Financial Advisors in Quincy, MA

Helping you elevate your financial potential

1 Pine Hill Drive

Suite 502

Quincy, MA 02169

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THE Quincy, ma TEAM

  • Elliot Herman

    Executive Director, Financial Planning

    Quincy

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    Elliot Herman
  • Nate Baldwin

    Director, Financial Planning

    Quincy

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    Nate Baldwin

 

 

 

 

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Working with us in Quincy, MA

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Quincy is here for you, serving Greater Boston, Metrowest and the South Shore. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

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