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Finance & Insurance

Finance & Insurance

{Directory Results}

  • 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
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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...

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

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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.

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

  • (781) 433-9873

  • 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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  • 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
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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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  • Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.
  • (781) 489-7600
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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
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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
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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
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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
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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.
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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
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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.
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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
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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
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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
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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.
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