Comprehensive financial services in Needham, MA
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E3 Financial Planning
● ClosedE3 Financial Planning is a leading finance institution located at 175 Highland Avenue in Needham, Massachusetts. Our team of expert financial advisors is dedicated to providing personalized and comprehensive financial planning services to help individuals and families achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
175 Highland Ave #304, Needham, MA 02494, United States -
Vantage Point Financial LLC
● ClosedVantage Point Financial LLC is a finance institution located at 175 Highland Avenue in Needham, Massachusetts, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients reach their goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. At Vantage Point Financial LLC, we prioritize building long-lasting relationships with our clients based on trust, integrity, and transparency. Contact us today to learn more about how we can help you achieve financial success.
175 Highland Ave #304, Needham, MA 02494, United States -
Centinel Financial Group, LLC.
● ClosedCentinel Financial Group, LLC. is a finance institution located at 160 Gould Street in Needham, Massachusetts, United States. With a strong focus on providing personalized financial solutions to their clients, Centinel Financial Group, LLC. offers a wide range of services including investment management, retirement planning, estate planning, and insurance services. Their team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Centinel Financial Group, LLC. is committed to providing expert guidance and support every step of the way.
160 Gould St # 212, Needham Heights, MA 02494, United States -
John R. Simeone - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJohn R. Simeone, a financial advisor at Ameriprise Financial Services, LLC, located at 162 Washington Avenue in Needham, Massachusetts, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, John R. Simeone is well-equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or anyone in need of financial guidance, John R. Simeone has the knowledge and expertise to help you achieve your financial goals. Contact John R. Simeone today to schedule a consultation and take the first step towards securing your financial future.
162 Washington Ave, Needham, MA 02492, United States -
Varstan Bookkeeping Services
● ClosedVarstan Bookkeeping Services, located at 385 Hillside Avenue in Needham, Massachusetts, is a boutique accounting and finance company that specializes in providing efficient and cost-effective solutions to small businesses and individuals. Our dedicated team of professionals is committed to offering personalized attention to each client, viewing every relationship as a partnership for mutual success. Our comprehensive services include bookkeeping, taxation, and business consulting for a diverse range of clients, including individuals, corporations, partnerships, and non-profit organizations. We also offer specialized services tailored to meet the unique needs of our clients, helping them achieve their business and financial goals.
385 Hillside Ave, Needham Heights, MA 02494, United States -
Omni Med Financial & Insurance
● OpenOmni Med Financial & Insurance is a trusted insurance agency located at 140 Kendrick Street in Needham, Massachusetts. We specialize in providing comprehensive financial and insurance solutions to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses protect their assets and plan for the future. Whether you are looking for health insurance, life insurance, or retirement planning services, we are here to help. Contact us today to learn more about how Omni Med Financial & Insurance can help you achieve your financial goals.
140 Kendrick St, Needham Heights, MA 02494, United States -
William Lippincott - Prudential Financial
● OpenWilliam Lippincott - Prudential Financial is a reputable finance and insurance agency located at 5 Bristol Drive in Easton, Massachusetts, United States. With a strong focus on providing personalized financial solutions and insurance products, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, we are committed to providing top-notch service and expertise to meet your needs. Contact us today to learn more about how we can help secure your financial future.
5 Bristol Dr Suite 3-A Suite 101, South Easton, MA 02375, United States -
Needham Retirement Board
● OpenWelcome to the Needham Retirement Board, your trusted local government office dedicated to serving the retirement needs of public employees in Needham, Massachusetts. Conveniently located at 1471 Highland Avenue, our office is committed to providing comprehensive retirement services and support to our valued community members. Our team of knowledgeable professionals is here to assist with retirement planning, benefit calculations, and any inquiries you may have regarding your pension and retirement options. We take pride in offering personalized service to ensure a secure and fulfilling retirement for all our members. Whether you're just beginning your career or approaching retirement, the Needham Retirement Board is here to guide you every step of the way. Visit us today to learn more about how we can assist you in planning for a financially stable future.
