TOP 10 Best financial advisor near me in Massachusetts
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Dedham Savings | Cynthia Sullivan | Vice President & Loan Officer | NMLS #612974
● OpenDedham Savings is a reputable financial institution located at 55 Elm Street in Dedham, Massachusetts. Cynthia Sullivan serves as the Vice President and Loan Officer, bringing years of experience and expertise to help clients achieve their financial goals. With NMLS #612974, Cynthia is dedicated to providing personalized service and finding the best loan options for each individual. Dedham Savings is committed to serving the community and helping customers with their banking and lending needs.
55 Elm St, Dedham, MA 02026, United States -
Capital One Café
● OpenThe Capital One Café is a unique institution located at 310 Harrison Avenue in Boston, Massachusetts. Combining the convenience of a bank with the comfort of a café, this establishment offers a one-of-a-kind experience for customers looking to manage their finances while enjoying a cup of coffee or a snack. With a focus on providing financial services in a relaxed and inviting atmosphere, the Capital One Café is the perfect place to grab a bite to eat, meet with a financial advisor, or simply unwind with a good book. Whether you're looking to open a new account, discuss investment options, or simply enjoy a delicious meal, the Capital One Café has something for everyone.
310 Harrison Ave, Boston, MA 02118, United States -
Adam McLarey, E.J. O'Neil Insurance Agency
● OpenAdam McLarey, E.J. O'Neil Insurance Agency is a trusted insurance agency located in Chicopee, Massachusetts. With a convenient address at 400 Broadway Street, this agency has been serving the community for many years. Specializing in a variety of insurance products, including home, auto, life, and business insurance, Adam McLarey, E.J. O'Neil Insurance Agency is dedicated to providing personalized service and finding the best coverage options for their clients. Whether you are looking to protect your family, assets, or business, this agency has the expertise and resources to help you make informed decisions. Visit them today to discuss your insurance needs and receive a customized quote.
400 Broadway St, Chicopee, MA 01020, United States -
Agostinelli, Teller & Ryan Insurance Agency, Inc.
● OpenAgostinelli, Teller & Ryan Insurance Agency, Inc. is a reputable insurance agency located at 44 Front Street in Ashland, Massachusetts, United States. With a commitment to providing top-notch insurance solutions, our experienced team of professionals is dedicated to helping clients protect what matters most. Whether you are in need of auto, home, life, or business insurance, we offer personalized service and tailored coverage options to meet your specific needs. Trust Agostinelli, Teller & Ryan Insurance Agency, Inc. to provide you with peace of mind and financial security.
44 Front St, Ashland, MA 01721, United States -
HUB International
● OpenHUB International, located at 222 Milliken Boulevard in Fall River, Massachusetts, is a leading insurance agency with a strong presence in the New England region. Led by President & CEO Shawn J. McLaughlin, our team of 38 employees is dedicated to providing personalized insurance solutions for both personal and commercial clients. As part of the HUB International network, we have access to a wide range of insurance options and expertise in risk management to ensure our clients are well-protected. Our office, formerly known as The Feitelberg Company, has been serving the community since 1916 and became part of HUB International in 2007. Specializing in industries such as construction, municipalities, auto dealerships, and real estate, our experienced team is available 24/7 to handle over 15,000 claims per year in New England. With a focus on advocacy, tailored solutions, and peace of mind, HUB International is committed to providing superior products and services to our clients.
222 Milliken Blvd, Fall River, MA 02721, United States -
A.F. Macedo Insurance Agency Inc
● OpenA.F. Macedo Insurance Agency Inc is a trusted insurance agency located at 646 Broadway in Raynham, Massachusetts, United States. As an independent agency, we are dedicated to helping our clients find the right coverage to suit their individual needs. At New England Insurance Group, we offer a wide range of insurance solutions to protect you from the unexpected. Whether you are looking for auto, home, life, or business insurance, our experienced team is here to provide you with personalized service and peace of mind. Contact us today to learn more about how we can help you protect what matters most.
