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Beverly / Massachusetts / United States
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For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where Barker Financial Group comes in. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs. Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. Founded by James Barker in 1997, the goal today is the same as it was then; to provide exceptional personal service, guidance, and unbiased, professional financial advice. Through the years, we continue to help each client build and protect their financial security by creating, implementing, and managing comprehensive wealth strategies tailored to their unique situation. In short, we help our clients put their entire financial lives in order and keep them that way. We promote open communication with our clients to help us better serve their needs.
Beverly / Massachusetts / United States
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LaCross Financial Advisors is a Boston-based private wealth management services company. Founded in 2016 by Jeff and Richard LaCross, the company offers an integrated tax aware approach to financial management, including personal accounting, tax services and estate planning. With over 47 years combined experience, LaCross Financial Advisors is committed to steering clients on the path to financial freedom and confidence. Utilizing our network of top advisors, insurance experts and estate attorneys, our goal is to deliver the most efficient and coordinated professional financial services for every client’s needs.
Beverly / Massachusetts / United States
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Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all. At Corneau Wealth Management, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.