Charitable trusts in Needham, Massachusetts

Welcome to Needham Bank Mission Hill, located at 1457 Tremont Street, Boston, Massachusetts. As a trusted name in banking and finance, we are proud to serve the Mission Hill community with a full range of financial services, including ATMs, personal banking, and business solutions. Our commitment to community support is not just a promise, but a practice that has been at the core of our mission for over 130 years. We are dedicated to fostering growth and development through our focus on health and human services, social justice, education, affordable housing, and community development. At Needham Bank, we believe in building strong communities and supporting our customers with personalized service and financial expertise. Our Millis branch, conveniently located on Main Street, exemplifies our dedication to expanding our reach and enhancing our support for the communities we serve.

Harvest Wealth Management is a premier financial institution located at 75 2nd Avenue in Needham, Massachusetts, United States. Specializing in comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized strategies and exceptional customer service, Harvest Wealth Management is committed to providing tailored solutions to meet the unique needs of each individual client. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and start building a brighter financial future.

D K Brede Investment Management Co, located at 1253 Highland Avenue, Needham, Massachusetts, United States, is a finance institution led by Principal Advisor Debra K. Brede. They specialize in handcrafting investment portfolios tailored to support their clients' unique goals and lifestyles. As a Colony Group Company, they provide investment management services to high-net-worth individuals, corporations, retirement plans, charitable trusts, and municipalities. Debra Brede, with over 30 years of wealth management experience, prioritizes her clients' individual needs and values in developing personalized wealth management strategies. Her book, "You’re Retired...Now What?", offers financial philosophies and advice on managing money during retirement. Debra Brede has been recognized as one of the industry's top advisors, and the Colony Group, LLC is an SEC Registered Investment Advisor providing personalized financial and investment advisory services. Awards received by Debra Brede and the company reflect their commitment to excellence in the field of wealth management.

Christopher Moschella is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 105 Chestnut Street in Needham, Massachusetts. With a focus on providing personalized financial planning and investment management services, Christopher helps clients achieve their financial goals and secure their financial future. As a trusted advisor, he offers tailored solutions to help clients grow and protect their wealth. Contact Christopher Moschella today to start planning for a more secure financial future.

IRS Help Inc is a professional institution located at 464 Hillside Avenue in Needham, Massachusetts. Specializing in accounting, finance, and legal services, our team of experts is dedicated to providing assistance with all IRS-related matters. Whether you need help with tax preparation, financial planning, or legal representation, our experienced professionals are here to guide you through the process. Trust IRS Help Inc to provide you with the support and expertise you need to navigate the complexities of the tax system and achieve your financial goals.

Welcome to Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC, where your financial future is our priority. Situated at 201 Jones Road in Waltham, Massachusetts, we specialize in providing comprehensive financial legacy solutions tailored to your unique needs. With over 20 years of experience, our firm is committed to helping you achieve both your short and long-term financial goals, ensuring that your wealth aligns with what matters most to you. At Koritz Wealth Strategies, we believe in a relationship-centric approach. We take the time to understand your goals, concerns, and risk tolerance, enabling us to offer personalized strategies for securing your family’s future. Our holistic and collaborative process often sees us acting as the 'quarterback,' bringing together your team of advisors to ensure a cohesive financial plan.