City financial planning in Needham, Massachusetts

NorthStar Insurance Services, INC. is a reputable insurance agency located at 72 River Park Street in Needham, Massachusetts, United States. With a commitment to providing top-notch insurance solutions to individuals and businesses, NorthStar Insurance Services, INC. offers a wide range of insurance products including auto, home, life, and commercial insurance. Their team of experienced professionals is dedicated to helping clients find the best coverage options to suit their needs and budget. Trust NorthStar Insurance Services, INC. to protect what matters most to you.

Welcome to Bono Agency, your trusted partner in insurance and financial services, located at 1329 Highland Avenue, Needham, Massachusetts. As proud representatives of Horace Mann, the nation's largest multiline insurance company dedicated to educators, we are committed to serving the unique insurance and financial needs of the educational community. Founded by Educators for Educators®, our agency is deeply rooted in the belief that educators deserve the best in insurance and financial services. We offer a comprehensive range of products, including auto, home, and life insurance, as well as retirement annuities, all tailored to provide peace of mind for educators and their families.

Rothenberg Eric P is a law firm located in Needham, Massachusetts. Attorney Eric P. Rothenberg specializes in tax law, including partnerships, tax-free exchanges, bitcoin/crypto currency taxes, sales of businesses, individual tax planning, estate and gift tax planning, and tax return preparation. He represents clients before various tax authorities and provides counsel on corporate tax planning, professional corporations, and fringe benefits. Mr. Rothenberg also handles business-related matters such as wills and trusts, partnership and corporate agreements, real estate transactions, and syndications. He has extensive experience in cryptocurrency tax matters and has represented clients in complex cryptocurrency transactions. Mr. Rothenberg is a highly respected attorney with a background in accounting and finance. He has received numerous accolades for his expertise in tax law, including being named a "Massachusetts Super Lawyer" for 20 consecutive years. He has also been recognized as a top attorney in tax law by prestigious publications. With a strong academic background and years of experience, Attorney Rothenberg is well-equipped to handle a wide range of tax-related issues for his clients.

Direct Federal Credit Union, located at 50 Cabot Street in Needham, Massachusetts, is a finance institution dedicated to serving the local community. We offer a range of financial services to help you save money at every step of your financial journey. In addition, we provide two scholarship opportunities to support the educational goals of our members. Join us at Direct Federal Credit Union and let us help you achieve your financial goals.

Welcome to Metro West Insurance Agency, a division of Northeast Insurance Agency, Inc., located at 648 Highland Avenue, Needham, Massachusetts. Proudly serving the community since 1989, we are your trusted partner in securing what matters most to you. Whether it’s your car, home, business, or investment property, our dedicated team is here to provide you with personalized insurance solutions tailored to your needs. At Northeast – MetroWest Insurance Agency, we collaborate with over 25 top insurance carriers, ensuring that you receive the most comprehensive coverage available. Our agency is committed to offering a personal touch, ensuring that your assets are not only safe but also well-protected. Our wide array of insurance policies includes personal risk management, auto, home, umbrella, individual life, and disability insurance, as well as investment products.

Middlesex Savings Bank, located at 50 Chestnut Street in Needham, Massachusetts, is a trusted institution offering a wide range of financial services. Whether you are looking for personal banking, business banking, mortgages, or financial planning, we have you covered. Our bank is dedicated to providing support to individuals and businesses in the community. With convenient branch locations throughout Massachusetts, including Acton, Framingham, Natick, and Westborough, we make it easy for you to access our services. Bank online or download our mobile app for easy access to your accounts. Trust Middlesex Savings Bank for all your banking needs.

Welcome to Webster Bank, your trusted financial partner located at 1000 Highland Avenue in Needham, Massachusetts. As a leading provider of comprehensive banking and financial services, we are committed to helping you achieve your financial goals with ease and convenience. Whether you're looking to open a personal or business account, apply for a loan, or utilize our state-of-the-art ATM services, our dedicated team is here to assist you every step of the way. At Webster Bank, we pride ourselves on delivering exceptional customer service and personalized financial solutions tailored to meet your unique needs. Visit us today and experience the difference of banking with a reliable and community-focused institution.

Welcome to Brookline Bank, your trusted financial partner located at 902 Highland Avenue, Needham, Massachusetts. At Brookline Bank, we are committed to providing exceptional banking and financial services tailored to meet the needs of our community. Whether you're looking to open a savings account, secure a loan, or explore investment opportunities, our team of experienced professionals is here to guide you every step of the way. With a focus on personalized service and innovative solutions, we strive to help you achieve your financial goals. Visit us today and experience the Brookline Bank difference, where your financial well-being is our top priority.

Welcome to George F. Doherty & Sons Funeral Home, a family-owned establishment dedicated to providing compassionate and professional funeral services to the Needham community and beyond. Located at 1305 Highland Avenue, Needham, Massachusetts, our funeral home is committed to honoring the lives of your loved ones with dignity and respect. For generations, George F. Doherty & Sons Funeral Home has been a trusted name in funeral care, offering a wide range of services tailored to meet the unique needs of each family we serve. Our experienced and caring staff is here to guide you through every step of the process, from planning and coordination to personalized memorial services.

