Gb Financial Group

GB Financial is a Wellesley-based financial firm that prioritizes people and their financial well-being. With a close-knit team of partners, including co-founders Gwen K. Baker and Bracknell E. Baker, as well as managing partner Caleb S. Baker, the company offers comprehensive financial analysis, education, structuring, implementation, and management services. Their commitment to preservation is evident in their solutions, which leverage life insurance as a guaranteed tax-free asset that ensures the preservation of clients' wealth, plans, and philosophy for future generations. Driven by their ethos of education, GB Financial differentiates itself through its extensive technical expertise and successful implementation of financial strategies. Their thought process is supported by case studies and industry-leading research, as showcased in their white papers. With a focus on preservation, GB Financial is dedicated to providing clients with solutions that secure their financial future and enable them to leave a lasting legacy.Generated from the website

Rubicon Financial, an investment advising company in Needham, MA, offers a range of services including retirement and estate planning, asset management, and insurance services. The company's fee structure is based on a flat rate or commission, depending on the program selected, making it a versatile option for individuals seeking financial guidance. Generated from their available business information

Crowninshield Financial Research, based in Wellesley, MA, offers independent and objective studies, analyses, research services, expert witness testimony, and consulting in economics, finance, and accounting. Their team of acclaimed professionals provides masterful problem-solving with thoroughness, rigor, and independence, delivering clear and compelling conclusions to complex issues. Specializing in securities litigation, valuation services, business derivatives, and more, Crowninshield's experts are known for their thoughtful research, creative analytical approaches, and sustained client support throughout engagements. With a focus on expertise and excellence, they are a trusted resource for a wide range of financial and legal matters.Generated from the website