Custom financial strategy in Boston, Massachusetts

Single Point Partners is a fee-only financial planning firm located at 277 Dartmouth Street in Boston, Massachusetts. We understand that managing your financial life can be overwhelming, which is why we offer comprehensive services to help you stay organized and make informed decisions. Our Wealth Logistics and Wealth Start Up programs are designed to provide you with personalized financial planning delivered by your own Personal CFO. At Single Point, we believe in ongoing financial planning rather than just creating a one-time financial plan. We focus on getting you organized and keeping you on track with tools like Knudge, your custom Financial Life Calendar, and SingleView, your Financial Accounts Dashboard. Our goal is to provide context and clarity to the planning, investing, and organization of your entire balance sheet.

Fuld Company is a leading strategic consulting firm based in Boston, Massachusetts. Located at 131 Oliver Street, they specialize in providing competitive intelligence, market research, and strategic analysis services to help organizations make informed decisions and stay ahead of the competition. With a team of experienced consultants and analysts, Fuld Company is dedicated to helping clients navigate complex business challenges and drive growth. Their proven methodologies and customized approach ensure that clients receive actionable insights and recommendations to achieve their business objectives.

RAIN Group Sales Training, located at 177 Huntington Avenue in Boston, Massachusetts, offers a comprehensive subscription-based sales training program to help sellers excel in all aspects of their sales capabilities. The institution works closely with clients to establish clear, measurable goals that align with key business metrics, ensuring that results are tracked, achieved, and continuously improved upon. The training program covers a wide range of topics, including selling to senior executives, leading sales conversations, inspiring buyers with new ideas, maximizing sales wins, transitioning to virtual selling, generating leads, creating profitable agreements, and more. RAIN Group also provides specialized training for sales managers to drive top performance within their teams.

Bookmindr | CPAs is a premier accounting and finance institution located at 137 Englewood Avenue in Boston, Massachusetts, United States. We offer a comprehensive range of accounting services, from initial setup to ongoing bookkeeping, payment reconciliation, inventory tracking, invoicing, and payroll. Our team of accounting and financial experts, including CPA, CFA, and Enrolled Agent designations, have years of experience and are committed to providing personalized attention to our clients. In addition to basic accounting services, we specialize in tax preparation, compliance, and tax planning. We work closely with medical, dental, and professional services companies, providing industry-specific reports, Key Performance Indicators (KPIs), and budgeting services to help our clients make informed financial decisions.

NDVR, Inc. is a leading finance institution located at 24 Federal Street in the bustling city of Boston, Massachusetts, United States. Specializing in providing innovative financial solutions, NDVR, Inc. offers a wide range of services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, NDVR, Inc. is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you are looking for investment advice, wealth management, or financial planning, NDVR, Inc. is the institution to trust for all your financial needs.

Cloud9 Advisory, Inc. is a financial advisory firm located in Boston, Massachusetts, United States. Specializing in accounting and finance, we offer a wide range of services to simplify your life. Our strategic alliances with enterprise class service providers allow us to provide unlimited business solutions, from cloud migration to application development. We specialize in guiding companies through the shift from product-based to service-oriented approaches, unlocking enhanced customer value and establishing predictable revenues. Stay connected to your construction projects with instant access to crucial accounting information, no matter where you are.

Solomon Solutions is a leading financial institution located at 1160 Washington Street in Boston, Massachusetts. With a strong reputation for providing top-notch financial services, Solomon Solutions offers a wide range of solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Solomon Solutions has a team of experts ready to help you achieve your financial goals. Trustworthy, reliable, and dedicated to customer satisfaction, Solomon Solutions is the go-to institution for all your financial needs in the United States.

LRM Services Inc is a reputable institution located at 267 North Beacon Street in Boston, Massachusetts. With a strong presence in the United States, LRM Services Inc offers a wide range of professional services to meet the needs of businesses and individuals alike. From consulting and project management to financial services and technology solutions, LRM Services Inc is dedicated to providing top-notch expertise and support to help clients achieve their goals. With a commitment to excellence and customer satisfaction, LRM Services Inc is a trusted partner for all your service needs.

