Summit Financial

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.

Canby Financial Advisors, we offer financial planning, investment management, and retirement plan services for families, individuals, and business owners.

PlanStrong Investment Management is a Dedham-based financial firm that specializes in professionally managed retirement plans and investment management. They prioritize their clients' needs by offering fee-based services and serving in a fiduciary capacity, ensuring that investments are tailored to individual requirements. With a commitment to transparency, PlanStrong Investment Management provides unfettered access to their founder, allowing clients to meet face to face regularly. Their market perspectives can be heard on the radio, providing valuable insights into their investment strategies. As a registered investment adviser, they offer securities and advisory services through Commonwealth Financial Network, while also providing separate fixed insurance products and services.Generated from the website