TOP 30 Customized investment management in Holden, Massachusetts

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Cornerstone Bank is a leading financial institution located at 2 Center Depot Road in Charlton, Massachusetts, United States. With branches in Worcester, Park Ave, Charlton, and Holden, we offer a wide range of banking, loan, and investing services to meet your financial needs. At Cornerstone Bank, we are more than just a bank - we are a vital part of the community. We are committed to giving back through charitable donations and scholarship programs, making a positive impact in the areas we serve.

"Johnson David L is a reputable accounting and finance institution located at 100 Doyle Road in Holden, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Johnson David L is committed to providing expert guidance and personalized solutions to help you achieve your financial goals."

Welcome to Berkshire Bank, your trusted financial partner located at 21 Holden Street, North Adams, Massachusetts. As a leading community bank, we are committed to providing exceptional banking and financial services tailored to meet the diverse needs of our customers. Whether you're looking to open a personal checking account, secure a mortgage, or explore investment opportunities, our knowledgeable and friendly staff are here to assist you every step of the way. At Berkshire Bank, we pride ourselves on our strong community ties and personalized approach to banking. We understand the unique financial landscape of North Adams and are dedicated to helping individuals, families, and businesses achieve their financial goals. Our comprehensive range of services includes personal and business banking, loans, mortgages, wealth management, and more.

Welcome to Merrill Lynch Financial Advisor Dan Whiting's practice, located at 2221 Washington Street, Newton, Massachusetts. As a dedicated financial advisor with Merrill Lynch Wealth Management, Dan Whiting offers a comprehensive suite of investment solutions and banking products through the powerful collaboration between Merrill and Bank of America. Since joining Merrill Lynch in 2018, Dan has been committed to providing personalized financial guidance, drawing on his extensive experience, including eight years at Fidelity Investments. Dan's disciplined and client-focused approach begins with a deep understanding of your unique needs, concerns, and financial priorities. As a CERTIFIED FINANCIAL PLANNER® professional, Dan is passionate about helping you design and implement a customized financial plan aimed at achieving your goals while effectively managing investment risks.