Northeast Passage Financial

Harbor Advisory Corporation, established in 1972, specializes in personalized wealth management services and asset management counsel for high and ultra-high net worth individuals and families. With a reputation built over nearly 50 years, the firm focuses on delivering tailored financial planning and investment management solutions that aim to build clients' wealth while managing risk and minimizing tax impact. The firm's core philosophy emphasizes superior service and customized strategies, with a commitment to long-term capital growth, risk management, and tax efficiency. This highly tailored approach positions Harbor Advisory as a leader in the wealth management sector, dedicated to meeting the unique needs of its clientele. Generated from the website

Pax World Management Corporation is the advisor to Pax World Funds that includes balanced, growth, high-yield and money market funds. Its online service center allows the users to download, view and transfer documents, reports, applications and prospectus. The firm s online service center also provides access to view account balances, purchases, and redeem and transfer fund shares. It provides document delivery options that allow shareholders to save paper by receiving electronic document notifications for annual prospectus and report mailings. Additionally, the firm provides a wide variety of online calculators that helps in calculating college savings, investment in retirement plans and savings estimation.

RB Needham Advisory Corp is a fee-only financial advisory firm located in North Andover, MA. With a commitment to acting solely in the best interest of their clients, they provide personalized financial planning and asset management services. Their client-responsive approach sets them apart in the financial services industry, ensuring that each client's unique goals and objectives are met. With a focus on creating customized financial roadmaps, RB Needham Advisory Corp helps clients achieve financial freedom through careful asset allocation and security selection. They also offer ongoing portfolio monitoring and adjustments to ensure clients stay on track. With their dedication to client success, RB Needham Advisory Corp strives to treat every client like their only client.Generated from the website