Summit Financial Partners

Sagamore Wealth Management is a trusted financial advisory firm based in Woburn, MA, offering a range of comprehensive services to individuals and businesses. With a focus on putting clients' best interests first, they provide fee-based asset management, retirement planning, protection strategies, estate and legacy planning, tax planning, and more. As a Registered Investment Advisor and Fiduciary, Sagamore Wealth Management is committed to providing unbiased advice, lowering investment fees, improving tax efficiency, and ensuring liquidity for clients' financial needs. With a long-term perspective, Sagamore Wealth Management understands that the best financial decisions take time and aims to be the right partner for clients' financial journeys. Their team of experts helps clients prioritize their goals and create a legacy that will last forever. By offering transparent and selfless services, Sagamore Wealth Management strives to provide the highest standard of care for clients' money, ensuring their financial well-being and peace of mind.Generated from the website

Waddell & Reed in Woburn, MA is a financial services firm that offers investment management and financial planning services to individuals, families, and businesses. With a focus on personalized financial solutions, Waddell & Reed aims to help clients achieve their long-term financial goals through a range of investment strategies and advisory services. Generated from their business information

Landmark Wealth Advisors is a reputable investment advising company based in Woburn, MA. Specializing in a range of financial services, including estate planning, tax reduction, and asset diversification, they are dedicated to helping clients achieve their financial goals. With a focus on investment management, asset protection, and succession planning, Landmark Wealth Advisors offers comprehensive solutions tailored to each client's unique needs. Their expertise and commitment to excellence make them a trusted partner in financial planning. Generated from their available business information