1776 Financial Services
Personalized planning for your financial goals
5.0
1776 Financial Services offers personalized financial planning, investment management, and wealth management tailored to individual goals.
About
1776 Financial Services, located at 443 E Central St, Franklin, MA 02038-1304, specializes in personalized financial planning, investment management, and wealth management. The firm, founded by Mark Dittrich and Scott Dittrich in 2009, prides itself on a high level of due diligence and service, focusing on clients' financial futures with meticulous attention to detail.
The team, comprising experienced financial advisors including Mark Dittrich (CFP®), Michael Constantine (Senior Vice President), Janet H. Frye (Senior Vice President), Thomas Carlow Jr (CFP®, AAMS®), and others, collaborates to design strategies that address clients' unique needs, from education planning to retirement and estate management. The firm emphasizes community involvement, charitable contributions, and a concierge-level client experience, distinguishing itself through personalized, client-centric financial solutions.
Services
Education Planning
Helps clients plan for educational expenses and opportunities.
Estate, Charitable Giving & Trust
Assists with estate planning, charitable giving strategies, and trust management.
Financial Planning
Comprehensive financial planning to meet clients' goals.
Investment Management
Manages clients' investment portfolios with tailored strategies.
Portfolio Management
Optimizes and manages investment portfolios for performance.
Retirement Planning
Plans for retirement income and lifestyle goals.
Credentials & Certifications
Reviews
