Kessler Investments, Inc. is a comprehensive Financial Planning Firm. Our philosophy is to provide our clients with both personal and professional service. We offer Investment Advisory Service, Estate Planning, Retirement Savings, Insurance, a full range of Employee Benefit Plans, and more.

Kessler Investments, Inc.

Director of Planning

Wealth Management Apprentice

Wealth Management Advisor

Financial Representative

Realtor

Teller

Peer Tutor

Financial Planning Intern

Audit Intern

Intern

Laborer

Dining Room Busser

Director of Client Relations

Sales Support

Campaign Manager

National Accounts Support

Sales Agent

Senior Teller

Owner/ Investments Advisor Representative

Outlook

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Datadog

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Founded in 1994, Founders Financial, LLC is the parent company of Founders Financial Securities, LLC , a privately-held, full-service registered investment adviser (RIA) and independent broker-dealer firm headquartered in Towson, Maryland. We are committed to positively impacting the lives and professions of those they serve, while always building a community of spirit and purpose. As an interdependent RIA and broker-dealer, we're focused on developing a genuine, personal relationships rooted in partnership that celebrate the symbiotic relationship between advisor and RIA/broker-dealer.Our community of passionate independent financial advisors is supported with a comprehensive suite of solutions and services, including TRU Enterprise OS™, FCMS® Investment Management, and the Strategic Enterprise Program™. Together, these offerings empower advisors to operate a modern wealth management practice at scale (technology, second-party investment management™, marketing, administrative support, compliance) and grow their enterprise and leadership capabilities through an experiential journey built on the principals of servant leadership. For more information, please visit www.foundersfinancial.com. Founders Financial, Inc. Is the parent company of Founders Financial Securities, LLC. Member FINRA / SIPC and Registered Investment Advisor.

Founders Financial

Vice President of Administration

Managing Director, Marketing and Communications

Sr. Director, Global Marketing

Vice President Global Marketing

Vice President

Member Partner

Board Member

President and CEO

President

Director, Design & Brand

Associate Director of Marketing & Communications

Multimedia Designer

Senior Designer

Graphic Designer

Graphic Designer Internship

Trading Specialist

Investment Associate

Financial Services Coordinator

Customer Experience Representative

Senior Investment Specialist

Accounting Intern

Director Investment

Director of Financial Planning and Investment Management

Director

Associate Analyst

Compliance Intern

Afterschool Child Care

Team Member

Salesforce

Cloudflare DNS

Pardot

Oracle Cloud

Based in the Greater Boston area, The Bulfinch Group is an independent financial services and investment management firm that has been providing personalized financial advice and experienced investment management to individuals, families and business owners since 1994. The Bulfinch Group was founded on two guiding principles -- integrity and character. These principles define the firm's core values which include a philosophy of caring, building collaborative relationships and being a concerned corporate citizen.The mission of The Bulfinch Group is to serve our clients with respect, passion and integrity. Our philosophy – be professional, give back and have fun – is the cornerstone of The Bulfinch Experience. Our commitment to our community is strong and is a vital part of our culture. The Bulfinch Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities, products and services and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. PAS is a wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. The Bulfinch Group is not a registered investment advisor. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.  2023-152951 Exp 3/25

Financial Advisor (Team Based)

The Bulfinch Group

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Since 1922, Align Credit Union has provided customized banking solutions to individuals and families throughout Northeastern Massachusetts and Southern New Hampshire. Align offers a full suite of products and services including Personal and Business Banking, Mortgages, Financial Planning and Insurance. Founded as the Northern Massachusetts Telephone Workers Credit Union (NMTW), the Credit Union changed its name to Align in 2013. Membership is open to anyone who lives, works or attends school in many communities throughout Eastern Massachusetts and Southern New Hampshire. For additional information, stop by one of their six branches in Amesbury, Danvers, Framingham, Haverhill and Lowell or visit www.AlignCU.com. Federally insured by NCUA. Insured by MSIC. Equal Housing Lender. NMLS ID 423280

Align Credit Union

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Microsoft Azure Hosting

Microsoft-IIS

Endicott  is a co-educational independent college.

Endicott College

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Hubspot

Grove Street Fiduciary is a Wealth and Trust Advisory firm serving families and institutions.  As fee-only fiduciaries and investment advisors, Grove Street Fiduciary provides truly objective financial planning and investment advice.  The firm does not sell securities, mutual funds or insurance policies, allowing us to make recommendations that are solely in the client's best interest. Each advisor is a CERTIFIED FINANCIAL PLANNER™ professional who also adheres to the high ethical standards of the National Association of Personal Financial Advisors (NAPFA®).

Fiduciary Wealth Advisor/Financial Planner

Grove Street Fiduciary, LLC

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KPMG is a global network of professional firms providing Audit, Tax and Advisory services. We have 227,000 outstanding professionals working together to deliver value in 146 countries and territories. With a worldwide presence, KPMG continues to build on our successes thanks to clear vision, defined values and, above all, our people. Our industry focus helps KPMG firms' professionals develop a rich understanding of clients'​ businesses and the insight, skills and resources required to address industry-specific issues and opportunities.The independent member firms of the KPMG network are affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity.  Each KPMG firm is a legally distinct and separate entity and describes itself as such.

Cameron Feyrer

Director of Planning at Kessler Investments, Inc.

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