646 Broadway, Raynham, MA 02767, United States -
FBinsure - Dartmouth Office
● OpenFBinsure - Dartmouth Office is an innovative insurance agency located at 701 Dartmouth Street in Dartmouth, Massachusetts, United States. Our dedicated team of industry experts is committed to developing creative strategies to address the risks that impact our clients' insurance costs. Whether you are a large organization with 1,000 employees or an individual seeking coverage for your most valuable assets, such as auto, home, or life insurance, we are here to help. Our expert agents go beyond traditional insurance services to act as Risk Advisors, customizing policies to meet your specific needs and helping you navigate the complexities of risk management. We strive to exceed your expectations and ensure the right protection for your family's lifestyle and future.
701 Dartmouth St, Dartmouth, MA 02748, United States -
McGrath Insurance Agency
● OpenMcGrath Insurance Agency is a trusted insurance provider located at 2 Rainin Road in Woburn, Massachusetts, United States. As a reputable insurance agency, McGrath offers a wide range of insurance products and services to meet the needs of individuals and businesses. With a team of experienced agents, McGrath Insurance Agency is dedicated to providing personalized and comprehensive insurance solutions to protect what matters most to their clients. Whether you are looking for auto, home, life, or business insurance, McGrath Insurance Agency is committed to helping you find the right coverage at competitive rates. Visit McGrath Insurance Agency today to discuss your insurance needs and receive expert advice from their knowledgeable team.
2 Rainin Rd #2, Woburn, MA 01801, United States -
FBinsure - East Freetown
● OpenFBinsure - East Freetown is an insurance agency located at 1 Chace Road in Freetown, Massachusetts, United States. Our team is dedicated to developing innovative strategies to address the risks that impact our clients' insurance costs. Whether you are a large organization with 1,000 employees or an individual looking to insure your most valuable assets such as your car, home, or life, our industry experts are here to help. We go above and beyond as your advocate, striving to exceed your expectations every day. Our expert agents are committed to providing the right protection for the assets that are important to your family's lifestyle and future. We are more than just an insurance agent – our Risk Advisors understand your business, customize policies to fit your needs, and help you grow.
1 Chace Rd, East Freetown, MA 02717, United States -
New York Life Insurance Company Andrew Jensen
● OpenNew York Life Insurance Company Andrew Jensen is an insurance agency located at 1174 Main Street in Holden, Massachusetts, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as customizable long-term coverage options. Their services include helping to pay for everyday tasks, replacing lost income due to sickness or injury, and professionally managed investments with market potential. They also provide guidance on creating investment strategies, estate planning, and insurance options for individuals, businesses, and employees. The institution is committed to giving back to communities through charitable giving and providing financial support for bereavement, education, and local initiatives. Andrew B. Jensen, a Financial Advisor for Eagle Strategies LLC and NYLIFE Securities LLC, offers personalized financial solutions to help clients achieve their goals and build financial security.
1174 Main St #203, Holden, MA 01520, United States -
Bob Gaughan Insurance
● OpenBob Gaughan Insurance is a trusted health insurance agency located at 96 Jericho Road in Weston, Massachusetts, United States. With a commitment to providing personalized and comprehensive coverage options, Bob Gaughan Insurance is dedicated to helping individuals and families find the right insurance plans to meet their healthcare needs. Whether you are looking for coverage for yourself, your family, or your business, the experienced team at Bob Gaughan Insurance is here to guide you through the process and ensure you have the protection you need. Contact us today to learn more about our services and how we can help you secure the right health insurance plan for your needs.
96 Jericho Rd, Weston, MA 02493, United States -
Globe Life American Income Division: Moore Organization
● OpenThe Globe Life American Income Division: Moore Organization is an insurance agency located at 65 Boston Post Road West in Marlborough, Massachusetts, United States. Specializing in providing insurance products and services, the institution offers a wide range of coverage options to meet the needs of individuals and families. With a focus on customer satisfaction and personalized service, the agency strives to help clients protect their financial future and achieve peace of mind. Contact the Globe Life American Income Division: Moore Organization today to learn more about their insurance offerings and how they can assist you in securing the coverage you need.
65 Boston Post Rd W #200, Marlborough, MA 01752, United States -
Sarah MacKinnon at Comparion Insurance Agency
● OpenSarah MacKinnon at Comparion Insurance Agency is a trusted insurance agency located at 25 Corporate Drive in Burlington, Massachusetts, United States. With a commitment to providing personalized service and tailored insurance solutions, Sarah MacKinnon and her team strive to meet the unique needs of each client. Whether you are looking for auto, home, life, or business insurance, you can rely on Sarah MacKinnon to help you find the coverage that best fits your needs and budget. Contact Sarah MacKinnon at Comparion Insurance Agency today for a consultation and start protecting what matters most to you.
25 Corporate Dr #240, Burlington, MA 01803, United States -
First American Insurance Underwriters: FAIU
● OpenFirst American Insurance Underwriters (FAIU) is an insurance agency located at 460 Hillside Avenue, Needham, Massachusetts, United States. Partner with us to deliver creative insurance solutions that preserve and protect your clients’ wealth and legacy. We specialize in life insurance, long-term care, disability income, and annuities for personal and business planning. Our membership in Insurance Designers of America allows us to work closely with top-rated carriers and provide seamless access to our in-house expertise, including marketing support and educational sales tools. Wealth managers, insurance advisors, property and casualty firms, and employee benefits firms all trust First American to design and implement competitive insurance solutions for their high-net-worth clients. Join our Valued Partner Program for more clients, money, and time. With 40 years of experience, we have a reputation for expertise in sophisticated and impaired risk cases for the affluent market. Securities offered through The Leaders Group, Inc. Member FINRA/SIPC. First American Insurance Underwriters is not affiliated with The Leaders Group, Inc. Contact us today to learn more about our proven techniques for closing high-value sales.
460 Hillside Ave, Needham, MA 02494, United States -
Wilson Tan at Comparion Insurance Agency
● OpenWilson Tan at Comparion Insurance Agency is a trusted insurance agency located at 15 Robert Drive in Easton, Massachusetts. With a commitment to providing personalized and comprehensive insurance solutions, Wilson Tan and his team strive to protect their clients' assets and provide peace of mind. Whether you are looking for auto, home, life, or business insurance, Wilson Tan at Comparion Insurance Agency is dedicated to finding the right coverage for your needs. Visit their office today to discuss your insurance options with a knowledgeable and friendly agent.
Highland Plaza, 15 Robert Dr, South Easton, MA 02375, United States -
John Hancock Life Insurance Co
● OpenJohn Hancock Life Insurance Co, located at 200 Berkeley Street, Boston, Massachusetts, United States, is a trusted insurance agency offering financial advisory services with a personal touch. With over 160 years of experience, we are committed to honesty and reliability in serving our customers. Our innovative approach combines longstanding tradition with cutting-edge technology to transform the insurance industry. We offer a variety of products to protect what matters most and help clients plan for a secure future. Our partnership with GRAIL provides eligible members access to the Galleri test for multi-cancer early detection. Our dedicated Advisors can help you navigate financial challenges and plan for retirement, ensuring a smooth transition into a new beginning. We believe in personalized financial planning tailored to individual goals and needs. Join us in our mission to empower students and ease the financial burden of college education. Through the John Hancock Vitality Program, we offer rewards and discounts to policyholders, promoting a healthy and active lifestyle. Contact us for a customized financial plan that adds real value to your life.
200 Berkeley St # 1, Boston, MA 02116, United States -
John Hancock
● OpenJohn Hancock is an insurance agency located at 3 Allied Drive in Dedham, Massachusetts, United States. With a focus on financial advisory services that prioritize a personal touch, we believe in making life insurance more accessible and beneficial for our customers. Trusted for over 160 years, we are committed to honesty, reliability, and innovation in transforming the insurance industry. Our partnerships help build life insurance businesses and protect what matters most to clients. As a member of John Hancock Vitality, you can access the Galleri test for multi-cancer early detection, potentially leading to earlier diagnoses. Our Advisors can help you navigate financial planning for day-to-day needs and future goals, including retirement. We offer personalized financial plans tailored to your specific wants and needs.
3 Allied Dr # 108, Dedham, MA 02026, United States -
Michael Lorenz Health Benefits Broker & Consultant
● OpenMichael Lorenz Health Benefits Broker & Consultant is a leading insurance agency located at 227 Union Street in New Bedford, Massachusetts. Specializing in health benefits, this institution offers expert advice and personalized consultation to help individuals and businesses find the best insurance plans to meet their needs. With a commitment to excellent customer service and a deep understanding of the insurance industry, Michael Lorenz Health Benefits Broker & Consultant is dedicated to helping clients navigate the complex world of health insurance with ease and confidence. Contact them today to learn more about how they can help you secure the coverage you need.
