Brian McDonald

FTNE Vice President Nadi Son recently authored a piece in WealthManagement describing the benefits of New Hampshire DAPTs for protecting our client’s assets. Learn more:

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Serving successful professionals, executives, and business owners across New England and beyond. Our clients trust us with their financial decisions, allowing them to focus on what truly matters: their families, communities, and passions. Reach out for a consultation👇 📩 [email protected] 📞 (781) 690-1500‬ #FinancialPlanning #RetirementGoals #RetirementPlanning #FinancialGoals #FinancialAdvisor #PrivateWealth #FinancialFreedom

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Just as a breathtaking summer sunset in CT marks the end of a busy day, our tailored financial services bring clarity and peace of mind to your demanding schedule. Corporate Executives, Professors, and Professionals let Heritage Capital be your guiding light toward financial independence. Define your goals, and let us pave the way to a brighter financial future. #FinancialPlannning #FinancialFreedom #HeritageCapital

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Looking for insights to help improve participant outcomes? Join Capital Group at the Broadridge 360 Advisor Summit to dig into three positive behaviors! #RetirementPlanning #RetirementPlan #RetirementSecurity #BR360AdvisorSummit #JonathanYoung Important disclosures: https://bit.ly/2JzEDWl .

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Retirement shouldn't be a gamble. Discover six proven strategies to protect your Connecticut retirement savings and enjoy a worry-free future. Download our FREE eBook, "Six Active Investment Strategies to Safeguard Your Connecticut Retirement," today. https://bit.ly/3MBU0LL #RetirementPlanning #Connecticut #FinancialPlanning #HeritageCapital

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Navigating Connecticut's financial landscape? Let Heritage Capital be your compass. Our experienced advisors are dedicated to helping you achieve your financial goals, whether planning for retirement, protecting your assets, or investing wisely. https://bit.ly/3PZoEkB #ConnecticutFinance #FinancialPlanning #RetirementPlanning #HeritageCapital

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Do your clients know the difference between direct indexing and an actively managed SMA? Our latest viewpoint breaks down these concepts and more. https://lnkd.in/emTixy-S #Equity #FixedIncome

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Serving successful professionals, executives, and business owners across New England and beyond. Our clients trust us with their financial decisions, allowing them to focus on what truly matters: their families, communities, and passions. Reach out for a consultation! 📩[email protected] 📞 (781) 690-1500‬ #FinancialPlanning #RetirementGoals #RetirementPlanning #FinancialGoals #FinancialAdvisor #PrivateWealth #FinancialFreedom

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As rates fall, learn why it could be a prime time for bonds. Are you ready to diversify? Read more in our Cyclical Outlook. #SoftLanding #EconomicOutlook #Bonds

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Strong muni issuance presents a unique opportunity for investors to take advantage of higher yields while they last. More in this week’s investment commentary. #weeklyinsights

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