Bellmark Partners LLC

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.

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

Prime Buchholz is an investment partner that stands out from the rest, offering long-term, fully integrated relationships with their clients and a team that is dedicated to consistency and anti-complacency. They adapt to individual client needs by creating custom portfolios that align with their goals, providing transparency in their operating philosophy, engagement work, investment process, and fees. As a fiercely independent firm, Prime Buchholz prioritizes acting in the best interests of their clients, free from outside business relationships and compensation from managers. With a steadfast pursuit of greatness beyond just the numbers, Prime Buchholz works with various organizations to protect and grow their assets, leading to tangible outcomes such as academic scholarships, improved healthcare facilities, and bright retirements. Their commitment to excellence is evident in their blog updates, providing valuable insights into global financial markets and investment perspectives. With headquarters in Portsmouth, NH, and additional offices in Boston, MA, and Atlanta, GA, Prime Buchholz is a trusted investment partner that goes above and beyond for their clients.Generated from the website