Finance & Insurance
Robert Fine & Associates
Investment and Insurance Strategy, Planning, and AdviceInvestment and Insurance Strategy, Planning, and Advice
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.
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.
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.
LGA CPAs and Business Advisers
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.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, 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.
.jpg)
.jpg)
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.
.jpg)
Planned Lifetime Assistance Network of MA and RI
A nonprofit organization administering special needs pooled trusts for people with disabilities.A nonprofit organization administering special needs pooled trusts for people with disabilities.
GEICO Insurance
Auto, Home, Motorcycle, and Renters InsuranceAuto, Home, Motorcycle, and Renters Insurance
Mortgage Network
''Mortgage financing with a personal touch.''''Mortgage financing with a personal touch.''
Century Bank
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.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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
Financial Planning Solutions, LLC
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 rWe 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
.JPG)
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.
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®,
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.
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.
Brookline Bank
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.
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
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
Scipione Bookkeeping Services
Count On Us For All Of Your Bookkeeping NeedsCount On Us For All Of Your Bookkeeping Needs
Asset Management Resources
Financial Planner, Financial Educator, and CERTIFIED FINANCIAL PLANNER™ ProfessionalFinancial Planner, Financial Educator, and CERTIFIED FINANCIAL PLANNER™ Professional
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
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.
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
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.
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.
