Bentley Wealth Advisors

Richard C. Young & Co. Ltd. is a financial advisory firm based in Naples, FL and Newport, RI, recognized by Barron's as one of the top independent financial advisors in the nation for thirteen consecutive years. Founded in 1989, the firm focuses on helping clients manage their investments with an emphasis on dividend and interest-paying securities, aiming to alleviate the emotional stress of day-to-day investing. As a fee-only financial advisor, Richard C. Young & Co. Ltd. prides itself on offering conflict-free investment advice, with all decisions made by an in-house team of experienced professionals. The firm is committed to crafting personalized portfolios for individuals, families, and small businesses, utilizing a global investment strategy that prioritizes steady cash flow and minimizes unnecessary fees. Generated from the website

Compass Working Capital is a nonprofit financial services organization based in Boston, dedicated to empowering families with low incomes to build assets and enhance their financial capabilities. Through their innovative programs, Compass Working Capital aims to provide a pathway for these families to achieve greater economic opportunities and break the cycle of poverty. Generated from their website's infomation

Jacobs Financial Partners, located in Glastonbury, CT, is a trusted financial services firm with 30 years of experience in the industry. As expert financial planners and advisors, we offer comprehensive investment services tailored to meet your unique financial goals. Our team specializes in wealth transfer, estate planning, and comprehensive financial planning, ensuring your assets are protected and optimized for future generations. With a focus on investment management, we help clients build and maintain robust portfolios designed for long-term growth. Our services extend to tax planning, allowing you to maximize your financial efficiency, and risk management strategies to safeguard your wealth.