Moneta helps successful families, businesses, and individuals secure their current financial wealth and plan for the future they imagine. We develop earning, spending, saving and tax strategies to support that vision. And finally, we take care of the detailed work to implement the plan. Moneta is an independent registered investment advisor (RIA). We are fiduciaries and 100% objective. We operate and advise clients without bias. We have the resources, security and longevity of a large firm, but are still able to maintain the personalized attention our clients deserve. We have the freedom to leverage a large and diverse set of solutions so that we can customize plans for our clients' specific goals. Speak with a financial adviser today.
Founded 1993, Opus Investment Management is a registered investment advisory firm that manages more than $7.3 billion in assets and is based in Worcester, Mass. It provides investment management services and solutions to insurance companies, foundations and endowments, public and corporate retirement funds, pension plans and other institutional investors. It offers a wide range of services, such as research analysis and portfolio and risk management. The company s portfolio development process includes security selection, valuation assessment, and portfolio construction and monitoring. It is a wholly owned subsidiary of the Hanover Insurance Group, a holding company for a group of insurers. The company offers a wide range of property and casualty products and services to individuals, families and businesses through a network of independent agents.
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
At Rise Private Wealth Management, 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 Worcester, 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.
