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Sample Listing of Massachusetts, MA Firms Offering College Savings Plan
 
Butler & Associates
195 Washington Street North Easton, MA

 
  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.
 
  

 
Securitas Financial Group
Hingham, MA

 
  Securitas Financial Group Financial Position Tax Management Invesment Planning Risk Management Retirement Planning Estate and Business Planning etc.
 
  

 
Advance Financial Partners LLC
Hingham, MA

 
 
 
  

 
HBW Insurance & Financial Services, LLC
Hudson, MA

 
  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.
 
  

 
Integrated Financial Partners / Lincoln Financial Advisors Corp.
200 Fifth Ave., 6th Floor Waltham, MA

 
  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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