We offer a full range of investment and financial services and have access to a wide array of solutions. As an independent firm, we only offer objective recommendations.Learn More
We are dedicated to our community and strive to build long-lasting relationships with our clients, offering personal attention and frequent communication and education.Learn More
We believe everyone needs a financial strategy aligned with their goals. We can help you create an approach that is designed to address your unique situation and individual needs.Learn More
A Full Service Wealth Management Firm Serving the Greater Boston Area
At Braintree Investment Services, LLC, we are committed to helping clients develop customized financial and investment strategies for their personal, retirement, and professional goals. Our mission is to create a "road map" for our clients. We believe this can help eliminate some of the fear and confusion many people wrestle with when it comes to planning for their financial future. With a clear and understandable strategy, we strive to help guide our clients to the financial freedom and stability they desire for themselves and their families.
A division of the Braintree Cooperative Bank, we are based in Braintree, Massachusetts and serve individuals, families, and business owners in the local community and the greater Boston and South Shore area.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn how to harness the power of compound interest for your investments.
Women must be ready to spend, on average, more years in retirement than men.