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

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.

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

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

We offer financial planning on an hourly, fixed monthly fee, or full service basis.

Property & Casualty Independent Insurance Agency specializing in families and small to medium size businesses.

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

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

We represent commercial & homeowners regarding property insurance claims.

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

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

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

We are building a stronger community -- together.

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

The Thomas J. Fleming Insurance Agency has been a family owned business for 40 years.

We are building a stronger community -- together.

We are building a stonger community -- together.

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

Financial advice, investment products, guidance and support

We are building a stronger community - together.

The Moody Street Group, LLC, a General Agency of the companies of OneAmerica Financial.

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

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

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

1. Construction, Insurance, Commercial Real Estate Leasing,

We are a dynamic, fee-only investment management and financial planning firm serving families and institutions.

Longview serves as a chief investment officer for small non-profits. We provide portfolio management, investment advisory, and advice on all things financial.

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

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.