Massachusetts

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John Foley
Financial Planner
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John Foley, CFP
Certified Financial Planner, Bay State Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans
SPECIALTIES
  • Business Financials
  • Business Succession Planning
  • Business Valuation
  • Financial Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
1 Marina Park Drive
Boston
Massachusetts
02210
United States
SERVING:
CT, MA, NH
Virtual Appointments Available
Terrell Joyner Purse Strings
Financial Advisor
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Terrell Joyner
Partner/Financial Advisor, Unity Financial & Insurance Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Disability insurance, Employee Benefits, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Women are the backbone of our society.  For way too many generations, women were expected to be in the background; yet they have been a Read more...
SPECIALTIES
  • Business Financials
  • Business Insurance
  • Business Planning
  • Divorce
  • Financial Planning
  • IRA
  • Pension
  • Retirement planning
  • Small Business Tax
LOCATION
330 Whitney Ave
Holyoke
Massachusetts
01040
United States
SERVING:
All 50 States
Virtual Appointments Available
Gary Domoracki Purse Strings
Financial Advisor
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Gary Domoracki
Managing Director - Investments | Branch Manager, Oppenheimer & Co. Inc.
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Investing, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
Some of the most important people in my life, that mean the most to me, are women. I have a wife, three sisters and three Read more...
SPECIALTIES
  • Business Financials
  • Business Planning
  • Business Succession Planning
  • Business Valuation
  • Charitable Planning
  • Executive Compensation Packages
  • Family Office Services
  • Financial Planning
  • IRA
  • Legacy Planning
  • Personal Tax Planning
  • Self Directed IRA
  • Small Business Tax
  • Tax Mitigation
  • Tax Preparation
  • Wealth Protection
LOCATION
255 State St
Boston
Massachusetts
02109
United States
SERVING:
CA, AK, DE, FL, MA, MD, MN, NH, NJ, NY, OH, OK, OR, RI, TN, TX, VA, WA, WV
Virtual Appointments Available
Abbey Henderson Purse Strings
Financial Advisor
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Abbey Henderson CFP® RLP® CPCC® CAP® AEP®
CEO, Wealth Advisor & Coach, Abaris Financial Group LLC
OVERVIEW OF SERVICES
Asset Management, Investing, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I love working with women because women tend to be more relationship-oriented and it is the relationship that is my favorite part of being an Read more...
SPECIALTIES
  • Charitable Planning
  • Executive Coaching
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Money Mindsets
  • Personal Growth Coaching
  • Personal Tax Planning
  • Socially Conscious Investing
  • Trust Planning
  • Wealth Protection
LOCATION
9 Pond Ln
Concord
Massachusetts
01742
United States
SERVING:
All 50 States
Virtual Appointments Available
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