Ameriprise Financial

Daniel J. Galli Associates is a small independent financial planning firm based in Norwell, MA, with over 30 years of experience in helping clients navigate their financial journeys. Committed to financial education and literacy, the firm specializes in retirement planning, investment services, and insurance to ensure their clients achieve personal financial success. The team consists of Certified Financial Planner practitioners and fiduciaries, highlighting their dedication to professional development through affiliations with the Financial Planning Association and the Certified Financial Planner Board of Standards. By focusing all resources and expertise on their clients, Daniel J. Galli Associates prioritizes each individual's financial goals as part of their mission. Generated from the website

Cohen Havian LLP is a boutique tax and consulting CPA firm located in Norwell, Massachusetts, offering a comprehensive range of tax and financial services to individuals, privately owned businesses, and not-for-profit organizations across the nation. Founded in 1943, the firm has built a strong reputation through its commitment to client service, excellence, and personalized assistance over its 80 years of operation. With expertise spanning multiple industries, including manufacturing, retail, wholesale, and professional services, Cohen Havian LLP takes pride in building a professional network with respected bankers, attorneys, and pension administrators. The firm emphasizes close collaboration with clients to deliver high technical expertise and solutions tailored to their diverse needs. Generated from the website

National Independent Agencies (NIA) is an independent organization that provides valuable resources to help agents and agency businesses grow. With a focus on empowering independent agents and small agencies, NIA believes in the importance of owning one's book of business and making decisions autonomously. Their national presence allows them to negotiate higher commissions for agents and agencies, while ensuring that each owner has full control over their agency without being overshadowed by major providers. NIA is committed to supporting agents and agencies on both local and national levels, reinforcing their presence in the marketplace. Through their broker portal, NIA offers exclusive access to a range of products and services, enabling agents to thrive in the ever-evolving insurance industry. With a dedication to independence and a focus on agent empowerment, NIA is a trusted partner for agents and agencies seeking growth and success.Generated from the website