Comprehensive financial services in Natick, Massachusetts
22 results found
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Anthony Psikarakis - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAnthony Psikarakis is a Financial Advisor at Ameriprise Financial Services, LLC, located at 74 West Central Street in Natick, Massachusetts, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, investment strategies, retirement planning, and more. Anthony is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. His commitment to excellence and ethical standards make him a trusted advisor in the financial industry.
Carriage House, 74 W Central St 2nd Floor, Natick, MA 01760, United States -
LEPAIN ASSOCIATES - Ameriprise Financial Services, LLC
● ClosedLEPAIN ASSOCIATES - Ameriprise Financial Services, LLC, located at 2 Summer Street in Natick, Massachusetts, is a finance institution that offers personalized investment and portfolio recommendations based on individual goals and risk tolerance. They provide regular reviews and updates to help clients track their progress towards financial goals. Clients can access their investments and accounts securely from any device. The institution offers complimentary initial consultations to discuss financial planning concepts and personalized advice to help clients reach their goals. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. The institution values privacy and security, and clients can expect professional and confidential service. Visit their website for more information and to schedule a consultation.
2 Summer St Ste 17, Natick, MA 01760, United States -
Timothy A LePain - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTimothy A LePain - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2 Summer Street, Natick, Massachusetts, United States. Timothy A LePain holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment strategies, retirement planning, and insurance products. With a focus on providing comprehensive financial planning services, Timothy A LePain is dedicated to helping individuals achieve their financial goals. Whether you are a retiree, small business owner, or high net worth client, Timothy A LePain has the knowledge and experience to guide you through important financial decisions. Contact Timothy A LePain - Financial Advisor, Ameriprise Financial Services, LLC today for personalized financial advice and wealth management services.
2 Summer St Ste 17, Natick, MA 01760, United States -
Timothy E E LePain - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTimothy E E LePain is a financial advisor at Ameriprise Financial Services, LLC located at 2 Summer Street in Natick, Massachusetts, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various areas of financial planning and asset management, allowing him to provide comprehensive and personalized financial advice to his clients. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Timothy E E LePain has the knowledge and skills to help you achieve your financial goals.
2 Summer St Ste 17, Natick, MA 01760, United States -
Farmers Insurance - Natick MA
● ClosedFarmers Insurance in Natick, MA, located at 19 Erie Drive, is your go-to insurance agency for all your coverage needs. With over 80 years of experience, we offer personalized assistance to help you understand and select the best insurance options for your auto, home, renters, business, and more. Our knowledgeable agents can simplify the process, whether you're looking for comprehensive coverage, collision coverage, deductibles, or medical payments. We also provide competitive rates with multi-line insurance discounts to help you save money. Protect your most valuable possessions with our home insurance, and create a financial plan with our life insurance policies. We also offer renters, condo, and umbrella insurance to protect your assets and future earnings. For businesses, we customize insurance packages to reduce risk and safeguard your investment. Additionally, we provide coverage for recreational vehicles and offer flexible options for different outdoor activities. Contact us today to discuss your insurance needs and start building a secure financial plan for the future.
19 Erie Dr Suite 2A, Natick, MA 01760, United States -
Rhee + Co. - David Y Rhee,, CPA, CFP(R), EA
● ClosedRhee Co. - David Y Rhee, CPA, CFP(R), EA is a reputable institution located at 47 Eliot Street in Natick, Massachusetts, United States. Specializing in accounting and finance, our firm caters to the needs of successful businesses, individuals, and families by offering personalized services in tax planning, preparation, and filing; business services and consulting; financial planning, wealth management, and other comprehensive financial services. We work closely with our clients to create and implement tailored plans that align with their unique requirements. Our holistic approach involves evaluating the entirety of your financial profile, both personal and business, to help you acquire and preserve your asset wealth. With our extensive experience in corporate accounting, audit, and advisory services, Rhee & Company serves as a one-stop source for all your tax, financial, and legal advice needs. Managing finances can be complex and time-consuming, especially with changing tax rules, which is why we are dedicated to building proactive financial plans to protect you and your family.
47 Eliot St, Natick, MA 01760, United States -
David Loughlin
● OpenDavid Loughlin is a reputable finance institution located at 150 West Central Street in Natick, Massachusetts, United States. With a strong focus on providing top-notch financial services, David Loughlin is committed to helping individuals and businesses achieve their financial goals. The institution offers a wide range of financial solutions, including wealth management, investment planning, and retirement planning. With a team of experienced and dedicated professionals, David Loughlin is dedicated to providing personalized and comprehensive financial advice to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for the future, or secure your financial stability, David Loughlin is here to help you every step of the way.
150 W Central St, Natick, MA 01760, United States -
Boston Hill Advisors
● ClosedBoston Hill Advisors, located at 100 Andover Bypass Street in North Andover, Massachusetts, offers customized wealth management solutions for individuals, families, and institutions. Founded in 2006, our team of experienced professionals provides wealth management, investment solutions, and financial planning services. With backgrounds in portfolio management, risk management, and finance, we bring institutional asset management principles to our clients. Our team approach to financial planning sets us apart, as we have experts in investment, banking, and insurance working together to create a comprehensive financial plan for each client. We focus on understanding your goals and priorities, translating them into a personalized investment strategy. We continuously monitor and adjust the plan to ensure it aligns with your objectives.
