TOP 30 Financial growth in Barnstable, Massachusetts
19 results found
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SHP Financial
● ClosedSHP Financial is a finance institution located at 724 Main Street, Barnstable, Massachusetts, United States. At SHP Financial, we believe in helping individuals achieve their retirement dreams by providing holistic financial planning services. Our team of professionals offers a wide range of financial planning and wealth management services tailored to individuals nearing retirement age. With offices in Plymouth, Hyannis, Woburn, Braintree, Westborough, and Dartmouth, we are dedicated to helping you manage your finances to pursue your goals. Our custom Retirement Road Map® process can help you reach your desired retirement lifestyle. Join our Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights on the Retirement Road Map® podcast. We are honored to be called upon by the media to provide our expertise on retirement, wealth management, and financial advising. Visit our website to learn more about our services and resources.
724 Main St B, Hyannis, MA 02601, United States -
Centinel Financial Group
● OpenCentinel Financial Group is a leading finance institution located at 901 Main Street in Barnstable, Massachusetts, United States. With a strong focus on providing personalized financial solutions for individuals and businesses, Centinel Financial Group offers a wide range of services including investment planning, retirement planning, estate planning, and wealth management. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to see how Centinel Financial Group can help you reach your financial objectives.
901 Main St, Osterville, MA 02655, United States -
The Woerdeman Financial Group - Ameriprise Financial Services, LLC
● ClosedThe Woerdeman Financial Group - Ameriprise Financial Services, LLC is a leading financial institution located at 218 West Main Street in Barnstable, Massachusetts. Specializing in finance, they offer a wide range of services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, The Woerdeman Financial Group is dedicated to helping you reach your financial objectives. Visit their office in Barnstable or contact them today to learn more about how they can assist you with your financial needs.
218 W Main St, Hyannis, MA 02601, United States -
Fairway Financial, Inc
● ClosedFairway Financial, Inc is a reputable insurance agency located at 540 Main Street in Barnstable, Massachusetts, United States. With a team of experienced professionals, Fairway Financial, Inc offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, you can trust Fairway Financial, Inc to provide you with personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help protect what matters most to you.
540 Main St STE 9, Hyannis, MA 02601, United States -
Merrill Lynch Financial Advisor Randall D Van Sickle
● ClosedMerrill Lynch Financial Advisor Randall D Van Sickle, located at 1545 Iyannough Road in Barnstable, Massachusetts, is a trusted institution in the finance industry. Randy Van Sickle, with over 30 years of experience, holds both the CERTIFIED FINANCIAL PLANNERTM certification and the Chartered Financial Consultant® designation. He is dedicated to building strong client relationships based on trust and personalized service, focusing on your family, goals, and priorities. Randy is actively involved in the community and is committed to helping you achieve your financial goals through a personalized plan tailored to your unique needs. With access to the global resources of Merrill and the lending capabilities of Bank of America, Merrill Lynch Wealth Management offers comprehensive financial solutions to address any challenge you may face. Let Randy Van Sickle and his team help you navigate the complexities of your financial life and guide you towards a secure and successful future.
1545 Iyannough Rd, Hyannis, MA 02601, United States -
The Chapin Group - UBS Financial Services Inc.
● OpenThe Chapin Group - UBS Financial Services Inc. is a reputable financial institution located at 1471 Iyannough Road in Barnstable, Massachusetts. As a part of UBS Financial Services Inc., they offer a wide range of financial services including investment management, wealth planning, and retirement planning. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, The Chapin Group is a trusted partner for individuals and businesses seeking expert financial guidance.
1471 Iyannough Rd #132, Hyannis, MA 02601, United States -
Brian Gardiner, CFP, CRPC - UBS Financial Services Inc.
