Financial Services Professional
55 Accord Park Drive
Suite 202
Rockland, MA 02370
Phone: 781-347-3147
Cell: 781-820-9191
Fax: 781-421-6631
dshea@doyleandminsky.com
www.doyleandminsky.com
As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start. Please do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.
PO Box 197
North Pembroke, MA 02358
(781)236-3025
info@ariadnewa.com
www.ariadnewa.com
We are a fee-only financial planning and investment management firm dedicated to helping families and successful professionals plan for their future. As a small, independent practice, Ariadne offers clients a thoughtful and personal relationship with a financial professional that nurtures a commitment to the ongoing process of financial planning. Our philosophy is centered around low costs, smart investing and fair treatment of clients. We help you navigate the complexities of personal finance so you can spend less time worrying and more time on the things that matter most.
Michael Damon / Kevin Williams
300 Oak Street
Suite 220
Pembroke, MA 02359
Phone: (781)924-5684
kwilliams@powderpointwealth.com
www.powderpointwealth.com
At Powder Point Wealth Management our advisors partner with clients to help them simplify, understand, and manage their financial lives.
The Powder Point Wealth Management team provides comprehensive wealth management consulting services which focus on far more than managing your investment portfolio. Our approach helps clients plan to address every aspect of their financial lives, from asset protection, to investment management, to tax, estate and retirement planning; and is delivered through a private client experience, typically available only to high net worth individuals.
Our reliability, responsiveness, and integrity provide the foundation for the lasting relationships we have established with our clients, who turn to us first for financial, investment, estate planning, and tax advice.
Are you ready to take the first step towards helping to secure your financial future?
1575 Main Street
Brockton, MA 02301
Phone: 508-559-5524
Fax: 508-586-2843
waboyle@keithmeadowsdunn.com
www.keithmeadowsdunn.com
We don’t believe in a “one-size-fits-all” approach. Instead, we work with you to create a strategy that’s based on your individual needs and objectives.
Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients’ needs, Keith, Meadows & Dunn, L.L.C. has access to new products, enhanced product features, expanded quality service, and pioneered new technologies. Breaking new ground is part of our tradition.
Brian Jacobson
81 Wintergreen Farm Rd
Pembroke, MA 02359
Phone: 978-314-3169
brian@clearviewfs.net
www.clearviewfs.net
Our goal is to be your first destination when seeking financial guidance to reinvigorate an existing business, work through a challenging event or period of time, monitor collateral, or analyze current operations. Our services are tailored to your needs and are different than typical financial consultants. We bring a unique mix of financial knowledge, real world experience and business and operational savy that not all consultants can provide.
Barbara A. Case, APMA® CRPC®
Financial Advisor
Vice President
Phone: 617.912.3143
Toll Free: 800.862.9145
Fax: 855.346.4093
Mobile: 781.910.5428
www.ameripriseadvisors.com/barbara.case
I am not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We will begin with a straightforward conversation about your financial goals. I am here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.
I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers.