Strategic Care Solutions LLC

Centerpoint Advisors LLC, located in Needham, MA, is a Registered Investment Advisor dedicated to providing comprehensive financial services including investment management, financial planning, and family office services. With a focus on maximizing client outcomes, the firm collaborates closely with clients and their tax professionals to navigate complex financial landscapes. Recently, Centerpoint has highlighted the Massachusetts Tax Relief Bill, which introduces significant changes to the state's tax system, aiming to benefit residents through reduced capital gains taxes, increased tax credits for families, and enhanced estate planning options. The firm emphasizes the importance of reviewing these strategies with tax professionals to ensure tailored applications for each client's unique financial situation. Generated from the website

Commonwealth Financial Network is the second largest privately held independent broker/dealer in the nation. The firm is 100 percent owned and controlled by the management of the firm, which has more than 160 years of combined experience in the industry. The company offers an array of services, including wealth management, investments and research, planning, insurance and advisory services. The company is licensed to work in all 50 states. Commonwealth is also the recipient of numerous awards, including being named one of the 50 Best Places to Work in Massachusetts by the Boston Business Journal. The company has offices in Waltham, Mass., and San Diego.

South Shore Retirement Services, located in Hingham, MA, specializes in helping individuals and families plan for their ideal retirement through a transparent and integrity-driven approach. Their services include personalized financial assessments and strategies tailored to meet clients' unique retirement goals. The firm offers a range of products and services, including retirement income strategies and legacy planning, and hosts informational seminars and webinars to educate clients on various aspects of retirement. With a commitment to client support, South Shore Retirement Services aims to empower clients to navigate their retirement journey with confidence. Generated from the website