227 Union St Suite 110, New Bedford, MA 02740, United States -
Comprehensive Insurance Providers
● OpenComprehensive Insurance Providers (CIP) is a trusted insurance agency located at 799 Cambridge Street, Cambridge, Massachusetts, United States. At CIP, we go above and beyond to serve as your advocate, partner, and support system for all your insurance needs. Our team specializes in HR administration, payroll management, employee benefits, and 401(k) services, providing customized solutions to help your business thrive. We offer a range of tech platforms to streamline processes and maximize efficiencies, tailored to fit seamlessly into your existing systems. Our team takes the time to truly understand your company's unique needs and business model, ensuring that we provide the best solutions without any hidden fees or excess charges.
799 Cambridge St, Cambridge, MA 02141, United States -
B. Miller Insurance Agency
● OpenB. Miller Insurance Agency is a reputable insurance agency located at 659 Washington Street in Braintree, Massachusetts. Our experienced team is dedicated to providing personalized insurance solutions to meet the needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the coverage that fits your unique requirements. Trust B. Miller Insurance Agency to protect what matters most to you. Contact us today for a free quote and excellent customer service.
659 Washington St #4, Braintree, MA 02184, United States -
FBinsure (formerly McCormick & Sons Insurance)
● OpenFBinsure, formerly known as McCormick & Sons Insurance, is a leading insurance agency located at 800 West Main Street in Avon, Massachusetts, United States. Our team is dedicated to developing innovative strategies to address the risks that impact our clients' insurance costs. Whether you are a large organization with 1,000 employees or an individual looking to protect your most valuable assets, such as your home, car, or life, our industry experts are here to help. Our expert agents go above and beyond to ensure that you have the right protection for your family's lifestyle and future. We are more than just an insurance agent - we are Risk Advisors who understand your business and can customize policies to meet your specific needs and help you grow.
800 W Main St #1, Avon, MA 02322, United States -
John Hancock International Inc
● OpenJohn Hancock International Inc, located at 200 Clarendon Street in Boston, Massachusetts, is a trusted insurance agency offering financial advisory services with a personal touch. With a history spanning over 160 years, we are committed to honesty, reliability, and excellence in customer service. Our innovative approach to the industry combines longstanding expertise with cutting-edge solutions. We specialize in helping partners build their life insurance businesses and assisting clients in protecting what matters most. Eligible members of the John Hancock Vitality program now have access to the Galleri test, a multi-cancer early detection tool that can screen for over 50 types of cancer with a single blood test.
200 Clarendon St # B-8, Boston, MA 02116, United States -
Evan D Cross - Aflac Insurance Agent
● OpenEvan D Cross - Aflac Insurance Agent is an insurance agency located at 637 East 1st Street, Boston, Massachusetts, United States. We offer a wide range of insurance policies to provide an extra layer of protection for life’s unexpected events. Whether it's accidents, serious health diagnoses, or hospital stays, Aflac pays cash benefits to help ease the financial burden. Our dental and vision coverage has no networks, deductibles, or precertification requirements. We also offer coverage for out-of-pocket expenses that major medical insurance may not cover. Additionally, we provide quality products for employees at no direct cost to employers. If you're interested in becoming an Aflac insurance agent, explore the unlimited potential and flexibility that comes with the opportunity. Contact us today to learn more about how Aflac can help provide essential financial protection for you and your loved ones.
637 E 1st St unit c-1, Boston, MA 02127, United States -
Horace Mann Insurance Vernamonti Agency
● OpenHorace Mann Insurance Vernamonti Agency is a trusted insurance agency located at 70 East Grove Street in Middleborough, Massachusetts. As a part of the renowned Horace Mann Insurance Company, we offer a wide range of insurance products and services to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, our knowledgeable agents are dedicated to providing personalized solutions to protect what matters most to you. Visit us today to experience the exceptional service and peace of mind that comes with being insured by Horace Mann Insurance Vernamonti Agency.
70 E Grove St #2, Middleborough, MA 02346, United States -
New York Life
● OpenNew York Life is an insurance agency located at 2 Electronics Avenue, Danvers, Massachusetts, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to your needs and budget. Their services include helping to pay for everyday tasks, replacing lost income due to sickness or injury, and professionally managed investments with market potential. They also provide guidance on creating investment strategies, setting up estate plans, and offering insurance options for employees, executives, and small businesses. With over 12,000 agents nationwide, New York Life has been in business since 1845 and is committed to serving their policy owners with integrity, diversity, and responsibility. Their mission is to make the world a better place through charitable giving, community engagement, and financial support. New York Life offers resources and tools to help individuals prepare for their financial future and make informed decisions.
