Finance & Insurance
Finance & Insurance
{Directory Results}
Edward Jones - Connor MacIsaac
- 348 Washington St, Wellesley Hills, MA 02481
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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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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
Eastern Bank - Wellesley
- 258 Washington Street, Wellesley, MA 02481
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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
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Armstrong Advisory Group
- 144 Gould Street, Suite 210, Needham, MA 02494
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We provide wealth management solutions to individuals, families, and small businesses.
- (781) 433-0001
- Send Email
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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
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
- Visit Website
Movement Mortgage
- 892 Worcester St, Ste 100, Wellesley, MA 02482
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''Mortgage financing with a personal touch.''
- Send Email
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New Vision Business Advisors
- 209 W Central St, Suite 227, Natick, MA 01760
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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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Scipione Bookkeeping Services
- 60 Dedham Avenue, Suite 102, Needham, MA 02492
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Count On Us For All Of Your Bookkeeping Needs
- Send Email
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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
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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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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
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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
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MA 401(k) CORE Plan
- 255 Bear Hill Rd., Waltham, MA 02451
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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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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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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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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
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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
- Visit Website
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
- 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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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
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Salem Five
- 355 Chestnut Street, Needham, MA 02492
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Corporate Banking
- (781) 444-1012
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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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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
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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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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
- Visit Website
Movement Mortgage – Wellesley
- 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
- Send Email
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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
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Eastern Bank - Brookline
- 1184-86 Boylston Street, Brookline, MA 02467
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Our history goes back over 200 years. We offer banking, investments, and insurance all under one roof.
- Send Email
- Visit Website
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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
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
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
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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
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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
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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SFP Wealth
- 100 William Street, Suite 300, Wellesley, MA 02481
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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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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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