Ea Kelley

Waldorf Capital Management, operating under WhaleRock Point Partners LLC, is dedicated to providing tailored financial solutions to private clients and businesses. Located in Providence, RI, the firm specializes in comprehensive retirement solutions and investment insights to meet the unique needs of its clients. With a team of experienced professionals, Waldorf Capital Management prioritizes personalized service and strategic planning to help clients navigate their financial journeys. The firm’s commitment to excellence is evident in its approach to both private and business financial management. Generated from the website

StrategicPoint is an independent wealth management firm, focused on providing financial planning and investment management for individuals and families. Our goal is to provide personalized advice tailored to meet your needs while keeping your best interests top of mind. Our collaborative team culture combines years of extensive experience and broad financial expertise coupled with an empathetic approach to money management. We are passionate about providing the highest quality of service.

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