Williamsmarston LLC

Solari Financial Planning, led by Michael Solari, is a fee-only independent practice offering retirement and investment services. With offices in Bedford, NH, and Boston, MA, as well as virtual financial planning services available nationwide, Solari Financial Planning is committed to creating customized financial plans for clients at any stage of life. As a fiduciary, Solari Financial Planning prioritizes the financial peace of mind of its clients, providing secure virtual services in response to the COVID-19 pandemic. Through their blog, they offer insights on topics such as financial goals, market trends, and the impact of inflation on travel, helping individuals navigate the complexities of personal finance and plan for a brighter future.Generated from the website

Prio Wealth helps guide our clients in identifying and prioritizing what they are investing for. This collaborative approach enables our clients the ability to gain clarity, confidence and control of their financial lives. We call this approach financial life management because we focus on bringing your money and your life into balance.

RhumbLine Advisers, established in 1990, is a Boston-based investment firm specializing in managing customized index-based strategies for institutional investors. As an employee-owned company, they prioritize meeting the diverse needs of their clients. With $118.1 billion in assets under management as of June 30, 2024, RhumbLine Advisers serves 325 clients across 39 states, offering a range of index-based products tailored to institutional investment needs. Generated from the website