Submit Request to Get Expert Advice on College Savings Plan
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Sample Listing of Massachusetts, MA Firms Offering College Savings Plan
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Butler & Associates
195 Washington Street North Easton, MA
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Massachusett's based insurance brokerage specializing in providing group health, dental, disability, and life insurance, as well as, retirement plans. Our services extend to assisting in 401k rollovers, term life insurance quotes, Medicare Part "D" through Humana, and other individual financial services.
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HBW Insurance & Financial Services, LLC
Hudson, MA
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Our focus is on teaching solid financial principles to our clients. Our independent agent status is what allows us to seek products based upon our client needs and not our need to sell products for a particular company.
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Major League Investments, Inc.
530 Loring Ave. Salem, MA
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Major League Investments' investment philosophy is one of balance. We believe that the use of asset allocation strategies is the wisest approach to conserve assets and maximize growth. Our business is the careful crafting of customized diversified investment plans. We design each plan to achieve an appropriate balance considering the individual risk tolerance, liquidity needs and short- and long-term goals of our clients.
Major League Investments Inc. provides fee-based portfolio management services. As a fee-based advisor, we derive our income from one advisory fee- a sliding scale percentage ? based on the size of your managed account. Our one-on-one approach to client relations means that our professional staff will take the worry out of managing your assets.
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Integrated Financial Partners / Lincoln Financial Advisors Corp.
200 Fifth Ave., 6th Floor Waltham, MA
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I believe strongly in utilizing client resources to their fullest potential, preserving their purchasing power and designing distribution strategies for maximum tax efficiency. My goal is to deliver objective, strategic and prudent advice designed to preserve, grow and transfer your assets, a "total solution" to help meet your financial goals.
At Integrated Financial Partners (IFP) and Lincoln Financial Advisors we employ a fully integrated total wealth management framework that provides a more complete view of your financial condition and planning issues. This approach leads to more effective decisions in that each component of your financial situation-your investments, retirement, estate and business if applicable-is analyzed and evaluated.
We then develop an objective comprehensive plan specifically tailored to help meet your financial needs and requirements.
I specialize in comprehensive estate, business succession and retirement planning as well as related insurance and investment strategies for my clients.
Lincoln Financial Advisors Corp. and its registered representatives do not give legal or tax advice.
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Meridian Financial Advisors, LLC
13 Water Street Ste. 2 Holliston, MA
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Meridian Financial is an independent, fee-only firm that creates customized financial solutions for individuals, families and small businesses. While we provide advice on Insurance, Taxes, Retirement Planning and Estate Planning we specialize in Portfolio Management and securities research. We give one on one attention to each of our clients and develop plans that consider your specific time horizon, risk tolerance and goals - no generic advice intended to sell that firm's products. We receive no compensation from any product we recommend. Our mission is to create the best plan for you with the best products for you.
We prefer that our clients have investable assets of $150,000 excluding 401k assets. Investable assets would include IRAs, Roth IRAs, Rollover IRAs, Coverdells and all other taxable accounts.
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