Magic Realty Investment Services

At Feenan Financial Group, we help our clients make prudent, confident decisions in the pursuit of true financial independence and a sound financial lifestyle throughout every stage of their lives. We offer comprehensive financial planning, wealth management, and tax planning services to discerning individuals, families, and small business owners throughout Greater Boston, New England, and nation wide. Through our holistic planning process, we develop personalized strategies based on our clients' individual needs and goals. We serve as our clients’ personal "CFO," adviser, coach and partner in the pursuit of their individual financial goals.

Waldorf Capital Management, operating under WhaleRock Point Partners LLC, is dedicated to providing tailored financial solutions to private clients and businesses. Located in Providence, RI, the firm specializes in comprehensive retirement solutions and investment insights to meet the unique needs of its clients. With a team of experienced professionals, Waldorf Capital Management prioritizes personalized service and strategic planning to help clients navigate their financial journeys. The firm’s commitment to excellence is evident in its approach to both private and business financial management. Generated from the website

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and partnering to provide continuous guidance and support through every stage of life.