Lisa Crete

The Brophy Wealth Management, LLC Purpose “Because Wealth does not come with instructions”... Not only do these words ring true with many of our clients, they are the driving force behind our firm’s philosophy and commitment. With every interaction, Brophy Wealth Management, LLC seeks to provide clients with the knowledge and guidance to help them manage both their financial life and the emotions tied to wealth related decisions. We believe the trust of a financial advisor is earned not only through the performance of investments, but through the connection that occurs when we truly understand our client’s goals, hopes, fears, insecurities, and beliefs.

Lifeline Financial supports small to medium-sized businesses nationwide with our dedicated virtual office, bookkeeping, and temporary support services. Our experts have helped countless companies by clearing the backlog, getting them organized, and providing ongoing support so they can concentrat...

Citizens Securities, Inc. is a financial advisory firm located in Bedford, New Hampshire. They offer personalized financial planning services and guidance to individuals and families at every stage of life. With a dedicated team of professionals, including advisors and specialists, they work collaboratively to create comprehensive financial plans tailored to each client's unique needs and goals. Citizens Securities, Inc. also provides exclusive rewards and benefits through their CitizensPlus program, offering investment matches, higher savings rates, special lending discounts, and more. As a trusted and experienced financial advisor, Citizens Securities, Inc. aims to help clients navigate their financial journey and secure their financial future. Their focus is on building long-term relationships with clients, providing them with the knowledge and support they need to make informed financial decisions. Whether it's custom financial planning or accessing premium benefits, Citizens Securities, Inc. is committed to delivering personalized solutions and exceptional service to their clients.Generated from the website