● OpenBrian Gardiner, CFP, CRPC - UBS Financial Services Inc. is a reputable financial institution located at 1471 Iyannough Road in Barnstable, Massachusetts, United States. Specializing in financial planning and wealth management, Brian Gardiner and his team provide expert advice and personalized solutions to help clients achieve their financial goals. With a focus on professionalism and integrity, they offer a wide range of services to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Brian Gardiner, CFP, CRPC - UBS Financial Services Inc. is dedicated to helping you secure a strong financial future.
1471 Iyannough Rd #132, Hyannis, MA 02601, United States -
SCORE
● ClosedSCORE is a finance institution located at 5 Patti Page Way in Barnstable, Massachusetts, United States. Our team of over 50 volunteers, spread across Cape Cod, Martha's Vineyard, and Nantucket, consists of experienced business professionals and successful entrepreneurs who offer no-cost mentoring and advice to individuals with start-up ideas, existing businesses, or non-profits. In addition to supporting small businesses, SCORE Cape Cod & the Islands also provides assistance to non-profit organizations in the community. Our services include helping organizations build effective boards, providing executive director coaching, chair mentoring, and facilitating fund development planning and strategic plans.
5 Patti Page Way, Centerville, MA 02632, United States -
Barker Scott
● OpenBarker Scott is a reputable finance institution located at 804 Main Street in Barnstable, Massachusetts, United States. With a strong focus on providing personalized financial solutions, Barker Scott offers a wide range of services to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, loans, or financial planning, the experienced team at Barker Scott is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
804 Main St, Osterville, MA 02655, United States -
LE Bookkeeping Inc
● ClosedLE Bookkeeping Inc is a trusted partner in bookkeeping and HR services located at 135 Barnstable Road, Barnstable, Massachusetts, United States. Established in 2016, we have over a decade of experience in the field and specialize in providing comprehensive financial solutions tailored to the needs of small business owners. Our services include day-to-day bookkeeping, tax preparation, employee onboarding and offboarding, financial strategy, and risk management. We are dedicated professionals who stay up-to-date with industry trends and regulations to ensure accurate and reliable support for your business. With a personalized approach to every client, we build strong relationships based on trust and open communication. Our expertise in serving small businesses with 1 to 50 employees allows us to navigate complex financial landscapes and optimize resources to drive your business forward. Contact us at info@lebookkeeping.com or (508) 367-3868 to learn more about how we can support your business growth.
135 Barnstable Rd STE 2, Hyannis, MA 02601, United States -
RBS - Raineri Business Solutions
● OpenRBS - Raineri Business Solutions is a renowned institution located at 393 Lincoln Road Extension, Barnstable, Massachusetts, United States. Specializing in accounting and finance, we offer a wide range of services including Accounting, Fiscal, Financial BPO, Bookkeeping, and Business Financial Planning and Advisory. Our internationally certified team of accountants and experts provide personalized solutions to meet your specific needs. At RBS Solutions, we strive to simplify bureaucratic issues and save you time by offering specialized services such as tax planning, income tax preparation, and financial consultancy. With over 25 years of experience, we ensure a solid and accurate financial foundation for your business to thrive stress-free. Our mission is to give our clients back time and peace of mind by handling all aspects of accounting and tax matters with professionalism and efficiency.
393 Lincoln Rd Ext, Hyannis, MA 02601, United States -
Wealthramp
● OpenWealthramp is a prestigious finance institution located at 51 Oak Lane in Barnstable, Massachusetts, United States. Our team of expert financial advisors are dedicated to helping clients achieve their wealth management goals through personalized strategies and investment solutions. With a focus on transparency, integrity, and client satisfaction, Wealthramp is committed to providing top-tier financial services to individuals and families seeking to grow and protect their wealth. Contact us today to schedule a consultation and start planning for a secure financial future.
51 Oak Ln, Osterville, MA 02655, United States -
Tyler Eldredge - Morgan Stanley
● OpenTyler Eldredge - Morgan Stanley is a finance institution located at 45 North Street in Barnstable, Massachusetts. As a branch of the renowned Morgan Stanley, we provide expert financial services to our clients, helping them navigate the complexities of investing, wealth management, and financial planning. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial futures. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Tyler Eldredge - Morgan Stanley is here to help you every step of the way.
