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Professional Planning Group
 
 
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Professional Planning Group was createв in 1974 was to establish such a firm within our own growing Southeastern New England community.
Today, Professional Planning Group is highly regarded as one of the finest financial planning firms in the Northeast.
Under the leadership of Malcolm A. Makin, CFP, cited by Money magazine as one of "the most qualified CFPs' in the U.S.", a mature staff of Certified Financial Planners, Investment Advisors and Financial Professionals bring years of experience, skill and understanding to the needs and concerns of clients.


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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