Triad Co

Jacques Wealth Management is a trusted financial planner in West Boylston, MA, offering comprehensive financial advising and investment services. Specializing in retirement plans including traditional IRA, Roth IRA, SEP IRA, and 401(k) planning, they provide expert guidance on bonds, common stock, and government securities. Their services extend to estate plans, college planning, tax strategies, and insurance solutions including life insurance, disability income insurance, and long-term-care insurance for complete financial security.

Citizens Securities Inc., a member of FINRA and SIPC, provides a range of investment advisory services and securities brokerage services, operating as an affiliate of Citizens Bank N.A. The firm prioritizes the financial goals and risk tolerances of individual clients while ensuring that all investment strategies are tailored to meet those specific needs. In addition to offering services through its division, Citizens Wealth Management, the company partners with Clarfeld Financial Advisors LLC to deliver comprehensive financial strategies. With a strong emphasis on compliance and client service, Citizens Securities Inc. aims to guide clients through their investment journeys while mitigating associated risks. Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.