Finance & Insurance
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Chamber Member
Chamber Member
Asset Management Resources
Financial Planner, Financial Educator, and CERTIFIED FINANCIAL PLANNER™ ProfessionalFinancial Planner, Financial Educator, and CERTIFIED FINANCIAL PLANNER™ Professional
Chamber Member
Rockland Trust Bank
Rockland Trust is dedicated to our customers in Massachusetts and Rhode Island, standing as the sole bank subsidiary of Independent Bank Corp.Rockland Trust is dedicated to our customers in Massachusetts and Rhode Island, standing as the sole bank subsidiary of Independent Bank Corp.
Chamber Member
Cambridge Trust - Needham
Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.
The Moody Street Group
The Moody Street Group, LLC, a General Agency of the companies of OneAmerica®,The Moody Street Group, LLC, a General Agency of the companies of OneAmerica®,
Chamber Member
Vantage Point Financial
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.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.
Chamber Member
Dedham Savings
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.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.
Leni Webber, Long Term Care Plans
Specializing exclusively in long term care planning for individuals and business owners.Specializing exclusively in long term care planning for individuals and business owners.
Chamber Member
The Village Bank
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.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.
Martin S. Kofman, CPA
Preparation of 2019 tax return -- 100% of fees charged for service will be donated to a 501(c)(3) charity of your choicePreparation of 2019 tax return -- 100% of fees charged for service will be donated to a 501(c)(3) charity of your choice
Chamber Member
Eastern Bank - Auburndale
For over 200 years, Eastern Bank has offered banking, investments and insurance all under one roof.For over 200 years, Eastern Bank has offered banking, investments and insurance all under one roof.
Chamber Member
Liberty Mutual Insurance
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.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.
Chamber Member
The Village Bank - West Newton
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.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.
Chamber Member
Cambridge Trust
Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.
Chamber Member
The Village Bank - Newton Highlands
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.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.
Chamber Member
Cambridge Trust - Newton Centre
Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.
Chamber Member
Cambridge Trust - Linden Square
Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.
Chamber Member
Cambridge Savings Bank
Cambridge Savings Bank is a full-service banking institution with over $5 billion in assets.Cambridge Savings Bank is a full-service banking institution with over $5 billion in assets.
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Chamber Member
Client Priority Financial Advisors LLC
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.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.
Chamber Member
Cambridge Trust - Wellesley Square
Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.
Chamber Member
Needham Bank - Wellesley
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.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.
Chamber Member
Eastern Bank - Newton Centre
For over 200 years, Eastern Bank has offered banking, investments and insurance all under one roof.For over 200 years, Eastern Bank has offered banking, investments and insurance all under one roof.
Chamber Member
CLA (CliftonLarsonAllen LLP)
CLA exists to create opportunities for our clients, our people, and our communities through our industry-focused advisory, outsourcing, audit, tax, and consulting services. CLAconnect.comCLA exists to create opportunities for our clients, our people, and our communities through our industry-focused advisory, outsourcing, audit, tax, and consulting services. CLAconnect.com
Chamber Member
The Village Bank - Wayland
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.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.
Chamber Member
E3 Financial Planning
We are an independent wealth management firm based in Needham committed to helping you make decisions that serve your best interests.We are an independent wealth management firm based in Needham committed to helping you make decisions that serve your best interests.
Chamber Member
Berkshire Bank
Banking SolutionsFor life's exciting moments
Banking Solutions
For life's exciting moments
Chamber Member
Assurance Family Partners, LLC
Assurance Family Partners assists and empowers individuals and families with Daily Money Management - the management and coordination of personal, financial and other administrative matters.Assurance Family Partners assists and empowers individuals and families with Daily Money Management - the management and coordination of personal, financial and other administrative matters.
Chamber Member
LGA CPAs and Business Advisers
LGA, LLP is a full-service certified public accounting and business advisory firm with offices in Chestnut Hill, MA, Woburn, MA and Salem, NH. Every day, we strive to achieve our mission to “Bring finLGA, LLP is a full-service certified public accounting and business advisory firm with offices in Chestnut Hill, MA, Woburn, MA and Salem, NH. Every day, we strive to achieve our mission to “Bring fin
Chamber Member
A1 Real Estate Solutions
A1RE Solutions is a professional, full-service real estate solutions firm, including Design and Build services.A1RE Solutions is a professional, full-service real estate solutions firm, including Design and Build services.
Chamber Member
Robert Fine & Associates
Investment and Insurance Strategy, Planning, and AdviceInvestment and Insurance Strategy, Planning, and Advice
Chamber Member
The Bulfinch Group
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.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.
Chamber Member
Zielonka Financial Services LLC
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 ServicesHelping 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
Chamber Member
The Village Bank - Newtonville
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.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.
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Chamber Member
Rockland Trust Bank - Needham
Rockland Trust is dedicated to our customers in Massachusetts and Rhode Island, standing as the sole bank subsidiary of Independent Bank Corp.Rockland Trust is dedicated to our customers in Massachusetts and Rhode Island, standing as the sole bank subsidiary of Independent Bank Corp.
