Integrated Financial Partners

Since 1985, Congress Asset Management has maintained a reputation in the investment management community. Currently managing more than $3 billion in assets, the company specializes in diversified portfolios for high-net-worth individuals and institutions, encompassing both equity and fixed-income securities. The company s selection process begins with all securities whose market capitalization is between $500 million and $5 billion. Fundamental analysis is done to select companies who can deliver consistent, above average earnings growth. The company s investment policy committee members are financial professionals with many years of diversified investment experience. Collectively, these committee members advocate an integrated approach toward investing. The combination of expertise and a team decision-making process is designed to reach timely, well-reasoned investment decisions. The company is headquartered in Boston.

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.

Located in the vibrant neighborhood of Mattapan, MA, Keke Financial Services is a trusted hub for individuals seeking expert financial guidance. Their team of experienced consultants excels at providing personalized strategies to help clients navigate the complex world of investments, savings, and retirement planning. Nestled within a community-focused area, this financial consultancy stands out for its dedication to empowering individuals to make informed decisions about their financial futures. At Keke Financial Services, clients can expect a welcoming environment where their financial goals are taken seriously. Whether you're looking to create a budget, invest in stocks, or plan for your children's education, the consultants here are equipped to offer tailored advice to suit your unique needs. With a reputation for professionalism and a knack for simplifying intricate financial concepts, Keke Financial Services is a go-to destination for those seeking reliable and expert financial guidance in Mattapan, MA. Generated using this place's available information