Advisory services for businesses in Weston, Massachusetts

Norfleet Advisory is a renowned finance institution located on Lexington Street in the picturesque town of Weston, Massachusetts, United States. With a team of experienced financial experts, Norfleet Advisory offers a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Clients can trust Norfleet Advisory to provide personalized, strategic advice to help them achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or navigate complex financial decisions, Norfleet Advisory is dedicated to providing top-notch service and guidance every step of the way.

Welcome to Merrill Lynch Financial Advisor Dan Whiting's practice, located at 2221 Washington Street, Newton, Massachusetts. As a dedicated financial advisor with Merrill Lynch Wealth Management, Dan Whiting offers a comprehensive suite of investment solutions and banking products through the powerful collaboration between Merrill and Bank of America. Since joining Merrill Lynch in 2018, Dan has been committed to providing personalized financial guidance, drawing on his extensive experience, including eight years at Fidelity Investments. Dan's disciplined and client-focused approach begins with a deep understanding of your unique needs, concerns, and financial priorities. As a CERTIFIED FINANCIAL PLANNER® professional, Dan is passionate about helping you design and implement a customized financial plan aimed at achieving your goals while effectively managing investment risks.

Welcome to Citizens Bank ATM located at 415 Boston Post Road, Weston, Massachusetts 02493. As a trusted financial partner, we are committed to helping you manage your finances with ease and efficiency. Whether you're saving for college, planning for your future, or managing your daily expenses, Citizens Bank offers comprehensive financial solutions tailored to every stage of life. Our innovative services include Citizens FastLine®, which offers a faster, simpler way to secure a Home Equity Line of Credit without affecting your credit score. With our Round Ups‡ feature, you can effortlessly turn your spare change into savings by rounding up your debit card purchases to the nearest dollar and adding even more to reach your financial goals faster.