1471 Highland Avenue, Needham, Massachusetts 02492, United States -
Concord Electric Supply Needham
● ClosedWelcome to Concord Electric Supply Needham, your trusted partner in electrical supply and financial services. Conveniently located at 120 Hampton Avenue, Needham, Massachusetts, we are dedicated to providing top-notch products and exceptional customer service to meet all your electrical and financial needs. At Concord Electric Supply Needham, we offer a comprehensive range of high-quality electrical supplies, from wires and cables to lighting solutions and circuit protection. Our knowledgeable staff is always on hand to assist you in finding the perfect products for your projects, whether you're a professional contractor or a DIY enthusiast.
120 Hampton Avenue, Needham, Massachusetts 02494, United States -
Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC
● OpenWelcome 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.
201 Jones Road, Waltham, Massachusetts 02451, United States -
Needham Bank
● ClosedWelcome to Needham Bank, located at 60 Centre Street in the heart of Dover, Massachusetts. As a trusted pillar of the community for over a century, we are proud to be recognized as the 2023 Blue Ribbon Bank in Dover by Hometown Weekly readers—an honor we've received for four consecutive years. Our Dover branch offers comprehensive banking, ATM, and financial services to meet all your personal and business needs. At Needham Bank, we believe in more than just banking; we are dedicated to building and supporting our community. Our commitment extends beyond financial services, focusing on health and human services, social justice, education, affordable housing, and community development. This commitment is at the core of our 130 year heritage.
60 Centre Street, Dover, Massachusetts 02030, United States -
Needham Bank Jack McGeorge Operations Center
● ClosedWelcome to Needham Bank Jack McGeorge Operations Center Located at 214 Garden Street in the heart of Needham, Massachusetts, the Needham Bank Jack McGeorge Operations Center is your trusted partner in banking and finance. At Needham Bank, we go beyond traditional banking to offer personalized services tailored to your financial needs. Whether you're managing your personal finances or looking to grow your business, our comprehensive solutions are designed to help you succeed.
214 Garden Street, Needham, Massachusetts 02492, United States -
Needham Advisory Corp
● ClosedWelcome to Needham Advisory Corp, your trusted partner in financial planning and management, conveniently located at 7 Hampton Road in the heart of Lexington, Massachusetts. At Needham Advisory Corp, we are committed to helping individuals, families, and businesses achieve their financial goals with tailored strategies and expert guidance. Our team of experienced financial advisors offers a comprehensive range of services, including investment management, retirement planning, tax planning, estate planning, and risk management. We pride ourselves on delivering personalized solutions that are designed to meet the unique needs and aspirations of each client. Whether you are planning for a secure retirement, seeking to grow your wealth, or looking to safeguard your financial future, Needham Advisory Corp is here to provide the insights and support you need. Visit us today and discover how our dedication to excellence and client-focused approach can make a difference in your financial journey.
7 Hampton Road, Lexington, Massachusetts 02421, United States -
Consolidated Funeral Services - CFS
● ClosedWelcome to Consolidated Funeral Services (CFS), your trusted partner in honoring the lives of your loved ones with dignity and respect. Located at 220-15 Reservoir Street, Needham, Massachusetts, we are committed to providing compassionate and professional funeral services to families in our community and beyond. At CFS, we understand the importance of creating a meaningful farewell that reflects the unique life journey of each individual. Our dedicated team is here to guide you through every step of the process, offering personalized services tailored to your needs and wishes. Whether you are planning a traditional funeral, a memorial service, or a celebration of life, we are here to help you create a tribute that truly honors your loved one.
220-15 Reservoir Street, Needham, Massachusetts 02494, United States -
Firestone Financial
● ClosedWelcome to Firestone Financial, your trusted partner in navigating the financial landscape. Conveniently located at 117 Kendrick Street in Needham, Massachusetts, we specialize in providing tailored financial solutions designed to meet the unique needs of our diverse clientele. With years of experience in the finance industry, our team is dedicated to offering expert guidance and personalized service to help you achieve your financial goals. At Firestone Financial, we pride ourselves on our commitment to excellence, integrity, and customer satisfaction. Whether you're looking for business financing, equipment leasing, or investment advice, our knowledgeable professionals are here to assist you every step of the way. We understand that every financial journey is different, and we take the time to understand your specific needs to deliver the best possible outcomes.
