Yankee Insurance

Beamonte Investments is one of the wolrd’s leading investment and advisory firms.

Goedecke & Co LLC is a prominent financial services firm based in Boston, MA, specializing in real estate financing and advisory services. With a dedicated team of experienced professionals, they offer a wide range of transactions and servicing solutions to meet the diverse needs of their clients. As a trusted partner in the industry, Goedecke & Co LLC has established a strong reputation for their expertise and commitment to delivering exceptional results. With a focus on building long-term relationships, they provide tailored rates and comprehensive support to ensure the success of each transaction.Generated from the website

JDJ Family Office Service is a premier administrative multi-family office based in Boston, MA, offering personal CFO services to ultra-high net worth individuals and families. With a team of experienced professionals, they provide customized accounting, financial administration, and lifestyle management services to simplify their clients' lives and allow them to focus on what matters most to them. JDJ's comprehensive range of services includes personal accounting and net worth reporting, bill paying and expense reporting, budgeting and cash flow planning, tax planning and coordination, investment and balance sheet administration, trust and estate administration, and lifestyle management. Their dedication to excellence and personalized approach has earned them praise from clients and advisors alike, making them a trusted leader in the family office space.Generated from the website