Shea Advisory Services LLC, Beverly, MA 01915, US

The Hamilton Group is a family wealth counseling firm. It offers a range of services, including providing investment and insurance products through Lincoln Financial Securities. The Hamilton Group handles investments for brokerage or managed accounts, mutual funds, common stock, bonds, 529 college savings plans, variable or indexed annuities and Roth, SEP, simple or traditional IRAs; it also offers disability, life and long-term care insurance, as well as a variety of financial planning services, including estate, retirement and college planning. The group's Beverly office is led by Thomas Burger, who received his MBA from Harvard Business School in 1973.