2 Electronics Ave #18, Danvers, MA 01923, United States -
Dixon Associates, Inc.
● OpenDixon Associates, Inc. is a highly reputable independent insurance agency located at 459 Washington Street in Duxbury, Massachusetts, United States. With over 40 years of experience, Dixon Associates specializes in providing tailored insurance solutions for businesses. Their extensive network of partners allows them to create customized plans that meet the specific needs of each company. Known for their personalized service and commitment to clients, Dixon Associates has earned a reputation for being a trustworthy and diligent small business. As a NextGen Advisor, Dixon Associates is at the forefront of innovative health care management, offering employer-sponsored health care plans that give businesses control over their health care budget. By identifying overspending and implementing cutting-edge strategies, Dixon Associates helps companies save money on their health plan spend and reinvest it into their employees. Their transformation from transactional broker to consultative adviser provides transparency and valuable insights for business leaders.
459 Washington St #26, Duxbury, MA 02332, United States -
John Hancock
● OpenJohn Hancock is an insurance agency located at 1 Tremont Street in Boston, Massachusetts, United States. With a focus on financial advisory services that prioritize a personal touch, John Hancock believes in helping individuals live longer, healthier, and better lives through life insurance. For over 160 years, John Hancock has been known for its honesty, reliability, and dedication to its customers. The institution is committed to marrying its longstanding reputation with cutting-edge innovation to transform the industry. John Hancock offers a range of products designed to add real value to policies, and partners with Life Happens to support students in easing the financial burden of college. Additionally, John Hancock Vitality members have access to the Galleri test, a multi-cancer early detection test that can screen for over 50 types of cancer with a single blood test. With a focus on helping individuals prepare for their financial futures, John Hancock Advisors can help create personalized financial plans tailored to specific goals and needs. Retirement planning is also a priority, with advisors helping individuals plan for a fulfilling post-career life. The institution emphasizes the importance of balancing day-to-day financial demands with long-term goals, and offers guidance through various market conditions. John Hancock is dedicated to providing personalized financial planning services to help individuals achieve their unique financial goals.
1 Tremont St, Boston, MA 02108, United States -
James Martin Insurance Agency LLC
● OpenJames Martin Insurance Agency LLC is a second-generation insurance agency located at 316 Parker Street in Lowell, Massachusetts. Owned by Patrick Martin, the agency has been serving the insurance needs of families, individuals, and businesses in Massachusetts and New Hampshire for over 40 years. Patrick, a licensed attorney and Notary Public, takes pride in providing the best service possible to his customers. The agency was originally founded by James Martin in 1982 and has since been passed down to his son, Patrick. James, a beloved member of the Lowell community, started the agency with a passion for helping others with their insurance needs. Over the years, the agency has grown to offer a wide range of insurance products and services to meet the changing needs of its customers.
316 Parker St, Lowell, MA 01851, United States -
Youssef Elmountassir at Comparion Insurance Agency
● OpenYoussef Elmountassir at Comparion Insurance Agency is a trusted insurance agency located at 25 Corporate Drive in Burlington, Massachusetts, United States. With a focus on providing personalized and comprehensive insurance solutions, our team is dedicated to helping clients protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, we are here to guide you through the process and find the best coverage options for your unique needs. Trust Youssef Elmountassir and the team at Comparion Insurance Agency to provide you with peace of mind and financial security.
25 Corporate Dr #240, Burlington, MA 01803, United States -
Pan World Insurance Llc
● OpenPan World Insurance LLC is a reputable insurance agency located at 121 Tremont Street in the heart of Boston, Massachusetts. With a commitment to providing top-notch insurance products and services, our team of experienced professionals is dedicated to helping clients find the best coverage for their needs. Whether you are looking for auto, home, life, or business insurance, Pan World Insurance LLC is here to guide you through the process and ensure you have peace of mind knowing you are protected. Contact us today to learn more about our comprehensive insurance options.
121 Tremont St # B, Brighton, MA 02135, United States
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