Thomas Brady & Associates

Convista is a trusted financial planning firm located in the heart of Boston, MA. With a focus on personalized strategies, they help clients achieve their financial goals through expert advice and tailored solutions. Their team of experienced professionals is dedicated to providing comprehensive financial guidance, ensuring a secure future for individuals and families alike. Generated from this place's information

Omega Funds, based in Boston, MA, is an international investing conglomerate with a prestigious roster of partners that includes Baillie Gifford Overseas Limited, CI Global Holdings Inc., Pyramis Global Advisors, and Validia Capital Management. Offering a diverse selection of eight distinct funds, Omega Funds caters to investors seeking various returns and market emphases in both American and Canadian markets. Located in the upscale Back Bay area at 545 Boylston St., Omega Funds requires a minimum investment of $500 and strictly enforces appointment-only visits, ensuring a secure and exclusive experience for prospective investors. Visitors must present identification upon arrival and adhere to the company's sign-in policy at the entrance. Generated from their available business information

Fleetstar Financial, based in Boston, MA, specializes in providing sophisticated, fee-only wealth management services tailored to the diverse needs of their clients, including business owners, families, and retirees. Their client-first philosophy, established since their inception in 1983, emphasizes personalized financial planning and investment management to empower clients and simplify complex financial situations. The firm is committed to a fiduciary approach, ensuring that all advice is objective and aligned with clients' best interests without the influence of commissions or product-focused promotions. By fostering a culture of excellence and diverse perspectives, Fleetstar Financial aims to deliver clarity and confidence in achieving long-term financial goals for their clients. Generated from the website