ACSIA Partners - Long Term Care Plans
Specializing exclusively in long term care planning for individuals and business owners.
Adviser Investments
Wealth-management firm with ~80 employees and $5-billion of assets under management.
ALL CPAs
ALL CPAs is a full-service certified public accounting and business advisory firm located in Chestnut Hill, MA.
American Payroll Services, Inc.
American Payroll Services, Inc. offers you the complete, professional and personalized payroll service.
Anchor Insurance Group, Inc.
Independent Insurance Agency - Auto, Home & Business - We represent MANY different companies so that we can give you the most competitive quote!
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.
Bearingstar Insurance
Personal Insurance - Home and auto
BlumShapiro
blumshapiro is the largest regional tax, accounting and business advisory firm based in New England with offices in Connecticut, Massachusetts and Rhode Island, servicing businesses and individuals.
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.
Cambridge Savings Bank
Cambridge Savings Bank is a full-service banking institution with over $4 billion in assets.
Cambridge Trust
Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.
Century Bank
Century Bank is the largest family-run bank in New England with $5.2 billion in assets. The Company operates 27 banking offices in 20 cities and towns in Massachusetts including two offices in Newton.
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Client Priority Financial Advisors LLC
CPFA is an hourly, fee-based financial planner and advisor that helps individuals and families to achieve their financial goals, advising on retirement and college planning, budgeting and other needs.
Credit Advisers LLC
Realistic solutions to consumer credit conundrums!
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.
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.
E3 Financial Planning
We are an independent, comprehensive financial planning and wealth management firm working with successful young professionals and women in the greater Boston area.
Eastern Bank
For over 200 years, Eastern Bank has offered banking, investments and insurance all under one roof.
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 r
GEICO Insurance
Auto, Home, Motorcycle, and Renters Insurance
Grassi | Needham - Advisors & Accountants
''LCMG'' is a full-service public accounting firm. Our clients include a diverse base of individuals, business entities and not for profits. We do more than just prepare your tax return.
J.M. Whitney Insurance Inc.
J.M. Whitney Companies provide Professional Commercial and Personal Insurance and Real Estate Solutions to the Greater Boston Community.
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.
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.
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 choice
Mortgage Network
''Mortgage financing with a personal touch.''
Needham Bank
Needham Bank is the quintessential community bank, serving Boston and its neighboring communities continuously since 1892.
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Nixon Insurance Agency
A locally owned agency
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Planned Lifetime Assistance Network of MA and RI
A nonprofit organization administering special needs pooled trusts for people with disabilities.
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.
Robert Fine & Associates
Investment and Insurance Strategy, Planning, and Advice
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Rockland Trust Bank
At Rockland Trust, the relationship we have with our customers is important to us.
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Sapers & Wallack, Inc.
Financial Planner, Financial Educator, and CERTIFIED FINANCIAL PLANNER™ Professional
Scipione Bookkeeping Services
Count On Us For All Of Your Bookkeeping Needs
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 Advisors
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.
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 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.
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.
Wintrust Mortgage Corporation
With the clout of a large national lender and the service delivery of a small local partner, Wintrust is here to support and educate all through the complex mortgage process.
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 Services
