Finance & Insurance
We are an independent wealth management firm based in Needham committed to helping you make decisions that serve your best interests.
Grassi is one of the nation's elite accounting firms and among the Top 100 largest firms in the United States.
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.
ALL CPAs conducts business with a distinct vision in mind: to maintain uncompromising quality and to meet your specific needs with solutions designed for your interests.
Assurance Family Partners assists and empowers individuals and families with Daily Money Management - the management and coordination of personal, financial and other administrative matters.
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.
A nonprofit organization administering special needs pooled trusts for people with disabilities.
''Mortgage financing with a personal touch.''
Century Bank is New England's largest family-run bank with nearly 30 branches, including two in Newton, and $7 billion in assets. The bank's mission is to do business with honesty and integrity.
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.
Rockland Trust is dedicated to our customers in Massachusetts and Rhode Island, standing as the sole bank subsidiary of Independent Bank Corp.
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.
Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.
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.
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.
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 Advisors
Kaplansky Insurance is an independent insurance agency offering a comprehensive suite of insurance solutions and financial services to protect you from the unexpected.
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.
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.
We are an independent financial planning firm that specializes in helping people in their 40s and 50s worry less about their money. We help them come up with solutions to achieve their goals such as r
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.
J.M. Whitney Companies provide Professional Commercial and Personal Insurance and Real Estate Solutions to the Greater Boston Community.
We help families, business owners, and corporate executives build wealth strategies to preserve capital and achieve their long-term goals.
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.
Preparation of 2019 tax return -- 100% of fees charged for service will be donated to a 501(c)(3) charity of your choice
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.com
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
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 solutions
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.