Skip to content

Financial & Investment Services

Ameriprise Financial - James Swallow
My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice designed to help you reach your goals, giving you greater confidence.
2 Burlington Woods Drive
Suite 100
Burlington, MA 01803
Appleton Partners - Christopher Sutherland
At Appleton, we treat every client like our only client, with personalized financial planning and investment solutions tailored to your unique needs, with the transparent partnership you deserve.
One Post Office Square
Boston, MA 02109
Baystate Financial - Steve Shaw, Financial Advisor
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals
301 Edgewater Place
Suite 4920
Wakefield, MA 01880
Merrill Lynch Private Banking and Investment Group
Our mission is to help the families in our care organize and simplify their financial lives so they can focus on the people, places, and purposes that matter most!
25 Burlington Mall Road
Burlington, MA 01803
Bank of America Merrill Lynch - Nahill Dunn Doyle & Smith
Supported by the global resources of Merrill Lynch, our team will help you find the right approach to help you meet your personal wealth management goals, or the goals of your organization.
25 Burlington Mall Road
Burlington, MA 01803
Anita Dimitrova - New York Life
With the annual reviews that we do on every anniversary date of your policy we build a relationship for life making sure all your needs are covered. Ask me about long term care.
201 Jones Road
5th Floor
Waltham, MA 02451
Edward Jones-Chris Gleason
I'm dedicated to helping you develop strategies to reach important long-term financial goals, such as paying for a child's education, retiring on your terms or creating a legacy for your family.
50 Burlington Mall Road
Suite G15
Burlington, MA 01803
Anica Dimitrova - New York Life
Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions.
5 Rahway Road
Burlington, MA 01803
Edward Jones - Jennifer Pollina, Financial Advisor
We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, and estate considerations.
50 Mall Rd
Suite G15
Burlington, MA 01803

Mark Your Calendar

Scroll To Top