Wealth Advisors Serving New England and Beyond
Planning Made Personal.
Connections Anchored in Care.
With more than three decades of experience, we provide tailored financial strategies that are effective and a welcome that feels like home.
Our team of Investment Adviser Representatives have a Fiduciary Responsibility to act in our clients' best interests when offering or recommending investment advisory products or services.
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Why Choose Us?
Your priorities.
our purpose.
Growing up as the fifth of six children, Jeff Massey knows what it’s like to struggle. He remembers going without. His story drives him — just like your story drives you. That’s why Jeff and his team know your financial strategy isn’t just about numbers.
It’s about your dreams. Your experiences. Your priorities.
Preserve your legacy and honor your values
Applying decades of experience, we work closely to create plans that make sense.
Whether it’s a warm welcome with tasty cookies, a customized retirement binder or guidance tailored to your specific needs, we want you to know how much we care about you and your unique story from the moment you walk through our doors.
Why? Because this is personal.
Be resourceful in retirement
Looking for helpful resources and information? Grab a copy of Jeff Massey’s book, “Massey on Money™” or access our complimentary guides to:
- Plan, preserve and make your money last for life
- Optimize Social Security
- Help Minimize Tax Burdens
- Preserve your Legacy
- Help reduce risk
- And many more!
Massey on Money™ Radio Show & The Rhode Island Retirement Report.
Make Sure You're Tuned In
Get up-to-date advice, real-world strategies and other financial insights from Jeff Massey each week on radio and TV.
Discover the Difference
Schedule Your Visit Today
Ready to receive the comprehensive services of a big firm while experiencing the personal attention of a team that considers you family? Contact us today.