions. Specializing in personalized financial planning, RBC Wealth Management serves clients in various locations, ensuring tailored strategies for individual needs. Their team of experts is dedicated to helping clients achieve their financial goals with a focus on excellence and integrity. Generated from their website's infomation

Select services available at Fidelity Investor CentersWe have placed secure drop boxes at Fidelity Investor Center locations for the following services that cannot be completed digitally or by phone:Paper check deposits with account number marked clearly on the checkNew account paper applications Completed paperwork Instructions for using the secure drop box will be posted on the Investor Center door. Also, please note that we cannot accept stock certificates at our Investor Centers.