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Map of Braintree, MAMap of Braintree, MA

Investment Management in Braintree, MA

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31. Evelina Fitzgerald - TD Wealth Financial Advisor

Evelina Fitzgerald - TD Wealth Financial Advisor

323 Hancock St, Quincy, MA, 02171

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

32. Darrel Da Cunha - Financial Advisor, Ameriprise Financial Services

Darrel Da Cunha - Financial Advisor, Ameriprise Financial Services

18 Shipyard Dr Unit 2A, Hingham, MA, 02043

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

41. Computershare Investor Services

Computershare Investor Services

250 Royall St, Canton, MA, 02021

CLOSED NOW:9:00 am - 5:00 pm

From Business: Founded in 1978, Computershare is one of the global leaders in transfer agency and share registration, employee equity plans, proxy solicitation and stakeholder communications.…

YP
50 Years
in Business

42. White, John J, AGT

White, John J, AGT

80 Washington St, Norwell, MA, 02061

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…

43. RBC Wealth Management Branch - Norwell

RBC Wealth Management Branch - Norwell

80 Washington St Bldg J, Norwell, MA, 02061

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

44. S. Matthew DiFiore - RBC Wealth Management Financial Advisor

S. Matthew DiFiore - RBC Wealth Management Financial Advisor

80 Washington St Bldg J, Norwell, MA, 02061

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

45. The Giglio DiFiore Group

The Giglio DiFiore Group

80 Washington St Bldg J, Norwell, MA, 02061

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

46. Kelly Mcdonnell

Kelly Mcdonnell

80 Washington St Ste P55, Norwell, MA, 02061

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…

Amenities:
Wheelchair accessible

47. White Family Wealth Group

White Family Wealth Group

80 Washington St Bldg J, Norwell, MA, 02061

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

48. Donovan, Kevin

Donovan, Kevin

80 Washington St, Norwell, MA, 02061

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…

49. Despathy, Brant

Despathy, Brant

80 Washington St, Norwell, MA, 02061

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…

50. Giglio, Paul

Giglio, Paul

80 Washington St, Norwell, MA, 02061

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…

51. Tuckerstown

Tuckerstown

225 Prospect St, Norwell, MA, 02061

From Business: We include investments ranging from biotechnology to real estate and mining.

52. ABMM Financial

ABMM Financial

685 Oak St Unit 7-5, Brockton, MA, 02301

CLOSED NOW:8:00 am - 5:00 pm

From Business: ABMM Financial is a financial services firm located in Brockton, MA. They offer a variety of services, including retirement strategies, risk management, portfolio management,…

53. State Street Global Advisors

State Street Global Advisors

1 Iron St, Boston, MA, 02210

CLOSED NOW:9:00 am - 5:00 pm

From Business: With approximately $1.5 trillion in assets under management, State Street Global Advisors is one of the leaders in institutional investing. Known as one of the world's largest…

54. Citisoft Inc

Citisoft Inc

343 Congress St Ste 3200, Boston, MA, 02210

From Business: Established in 1986, Citisoft is one of the world's leading investment management firms. It provides wealth management and asset servicing solutions. The company also offers…

YP
19 Years
in Business

55. Barings

Barings

10 Fan Pier Blvd, Boston, MA, 02210

From Business: Baring Asset Management is a global investment management company that manages $35 billion on behalf of clients located around the world. The firm offers a wide range of equity…

56. Jonas Patrikson, Senior Portfolio Manager of the Mid Cap Value and Focused Small Cap Value, Columbia Threadneedle Investments

Jonas Patrikson, Senior Portfolio Manager of the Mid Cap Value and Focused Small Cap Value, Columbia Threadneedle Investments

290 Congress St, Boston, MA, 02210

OPEN NOW:8:00 am - 6:00 pm

From Business: Jonas Patrikson is a portfolio manager of the Focused Mid Cap Value and Focused Small Cap Value. Before joining Columbia Threadneedle Investments in 2004, he worked in Nordberg…

YP
13 Years
in Business

57. Alex Rivas, Portfolio Manager of the Global Asset Allocation team, Columbia Threadneedle Investments

Alex Rivas, Portfolio Manager of the Global Asset Allocation team, Columbia Threadneedle Investments

290 Congress St, Boston, MA, 02210

OPEN NOW:8:00 am - 6:00 pm

From Business: Alex Rivas is a portfolio manager of the Global Asset Allocation team. Prior to joining Columbia Threadneedle Investments in 2017, he worked at BlackRock as a product manager…

58. Wayne M. Collette, Senior Portfolio Manager of the Columbia Small and Mid-Cap Growth, Columbia Threadneedle Investments

Wayne M. Collette, Senior Portfolio Manager of the Columbia Small and Mid-Cap Growth, Columbia Threadneedle Investments

290 Congress St, Boston, MA, 02210

OPEN NOW:8:00 am - 6:00 pm

From Business: Wayne is a senior portfolio manager of the Columbia Small and Mid-Cap Growth portfolios. Prior to joining Columbia Threadneedle Investments in 2006, he worked at Neuberger…

59. Jeremy H. Javidi, Lead Portfolio Manager of the Small Cap Value I and Value II, Columbia Threadneedle Investments

Jeremy H. Javidi, Lead Portfolio Manager of the Small Cap Value I and Value II, Columbia Threadneedle Investments

290 Congress St, Boston, MA, 02210

OPEN NOW:8:00 am - 6:00 pm

From Business: Jeremy joined the Small Cap Value Strategy as a portfolio manager in June 2002 and became head portfolio manager on January 1, 2013. Jeremy is a member of the Columbia…

60. Corey Lorenzen, Portfolio Manager for Alternative Investments, Columbia Threadneedle Investments

Corey Lorenzen, Portfolio Manager for Alternative Investments, Columbia Threadneedle Investments

290 Congress St, Boston, MA, 02210

OPEN NOW:8:00 am - 6:00 pm

From Business: Corey Lorenzen is a portfolio manager for Alternative Investments. Prior to joining Columbia Threadneedle Investments in 2012, he was a senior manager within investment…