Edward Jones - Financial Advisor: Gregory R Sadowski, CFP®

Leverage Financial Advisory, based in Wilmington, MA, specializes in providing comprehensive financial planning and investment management services. Led by Brian Bond, a Fee-Only Certified Financial Planner, the firm offers personalized strategies to organize client finances, manage investments, and achieve financial goals. Clients benefit from their own secure Personal Financial Portal, which consolidates financial information and enables tracking of net worth, spending, and investment performance. Leverage Financial Advisory emphasizes a holistic approach, including personal budgeting, debt management, education planning, and retirement strategies tailored to individual needs and objectives. Generated from the website

Citizens Wealth Management offers tailored financial advisory services designed to navigate individuals through their financial journeys at various life's stages. Supported by a dedicated team of professionals including relationship managers, advisors, and specialists, the firm emphasizes collaborative financial planning that adapts to the evolving needs and goals of its clients and their families. Generated from the website