Welcome to Citizens, your trusted partner in financial solutions, located at 165 Needham Street, Newton, Massachusetts. At Citizens, we understand that life is about keeping things in check, and we're here to support you every step of the way with tailored financial solutions for your current stage of life and beyond. Whether you're planning for college, seeking to maximize your earning potential, or looking to manage your home equity, we offer a range of services designed to meet your needs. Discover Citizens FastLine®, our streamlined and efficient way to secure a Home Equity Line of Credit without impacting your credit score.

Welcome to Salem Five Bank, your trusted financial partner located at 355 Chestnut Street, Needham, Massachusetts. As a leading financial institution, we are dedicated to providing exceptional banking services to meet the diverse needs of our community. At Salem Five Bank, we offer a comprehensive range of financial solutions, including personal and business banking, mortgages, and investment services. Our team of experienced professionals is committed to delivering personalized service and expert guidance to help you achieve your financial goals. Whether you're opening your first savings account, planning for retirement, or expanding your business, Salem Five Bank is here to support you every step of the way. Visit us today to experience banking that is both innovative and customer-focused.

Warren Hurwitz Attorney is a trusted law firm located at 75 2nd Avenue in Needham, Massachusetts, United States. With convenient free parking and easy access to public transportation, our offices are open during business hours and we also offer evening and weekend appointments. We specialize in providing high-quality legal services to protect our clients' rights and keep them informed every step of the way. Whether you need assistance with estate planning, bankruptcy, real estate transactions, or disputes, our experienced lawyer is here to help. We offer flexible payment plans and free initial consultations to ensure our services are accessible to all. Please note that the information provided on our website is not legal advice and we encourage you to consult with an attorney for personalized guidance. As a debt relief agency, we are dedicated to helping individuals find financial solutions that work for them.

MetLife is an insurance agency located at 629 Highland Avenue in Needham, Massachusetts, United States. At MetLife, protecting your information is a top priority. They offer everything you need to know to protect you and your family all in one place. They provide a range of dental network options, including preferred dental programs and Dental Health Maintenance Organizations. MetLife also offers Health Savings Accounts (HSAs) as a critical benefit in employee retention and a tool to promote financial health and well-being. Employees can register online to access and manage their MetLife benefits. Additionally, MetLife shares insights on how employers can protect their workers from longevity risk to ensure their retirement savings lasts. Join the global community of individuals at MetLife who are dedicated to building a more confident future.

The Bulfinch Group is a reputable finance and insurance agency located at 160 Gould Street in Needham, Massachusetts, United States. With a strong commitment to providing personalized financial solutions and comprehensive insurance coverage, The Bulfinch Group is dedicated to helping clients achieve their financial goals and protect their assets. Their team of experienced professionals offers expert guidance and tailored strategies to meet the unique needs of each individual or business. Whether you are looking for retirement planning, investment management, or insurance products, The Bulfinch Group is a trusted partner in securing your financial future.

Coles & Bodoin is a reputable accounting and finance institution located at 75 2nd Avenue in Needham, Massachusetts, United States. With a team of experienced professionals, they offer comprehensive financial services to individuals and businesses in the area. From tax preparation to investment planning, Coles & Bodoin is dedicated to helping clients achieve their financial goals. Visit their office today to learn more about their services and how they can assist you with your financial needs.

EPIC Insurance Brokers & Consultants is a leading insurance agency located at 144 Gould Street in Needham, Massachusetts, United States. With a team of experienced brokers and consultants, we provide comprehensive insurance solutions to individuals and businesses. Our services include risk management, employee benefits, and property and casualty insurance. Trust EPIC Insurance Brokers & Consultants to protect what matters most to you.

Welcome to Middlesex Savings Bank, Bedford Branch Conveniently located at 186 Great Road, Bedford, Massachusetts, Middlesex Savings Bank is your trusted partner for all your banking and financial needs. As a mutual bank based in Natick, Massachusetts, we are dedicated to providing exceptional financial support to individuals and businesses across the region.

Welcome to Bank of America, conveniently located at 1455 Highland Avenue in Needham, Massachusetts. Our branch is dedicated to providing a comprehensive range of banking and financial services to meet your personal and business needs. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our knowledgeable team is here to assist you every step of the way. In addition to our in-branch services, we offer the convenience of a drive-thru ATM, allowing you to manage your finances efficiently on the go. Our ATM services include cash withdrawals, deposits, balance inquiries, and more, ensuring you have access to your accounts whenever you need it.

Welcome to TD Bank, conveniently located at 95 Highland Avenue, Needham, Massachusetts. We are your local hub for all your banking, finance, and ATM needs. Our dedicated team, including Relationship Managers and wealth professionals, is here to guide you through private banking, credit, investment, and financial planning tailored to your unique goals. At TD Bank, we offer personalized financial strategies. Work with a TD Financial Advisor to create a comprehensive Client Profile and develop a TD Wealth Plan that aligns with your aspirations. Whether you're planning to buy, build, renovate, or refinance your home, our local mortgage loan officers are ready to assist you through every step of the process.

