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Investment services in Waltham, MA

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Granahan Investment Management is an independent, 100% employee-owned firm, that was founded in 1985 by investment professionals with a passion for small capitalization equity investing. The three founding principals, Jack Granahan, Gary Hatton and Jane White, remain committed to the smaller cap area of the market and have dedicated their investment expertise to serving large U.S. institutional clients. Granahan utilizes extensive hands-on research to uncover and invest in high-quality, fast growing companies under $2.5 billion in market capitalization. One of the key factors to success in this area of the market is the experience of the investment team and their ability to use a generalist approach while following specific sectors of the market. Visits to companies, and meetings with the managements, are integral to the investment process and provide valuable insights to both the individual companies and the respective industry. The firm has grown to over $3 billion in assets under management and the investment team has grown accordingly. During its history, the firm has had no turnover in its portfolio management team.

Kevin Daley - Ameriprise Financial Services

The advisor listed is an Ameriprise financial advisor in Waltham. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.I'm here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.

Melissa Indelicato - Ameriprise Financial Services

At Indelicato & Coffey, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Waltham, MA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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