TOP 30 Collaborative financial approach in Needham, Massachusetts

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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.

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.

Welcome to Second Avenue Capital Partners (SACP), your trusted partner in finance located at 75 2nd Avenue, Suite 550, Needham, Massachusetts. As a Schottenstein affiliate, SACP is uniquely positioned to provide customized capital solutions that prioritize maximum liquidity and flexibility. Our client-centric, non-traditional approach to asset-based lending enables us to unlock value often overlooked by other lenders. At SACP, we understand that securing critical financing is a race against time. With our deep industry expertise, particularly in retail and consumer businesses, we offer tailored financing solutions that help companies overcome challenges, recover, and achieve their strategic financial objectives. Our recent partnerships, such as the $15 million credit facilities for Dover Saddlery and Brixton, showcase our ability to support strategic growth and optimize operational efficiencies.