Financial Services

Concord Wealth Management

Contact Name: 
Alison Morant

Location

26 Exchange St
Holliston, MA 01746
Phone: 
508-429-2270
Fax: 
774-233-0005
Web address: 
Additional Contact Information: 

Mobile: 858-257-1023

Atlantic Capital Management

Atlantic Capital Management, Inc. is a registered investment advisor
providing fee based wealth management services to individuals, trusts
and fiduciaries.

We are a conservative firm, specializing in the creation, preservation and transfer of wealth.

We seek to minimize risk and maximize returns through strategic financial planning and prudent investment management.

Contact Name: 
Sue Arsenault

Location

851 Washington Street
Holliston, MA 01746
Phone: 
508-893-0872

Burke & Raphael, LLC

Burke & Raphael, LLC is a Certified Public Accounting firm that provides local businesses with the finest tax preparation, accounting and business consulting services available in a professional, ethical and knowledgeable manner.

Contact Name: 
Alfred Adovasio

Location

Burke & Raphael, LLC
209 W Central St
Natick, MA 01760
Phone: 
508-641-4939
Fax: 
508-653-7001
Web address: 
Additional Contact Information: 

Mobile: 508-641-4939

Social network links: 

Burke & Raphael, LLC

Main Effort Financial, Inc.

Main Effort Financial, Inc. (MEF) is an independent financial services and consulting firm that helps individuals, families and closely-held businesses achieve their financial goals. Since 2001, MEF has tailored and monitored financial strategies for business and private clients worldwide.

Contact Name: 
John Drohan

Location

Main Effort Financial, Inc.
770 Washington Street, Suite 6
Holliston, MA 01746
Phone: 
508-893-9990
Fax: 
508-893-9970
Web address: 

 

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