117 Kendrick Street, Needham, Massachusetts 02492, United States -
Bank of America Financial Center
● ClosedWelcome to the Bank of America Financial Center located at 235 Needham Street, Newton, Massachusetts. Our center is dedicated to providing exceptional banking and financial services to meet the diverse needs of our community. As a trusted name in the banking industry, we offer a comprehensive range of services including personal and business banking, mortgage solutions, investment guidance, and wealth management. Our experienced team is committed to delivering personalized assistance to help you achieve your financial goals. Whether you need to open a new account, discuss loan options, or explore investment opportunities, we are here to support you every step of the way. Visit us today to experience the convenience and reliability that Bank of America is known for. Your financial well-being is our top priority.
235 Needham Street, Newton, Massachusetts 02464, United States -
Financial Exchange
● OpenWelcome to Financial Exchange, your trusted source for financial news and insights, conveniently located at 144 Gould Street, Needham, Massachusetts. Our mission is to redefine the way you access financial information, guided by the expertise of our hosts, Barry Armstrong and Chuck Zodda. At Financial Exchange, we offer a comprehensive platform for the latest stock market news and investment strategies. Our collaboration with Armstrong Advisory Group, Inc., an SEC-registered investment adviser, ensures that you receive informed perspectives on the financial landscape. Please note that while we provide valuable information, nothing on our site should be construed as specific investment advice or an offer to buy or sell securities. We strongly encourage you to consult with your own financial advisor, tax consultant, or estate planning attorney to make well-informed investment decisions.
144 Gould Street, Needham, Massachusetts 02494, United States -
Needham Bank Specialized Banking Center
● ClosedWelcome to Needham Bank Specialized Banking Center, conveniently located at 270 Mystic Avenue, Medford, Massachusetts. As a trusted name in the community, we are dedicated to providing exceptional banking services tailored to meet your unique financial needs. Whether you're looking to manage your personal finances, seek advice on investments, or explore business banking solutions, our team of experienced professionals is here to assist you every step of the way. Our state-of-the-art facility offers a comprehensive range of services including ATMs for quick and easy transactions, personal and business banking solutions, and expert financial advice. We pride ourselves on our customer-centric approach, ensuring you receive personalized service and the attention you deserve.
270 Mystic Avenue, Medford, Massachusetts 02155, United States -
AAA Newton
● ClosedAAA Newton is a trusted insurance and travel agency located at 165 Needham Street in Newton, Massachusetts. As part of the renowned AAA network, we provide top-notch insurance services to protect you and your assets, as well as expert travel planning assistance to help you create unforgettable vacations. Our experienced team is dedicated to providing personalized service and comprehensive solutions to meet all of your insurance and travel needs. Visit us at AAA Newton and let us take care of all your insurance and travel requirements with professionalism and expertise.
165 Needham St, Newton, MA 02464, United States -
Harvest Wealth Management
● OpenHarvest 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.
75 2nd Ave Suite 420, Needham, MA 02494, United States -
D. Costellic, CPA
● ClosedD. Costellic, CPA is a reputable accounting and finance institution located at 661 Highland Avenue in Needham, Massachusetts, United States. With years of experience and expertise in the field, D. Costellic, CPA offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their team of certified public accountants is dedicated to providing top-notch services to individuals and businesses alike. Whether you need assistance with your personal taxes or require comprehensive financial advice for your company, D. Costellic, CPA is the go-to institution for all your accounting and finance needs.
661 Highland Ave Ste. 101, Needham, MA 02494, United States -
Darrow Wealth Management
● ClosedDarrow Wealth Management is a finance institution located at 200 Reservoir Street in Needham, Massachusetts, United States. Specializing in wealth management, the institution offers a comprehensive approach to financial planning and asset management. With a focus on planning for sudden liquidity events such as stock options after an IPO, inheritance, or selling a business, Darrow Wealth Management provides guidance from experienced CERTIFIED FINANCIAL PLANNER™ professionals. With a minimum requirement of $2M in investable assets, Darrow Wealth Management offers ongoing investment management and financial planning support to clients. As an independent registered investment advisor and fee-only financial advisor, the institution prioritizes the best interest of their clients at all times.
200 Reservoir St #303, Needham, MA 02494, United States -
Siegel Solutions, Inc.
