Connect with Top-Rated Financial Planners in Braintree!

Legacy Investment Advisors is a professional and dedicated financial planning company located in Braintree, MA. Our experienced team, led by Christopher Kristian and Barbara Richardi, offers a comprehensive range of financial services including investment management, retirement planning, estate planning, and more. We are committed to helping our clients achieve their financial goals and build a secure future.

We strive to be our clients' personal advocates for building their financial future. Our approach to wealth management is designed to put your mind at ease, focusing on customized services including ongoing financial planning, closely-held business consulting, and investment management. By coordinating with your attorneys and accountants, we ensure all aspects of your plan are in sync, helping you achieve your financial and personal goals,

Pallas Capital Advisors is a leading wealth management firm dedicated to providing comprehensive financial planning and investment solutions to high net worth clients. Our team of experienced advisors delivers personalized strategies aimed at achieving financial comfort and securing our clients' futures. With a focus on transparency, innovation, and determination, we help our clients navigate the complexities of wealth management, empowering them to make informed decisions about their financial lives.

Kelly Financial Services, founded by William A. Kelly, is a Boston-based financial advisory firm that helps individuals and families in the greater Boston area create and manage their retirement strategies. Our team of professionals is dedicated to building close, personal relationships with clients to help them achieve their financial goals. We provide comprehensive financial planning services, including wealth accumulation, preservation, and distribution strategies, as well as educational resources and workshops to empower our clients.