Cross Shore Capital Management LLC

Sher Wealth Management is a financial advisory firm based in Newton Center, MA, specializing in providing personalized wealth management services to individuals and families. With a focus on strategic financial planning and investment management, Sher Wealth Management aims to help clients achieve their long-term financial goals and secure their financial future. Generated from their business information

Centerpoint Advisors LLC, located in Needham, MA, is a Registered Investment Advisor dedicated to providing comprehensive financial services including investment management, financial planning, and family office services. With a focus on maximizing client outcomes, the firm collaborates closely with clients and their tax professionals to navigate complex financial landscapes. Recently, Centerpoint has highlighted the Massachusetts Tax Relief Bill, which introduces significant changes to the state's tax system, aiming to benefit residents through reduced capital gains taxes, increased tax credits for families, and enhanced estate planning options. The firm emphasizes the importance of reviewing these strategies with tax professionals to ensure tailored applications for each client's unique financial situation. Generated from the website

Financial Planning Information, based in Newton, MA, is owned and operated by Jonathan Pond, a renowned financial advisor. Pond offers low-cost financial advice and personalized fiscal reviews to each client, with a track record of highly acclaimed work and regular appearances on network and cable television. Generated from their available business information