● ClosedSiegel Solutions, Inc. is a leading accounting and finance institution located at 144 Gould Street in Needham, Massachusetts, United States. As a certified Acumatica Partner and QuickBooks Solution Provider (QSP), we offer custom setup, training, support, and long-term bookkeeping and accounting services. Our recommended solution is Acumatica Cloud ERP, which provides numerous benefits for business management. Led by Jeff and his outstanding team, we strive to provide exceptional services to our clients. With extensive knowledge in QuickBooks and accounting, we offer expert guidance and support to help streamline financial processes and improve efficiencies in the workplace. From payroll management to data migration and setup, we are dedicated to ensuring accurate and reliable financial reporting for our clients.
144 Gould St, Needham, MA 02494, United States -
David A Levy CPA PC
● ClosedDavid A Levy CPA PC is a reputable accounting and finance institution located at 20 Freeman Place in Needham, Massachusetts, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and consulting. Their team of professionals is dedicated to providing personalized and high-quality services to help clients achieve their financial goals. Whether you are an individual or a business owner, David A Levy CPA PC is committed to helping you navigate the complexities of accounting and finance with ease.
20 Freeman Pl, Needham, MA 02492, United States -
Robert A. Maibor. CPA
● OpenRobert A. Maibor, CPA is a reputable accounting and finance institution located at 661 Highland Avenue in Needham, Massachusetts. With a strong commitment to providing top-notch financial services, the institution offers a wide range of accounting services for individuals and businesses. The team of experienced professionals at Robert A. Maibor, CPA is dedicated to helping clients achieve their financial goals and navigate complex financial situations with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Robert A. Maibor, CPA is the trusted choice in Needham and beyond.
661 Highland Ave Ste 103-J, Needham, MA 02494, United States -
Coles & Bodoin
● ClosedColes & 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.
75 2nd Ave #100, Needham, MA 02494, United States -
Rosen Law & Finance
● ClosedRosen Law & Finance is a reputable institution located at 75 2nd Avenue in Needham, Massachusetts, United States. Specializing in both finance and legal services, this institution offers expert advice and assistance in navigating the complex world of finance and law. With a team of experienced lawyers and financial experts, Rosen Law & Finance is dedicated to providing top-notch service to their clients. Whether you need assistance with financial planning, investment advice, or legal representation, you can trust Rosen Law & Finance to provide comprehensive and professional guidance.
75 2nd Ave #605, Needham, MA 02494, United States -
David White - GEICO Insurance Agent
● ClosedDavid White - GEICO Insurance Agent is a reputable insurance agency located at 120 Highland Avenue in Needham, Massachusetts. As a trusted GEICO Insurance Agent, David White provides a wide range of insurance services to meet the needs of individuals and businesses in the area. With a commitment to exceptional customer service and personalized assistance, clients can trust David White to help them find the right insurance coverage at competitive rates. Whether you are looking for auto, home, renters, or business insurance, David White is dedicated to helping you protect what matters most. Contact David White - GEICO Insurance Agent today to learn more about their comprehensive insurance solutions.
120 Highland Ave, Needham, MA 02494, United States -
George Haskell Insurance
● ClosedGeorge Haskell Insurance is a reputable insurance agency located at 199 Chestnut Street in Needham, Massachusetts. With a commitment to providing personalized and comprehensive insurance solutions, George Haskell Insurance offers a wide range of insurance products to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, their experienced team of agents is dedicated to helping you find the right coverage at competitive rates. Trust George Haskell Insurance to protect what matters most to you.
199 Chestnut St, Needham, MA 02492, United States -
Boston Mortgage Solutions, LLC
● ClosedBoston Mortgage Solutions, LLC is a finance institution located at 1237R Highland Avenue, Needham, Massachusetts, United States. We understand that each customer has unique needs, which is why we offer a wide range of products, investment tools, mortgages, and personalized service. Our website allows you to conveniently apply for a loan, pre-qualify for a home loan, and explore different financing options using our interactive calculators. We arrange loans but do not make them, and we are licensed by the NH Banking Department. Our goal is to provide accessibility to all individuals, and we have invested resources to ensure our website is user-friendly for people with disabilities. By clicking on the accessibility menu icon, you can enable features that make our site easier to use for everyone. At Boston Mortgage Solutions, LLC, we are committed to continuously improving accessibility for all users, as we believe that everyone deserves equal access to our services. While we strive to make all content fully accessible, there may be areas that have not yet met the strictest accessibility standards. We are dedicated to finding the best technological solutions to ensure a seamless experience for all visitors.
1237R Highland Ave, Needham, MA 02492, United States
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