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Monument Financial Advisors, based in historic Concord, Massachusetts, specializes in guiding clients towards financial independence through objective and transparent advice. With a team of fee-only fiduciary advisors, they offer integrated financial planning tailored to a diverse clientele across fifteen states and three countries, addressing unique needs associated with life transitions, retirement planning, and wealth management. Committed to putting their clients' interests first, Monument Financial Advisors focuses on crafting comprehensive financial strategies that encompass investments, tax planning, estate planning, and risk management. Their disciplined investment philosophy emphasizes simplifying the investment process, enabling clients to make informed decisions while achieving their long-term financial goals. Generated from the website

Advanced Portfolio Design LLC is a Nashua, NH-based wealth planning firm specializing in fee-only financial planning and investment services for high net worth individuals and families. The firm is dedicated to providing intelligent, cost-effective strategies for asset allocation and retirement planning, ensuring that clients' unique financial circumstances are thoroughly understood and catered to. With a focus on fiduciary responsibility, Advanced Portfolio Design prioritizes the best interests of its clients by offering custom portfolio design and comprehensive financial advice. Their commitment to integrating sophisticated tax and investment strategies sets them apart, allowing clients to effectively manage risks and maximize their financial growth. Generated from the website

Fidelity Investments is a financial services company based in Somerville, MA. It provides a range of investment products and services to individual investors, financial advisors, and institutions. With a focus on helping clients achieve their financial goals, Fidelity Investments offers investment management, retirement planning, wealth management, and brokerage services. Generated from their business information