Finance & Insurance
Finance & Insurance
{Directory Results}
TD Bank - Newton
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Stop by and get to know us at 1197 Centre Street, Newton, MA.
- (617) 244-0559
- Visit Website
Corcoran & Havlin Insurance Group
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The Corcoran & Havlin Insurance Group was founded in 1967 as an agency focused on protecting families and businesses. Corcoran & Havlin works with clients ranging from multinational companies to sole
- (781) 235-3100
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Eastern Bank - Auburndale
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For over 200 years, Eastern Bank has offered banking, investments and insurance all under one roof.
- (617) 558-2300
- Visit Website
American Elm Insurance
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Provinding smarter insurance solutions to Individuals, Businesses as well as Benefits such as Life, Disability
- (508) 642-8228
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- Visit Website
Eastern Bank - Needham
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Our history goes back over 200 years. We offer banking, investments, and insurance all under one roof.
- (781) 433-9873
The Village Bank - Newton Centre
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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.
- (617) 467-6130
- Send Email
- Visit Website
The Village Bank - Newton Highlands
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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.
- (617) 527-2101
- Send Email
- Visit Website
Rockland Trust Bank - Newtonville
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Rockland Trust is dedicated to our customers in Massachusetts and Rhode Island, standing as the sole bank subsidiary of Independent Bank Corp.
- (617) 796-2000
- Send Email
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Zielonka Financial Services LLC
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Helping you manage taxes, build wealth and leave a legacy. Investment and financial planning services are offered by Nathan Zielonka EA, CFP through his affiliation with HD Vest Financial Services
- Send Email
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Kaplansky Insurance Agency
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Kaplansky Insurance is an independent insurance agency offering a comprehensive suite of insurance solutions and financial services to protect you from the unexpected.
- (781) 453-2552
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The Village Bank - Wayland
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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.
- (508) 358-5136
- Send Email
- Visit Website
The Village Bank - West Newton
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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.
- (617) 969-4300
- Send Email
- Visit Website
Scipione Bookkeeping Services
- 60 Dedham Avenue, Suite 102, Needham, MA 02492
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Count On Us For All Of Your Bookkeeping Needs
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Cambridge Savings Bank - Watertown
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Cambridge Savings Bank is a full-service banking institution with over $4 billion in assets.
- (617) 441-7088
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E3 Financial Planning
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We are an independent wealth management firm based in Needham committed to helping you make decisions that serve your best interests.
- (781) 444-4907
- Send Email
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Cambridge Trust - Wellesley Lower Falls
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Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.
- (781) 489-4500
- Send Email
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Dedham Savings
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Since 1831, Dedham Savings has taken pride in serving our communities with the utmost respect, care, attention, and support. Through those years, we’ve been more than a bank to our customers.
- (781) 329-6700
- Send Email
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Financial Coach | Excel Consultant
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Stefan Victor provides clients with tailored coaching to identify and meet their financial needs and goals to ultimately set them up for success with their personal finances.
- Send Email
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Watertown Savings Bank
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We're a local, independent community bank. We offer the latest in banking conveniences with low cost and great service.
- (617) 928-9000
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Direct Federal Credit Union
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Direct Federal is a federally insured credit union located in Needham, Massachusetts. Starting as a local lender in 1953, Direct has served several hundreds of thousands of satisfied members.
- (781) 455-6500
- Send Email
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MA 401(k) CORE Plan
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The "CORE Plan" is a 401(k) offered specifically to small nonprofits in our state and sponsored by the Commonwealth of Massachusetts.
- (617) 510-4036
- Send Email
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Eastern Bank - Brookline
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Our history goes back over 200 years. We offer banking, investments, and insurance all under one roof.
- Send Email
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Edward Jones - Connor MacIsaac
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I help long-term individual investors and business owners achieve their financial goals by understanding your needs and implementing tailored solutions.
- (781) 431-9500
- Send Email
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The Village Bank
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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.
- (617) 527-6090
- Visit Website
Needham Bank
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For decades, Needham Bank has been known as ''the Builder's Bank'' because of our highly regarded expertise in serving area builders and developers quickly and efficiently.
- (781) 444-2100
- Send Email
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Eastern Bank - Watertown
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For over 200 years, Eastern Bank has offered banking, investments and insurance all under one roof.
- (617) 926-7588
- Send Email
- Visit Website
Leyton USA
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Tax Consultant- Energy Efficiency at Leyton USA, headquartered in Boston.
- (617) 470-2646
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Cambridge Trust - Needham
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Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.
- (781) 489-7040
- Visit Website
Cambridge Savings Bank
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Cambridge Savings Bank is a full-service banking institution with nearly $7 billion in assets.
- (617) 441-7065
- Send Email
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TD Bank - Wellesley
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Stop by and get to know us at 999 Worcester Street, Wellesley, MA.
- (781) 237-9100
- Visit Website
The Village Bank - Waltham
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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.
- (617) 969-4300
- Send Email
- Visit Website
American Consumer Credit Counseling, Inc.
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ACCC is a nonprofit credit counseling agency dedicated to empowering consumers to achieve debt relief through education and debt management solutions.
- Send Email
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The Village Bank - Waban
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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.
- (617) 558-9399
- Send Email
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SFP Wealth
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SFP Wealth specializes in total integration. We believe that clients deserve comprehensive strategies that align every area of their financial picture.
- (781) 239-2091
- Send Email
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Movement Mortgage – Wellesley
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Movement creates mortgages that mean more by serving the needs of our borrowers and the community as a whole. Ask me about Impact Lending.
