Banking, Finance & Insurance
Caras and Shulman, PC
Caras & Shulman, PC is committed to providing the sound business-building advice and trustworthy accounting and auditing services you need to plan for the present and develop strategies for the futureCaras & Shulman, PC is committed to providing the sound business-building advice and trustworthy accounting and auditing services you need to plan for the present and develop strategies for the future
Cambridge Savings Bank 3rd Ave
As a community bank, we are deeply involved with the specific needs of local people, families, and businesses.As a community bank, we are deeply involved with the specific needs of local people, families, and businesses.
Rockland Trust - Burlington Branch
Rockland Trust offers a wide range of banking, investment, and insurance services to businesses and individuals through retail branches,offices for commercial and residential lending and investments.Rockland Trust offers a wide range of banking, investment, and insurance services to businesses and individuals through retail branches,offices for commercial and residential lending and investments.
WealthTrek by Hanscom Federal Credit Union
Hanscom Federal Credit Union offers free financial education for our members and as an employee benefit for our business partners. Our mission is to help our members do more with their money.Hanscom Federal Credit Union offers free financial education for our members and as an employee benefit for our business partners. Our mission is to help our members do more with their money.
Adler Blanchard & Associates LLP
Adler Blanchard & Associates is proud of our reputation as accountants and business advisors. We provide innovative solutions to help our clients achieve their personal and financial objectives.Adler Blanchard & Associates is proud of our reputation as accountants and business advisors. We provide innovative solutions to help our clients achieve their personal and financial objectives.
The Part-Time Benefits Company
We partner with Brokers/Agents & Businesses to bring part-time employees the essential benefits that they and their families need, including unlimited $0 doctors visits, dental, vision and much more.We partner with Brokers/Agents & Businesses to bring part-time employees the essential benefits that they and their families need, including unlimited $0 doctors visits, dental, vision and much more.
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.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.
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!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!
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 goalsMy 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
Northeast Investment Group
Through life’s ups and downs, the Northeast Investment Group is here with real-life wealth management services so you can easily and confidently make sense of your finances in today’s complex world.Through life’s ups and downs, the Northeast Investment Group is here with real-life wealth management services so you can easily and confidently make sense of your finances in today’s complex world.
CLA
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.
Secure Benefits Northeast
Secure Benefits Northeast helps leaders of businesses, professional practices and not-for-profits, plan and implement programs that protect the organization, themselves, key staff and families.Secure Benefits Northeast helps leaders of businesses, professional practices and not-for-profits, plan and implement programs that protect the organization, themselves, key staff and families.
Webster Bank
Since our beginning in 1935, Webster Bank has started every relationship with listening to what matters most to our customers and personalizing solutions that are responsive to their needs.Since our beginning in 1935, Webster Bank has started every relationship with listening to what matters most to our customers and personalizing solutions that are responsive to their needs.
Primerica Financial Services
For more than 47 years, we've looked out for middle-income families providing appropriate financial products & services. We've helped millions of people protect their families & save for the future.For more than 47 years, we've looked out for middle-income families providing appropriate financial products & services. We've helped millions of people protect their families & save for the future.
Common Trust Federal Credit Union
Common Trust Federal Credit Union offers friendly and personalized service from trustworthy staff and a wide variety of financial products with competitive rates.Common Trust Federal Credit Union offers friendly and personalized service from trustworthy staff and a wide variety of financial products with competitive rates.
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.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.
Rockland Trust - Woburn Branch
Rockland Trust offers a wide range of banking, investment, and insurance services to businesses and individuals through retail branches,offices for commercial and residential lending and investments.Rockland Trust offers a wide range of banking, investment, and insurance services to businesses and individuals through retail branches,offices for commercial and residential lending and investments.
Succentrix Business Advisors - Paul Falewicz
We are 21st Century Accountants utilizing streamlined and transparent systems that offer our clients trust, mobility and efficiency like never before. We specialize in small business solutions.We are 21st Century Accountants utilizing streamlined and transparent systems that offer our clients trust, mobility and efficiency like never before. We specialize in small business solutions.
Movement Mortgage - Todd Bettinson
At Movement Mortgage, we commit to building relationships based on communication. We get it home loans can be confusing and stressful – But they don’t have to be. And we work to make sure they aren’t.At Movement Mortgage, we commit to building relationships based on communication. We get it home loans can be confusing and stressful – But they don’t have to be. And we work to make sure they aren’t.
Platinum Insurance Agency
Platinum Insurance Agency is an independent insurance agency providing personal, commercial and specialty insurance option for our clients. We provide the best insurance solutions for our customers.Platinum Insurance Agency is an independent insurance agency providing personal, commercial and specialty insurance option for our clients. We provide the best insurance solutions for our customers.
Saledas Insurance Solutions
We help people simplify their Medicare options so they can retire with complete peace of mind.We help people simplify their Medicare options so they can retire with complete peace of mind.
Raj Kishan CPA Inc
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Northern Bank
Since 1960, Northern Bank has been the banking partner of choice for businesses and consumers throughout New England. We are deeply invested in the communities we serve and committed to giving back.Since 1960, Northern Bank has been the banking partner of choice for businesses and consumers throughout New England. We are deeply invested in the communities we serve and committed to giving back.
