Financial Planning

Financial Planning

bob@harvestwm.com

Prefix: 
Mr.
First Name: 
Bob
Last Name: 
Rice
Lawyer/Non-lawyer: 
Non-lawyer
Position/Title: 
Financial Advisor
Firm/Company/Organization Name: 
Harvest Wealth Management
Work Address: 
950 Winter St #Suite 4250
Waltham , MA 02492

Work Telephone: 
(781) 902-0981
Prefix: 
Mr.
First Name: 
Kirk
Last Name: 
Chisholm
Lawyer/Non-lawyer: 
Non-lawyer
Position/Title: 
Wealth Manager
Firm/Company/Organization Name: 
NUA Advisors
Tagline: 

We bridge the gap between traditional and non-traditional investments.

Work Address: 
394 Lowell St, Suite 9
Lexington, MA 02420 US

Work Telephone: 
(617) 372-9033
Prefix: 
Mr.
First Name: 
Bryce
Last Name: 
Schintzius
Lawyer/Non-lawyer: 
Non-lawyer
Position/Title: 
Registered Representative
Firm/Company/Organization Name: 
New England Financial
Tagline: 

Quantitatively-driven wealth management expert with a focus on helping IP attorneys and research scientists.

Work Address: 
800 South St. Suite 505
Waltham, MA 02453

Work Telephone: 
(781) 788-4644
Prefix: 
Mr.
First Name: 
Tom
Last Name: 
Elkins
Lawyer/Non-lawyer: 
Non-lawyer
Position/Title: 
Regional Vice President
Firm/Company/Organization Name: 
Trilogy Financial Services
Tagline: 

Helping individuals and companies with financial planning. Specialize in group plans for franchises and large organizations.

Work Address: 
400 Trade Center
Woburn, MA 01801 US

Work Telephone: 
(720) 272-8926
Mobile Telephone: 
720-272-8926

adam.wood

Prefix: 
Mr.
First Name: 
Adam
Middle Name or Initial (with period): 
M.
Last Name: 
Wood
Lawyer/Non-lawyer: 
Non-lawyer
Position/Title: 
Registered Representative
Firm/Company/Organization Name: 
Baystate Financial
Tagline: 

We help financial and non-financial professional service firms increase revenue by partnering with them to expand the services they offer to clients. Our partners include law firms, accounting firms, wealth management firms, banks, and insurance agencies.

Work Address: 
1 Exeter Plaza., Suite 1400
Boston, MA 02116 U.

Work Telephone: 
(617) 653-6570
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