Financial Services
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.
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
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.
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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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.
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
Mortgage Network
''Mortgage financing with a personal touch.''''Mortgage financing with a personal touch.''
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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.
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.
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.
Asset Management Resources
Financial Planner, Financial Educator, and CERTIFIED FINANCIAL PLANNER™ ProfessionalFinancial Planner, Financial Educator, and CERTIFIED FINANCIAL PLANNER™ Professional
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
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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.
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
Scipione Bookkeeping Services
Count On Us For All Of Your Bookkeeping NeedsCount On Us For All Of Your Bookkeeping 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®,
Robert Fine & Associates
Investment and Insurance Strategy, Planning, and AdviceInvestment and Insurance Strategy, Planning, and Advice
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.
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.
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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.