PNC Bank
For more than 160 years, PNC has been committed to providing our clients with great service and powerful financial expertise to help them meet their financial goals.For more than 160 years, PNC has been committed to providing our clients with great service and powerful financial expertise to help them meet their financial goals.
GuidedChoice
The 3Nickels app is an easy way to make sure you can take care of your financial future, your current financial life, your 401k, and give back!The 3Nickels app is an easy way to make sure you can take care of your financial future, your current financial life, your 401k, and give back!
Enterprise Bank & Trust
Enterprise Bank provides financial resources for growing businesses, professionals, non-profits and individuals that we welcome, not just as our customers, but as our neighbors.Enterprise Bank provides financial resources for growing businesses, professionals, non-profits and individuals that we welcome, not just as our customers, but as our neighbors.
Vallas & Arrison, PC
Vallas & Arrison PC provides a range of tax, accounting, consulting and advisory services to individuals and businesses in a variety of industries. Our service and planned approach sets us apart.Vallas & Arrison PC provides a range of tax, accounting, consulting and advisory services to individuals and businesses in a variety of industries. Our service and planned approach sets us apart.
CrossCountry Mortgage - Joseph Girolamo
Our mission is to provide you with the best possible advice and benefit to your financial needs while facilitating a straightforward, transparent mortgage process for buyers, sellers and realtors.Our mission is to provide you with the best possible advice and benefit to your financial needs while facilitating a straightforward, transparent mortgage process for buyers, sellers and realtors.
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.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.
Axial Financial Group
Comprehensive Financial Services Centered on You.Securities offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org
Comprehensive Financial Services Centered on You.
Securities offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org
Brookline Bank
Since 1871, Brookline Bank has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. We currently have 2 offices in Burlington alone.Since 1871, Brookline Bank has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. We currently have 2 offices in Burlington alone.
Metro Credit Union
Metro is a not for profit financial cooperative, owned by and operated for its members. Our mission is to provide exceptional service and expert guidance to help members achieve their financial goals.Metro is a not for profit financial cooperative, owned by and operated for its members. Our mission is to provide exceptional service and expert guidance to help members achieve their financial goals.
Bank of America
At Bank of America, we are committed to ensuring our policies, products and programs all align to our purpose of making financial lives better for those we serve.At Bank of America, we are committed to ensuring our policies, products and programs all align to our purpose of making financial lives better for those we serve.
Digital Federal Credit Union
DCU provides personalized banking and lending services to consumers and businesses - checking, savings, credit cards, personal and business loans, student loans, Residential loans and much more...DCU provides personalized banking and lending services to consumers and businesses - checking, savings, credit cards, personal and business loans, student loans, Residential loans and much more...
Finance Roadmap Planning
I'm dedicated to helping you create a solid financial plan for your future. Whether you're 2-7 years away from retirement or a high income earner struggling to manage your finances, I'm here to help.I'm dedicated to helping you create a solid financial plan for your future. Whether you're 2-7 years away from retirement or a high income earner struggling to manage your finances, I'm here to help.
Lowell Five Bank
The Lowell Five is a service-oriented community bank, committed to empowering our customers with financial tools and technology to help their business and personal finances prosper.The Lowell Five is a service-oriented community bank, committed to empowering our customers with financial tools and technology to help their business and personal finances prosper.
Reading Cooperative Bank
RCB has been a cooperative since 1886. Our customers own the bank along with us. After all these years, we’re just as committed to putting people over profits. We’re a community, not an institution.RCB has been a cooperative since 1886. Our customers own the bank along with us. After all these years, we’re just as committed to putting people over profits. We’re a community, not an institution.
Salem Five Bank
At Salem Five, we're here to listen and help your business thrive. That's why our relationships start by understanding your business needs. We go beyond banking to support your business operations.At Salem Five, we're here to listen and help your business thrive. That's why our relationships start by understanding your business needs. We go beyond banking to support your business operations.
Cambridge Savings Bank
Cambridge Savings Bank sets itself apart from any other banking experience you’ll ever have. We treat every customer like they’re our only customer.Cambridge Savings Bank sets itself apart from any other banking experience you’ll ever have. We treat every customer like they’re our only customer.
Aflac - Nick Distelbrink
Aflac is a Fortune 500 company, providing financial protection to more than 50 million people worldwide. When a policyholder gets sick or hurt, Aflac pays cash benefits promptly, for eligible claims.Aflac is a Fortune 500 company, providing financial protection to more than 50 million people worldwide. When a policyholder gets sick or hurt, Aflac pays cash benefits promptly, for eligible claims.
Eastern Bank
At Eastern Bank we have built a legacy of investing in the communities we serve and helping our customers, communities and employees thrive and grow. This legacy is what drives our purpose.At Eastern Bank we have built a legacy of investing in the communities we serve and helping our customers, communities and employees thrive and grow. This legacy is what drives our purpose.
CCT Insurance
CCT Insurance offers the convenience of a local solution for all of your home, auto and small business needs.CCT Insurance offers the convenience of a local solution for all of your home, auto and small business needs.
Winchester Co-operative Bank
Winchester Co-operative Bank is a mutually owned, state-chartered, co-operative bank dedicated to meeting the financial needs of individuals, families, and businesses.Winchester Co-operative Bank is a mutually owned, state-chartered, co-operative bank dedicated to meeting the financial needs of individuals, families, and businesses.
