Morgan Stanley Wealth Management

Citizens Wealth Management, part of Citizens Bank N.A., provides personalized financial planning and advisory solutions to help clients navigate their financial futures. Leveraging a dedicated team of experienced professionals, they offer tailored advice aimed at aligning financial strategies with individual goals and life changes. Offering exclusive rewards and a comprehensive approach to wealth management, the firm ensures ongoing support from services such as a CERTIFIED FINANCIAL PLANNER™ and access to various financial products. Clients benefit from a collaborative process that focuses on their unique needs and legacy, with an eye towards both short- and long-term financial success. Generated from the website

Action Agency is a dynamic marketing firm based in Quincy, MA, specializing in creating impactful campaigns for a diverse range of clients. With a focus on innovative strategies and creative solutions, the agency helps businesses achieve their goals through targeted marketing initiatives. Utilizing a collaborative approach and a team of seasoned professionals, Action Agency delivers tailored marketing solutions that drive results and foster long-term success for its clients. From branding and digital marketing to event planning and public relations, the agency offers comprehensive services to meet the unique needs of each client. Generated from their business information

From the website:Financial planning services customized to enhance your life and finance your dreams. We use a fiduciary approach to manage risk and improve wealth.