Tax & Investment Advisors

Private Trust Group of America, located in Newburyport, MA, specializes in providing administrative and operational support services to trust departments within the accounting, banking, and legal professions. With years of hands-on experience, they offer flexible and cost-effective solutions designed to alleviate the burdens of trust management, allowing managers to focus on client retention and strategic planning. Committed to fostering long-term relationships, PTG emphasizes creativity, thoroughness, and responsiveness in their approach. Their mission is to exceed client expectations by delivering smart solutions that yield measurable results, all while maintaining a strong focus on client satisfaction. Generated from the website

DCF Group, located in Newburyport, MA, is dedicated to providing a range of financial services, including financial reporting, tax reporting, and transaction valuations. The firm specializes in complex securities valuation and real estate appraisals, catering primarily to clients in the life sciences and technology sectors. Committed to maintaining customer privacy and trust, DCF Group employs various methods to collect and protect user information while enhancing the user experience on its site. Through robust data analytics and technology, they strive to deliver tailored financial solutions while ensuring responsible handling of personal and business information. Generated from the website

Pathfinder Financial Group, located in Newburyport, MA, specializes in providing expert, unbiased financial advice aimed at helping clients achieve financial independence. Their team creates personalized financial plans tailored to various life stages, whether clients are just starting to save for retirement or are already enjoying their retirement years. Positioned as a virtual Chief Financial Officer for families, Pathfinder Financial offers a wide range of services including retirement planning, asset allocation, and business succession planning. By prioritizing client success, they strive to deliver comprehensive financial guidance and tools to manage and protect clients' financial futures. Generated from the website