- (617) 281-0123
- Send Email
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Needham Bank - Wellesley
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For decades, Needham Bank has been known as ''the Builder's Bank'' because of our highly regarded expertise in serving area builders and developers quickly and efficiently.
- (781) 237-0210
- Visit Website
Financial Planning Solutions, LLC
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Fee only, Fiduciary, Divorce Planning, Widows, Loss of Spouse, Paying for College
- (617) 630-4978
- Send Email
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Smoller Insurance Agency
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Serving Personal and Business Insurance Since 1953
- (617) 965-1830
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Comparion Insurance Agency
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Liberty Mutual Insurance helps people preserve and protect what they earn, build, own, and cherish. Keeping this promise means we are there when our customers need us most.
- Send Email
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Berman Adjusters, Inc.
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We represent commercial & homeowners regarding property insurance claims.
During the past 50 years, we have gained much experience in producing great results.
- Send Email
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Eastern Bank - Chestnut Hill
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Our history goes back over 200 years. We offer banking, investments, and insurance all under one roof, and we pride ourselves on working harder to understand our customers’ needs so we can deliver the
- (617) 582-0920
- Send Email
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Provider Group
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Insurance brokerage and employee benefits firm offering industry specific expertise tailored to your unique operations and personal situation. We help minimize risk and lower costs.
- (781) 444-0347
- Send Email
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Cambridge Trust - Wellesley Square
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Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.
- (781) 489-7600
- Visit Website
The Village Bank - Auburndale
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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.
- (617) 527-6090
- Send Email
- Visit Website
TD Bank
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TD Bank offers a broad array of Retail, Small Business, & Commercial Banking Products & Services through it's extensive network of thousands of convenient locations & ATMs throughout the Eastern US.
- (781) 505-5044
- Send Email
- Visit Website
M&T Bank - Watertown Square
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We are building a stronger community — together.
- (617) 926-1325
- Visit Website
Cambridge Trust - Linden Square
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Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.
- (781) 489-7630
- Send Email
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GEICO Insurance
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Auto, Home, Motorcycle, and Renters Insurance
- (781) 707-9929
- Send Email
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The Bulfinch Group
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The Bulfinch Group is a financial services and investment firm dedicated to ensuring that our clients — individuals, families and businesses — reach their maximum wealth potential and financial goal.
- (781) 449-4402
- Send Email
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New Vision Business Advisors
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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.
- (617) 379-0333
- Send Email
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Armstrong Advisory Group
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We provide wealth management solutions to individuals, families, and small businesses.
- (781) 433-0001
- Send Email
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Brookline Bank - Needham
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Brookline Bank is a full service financial institution that delivers an array of valuable products geared to helping individuals and businesses manage their finances in the Greater Boston area.
- (781) 444-4773
- Send Email
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Martin S. Kofman, CPA
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Preparation of 2019 tax return -- 100% of fees charged for service will be donated to a 501(c)(3) charity of your choice
- (781) 726-7575
- Send Email
- Visit Website
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Rockland Trust Bank - Needham
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Rockland Trust is dedicated to our customers in Massachusetts and Rhode Island, standing as the sole bank subsidiary of Independent Bank Corp.
- (781) 675-2978
- Visit Website
Eastern Bank - Wellesley
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Our history goes back over 200 years. We offer banking, investments, and insurance all under one roof.
- (781) 235-6500
- Send Email
- Visit Website
Cambridge Trust - Newton Centre
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Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.
- (617) 778-5888
- Send Email
- Visit Website
Vantage Point Financial
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Independent financial firm that provides fee-based advice, from managing debt to evaluating portfolios in your 401k or any other account, using index funds to optimize your overall financial plan.
- (617) 208-8679
- Send Email
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Rockland Trust Bank - Newton Highlands
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Rockland Trust is dedicated to our customers in Massachusetts and Rhode Island, standing as the sole bank subsidiary of Independent Bank Corp.
- (617) 969-1950
- Visit Website
The Moody Street Group
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The Moody Street Group, LLC, a General Agency of the companies of OneAmerica®,
- (617) 916-5155
- Send Email
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The Village Bank - Newtonville
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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.
- (617) 558-7063
- Send Email
- Visit Website
Rockland Trust Bank
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Rockland Trust is dedicated to our customers in Massachusetts and Rhode Island, standing as the sole bank subsidiary of Independent Bank Corp.
- (617) 734-7500
- Send Email
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New York Life Ben Green
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Whether you’re just starting to think about your financial future or managing a complex situation, we tailor our flexible solutions to your needs.
- (617) 412-6582
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Cambridge Trust
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At Cambridge Trust, we offer a full range of personal banking, business banking, and wealth management services without forgetting what’s truly important...
- Send Email
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The Village Bank - Nonantum
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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.
- (617) 527-2101
- Send Email
- Visit Website
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Concierge Wealth Management
- 346 Commercial Street, Boston, MA 02109
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Providing Personalized Concierge Service for High Earning Professionals is our Passion & our Commitment. Our Financial Planning services are tailored to the unique, personalized needs of each client.
- (617) 600-4676
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M&T Bank - Newton Star Market
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We are building a stronger community — together.
- (617) 993-3770
- Visit Website
Eastern Bank - Newton Centre
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For over 200 years, Eastern Bank has offered banking, investments and insurance all under one roof.
- (617) 641-2300
- Send Email
- Visit Website
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Client Priority Financial Advisors LLC
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CPFA is an hourly, fee-only financial planner and advisor that helps individuals and families to achieve their financial goals, advising on retirement and college planning, budgeting and other needs.
- (617) 980-9880
- Send Email
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Silver Lake Legal
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- Construction, Insurance, Commercial Real Estate Leasing,
- (978) 979-1223
- Send Email
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