The Cooperative Banks Employees Retirement Association

Shorepoint Capital Partners LLC is a privately owned, fee-only registered investment advisor based in Norwood, MA. They specialize in providing customized wealth planning and investment management services to individuals and families, institutions, small businesses, and retirement plans. With a focus on personalized relationships and understanding clients' goals, Shorepoint offers objective financial advice and tailored wealth management strategies. As a registered investment advisor and financial advisory firm, Shorepoint Capital Partners is committed to delivering customized, fee-only services to their clients. They prioritize remaining privately owned to maintain their focus on providing objective financial advice and customized wealth management strategies, without any middlemen, commissions, or corporate hierarchy. With experienced professionals and a dedication to understanding clients' needs, Shorepoint Capital Partners offers an alternative to the one-size-fits-all approach to wealth planning and investment management.Generated from the website

Forget what you think you know about financial advisors. Because we're so much more. With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you, not sell you. It's a client-centric philosophy that also recognizes your money deserves every edge it can get-from investments and tax planning to insurance, estate planning, and more. By harnessing industry-leading tools and resources, our advanced solutions are designed to optimize and maximize all aspects of your wealth-now and in the future.

Proficient Wealth Counselors LLC, based in Norwood, Massachusetts, is an independent Registered Investment Advisor dedicated to providing exceptional financial advice at an affordable cost. The firm specializes in comprehensive financial planning, investment management, and estate planning, ensuring clients receive personalized guidance tailored to their long-term financial goals. With a mission to help families build a secure financial foundation, Proficient Wealth Counselors focuses on asset accumulation, income planning for retirement, and asset protection strategies. Their approach emphasizes developing meaningful relationships with clients, allowing for ongoing monitoring and adjustments to financial plans as needed. Generated from the website