Asset Management
Manta has 7 businesses under Asset Management in Massachusetts
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Categorized under Asset Management
We are dedicated to be the most trusted and competent independent financial advisors/planners and insurance agents for residents of Newton (Auburndale, Chestnut Hill, Newton Centre, Newton Corner, Newton Highlands, Newton Lower Falls, Newton Upper Falls, Newtonville, Oak Hill, Thompsonville, Waban, West Newton), other Greater Boston communities (Acton, Andover, Belmont, Brookline, Cambridge, Dedham, Dover, Lexington, Needham, Waltham, Wellesley, Weston, Westwood, West Roxbury, and etc), and those states in which we are currently registered: Massachusetts (MA), Connecticut (CT), Alabama (AL), Georgia (GA), Illinios (IL), New York (NY), New Jersey (NJ), Rhode Island (RI). Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC.
Categorized under Asset Management
Socially Responsible Wealth Management
Values Based Investing & Conservative Hedging
StakeHolders Capital is a full service investment management firm committed to advancing Socially Responsible Investing (SRI). We create portfolios for individual and institutional clients that meet both their financial goals and ethical standards and unlike our competitors, offer a sophisticated strategy to reduce volatility. We invest in funds based on a conviction that they offer competitive returns with access to broad diversification at a lower cost to clients. StakeHolders Capital is independent and does not receive commissions or referral fees of any kind. Discover the power of your investments with StakeHolders Capital.
Categorized under Asset Management
C.A.R.E. Asset Management and Strategies, Inc. is an experienced fee-only independent financial planning and wealth management firm providing fee-based asset management with specialities in college planning and retirement planning, to achieve financial goals through all phases of your financial life.
John A. Epeneter, PC is an experienced independent accounting firm performing audit, review and compilation engagements for a wide variety of businesses and nonprofit organizations, with special focus on minimizing taxes for businesses, individuals, estates, and trusts, and Roth IRA conversions.
Categorized under Asset Management
Raymond Edward Holdings specializes in investment planning and execution for both individuals and businesses. Our main operations consist of managing our corporate family and primary investments. We strive to create the best for our clients and partners. "Investments Today, Grand Futures Tomorrow."
Categorized under Asset Management
Categorized under Asset Management
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Categorized under Asset Management
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Categorized under Asset Management
Categorized under Asset Management
Categorized under Asset Management
Categorized under Asset Management
We are dedicated to be the most trusted and competent independent financial advisors/planners and insurance agents for residents of Newton (Auburndale, Chestnut Hill, Newton Centre, Newton Corner, Newton Highlands, Newton Lower Falls, Newton Upper Falls, Newtonville, Oak Hill, Thompsonville, Waban, West Newton), other Greater Boston communities (Acton, Andover, Belmont, Brookline, Cambridge, Dedham, Dover, Lexington, Needham, Waltham, Wellesley, Weston, Westwood, West Roxbury, and etc), and those states in which we are currently registered: Massachusetts (MA), Connecticut (CT), Alabama (AL), Georgia (GA), Illinios (IL), New York (NY), New Jersey (NJ), Rhode Island (RI). Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC.
Categorized under Asset Management
Socially Responsible Wealth Management
Values Based Investing & Conservative Hedging
StakeHolders Capital is a full service investment management firm committed to advancing Socially Responsible Investing (SRI). We create portfolios for individual and institutional clients that meet both their financial goals and ethical standards and unlike our competitors, offer a sophisticated strategy to reduce volatility. We invest in funds based on a conviction that they offer competitive returns with access to broad diversification at a lower cost to clients. StakeHolders Capital is independent and does not receive commissions or referral fees of any kind. Discover the power of your investments with StakeHolders Capital.
Categorized under Asset Management
C.A.R.E. Asset Management and Strategies, Inc. is an experienced fee-only independent financial planning and wealth management firm providing fee-based asset management with specialities in college planning and retirement planning, to achieve financial goals through all phases of your financial life.
John A. Epeneter, PC is an experienced independent accounting firm performing audit, review and compilation engagements for a wide variety of businesses and nonprofit organizations, with special focus on minimizing taxes for businesses, individuals, estates, and trusts, and Roth IRA conversions.
Categorized under Asset Management
Raymond Edward Holdings specializes in investment planning and execution for both individuals and businesses. Our main operations consist of managing our corporate family and primary investments. We strive to create the best for our clients and partners. "Investments Today, Grand Futures Tomorrow."
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