Finance & Insurance
Finance & Insurance
{Directory Results}
Business Membership
Eastern Bank - Watertown
- 1 Church Street, Watertown, MA 02472
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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
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Business Membership
Business Membership
Zielonka Financial Services LLC
- 288 Walnut St, Suite 410, Newtonville, MA 02460
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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
- Visit Website
Business Membership
Cambridge Trust - Wellesley Square
- 40 Central Street, Wellesley, MA 02482
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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
- Send Email
- Visit Website
Banks/Financial Institution Membership
Avidia Bank
- 270 Cochituate Road, Framingham, MA 01701
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Commercial, Cannabis, and Retail Banking Solutions
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Business Membership
E3 Financial Planning
- 175 Highland Ave, Suite 304, Needham, MA 02494
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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
- Visit Website
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Business Membership
Cambridge Trust - Wellesley Lower Falls
- 29 Washington Street, Wellesley, MA 02481
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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
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Business Membership
Scipione Bookkeeping Services
- 204 Sumner Street, Newton Centre, MA 02459
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Count On Us For All Of Your Bookkeeping Needs
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Banks/Financial Institution Membership
Business Membership
The Village Bank - Nonantum
- 411 Watertown Street, Nonantum, MA 02458
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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
Banks/Financial Institution Membership
Dedham Savings
- 1077 Great Plain Avenue, Needham, MA 02492
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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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Business Membership
Business Membership
Eastern Bank - Auburndale
- 2060 Commonwealth Avenue, Auburndale, MA 02466
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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
Business Membership
The Village Bank - Newton Highlands
- 56 Winchester Street, Newton Highlands, MA 02461
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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
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Business Membership
Comparion Insurance Agency
- 15 Robert Dr, South Easton, MA 02375
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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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Business Membership
Business Membership
Smoller Insurance Agency
- 335 Boylston Street, Newton, MA 02459
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Serving Personal and Business Insurance Since 1953
- (617) 965-1830
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Business Membership
Banks/Financial Institution Membership
TD Bank
- 200 State Street, 10th Floor, Boston, MA 02109
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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
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Business Membership
The Village Bank - Auburndale
- 307 Auburn Street, Auburndale, MA 02466
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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
Business Membership
Business Membership
Cambridge Trust - Linden Square
- 197 Linden Street, Wellesley, MA 02482
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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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Provider Group
- 160 Gould Street, Suite 122, Needham, MA 02494
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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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Business Membership
Rockland Trust Bank - Needham
- 1450 Highland Ave, Needham, MA 02492
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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
Banks/Financial Institution Membership
Cambridge Trust
- 100 Worcester Street, Suite 300, Wellesley, MA 02481
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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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Banks/Financial Institution Membership
Salem Five
- 355 Chestnut Street, Needham, MA 02492
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Corporate Banking
- (781) 444-1012
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Business Membership
Cambridge Savings Bank - Watertown
- 54 Arsenal Street, Watertown, MA 02472
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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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Business Membership
Movement Mortgage
- 892 Worcester St, Wellesley, MA 02482
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''Mortgage financing with a personal touch.''
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Banks/Financial Institution Membership
Needham Bank
- 1063 Great Plain Ave, Needham, MA 02492
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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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Business Membership
Cambridge Trust - Needham
- 865 Central Ave, H-302, Needham, MA 02492
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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
Business Membership
Business Membership
The Village Bank - Wayland
- 62 Boston Post Road, Wayland, MA 01778
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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
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SV Financial Coaching
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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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Business Membership
Movement Mortgage
- 576 A Washington St., Wellesley, MA 02482
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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
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Business Membership
The Village Bank - Newtonville
- 332 Walnut Street, Newtonville, MA 02460
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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
Business Membership
Cambridge Trust - Newton Centre
- 776-1 Beacon Street, Newton Centre, MA 02459
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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
Business Membership
Needham Bank - Wellesley
- 458 Washington Street, Wellesley, MA 02482
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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
Business Membership
Eastern Bank - Wellesley
- 258 Washington Street, Wellesley, MA 02481
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Founded in Somerville in 1969 by Marshall M. Sloane, Century Bank is New England's largest family-run bank with 27 branches in 19 cities and towns throughout Massachusetts.
- (781) 235-6500
- Send Email
- Visit Website
Business Membership
The Village Bank - West Newton
- 1369 Washington Street, West Newton, MA 02465
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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
Business Membership
Kaplansky Insurance Agency
- 10 Kearney Road, Suite 200, Needham, MA 02494
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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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Business Membership
G & G Insurance Agency, LLC
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Local online insurance agency offering commercial, life and versify of other property and casualty products.