100 Andover Bypass St #201, North Andover, MA 01845, United States -
Marini Anthony a CPA
● ClosedMarini Anthony, a CPA, is a reputable accounting and finance institution located at 41 West Central Street in Natick, Massachusetts, United States. With years of experience in providing top-notch financial services, Marini Anthony offers expert guidance and support to individuals and businesses alike. Their team of certified public accountants is dedicated to helping clients achieve their financial goals and navigate complex financial matters with ease. Whether you need assistance with tax preparation, financial planning, or business consulting, Marini Anthony is committed to delivering personalized solutions tailored to your specific needs. Trust Marini Anthony, a CPA, to handle all your accounting and finance needs with professionalism and expertise.
41 W Central St, Natick, MA 01760, United States -
Lehrer & Madden Insurance Inc
● ClosedLehrer & Madden Insurance Inc is a reputable insurance agency located at 10 Union Street in Natick, Massachusetts. With a strong commitment to providing personalized and comprehensive insurance solutions, our dedicated team of professionals is here to help you protect what matters most. Whether you are looking for home, auto, life, or business insurance, we have the expertise and resources to tailor a plan that meets your specific needs. Trust Lehrer & Madden Insurance Inc to provide you with peace of mind and financial security.
10 Union St # 1, Natick, MA 01760, United States -
Boynton Insurance Group
● ClosedBoynton Insurance Group is a reputable insurance agency located at 85 B East Central Street in Natick, Massachusetts. With a commitment to providing personalized service and comprehensive coverage options, Boynton Insurance Group is dedicated to helping individuals and businesses protect what matters most. Whether you are in need of auto, home, business, or life insurance, their team of experienced agents is ready to assist you in finding the perfect policy to meet your needs. Trust Boynton Insurance Group to provide you with peace of mind and reliable protection.
85 B E Central St, Natick, MA 01760, United States -
Prime Touch
● OpenWelcome to Prime Touch, your trusted partner for all your general contracting and painting needs in Natick, Massachusetts, and throughout New England. Located at 16 Tech Circle, Suite 102, Natick, MA 01760, Prime Touch has been delivering exceptional service for over 40 years, specializing in condominium projects of all sizes. Whether you need a single window installation or a comprehensive, multi-year painting project, our team is dedicated to providing you with peace of mind and superior craftsmanship. As a fully-insured and licensed contractor, Prime Touch prioritizes safety and quality. Our field personnel are extensively trained in safety and first-aid, ensuring full OSHA compliance for every project. We take pride in our professional crews, composed of legal and loyal employees, many of whom have been with us for over two decades, reflecting our commitment to employee satisfaction and customer trust.
16 Tech Circle, Natick, Massachusetts 01760, United States -
STEIN MASONRY CONSTRUCTION, INC.
● ClosedWelcome to Stein Masonry Construction, Inc. Located on Tiffany Drive in Randolph, Massachusetts, Stein Masonry Construction, Inc. is your go-to general contractor for outstanding hardscaping services across the state. With over a decade of dedicated experience, we specialize in transforming outdoor spaces into stunning environments that enhance both the beauty and functionality of your property.
Tiffany Drive, Randolph, Massachusetts 02368, United States -
Metrowest Divorce Mediators
● ClosedMetrowest Divorce Mediators Welcome to Metrowest Divorce Mediators, your trusted partner in navigating the complexities of divorce with a focus on amicable resolutions and mutual understanding. Conveniently located at 6 Pleasant Street South, Natick, Massachusetts 01760, our team of experienced mediators is dedicated to helping you and your family transition smoothly through one of life's most challenging times.
6 Pleasant Street South, Natick, Massachusetts 01760, United States -
Insurance Agency MA
● ClosedWelcome to Insurance Agency MA, your trusted partner for comprehensive insurance solutions in Natick, Massachusetts. Conveniently located at 3 Wellesley Road, we are committed to serving the diverse needs of our community with personalized and professional service. At Insurance Agency MA, we understand that navigating the world of insurance can be complex and overwhelming. That's why our dedicated team of experienced agents is here to guide you every step of the way. Whether you're seeking coverage for your home, auto, business, or personal assets, we offer a wide range of tailored policies to protect what matters most to you.
3 Wellesley Road, Natick, Massachusetts 01760, United States -
Middlesex Savings Bank
● ClosedWelcome to Middlesex Savings Bank, your trusted financial partner located at 495 Main Street, Medfield, Massachusetts. As a mutual bank based in Natick, we are dedicated to providing exceptional financial support to both individuals and businesses throughout the region. Our comprehensive suite of banking services includes personal and business banking, mortgages, and financial planning, ensuring all your financial needs are met with ease and convenience. At Middlesex Savings Bank, we offer a wide range of valuable banking solutions such as checking and savings accounts, certificates of deposit (CDs), personal loans, and commercial lending services. Whether you prefer to bank online, use our mobile app, or visit one of our many convenient branch locations, we are here to serve you.
