Winthrop Wealth

Katz Nannis is a local establishment in Needham Heights, MA that offers a variety of services to its customers. With a focus on quality and customer satisfaction, Katz Nannis strives to meet the needs of its clients in a professional and efficient manner. Generated from their business information

PlanStrong Investment Management is a Dedham-based financial firm that specializes in professionally managed retirement plans and investment management. They prioritize their clients' needs by offering fee-based services and serving in a fiduciary capacity, ensuring that investments are tailored to individual requirements. With a commitment to transparency, PlanStrong Investment Management provides unfettered access to their founder, allowing clients to meet face to face regularly. Their market perspectives can be heard on the radio, providing valuable insights into their investment strategies. As a registered investment adviser, they offer securities and advisory services through Commonwealth Financial Network, while also providing separate fixed insurance products and services.Generated from the website

Parsons Capital Management, based in Providence, RI, is one of the largest independently owned investment management firms in the region, boasting over $2 billion in assets under management as of December 31, 2024. With a rich history spanning 30 years, the firm provides tailored investment services to individuals, trusts, foundations, institutions, and retirement accounts. The team at Parsons Capital Management believes that successful asset management is derived from their collective experience across various market cycles, coupled with extensive market analysis and a deep understanding of client financial needs. They are committed to delivering sound investment strategies that navigate the complexities of today's financial landscape. Generated from the website