Finance & Insurance
Finance & Insurance
{Directory Results}
Vantage Point Financial
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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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Concierge Wealth Management
- 346 Commercial Street, Boston, MA 02109
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Providing Personalized Concierge Service for High Earning Professionals is our Passion & our Commitment. Our Financial Planning services are tailored to the unique, personalized needs of each client.
- (617) 600-4676
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Armstrong Advisory Group
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We provide wealth management solutions to individuals, families, and small businesses.
- (781) 433-0001
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Rockland Trust Bank
- 1192 Boylston Street, Chestnut Hill, MA 02467
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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) 734-7500
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The Moody Street Group
- 134 Rumford Ave, Suite 201, Newton, MA 02466
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The Moody Street Group, LLC, a General Agency of the companies of OneAmerica Financial.
- (617) 916-5155
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Financial Planning Solutions, LLC
- 134 Rumford Avenue, Suite #203, Auburndale, MA 02466
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Fee only, Fiduciary, Divorce Planning, Widows, Loss of Spouse, Paying for College
- (617) 630-4978
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Eastern Bank - Brookline
- 1184-86 Boylston Street, Brookline, MA 02467
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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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American Consumer Credit Counseling, Inc.
- 130 Rumford Ave, Suite 202, Auburndale, MA 02466
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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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Eastern Bank - Wellesley
- 258 Washington Street, Wellesley, MA 02481
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Our history goes back over 200 years. We offer banking, investments, and insurance all under one roof.
- (781) 235-6500
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Client Priority Financial Advisors LLC
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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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Eastern Bank - Chestnut Hill
- 210 Boylston Street, Chestnut Hill, MA 02467
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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 customers’ needs so we can deliver the
- (617) 582-0920
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Needham Bank - Wellesley
- 458 Washington Street, Wellesley, MA 02482
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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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Edward Jones - Connor MacIsaac
- 175 Highland Ave, Ste 405, Needham, MA 02494
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I help long-term individual investors and business owners achieve their financial goals by understanding your needs and implementing tailored solutions.
- (781) 898-2002
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Rockland Trust Bank - Needham
- 1450 Highland Ave, Needham, MA 02492
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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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Rockland Trust Bank - Newton Highlands
- 170 Needham Street, Newton Highlands, MA 02461
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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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Brescor Wealth Advisory
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Our high-quality, low-fee services including financial planning, investment management, and personal finance coaching.
- (781) 444-2630
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Raymond James & Associates
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Raymond James & Associates offers financial planning, investment advisory, and securities transaction services to our clients
- (617) 897-8984
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MA 401(k) CORE Plan
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The "CORE Plan" is a 401(k) offered specifically to small nonprofits in our state and sponsored by the Commonwealth of Massachusetts.
- (617) 510-4036
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Cambridge Savings Bank
- 739 Beacon Street, Newton Centre, MA 02459
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Cambridge Savings Bank is a full-service banking institution with nearly $7 billion in assets.
- (617) 441-7065
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Scipione Bookkeeping Services
- 60 Dedham Avenue, Suite 102, Needham, MA 02492
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Count On Us For All Of Your Bookkeeping Needs
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Financial Coach | Excel Consultant
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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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Leyton USA
- 2 Avenue de Lafayette, 6th Floor, Boston, MA 02111
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Tax Consultant- Energy Efficiency at Leyton USA, headquartered in Boston.
- (617) 470-2646
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Stanton Insurance Agency Inc
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Property & Casualty Independent Insurance Agency specializing in families and small to medium size businesses.
- (781) 893-3200
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New Vision Business Advisors
- 63 Woodside Ave, Wellesley, MA 02482
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We make the process of selling your business a successful transaction in the least amount of time and with the least amount of distraction as possible.
- (617) 379-0333
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Zielonka Financial Services LLC
- 288 Walnut St, Suite 410, Newtonville, MA 02460
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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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The Bulfinch Group
- 160 Gould Street, Suite 310, Needham, MA 02494
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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.
- (781) 449-4402
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Nightingale Wealth Solutions
- 384 Washington Street, Westwood, MA 02090
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Financial advice, investment products, guidance and support
- (508) 450-7935
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Martin S. Kofman, CPA
- 175 Highland Avenue, Suite 301, Needham, MA 02494
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Preparation of 2019 tax return -- 100% of fees charged for service will be donated to a 501(c)(3) charity of your choice
- (781) 726-7575
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Movement Mortgage
- 892 Worcester St, Ste 100, Wellesley, MA 02482
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''Mortgage financing with a personal touch.''
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E3 Financial Planning
- 175 Highland Ave, Suite 304, Needham, MA 02494
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We are an independent wealth management firm based in Needham committed to helping you make decisions that serve your best interests.
- (781) 444-4907
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Needham Bank
- 1063 Great Plain Ave, Needham, MA 02492
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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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Rockland Trust Bank - Newtonville
- 40 Austin Street, Newtonville, MA 02460
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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) 796-2000
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SFP Wealth
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SFP Wealth specializes in total integration. We believe that clients deserve comprehensive strategies that align every area of their financial picture.
- (781) 239-2091
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