495 Main Street, Medfield, Massachusetts 02052, United States -
Middlesex Savings Bank
● ClosedWelcome 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.
186 Great Road, Bedford, Massachusetts 01730, United States -
Middlesex Savings Bank
● ClosedWelcome to Middlesex Savings Bank, your trusted partner in financial services located at 657 Main Street, Walpole, Massachusetts. As a mutual bank rooted in the community, we are dedicated to providing comprehensive financial support to both individuals and businesses. Our extensive range of services includes personal banking, business banking, mortgages, and financial planning, all tailored to meet your unique needs. Whether you're looking to open a checking or savings account, secure a personal loan, or explore commercial lending options, Middlesex Savings Bank offers valuable solutions designed to help you achieve your financial goals. Our user-friendly online banking platform and mobile app provide convenient access to your accounts anytime, anywhere. Please note that carrier rates may apply when using our mobile services.
657 Main Street, Walpole, Massachusetts 02081, United States -
Bo Murphy Real Estate Company
● OpenWelcome to Bo Murphy Real Estate Company, your premier real estate agency located at 184 East Central Street, Natick, Massachusetts. Our mission is to provide you with an exceptional real estate experience tailored exclusively to your needs. Whether you're buying, selling, or investing, we guide you through every step of the process with expertise and dedication. At Bo Murphy Real Estate Company, we offer a comprehensive range of services designed to meet your unique requirements. Our deep understanding of the local market, combined with our commitment to excellence, ensures a seamless experience that exceeds your expectations. From identifying your ideal home to negotiating the best terms and closing the deal, we are with you every step of the way.
184 East Central Street, Natick, Massachusetts 01760, United States -
Coldwell Banker Realty - Wellesley
● ClosedWelcome to Coldwell Banker Realty - Wellesley, your trusted partner in navigating the real estate landscape of Massachusetts. Conveniently located at 71 Central Street, Wellesley, our agency specializes in offering comprehensive real estate services across a wide array of communities including Avon, Bellingham, Brookline, Canton, Cohasset, Dedham, Dover, Foxboro, Holbrook, Medfield, Medway, Millis, Milton, Natick, Needham, Newton, Norfolk, Norwood, North Cohasset, Plainville, Sharon, Stoughton, South Stoughton, Walpole, Weston, West Stoughton, Westwood, and Wrentham. Our team of experienced and independent real estate agents is committed to providing exceptional service tailored to your unique needs. Whether you're buying or selling, we leverage our extensive knowledge and the latest market data to ensure a smooth and successful transaction. As part of our dedication to transparency and accuracy, we participate in the Broker Reciprocity (BR) of the Cape Cod & Islands Multiple Listing Service, Inc., ensuring you have access to the most current listings.
71 Central Street, Wellesley, Massachusetts 02482, United States -
Coldwell Banker Realty - Waltham
● ClosedWelcome to Coldwell Banker Realty - Waltham, your trusted real estate partner located at 560 Moody Street, Waltham, Massachusetts. As a premier real estate agency, we proudly serve a wide range of communities including Acton, Arlington, Ashby, Ashland, and beyond. Our dedicated team of independent contractor sales associates is committed to helping you navigate the real estate market with ease and expertise. Whether you are buying or selling a home, our comprehensive services are designed to meet your unique needs. We provide access to the latest property listings from the Broker Reciprocity (BR) of the Cape Cod & Islands Multiple Listing Service, ensuring you have the most current information at your fingertips. Please note that while we strive for accuracy, all properties are subject to prior sale, changes, or withdrawal.
560 Moody Street, Waltham, Massachusetts 02453, United States -
Coldwell Banker Realty - Lexington
● ClosedWelcome to Coldwell Banker Realty - Lexington, your trusted real estate partner located at 1775 Massachusetts Avenue, Lexington, Massachusetts. As a premier real estate agency, we proudly serve a wide range of communities including Abington, Acton, Arlington, Ashby, Ashland, Ayer, Bedford, Belmont, Billerica, Boxborough, Burlington, Carlisle, Chelmsford, Concord, Dracut, Dunstable, Groton, Holliston, Hopkinton, Hudson, Lexington, Lincoln, Littleton, Maynard, Medford, Natick, North Reading, Pepperell, Reading, Sherborn, Shirley, Stoneham, Stow, Sudbury, Tewksbury, Townsend, Tyngsborough, Wakefield, Wayland, Westford, Weston, Wilmington, and Winchester. Our dedicated team of independent contractor sales associates is committed to providing exceptional service and personalized guidance in your real estate journey. Whether you're buying or selling, we offer comprehensive resources and expert insight to help you make informed decisions.
1775 Massachusetts Avenue, Lexington, Massachusetts 02420, United States
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