Welcome to Dedham Savings, your trusted partner in banking and finance, conveniently located at 1077 Great Plain Avenue in Needham, Massachusetts. With a rich history of serving the community, Dedham Savings is committed to providing exceptional financial services tailored to meet your unique needs. Whether you're looking to open a new account, secure a loan, or plan for your financial future, our dedicated team of professionals is here to guide you every step of the way. At Dedham Savings, we prioritize personalized service, community involvement, and innovative solutions to help you achieve your financial goals. Visit us today and experience the Dedham Savings difference. Your financial well-being is our top priority.

Stevens and Ciccone Associates, PC is a reputable accounting and finance firm located at 105 Chestnut Street in Needham, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation and bookkeeping to financial planning and consulting, they are dedicated to helping their clients achieve their financial goals. Whether you need help with your personal finances or business accounting, Stevens and Ciccone Associates, PC is here to provide expert guidance and support.

Welcome to Citizens, your trusted partner for all banking and financial needs, located conveniently at 968 Highland Avenue, Needham, Massachusetts. At Citizens, we are committed to providing exceptional financial services tailored to meet the needs of our community. Whether you're looking to access your accounts through our user-friendly ATM services, seeking comprehensive banking solutions, or in need of expert financial advice, our dedicated team is here to assist you every step of the way. We pride ourselves on delivering personalized service with a focus on helping you achieve your financial goals. Visit us today to experience the Citizens difference, where your financial success is our top priority.

Christine Connelly F CPA is a reputable accounting and finance institution located at 661 Highland Avenue in Needham, Massachusetts, United States. With a focus on providing expert financial services, Christine Connelly F CPA offers a wide range of accounting solutions for individuals and businesses alike. Their team of certified public accountants is dedicated to delivering accurate and reliable financial advice to help clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Christine Connelly F CPA is here to help. Visit their office today to experience top-notch financial services tailored to your specific needs.

Welcome to Fidelity Bank, your trusted partner in financial services, conveniently located at 129 Chestnut Street, Needham, Massachusetts. As a leading provider in the banking and finance industry, we are committed to offering personalized solutions to meet all your financial needs. Whether you're looking to manage your day-to-day banking, access our state-of-the-art ATM services, or explore comprehensive financial planning, Fidelity Bank is here to support your journey toward financial success. Our team of experienced professionals is dedicated to delivering exceptional customer service and innovative financial products tailored to your unique goals. Visit us today and experience the Fidelity Bank difference—where your financial well-being is our top priority.

Welcome to Citizens, your trusted partner in financial services located conveniently at 133 Chapel Street, Needham, Massachusetts. At Citizens, we are committed to providing you with a comprehensive range of banking and financial solutions tailored to meet your individual needs. Whether you're looking to manage your daily banking transactions through our ATM services or seeking expert advice on personal finance, our team is here to assist you every step of the way. Our customer-centric approach ensures that you receive the highest level of service, with a focus on security, efficiency, and personalized attention. Visit Citizens today and experience the difference of a bank that truly cares about your financial well-being.

Martin S. Kofman, CPA is a reputable accounting and finance institution located at 175 Highland Avenue in Needham, Massachusetts, United States. With years of experience in the industry, their team of Certified Public Accountants offers a wide range of services including tax preparation, financial planning, audit representation, and consulting. Clients can trust Martin S. Kofman, CPA for accurate and reliable financial advice to help them reach their goals.

Amalie Ann George CPA PC is a trusted accounting and finance institution located at 280 Hillside Avenue in Needham, Massachusetts. With years of experience and expertise, our team of professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your financial goals.

FSA Wealth Management is a leading finance institution located at 144 Gould Street in Needham, Massachusetts. With a focus on providing personalized wealth management services, FSA Wealth Management helps individuals and families achieve their financial goals through strategic investment planning and risk management. Our team of experienced financial advisors offers a range of services including retirement planning, investment management, estate planning, and more. Trust FSA Wealth Management to guide you towards a secure financial future.

Carson Wealth, located at 16 Chestnut Street in Foxborough, Massachusetts, is a finance institution that provides personalized retirement and financial planning services to families, individuals, and business owners. Their team specializes in workplace retirement plan consulting, financial planning for small business owners, and estate planning. They aim to help clients feel secure in their financial futures and pursue their dreams through proper planning. The institution offers services in areas such as Foxborough, Needham, Hopkinton, Dedham, and more. Carson Wealth has received accolades such as the Forbes Best-in-State Wealth Advisor award for Paul West in 2018 and 2021. Securities are offered through Cetera Advisor Networks LLC and investment advisory services are provided through CWM, LLC. It is important to note that not all advisors affiliated with Carson Wealth offer securities through Cetera Advisor Networks LLC or investment advisory services through CWM, LLC. For more information about the institution and their advisors, visit www.adviserinfo.sec.gov or https://brokercheck.finra.org/.

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.