R M Neilio & Associates

Little Harbor Advisors is a financial advisory firm based in Marblehead, MA, offering a range of strategies and services to investors. With a focus on risk management, they aim to help clients achieve their investment objectives while acknowledging the potential for loss. As an experienced team, Little Harbor Advisors provides personalized guidance and expertise to individuals, financial advisors, and institutional investors. They emphasize the importance of understanding each client's unique needs and tailoring their strategies accordingly, while also staying informed through webinars and research.Generated from the website

Northeast Wealth Management, founded by Jim Moniz and Dr. Kate Leonard, offers comprehensive financial services designed to help clients achieve their desired legacy for themselves, their families, and their communities. Utilizing the Legacy Vision Approach, they emphasize a holistic strategy that encompasses investment management, tax, legal, estate, retirement, healthcare, and family needs planning. The firm aims to provide family office services to clients who may not have substantial investable assets, ensuring personalized financial strategies that foster open communication and understanding. With a focus on wealth management, retirement planning, and business owner financial services, Northeast Wealth Management is dedicated to helping clients navigate their financial journeys with confidence and clarity. Generated from the website