Colman Knight offers comprehensive financial services and investment management to individuals, families and businesses ready to partner with leading experts in integral wealth. We believe that wealth is more than money and embody the highest fiduciary standards to help you bring your financial aspirations to fruition. Our unique, holistic approach combines financial expertise, human development, integral mastery, and direct experience which enables you to realize financial mastery and personal well-being as you define them.

My name is Ryan Montminy. I am a Ramsey Solutions Master Financial Coach that was trained by the Dave Ramsey Team. Learning new techniques and steps helped me get out of debt and start to put money away to reach certain goals. I can definitely help you create a better financial plan and help you with techniques to pay off any debt you may have, build an emergency fund and start your journey toward financial freedom and wealth building. Sign up for a FREE Financial Consultation to see if coaching is right for you. Check out my website today: www.montysmoneymanagement.com. I control my money and will show you a plan to control your money. I can't wait to serve you. You are going to learn so much! I look forward to talking to you. Give me a call or send me an e-mail, Ryan Montminy 508-982-5676 [email protected]

We make it our responsibility to help ensure that individuals, families and businesses reach a maximum wealth potential. We accomplish this by offering unmatched experience and world class service to our clients; The Bulfinch Group focus is on understanding our clients’ unique dreams and aspirations and implementing comprehensive strategies to help them build and preserve wealth. Every client situation is unique and we recognize that there is no one-size-fits-all strategy – we thoroughly review your financial position, delivering a plan that best addresses your financial concerns, goals, and objectives. Over time, the term Wealth Management has come to be used interchangeably with that of Investment Management. Historically, Investment Management has been defined as the selection, appropriate allocation and continuous management of financial assets. A search for ‘Wealth Management’ will highlight many resources offering ‘Investment Management’; but few are representative of a comprehensive Wealth Management philosophy. At The Bulfinch Group, we believe Wealth Management should be far more than a well-designed investment selection and a discussion focused on rates of return. The Bulfinch Group has redefined Wealth Management by creating a Protection-First Planning Methodology to help safeguard wealth and provide for each client’s unique financial situation. Our Advisors utilize a client-centric approach, first preserving income and cash flow as the foundation of the wealth management process. Investment management, estate planning, tax strategies, retirement planning, college savings, and ongoing cash flow protection are all additional components of the coordinated, integrated and cohesive wealth management methodology.

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We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. PRODUCTS and SERVICES At Coastal Capital Group, LLC, we provide assistance in the following areas: INVESTMENTS Bonds Common Stock Educational IRA Brokerage Accounts Traditional IRA Roth IRA SEP IRA Simple IRA Treasury Bills Government Securities Treasury Notes Variable Annuity FINANCIAL PLANNING Retirement Plans Tax Plans 401 (k) Planning 403 (b) Planning College Plans Estate Plans Money Purchasing Plans Profit Sharing Plans INSURANCE Disability Income Insurance Life Insurance Long Term Care Insurance