The Federal Savings Bank

Four Ponds Financial Planning, founded by David McPherson, CFP, in 2007, is a firm that offers objective financial advice and services to clients seeking assistance with investments, retirement planning, and other money-related needs. With offices on Cape Cod and in Boston, the firm also serves clients remotely through online technology. The name of the firm is inspired by the Four Ponds Conservation Area, located near McPherson's home in Bourne, Cape Cod, which features scenic walking trails and is a popular destination for outdoor enthusiasts. Therese R. Nicklas, CFP, CMC, a CERTIFIED FINANCIAL PLANNER professional, joined Four Ponds in 2023, bringing over two decades of experience in the financial advising industry. Specializing in financial planning for women, Nicklas merged her investment advisory firm, The Wealth Coach for Women, with Four Ponds Financial Planning. Keyana Russ, CFP, MBA, another CERTIFIED FINANCIAL PLANNER Professional, joined the firm in 2021, bringing over 20 years of experience in business management in various industries. Russ has a particular affinity for working with young professionals and has been recognized as a top 50 under 50 financial professional by the Association of African American Financial Advisors.Generated from the website

Radius Financial Group, located in Mashpee, MA, offers a comprehensive range of financial services designed to meet the diverse needs of their clients, including retirement planning, estate planning, and tax-advantaged strategies. Their approach emphasizes integrity, transparency, and a personal connection, ensuring that clients receive tailored solutions and value-added services. The firm prides itself on building deep relationships with clients, understanding their unique goals, and collaborating with other trusted advisors. With a commitment to reducing risk and protecting future dreams, Radius Financial Group is dedicated to helping clients navigate their financial journeys effectively. Generated from the website