I help long-term individual investors and business owners achieve their financial goals by understanding your needs and implementing tailored solutions.

Our high-quality, low-fee services including financial planning, investment management, and personal finance coaching.

Cambridge Savings Bank is a full-service banking institution with nearly $7 billion in assets.

1. Construction, Insurance, Commercial Real Estate Leasing,

Our history goes back over 200 years. We offer banking, investments, and insurance all under one roof. 

With a proud history spanning more than a century, The Village Bank is now the only remaining mutual community bank headquartered in the City of Newton.

SFP Wealth specializes in total integration. We believe that clients deserve comprehensive strategies that align every area of their financial picture.

The "CORE Plan" is a 401(k) offered specifically to small nonprofits in our state and sponsored by the Commonwealth of Massachusetts.

Raymond James & Associates offers financial planning, investment advisory, and securities transaction services to our clients

We are building a stonger community -- together.

We provide wealth management solutions to individuals, families, and small businesses.

We are building a stronger community -- together.

Middlesex Insurance Agency offers personalized insurance and trusted service to protect what matters most.

Our history goes back over 200 years. We offer banking, investments, and insurance all under one roof.

We are building a stronger community - together.

We make the process of selling your business a successful transaction in the least amount of time and with the least amount of distraction as possible.

We represent commercial & homeowners regarding property insurance claims.

During the past 50 years, we have gained much experience in producing great results.

Comparion Insurance Agency helps people preserve and protect what they earn, build, own, and cherish.  We are there when our customers need us most.

Financial advice, investment products, guidance and support

Tax Consultant- Energy Efficiency at Leyton USA, headquartered in Boston.

We're a local, independent community bank. We offer the latest in banking conveniences with low cost and great service.

We are building a stronger community -- together.

Our history goes back over 200 years. We offer banking, investments, and insurance all under one roof.

Specialized commercial insurance, employee benefits, & risk management solutions to protect & enhance clients work & personal lives.