Connolly Kroon & Company is a reputable insurance agency located at 206 Minot Street in Boston, Massachusetts. With a commitment to providing personalized insurance solutions tailored to meet the unique needs of each client, our team of experienced professionals is dedicated to ensuring peace of mind and financial protection. Whether you are looking for home, auto, life, or business insurance, we are here to help you navigate the complex world of insurance and find the coverage that best suits your needs. Contact us today to learn more about how Connolly Kroon & Company can help you protect what matters most.

CapEx Resources is a finance institution located at 75 State Street in Boston, Massachusetts, United States. As a full service business lending and services firm, our primary focus is to secure competitive financing for small and medium sized businesses looking to grow. Our offerings include Working Capital Loans, Lines of Credit, Business Advances, Term Loans, SBA loans, Equipment Financing and Leasing. With a track record of exceeding expectations, 87% of our customers work with us more than once and would recommend our services to others.

Stifel is a leading finance institution located at 20 Custom House Street in Boston, Massachusetts, United States. With a strong reputation for providing expert financial services, Stifel offers a wide range of investment solutions to meet the needs of individuals, businesses, and institutions. Whether you're looking for wealth management, asset management, or investment banking services, Stifel has the expertise and resources to help you achieve your financial goals. Trust Stifel to provide personalized guidance and innovative solutions to help you navigate the complex world of finance.

Trillium Asset Management is a finance institution located at 60 South Street in Boston, Massachusetts, United States. They specialize in sustainable and responsible investing, helping clients align their financial goals with their values. With a focus on environmental, social, and governance factors, Trillium Asset Management offers a range of investment strategies that promote positive change in the world. Their team of experienced professionals work closely with clients to create customized investment portfolios that support a more sustainable future.

BR Risk Group Specialty Insurance, located at 53 State Street in Boston, Massachusetts, is an insurance agency specializing in small business insurance and risk management. They offer a variety of insurance solutions tailored to meet the unique needs of their clients, including property, general liability, cyber, professional liability, and more. In addition to small business insurance, BR Risk Group also provides specialty insurance coverages for real estate investments, such as rental properties, fix and flip renovations, and vacant dwellings. They also offer personalized insurance coverage solutions for personal assets, including homeowners insurance and condo insurance.

Business Benefits, Inc. is a third-generation family-owned insurance agency located at 36 Knox Trail in Acton, Massachusetts. We are dedicated to providing personal insurance, business insurance, employee benefits, and bonds to our clients. In 2022, we were recognized as one of the Top 20 Personal Lines Agencies by Insurance Journal. Our services include commercial auto, workers’ comp, general liability, professional liability, cyber coverages, and more. We work with a wide range of professions to provide insurance coverage options tailored to their needs. Our team is committed to helping you protect your team with Group Benefits for Companies in Maine, Massachusetts, New Hampshire, and beyond.

Welcome to Broderick & Mastrapasqua, LLC Located at 5 Cherry Hill Drive in Danvers, Massachusetts, Broderick & Mastrapasqua is your trusted partner in navigating the intricacies of family law. Serving clients across Essex County, the North Shore, and the Greater Boston Area, we are dedicated to providing compassionate and skilled legal support during life's most challenging moments.

Welcome to National Bitcoin ATM, your go-to destination for seamless cryptocurrency transactions in Boston, Massachusetts. Conveniently located at 510 VFW Parkway, our state-of-the-art Bitcoin ATM offers a fast, secure, and user-friendly experience for buying and selling Bitcoin and other cryptocurrencies. At National Bitcoin ATM, we are committed to providing our customers with the highest level of service. Whether you're a seasoned crypto enthusiast or just getting started, our easy-to-use ATM interface ensures a hassle-free transaction process. With competitive rates and 24/7 availability, you can manage your digital assets at your convenience.

Welcome to INSTAnT Agency, your trusted partner in finance and insurance solutions, conveniently located at 427 Cambridge Street, Boston, Massachusetts. At INSTAnT Agency, we are committed to providing exceptional service tailored to meet your unique financial and insurance needs. Our team of experienced professionals is dedicated to helping you navigate the complexities of financial planning and insurance coverage with ease and confidence. Whether you're looking to secure your future with comprehensive insurance policies, explore investment opportunities, or receive expert financial advice, INSTAnT Agency is here to guide you every step of the way. We pride ourselves on our personalized approach, ensuring that each client receives the attention and customized solutions they deserve.

