World Wide Planning Services LLC

EF Financial is an independent wealth management firm located in Boston, MA, offering comprehensive financial planning and investment management services to individuals, families, and entrepreneurs. Led by David K. Gillespie, an experienced financial advisor, the firm takes pride in its collaborative approach, providing personalized service and professional advice to help clients achieve their financial goals. With almost twenty years of portfolio management experience, EF Financial simplifies the complexities of the financial industry by offering three distinct services: comprehensive financial planning, investment management, and insurance protection. By working closely with clients, the firm develops tailored strategies that are relevant, realistic, and adaptable, ensuring that their financial plans align with their goals. As an independent boutique, EF Financial prioritizes trust, consistency, and integrity, striving to earn clients' trust and provide objective advice that is always in their best interest.Generated from the website

Northfield Information Services Inc. is a financial advisory services firm that provides various related services. Located in Boston, Mass., the firm offers its vast customer base an array of services that include everything everywhere, global equity risk, single country and regional equity, adaptive near horizon, etc. The company also provides other services, such as transaction costs, optimizer, performance attribution, trade scheduling, portfolio construction and enterprise risk management, among others. Northfield Information Services Inc. has partnerships with a number of organizations, including ATM, ClariFi, DST Global Solutions, Factset, InvestEdge, Opturo, Softpak and others.