45 North St, Hyannis, MA 02601, United States -
Katherine Fulham Parcels CPA
● ClosedKatherine Fulham Parcels CPA is a reputable accounting and finance institution located at 7 Parker Road in Barnstable, Massachusetts, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a business owner, Katherine Fulham Parcels CPA is dedicated to providing top-notch financial solutions tailored to your specific needs. Trustworthy, reliable, and committed to excellence, they are the go-to institution for all your accounting and finance needs.
7 Parker Rd #2, Osterville, MA 02655, United States -
Talita Camilo Professional Services
● ClosedTalita Camilo Professional Services is a reputable accounting and finance firm located at 100 West Main Street in Barnstable, Massachusetts, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Talita Camilo Professional Services for all your accounting and finance needs.
100 W Main St STE 4, Hyannis, MA 02601, United States -
Dorfman Capital
● ClosedDorfman Capital, located on Riverview Lane in Barnstable, Massachusetts, is a leading finance institution specializing in the expansion, redevelopment, and reuse of Brownfields development projects. With a strong presence in Massachusetts, Dorfman Capital has financed projects in 67 municipalities across 10 counties. The institution prides itself on its ability to raise capital for developers using tax credit incentives and offers guidance and creative recommendations throughout the financing process. Each project is carefully evaluated based on its merits and the strength of the developer to determine the best strategy for success.
Riverview Ln, Centerville, MA 02632, United States -
St. John Paul II School
● ClosedSt. John Paul II School is a prestigious secondary school located in Barnstable, Massachusetts, United States. Situated at 120 High School Road, this institution is dedicated to providing a high-quality education to its students. With a strong emphasis on academic excellence, character development, and spiritual growth, St. John Paul II School prepares students for success in college and beyond. The school offers a rigorous curriculum, a wide range of extracurricular activities, and a supportive community that fosters a love of learning and personal growth. Join us at St. John Paul II School and embark on a journey towards a bright future.
120 High School Rd, Hyannis, MA 02601, United States -
ACADEMY for LIFELONG LEARNING
● OpenThe Academy for Lifelong Learning, located at 2240 Iyannough Road in Barnstable, Massachusetts, is a vibrant institution that offers educational opportunities and social engagement for individuals aged 50 and over. With a focus on volunteerism and a commitment to lifelong learning, ALL provides a diverse range of courses and activities to help members expand their minds, enrich their lives, and connect with peers. Since 1987, the Academy has been a welcoming community where individuals can pursue their interests, meet new people, and continue their personal growth. Join us for the Fall 2024 semester to explore new topics, learn from knowledgeable instructors, and be part of a supportive and engaging environment.
Grossman Commons, 2240 Iyannough Rd, West Barnstable, MA 02668, United States -
Ivy Wall Consult
● OpenIvy Wall Consult is a reputable institution located at 161 Lovell's Lane in Barnstable, Massachusetts, offering expert services in accounting, finance, and legal matters. Principal Steven Innis, a licensed CPA in Massachusetts, specializes in divorce mediation and financial analysis. With a focus on minimizing financial damage and providing tools for a fresh start, Ivy Wall Consult helps clients navigate the complexities of divorce with empathy and expertise. Steven's calming presence and personalized approach have earned praise from clients, who appreciate his support and guidance throughout the process. By prioritizing fairness and sound financial reasoning, Ivy Wall Consult aims to facilitate amicable agreements and help individuals move on to a healthy, productive life. With over 30 years of experience, Steven Innis is committed to offering a modern and efficient alternative to traditional divorce proceedings. Whether you need assistance with divorce mediation, financial analysis, or tax preparation, Ivy Wall Consult is dedicated to providing valuable support and guidance. Contact us today to start the conversation and find your way to a positive resolution.
161 Lovell's Ln, Marstons Mills, MA 02648, United States
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