Welcome to Coinstar Kiosk - Bitcoin ATM, your convenient and secure destination for cryptocurrency transactions located at 1377 Hyde Park Avenue, Boston, Massachusetts 02136. We specialize in providing a seamless experience for buying and selling Bitcoin, making cryptocurrency accessible to everyone. Our state-of-the-art ATM ensures fast and reliable transactions, catering to both beginners and seasoned crypto enthusiasts. At Coinstar Kiosk, we prioritize your financial needs and security, offering a user-friendly interface that guides you through each step of the process. Whether you're looking to invest in Bitcoin or simply explore the world of digital currency, our kiosk provides the tools and support you need.

Welcome to Northern Bank, your trusted financial partner located at 240 Main Street, Stoneham, Massachusetts 02180. As a leading bank in the community, we are committed to providing comprehensive financial services tailored to meet your individual and business needs. Whether you're looking for personal banking solutions, business accounts, or expert financial advice, our dedicated team is here to assist you every step of the way. At Northern Bank, we prioritize the security and privacy of our customers. Please note that by accessing certain links on our website, you may be directed to a partner site hosted by another party. Once you leave our website, you will be subject to the privacy and security policies of the external site, which may differ from ours. We strongly encourage you to review these policies to ensure your information remains protected.

Welcome to CryptoCoinCurrency Bitcoin ATM, your go-to destination for seamless and secure cryptocurrency transactions in Boston! Conveniently located at 620 Blue Hill Avenue, our state-of-the-art ATM offers a user-friendly experience for both novices and experienced crypto enthusiasts alike. Whether you're looking to buy or sell Bitcoin or other cryptocurrencies, our ATM provides fast, reliable, and secure services to meet your financial needs. At CryptoCoinCurrency Bitcoin ATM, we prioritize your convenience and security. Our machine is equipped with the latest technology to ensure your transactions are not only quick but also safe. With our easy-to-follow instructions and responsive customer support, managing your digital assets has never been easier.

Welcome to the Citizens Bank ATM located at 580 Washington Street, Boston, Massachusetts 02111. As a trusted financial partner, we are committed to providing comprehensive solutions tailored to your life's financial journey and beyond. Whether you're planning for college, looking to maximize your earning potential, or seeking convenient ways to manage your finances, we're here to help. At Citizens Bank, we believe in making banking simple and accessible. With our innovative services like Citizens FastLine®, you can secure a Home Equity Line of Credit quickly and easily, with no impact on your credit score. Our unique Round Ups‡ feature allows you to effortlessly turn your spare change into savings by rounding up your debit card purchases to the nearest dollar, helping you reach your financial goals faster.

Welcome to CoverEase Advisors, your trusted partner in navigating the complex world of insurance. Located at 470 West Broadway in the vibrant city of Boston, Massachusetts, our agency is dedicated to providing personalized insurance solutions tailored to meet your unique needs. Whether you're seeking coverage for your home, vehicle, business, or personal health, our team of experienced advisors is here to guide you every step of the way. At CoverEase Advisors, we pride ourselves on our commitment to exceptional customer service and our deep understanding of the insurance landscape. We work with a wide range of reputable insurance providers to offer you the best options that ensure peace of mind and financial security. Our goal is to simplify the insurance process, making it easy and stress-free for you to protect what matters most.

Welcome to GB Kerkorian Partners Insurance Services, LLC, your trusted insurance agency located in the heart of Boston, Massachusetts. Situated at 2 Oliver Street, we are dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. Our experienced team of professionals is committed to delivering exceptional service and expert advice to help protect what matters most to you. At GB Kerkorian Partners, we understand that navigating the world of insurance can be complex. That's why we offer a wide range of insurance products, including auto, home, life, and business insurance, to ensure you have the coverage you need. Whether you're looking to safeguard your family, assets, or business, we work closely with you to develop personalized strategies that offer peace of mind.

