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Finance & Insurance

Finance & Insurance

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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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  • 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 customersā€™ needs so we can deliver the
  • (617) 582-0920
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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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • The Bulfinch Group is a financial services and investment firm dedicated to ensuring that our clients ā€” individuals, families and businesses ā€” reach their maximum wealth potential and financial goal.
  • (781) 449-4402
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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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  • 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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  • 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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  • Our history goes back over 200 years. We offer banking, investments, and insurance all under one roof. 

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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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