Chamber Member
Cambridge Trust - Wellesley Lower Falls
Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.
Chamber Member
Avidia Bank
Commercial, Cannabis, and Retail Banking SolutionsCommercial, Cannabis, and Retail Banking Solutions
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Chamber Member
Financial Planning Solutions, LLC
Fee only, Fiduciary, Divorce Planning, Widows, Loss of Spouse, Paying for CollegeFee only, Fiduciary, Divorce Planning, Widows, Loss of Spouse, Paying for College
Chamber Member
Needham Bank
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.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.
Chamber Member
Brookline Bank - Needham
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.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.
J.M. Whitney Insurance Inc.
J.M. Whitney Companies provide Professional Commercial and Personal Insurance and Real Estate Solutions to the Greater Boston Community.J.M. Whitney Companies provide Professional Commercial and Personal Insurance and Real Estate Solutions to the Greater Boston Community.
Chamber Member
GEICO Insurance
Auto, Home, Motorcycle, and Renters InsuranceAuto, Home, Motorcycle, and Renters Insurance
Chamber Member
The Village Bank - Newton Centre
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.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.
Chamber Member
Adviser Investments
Wealth-management firm with ~80 employees and $5-billion of assets under management.Wealth-management firm with ~80 employees and $5-billion of assets under management.
Chamber Member
Rockland Trust Bank - Newtonville
Rockland Trust is dedicated to our customers in Massachusetts and Rhode Island, standing as the sole bank subsidiary of Independent Bank Corp.Rockland Trust is dedicated to our customers in Massachusetts and Rhode Island, standing as the sole bank subsidiary of Independent Bank Corp.
Chamber Member
Scipione Bookkeeping Services
Count On Us For All Of Your Bookkeeping NeedsCount On Us For All Of Your Bookkeeping Needs
Chamber Member
TD Bank
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.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.
Chamber Member
Edward Jones Investments
My goal as an Edward Jones Financial Advisor is to help serious, long-term individual investors achieve their financial goals. I do this by understanding your needs and implementing tailored solutionsMy goal as an Edward Jones Financial Advisor is to help serious, long-term individual investors achieve their financial goals. I do this by understanding your needs and implementing tailored solutions
Chamber Member
Kaplansky Insurance Agency
Kaplansky Insurance is an independent insurance agency offering a comprehensive suite of insurance solutions and financial services to protect you from the unexpected.Kaplansky Insurance is an independent insurance agency offering a comprehensive suite of insurance solutions and financial services to protect you from the unexpected.
Chamber Member
Rockland Trust Bank - Newton Highlands
Rockland Trust is dedicated to our customers in Massachusetts and Rhode Island, standing as the sole bank subsidiary of Independent Bank Corp.Rockland Trust is dedicated to our customers in Massachusetts and Rhode Island, standing as the sole bank subsidiary of Independent Bank Corp.
Chamber Member
Grassi | Needham - Advisors & Accountants
Grassi is one of the nation's elite accounting firms and among the Top 100 largest firms in the United States.Grassi is one of the nation's elite accounting firms and among the Top 100 largest firms in the United States.
Provider Group
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.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.
Chamber Member
Cambridge Savings Bank - Watertown
Cambridge Savings Bank is a full-service banking institution with over $4 billion in assets.Cambridge Savings Bank is a full-service banking institution with over $4 billion in assets.
Chamber Member
The Village Bank - Auburndale
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.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.
Chamber Member
Direct Federal Credit Union
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.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.
Chamber Member
The Village Bank - Nonantum
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.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.
Chamber Member
Mortgage Network
''Mortgage financing with a personal touch.''''Mortgage financing with a personal touch.''
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Chamber Member
Eastern Bank - Watertown
For over 200 years, Eastern Bank has offered banking, investments and insurance all under one roof.For over 200 years, Eastern Bank has offered banking, investments and insurance all under one roof.
Supporting Strategies | MetroWest
Professional Bookkeeping & Staff Accounting for small businesses. Our staff cares deeply about our clients and have been bookkeepers all of their professional lives. We are all QuickBooks Pro AdvisorsProfessional Bookkeeping & Staff Accounting for small businesses. Our staff cares deeply about our clients and have been bookkeepers all of their professional lives. We are all QuickBooks Pro Advisors
Chamber Member
The Village Bank - Waban
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.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.
Chamber Member
Eastern Bank - Newton
For over 200 years, Eastern Bank has offered banking, investments and insurance all under one roof.For over 200 years, Eastern Bank has offered banking, investments and insurance all under one roof.
Chamber Member
Morgan Stanley
We help families, business owners, and corporate executives build wealth strategies to preserve capital and achieve their long-term goals.We help families, business owners, and corporate executives build wealth strategies to preserve capital and achieve their long-term goals.
