Heritage Financial

Little Harbor Advisors is a financial advisory firm based in Marblehead, MA, offering a range of strategies and services to investors. With a focus on risk management, they aim to help clients achieve their investment objectives while acknowledging the potential for loss. As an experienced team, Little Harbor Advisors provides personalized guidance and expertise to individuals, financial advisors, and institutional investors. They emphasize the importance of understanding each client's unique needs and tailoring their strategies accordingly, while also staying informed through webinars and research.Generated from the website

Parsons Capital Management, based in Providence, RI, is one of the largest independently owned investment management firms in the region, boasting over $2 billion in assets under management as of December 31, 2024. With a rich history spanning 30 years, the firm provides tailored investment services to individuals, trusts, foundations, institutions, and retirement accounts. The team at Parsons Capital Management believes that successful asset management is derived from their collective experience across various market cycles, coupled with extensive market analysis and a deep understanding of client financial needs. They are committed to delivering sound investment strategies that navigate the complexities of today's financial landscape. Generated from the website

LPL Financial, nestled in Winchester, MA, serves as a key player in the financial realm as an independent broker-dealer. Their offerings span a diverse range of investment products, advisory services, and holistic wealth management solutions, catering primarily to financial advisors, institutions, and registered investment advisors (RIAs). By equipping these professionals with cutting-edge resources and technology platforms, LPL Financial enables the delivery of tailor-made financial counsel, placing a strong emphasis on compliance oversight, practice management, and streamlined tech solutions. At the core of LPL Financial's mission lies the commitment to boosting advisors' efficacy and autonomy within the intricate financial services sector. Their unwavering focus on enhancing advisors' operational efficiency, precision, and independence underscores their dedication to fostering a conducive environment for effective client interaction. Positioned as a facilitator of success, LPL Financial stands as a valuable partner in the journey towards elevated financial advisory services, harnessing innovation and expertise to navigate the ever-evolving financial landscape with finesse. Generated using this brand's available information