Welcome to VT SERVICE Inc, your trusted partner in accounting and finance solutions located in the heart of Boston. Situated at 1157 Dorchester Avenue, our firm is dedicated to providing personalized and comprehensive financial services to meet the unique needs of individuals and businesses alike. At VT SERVICE Inc, we pride ourselves on delivering exceptional service with a focus on accuracy, integrity, and efficiency. Our team of experienced professionals is committed to helping you navigate the complexities of financial management, from tax preparation and bookkeeping to financial planning and consulting.

Welcome to Bookkeeper by Trade, your trusted partner in accounting and finance located at 3 Bates Avenue, Winthrop, Massachusetts. At Bookkeeper by Trade, we specialize in providing meticulous and personalized bookkeeping services tailored to meet the unique needs of small to medium-sized businesses. Our team of experienced professionals is dedicated to ensuring your financial records are accurate, up-to-date, and compliant with the latest regulations. Whether you need help with day-to-day bookkeeping, payroll management, tax preparation, or financial planning, we have the expertise to help your business thrive. We pride ourselves on our attention to detail, reliability, and commitment to delivering exceptional customer service. Our goal is to simplify your financial processes, allowing you to focus on what you do best—running your business.

Welcome to Modern Real Estate Inc., your trusted partner in navigating the dynamic real estate market of Boston, Massachusetts. Conveniently located at 141 Brighton Avenue, our agency specializes in providing comprehensive financial and real estate services tailored to meet the unique needs of our clients. Whether you're looking to buy, sell, or invest in property, our team of experienced professionals is dedicated to delivering personalized solutions and expert guidance every step of the way. At Modern Real Estate Inc., we pride ourselves on our commitment to excellence, integrity, and customer satisfaction. Discover the difference with us and let us help you achieve your real estate goals. Visit us today and experience modern real estate solutions that work for you.

Million Market is a bustling food and grocery store located at 99 Chelsea Street in the heart of Boston, Massachusetts. Offering an extensive selection of fresh produce, pantry staples, and specialty items, Million Market is a go-to destination for all your grocery needs. With a focus on quality products and exceptional customer service, this supermarket is committed to providing a convenient and enjoyable shopping experience for all. Whether you're stocking up on essentials or searching for that hard-to-find ingredient, Million Market has you covered. Visit us today and discover why we're a favorite among locals and visitors alike.

Candello, Solutions by CRICO is an innovative insurance agency located at 1325 Boylston Street in Boston, Massachusetts. With a focus on providing comprehensive and tailored insurance solutions, Candello is dedicated to helping individuals and businesses protect their assets and mitigate risks. Their team of experienced professionals works closely with clients to assess their needs and develop customized insurance plans that meet their specific requirements. Whether you are looking for coverage for your home, business, or personal assets, Candello, Solutions by CRICO is committed to providing you with peace of mind and financial security. Contact them today to learn more about their services and how they can help you safeguard your future.

Welcome to Rockland Trust Bank, your trusted financial partner located at 515 Centre Street in the heart of Boston, Massachusetts. As a leading provider of banking and financial services, we are committed to delivering personalized solutions to meet the diverse needs of our community. At Rockland Trust Bank, we offer a comprehensive range of services including personal and business banking, loans, mortgages, and wealth management. Our dedicated team of financial experts is here to guide you every step of the way, ensuring your financial goals are met with confidence and ease. Whether you're opening your first savings account, planning for retirement, or growing your business, we pride ourselves on offering exceptional customer service and innovative financial products tailored to your unique situation. Visit us today to experience the Rockland Trust difference and discover how we can help you secure a brighter financial future.

Syntegra Services, located at 116 Robbins Street in Waltham, Massachusetts, is a trusted institution offering facilities maintenance services to business owners and facility managers in the area. With over 20 years of experience, we provide comprehensive integrated facilities management solutions tailored to our clients' needs. Our customer-focused approach, combined with 50 years of industry expertise, sets us apart as a leader in the field. Our goal is to allow you to focus on your core business while we take care of the services in your facility. As Boston's most trusted Facilities Services provider, we genuinely care about our clients and strive to provide the highest level of service. Contact us today to learn more about how we can help you.