Vogel Barry & Associates

JWKodak Capital Management LLC, founded in 2007 by Chadd J. Kodak and Scott C. Kodak, is a privately held capital management advisory firm rooted in the legacy of their father, John W. Kodak. The firm is dedicated to serving individuals, families, estates, trusts, and retirement plans with a client-centered approach that emphasizes prudent risk management and independent investment strategies. With offices in Chatham, Massachusetts, Austin, Texas, and Naples, Florida, JWKodak Capital Management operates as a fiduciary, providing a wide range of third-party investment solutions tailored to meet the diverse needs of its clientele. This independent positioning allows the firm to focus on clear and objective financial guidance, making clients the foundation of its services. Generated from the website

Coast To Coast Financial Planning is a reputable firm based in Chatham, MA, specializing in providing personalized financial planning services to individuals and families. With a focus on long-term financial goals and strategies, the company offers comprehensive advice and guidance to help clients navigate their financial journey with confidence. Generated from their business information

Garrison Financial, affiliated with Raymond James, offers specialized guidance in retirement planning and charitable giving strategies, aiming to help clients achieve a balanced life. Their holistic approach assesses various elements of clients' financial and personal lives to create a tailored path toward their financial goals. With a team of Certified Financial Planner professionals, Garrison Financial utilizes advanced tools like Riskalyze to provide personalized insights and effective planning strategies. Their commitment to aligning clients' financial needs ensures a comprehensive service designed to maximize generosity and support ideal retirement outcomes. Generated from the website