- (617) 475-5047
- Send Email
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Business Membership
Edward Jones - Connor MacIsaac
- 348 Washington St, Wellesley Hills, MA 02481
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I help serious, long-term individual investors achieve their financial goals. I do this by understanding your needs and implementing tailored solutions.
- (781) 431-9500
- Send Email
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Banks/Financial Institution Membership
Direct Federal Credit Union
- 50 Cabot Street, P.O. Box 9123, Needham Heights, MA 02494
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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
- Visit Website
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Business Membership
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
- Visit Website
Business Membership
Rockland Trust Bank - Newton Highlands
- 170 Needham Street, Newton Highlands, MA 02461
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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
Business Membership
GEICO Insurance
- 120 Highland Ave, Needham, MA 02494
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Auto, Home, Motorcycle, and Renters Insurance
- (781) 707-9929
- Send Email
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Business Membership
The Moody Street Group
- 134 Rumford Ave, Suite 201, Newton, MA 02466
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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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Business Membership
Nixon Insurance Agency
- 425 Newtonville Avenue, Newtonville, MA 02460
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A locally owned agency
- (617) 969-3240
- Send Email
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Business Membership
Financial Planning Solutions, LLC
- 134 Rumford Avenue, Suite #203, Auburndale, MA 02466
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Fee only, Fiduciary, Divorce Planning, Widows, Loss of Spouse, Paying for College
- (617) 630-4978
- Send Email
- Visit Website
Banks/Financial Institution Membership
Cambridge Savings Bank
- 739 Beacon Street, Newton Centre, MA 02459
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Cambridge Savings Bank is a full-service banking institution with over $6 billion in assets.
- (617) 441-7065
- Send Email
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Business Membership
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
- Send Email
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Martin S. Kofman, CPA
- 175 Highland Avenue, Suite 301, Needham, MA 02494
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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
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Business Membership
Leyton USA
- 2 Avenue de Lafayette, 6th Floor, Boston, MA 02111
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Tax Consultant- Energy Efficiency at Leyton USA, headquartered in Boston.
- (617) 470-2646
- Visit Website
Banks/Financial Institution Membership
J.M. Whitney Insurance Inc.
- P.O. Box 100, Watertown, MA 02471
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J.M. Whitney Companies provide Professional Commercial and Personal Insurance and Real Estate Solutions to the Greater Boston Community.
- (617) 924-6995
- Send Email
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Business Membership
The Village Bank - Newton Centre
- 720 Beacon Street, Newton Centre, MA 02459
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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
Business Membership
Corcoran & Havlin Insurance Group
- 287 Linden Street, Wellesley, MA 02482
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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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Banks/Financial Institution Membership
Banks/Financial Institution Membership
Berkshire Bank
- 60 State Street, Boston, MA 02109
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Banking Solutions
For life's exciting moments - (646) 634-2305
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Business Membership
The Bulfinch Group
- 160 Gould Street, Suite 310, Needham, MA 02494
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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
- Visit Website
Banks/Financial Institution Membership
Rockland Trust Bank
- 1192 Boylston Street, Chestnut Hill, MA 02467
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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
- Visit Website
Business Membership
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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Business Membership
Rockland Trust Bank - Newtonville
- 40 Austin Street, Newtonville, MA 02460
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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
- Visit Website
Banks/Financial Institution Membership
The Village Bank
- 320 Needham Street, Newton, MA 02464
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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
Business Membership
The Village Bank - Waban
- 89 Wyman Street, Waban, MA 02468
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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
- Visit Website
Business Membership
Eastern Bank - Brookline
- 1184-86 Boylston Street, Brookline, MA 02467
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Founded in Somerville in 1969 by Marshall M. Sloane, Century Bank is New England's largest family-run bank with 27 branches in 19 cities and towns throughout Massachusetts.
- Send Email
- Visit Website
Nonprofit Membership
American Consumer Credit Counseling, Inc.
- 130 Rumford Ave, Suite 202, Auburndale, MA 02466
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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
- Visit Website
Banks/Financial Institution Membership
Eastern Bank - Newton Centre
- 32 Langley Road, B538, Newton Centre, MA 02459
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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
Business Membership
Eastern Bank - Chestnut Hill
- 210 Boylston Street, Chestnut Hill, MA 02467
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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
- Visit Website
Banks/Financial Institution Membership
Brookline Bank - Needham
- 902 Highland Ave., Needham, MA 02494
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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
- Visit Website
