Financial Planning Alternatives

Worcester, Massachusetts

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Worcester, Massachusetts. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Burlington, Massachusetts

Cornerstone Financial Management is a fiduciary financial advisory firm in Burlington, Massachusetts, offering financial planning and investment management services. The firm's advisors hold credentials including CFP, CFA, CAIA, and CKA designations with over 50 years of combined industry experience. Services include a three-step process of organizing financial information, developing custom financial plans, and implementing recommendations, with options for in-person or virtual meetings.

Dedham, Massachusetts

Fox Hill Wealth Management is an investment advisory firm in Dedham, Massachusetts. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Dartmouth, Massachusetts

USA Wealth Advisors is a family-owned, independent fiduciary firm in Dartmouth, Massachusetts that provides estate planning, insurance analysis, and investment management services. The firm takes a holistic approach to financial planning that integrates investments, retirement planning, tax considerations, estate planning, insurance coordination, and life transitions rather than addressing each area in isolation. Operating as both an insurance business and a registered investment advisory practice through AE Wealth Management LLC, the firm serves individuals and families across various life stages.