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CAMBRIDGE SAVINGS BANK, 1374 Massachusetts Avenue, Cambridge 02138, (617) 864-8700. Contact: Gwen Merritt. Offering professional advice and outstanding service in all areas of banking, including savings and checking accounts, mortgages, retirement plans, and commercial and consumer loans. Presidential Group membership offers great benefits--call for details. Please see the advertisement on page 24C of the print version of this magazine.
HOLLAND & COMPANY, L.L.C., 375 Park Avenue, New York City 10152, (800) 891-6181 or (212) 486-2002. Contact: Michael Holland. Holland & Company, L.L.C., is an investment advisory firm founded in 1995 to manage the assets of Michael Holland, his family, and a select number of friends and associates. As chairman, Mr. Holland is solely responsible for management of the firm's investment portfolio. Holland Balanced Fund is a diversified no-load mutual fund which invests primarily in a portfolio of common stocks and investment-grade bonds. The fund is designed to provide investors with a convenient and professionally managed vehicle for seeking high total investment returns. Please see the advertisement on page 30 of the print version of this magazine.
J. HANS STUMM, CFP, INSURANCE & INVESTMENTS, PHOENIX/W.S. GRIFFITH, Park Square Building, 31 St. James Avenue, Suite 930, Boston 02116, (617) 338-1635, extension 235. Contact: J. Hans Stumm. Why is it that so many people who attain success and wealth fail to pass it on to the next generation? This is the paradox of financial success. Ralph Waldo Emerson wrote, "It requires a great deal of boldness and a great deal of caution to make a great fortune, and when you have got it, it requires ten times as much wit to keep it." A person has one life, one set of values, and one chance to get it right. Hans Stumm provides financial planning services for individuals and businesses. Please see the advertisement on page 11 of the print version of this magazine.