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TOP 30 Financial health in Newton, MA
13 results found
Search for local businesses, places and services near you
DeVol Insurance & Financial Services
DeVol Insurance & Financial Services is a reputable finance institution located at 62 Harding Street in Newton, Massachusetts, United States. With years of experience in the industry, they specialize in providing top-notch insurance and financial services to individuals and businesses alike. Their team of experts is dedicated to helping clients navigate the complexities of the financial world and find the best solutions to meet their needs. Whether you are looking for insurance coverage or financial planning advice, DeVol Insurance & Financial Services is committed to providing personalized and professional service to help you achieve your goals.
Pioneer Financial, Inc.
Pioneer Financial, Inc. is a reputable institution located at 351 Newton Street in South Hadley, Massachusetts. Specializing in accounting, finance, and insurance services, we pride ourselves on providing quality advice, building strong personal relationships, and upholding extremely high ethical values. Since 1964, our team has been dedicated to serving clients in the Pioneer Valley and throughout Western Massachusetts. Founded by George Wall as Automated Business Services, our firm has evolved over the years to meet the changing needs of our clients. Under the leadership of Edward Wall, an Accountant and Investment Advisor, Pioneer Financial now offers Registered Investment Advising in addition to Accounting Services.
Merrill Lynch Financial Advisor Jenna M Carroll
Merrill Lynch Financial Advisor Jenna M Carroll, located at 2221 Washington Street in Newton, Massachusetts, is a prestigious institution recognized for its exemplary client service. Jenna Carroll and her team have received accolades from financial industry publications and Bank of America Corporation, setting the standard for wealth management excellence. The Carroll Group, supported by the global resources of Merrill, is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They cater to accomplished individuals and families, including Private Equity fund managers, attorneys, physicians, corporate executives, and more, both in Massachusetts and nationwide.
Ridley Cove Financial Advisors
Ridley Cove Financial Advisors is a leading finance institution located at 275 Grove Street in Newton, Massachusetts, United States. Our team of experienced financial advisors is dedicated to providing expert guidance and personalized strategies to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Ridley Cove Financial Advisors is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
Merrill Lynch Financial Advisor Joshua A Cotter
ith Bank of America, we will help you build a personalized strategy that reflects your unique goals and priorities. Our team at Merrill Lynch Financial Advisor Joshua A Cotter, located at 2221 Washington Street, Newton, Massachusetts, United States, is committed to providing exemplary client service and building strong relationships based on trust and personalized service. Our advisors have received recognition from financial industry publications and Bank of America Corporation, setting the standard for excellence in wealth management. Whether you are planning for retirement, managing healthcare expenses, or passing on wealth to future generations, we are here to help you navigate the complexities of your financial life. With a focus on high-net-worth individuals and families, we prioritize your seven key priorities - health, home, family, leisure, giving, work, and finance. By working closely with other trusted professionals and leveraging the resources of Merrill and Bank of America, we can help you achieve your financial goals and secure your financial future. Let us help you create a financial approach that is tailored to your needs and designed to help you succeed. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
Merrill Lynch Financial Advisor Matthew S Whiting
Merrill Lynch Financial Advisor Matthew S Whiting, located at 2221 Washington Street, Newton, Massachusetts, United States, offers personalized wealth management strategies tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Matthew Whiting focuses on understanding your financial picture and developing a flexible strategy to navigate changing market conditions. As a dedicated advisor, he believes in building a strong relationship with clients, providing transparency on potential risks and opportunities, and adjusting financial plans as needed to help you pursue your goals. Whether you're planning for retirement, saving for a home, or funding a child's education, Matthew Whiting is committed to helping you achieve financial success by creating a plan that reflects your investment personality and life priorities. With a focus on ongoing communication and adjustments, he aims to guide you through life's ups and downs to help you manage, grow, and preserve your wealth for years to come. Matthew Whiting is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. and The College for Financial Planning. Contact Merrill Lynch Financial Advisor Matthew S Whiting to start planning for your financial future today.
Financial & Taxation Services Inc.
Financial & Taxation Services Inc. is a trusted accounting and finance institution located at 1930 Washington Street in Newton, Massachusetts, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, bookkeeping, and more. Our goal is to provide our clients with personalized and efficient financial solutions to help them achieve their goals. Whether you are an individual or a business owner, we are here to assist you with all your financial and taxation needs. Visit us today to learn more about how we can help you secure a stable financial future.
Bikofsky Insurance Agency & Saul Freedman Agency
Bikofsky Insurance Agency & Saul Freedman Agency is a trusted health insurance agency located at 793 Washington Street in Newton, Massachusetts, United States. With a commitment to providing top-notch insurance services, our experienced team is dedicated to helping clients find the best health insurance coverage tailored to their needs. Whether you are looking for individual or group health insurance, we are here to assist you every step of the way. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.
Long Term Care Insurance Planning
Long Term Care Insurance Planning is an insurance agency located at 831 Beacon Street in Newton, Massachusetts, United States. Our institution specializes in providing comprehensive and customized long-term care insurance plans to help individuals and families prepare for the financial costs associated with extended medical care and assistance. Our experienced team of insurance professionals is dedicated to helping our clients navigate the complexities of long-term care insurance and find the best coverage options to meet their needs. Contact us today to learn more about how we can help you plan for the future.
Eastern Insurance
Eastern Insurance is a trusted insurance agency located at 32 Langley Road in Newton, Massachusetts. With a commitment to providing personalized service and comprehensive coverage options, Eastern Insurance helps individuals and businesses protect what matters most. Whether you are looking for auto, home, business, or life insurance, their team of experienced professionals is dedicated to finding the right policy to meet your specific needs. Contact Eastern Insurance today to ensure peace of mind and financial security for the future.
James A. Ryan Insurance Agency, LLC
James A. Ryan Insurance Agency, LLC is a reputable insurance agency located at 1379 Washington Street in Newton, Massachusetts. With a commitment to providing top-notch insurance solutions to individuals and businesses in the area, this agency offers a wide range of insurance products such as auto, home, life, and business insurance. The team at James A. Ryan Insurance Agency, LLC is dedicated to providing personalized service and finding the best coverage options to meet the unique needs of each client. Whether you are looking to protect your assets or ensure the financial security of your loved ones, you can trust James A. Ryan Insurance Agency, LLC to provide reliable and comprehensive insurance solutions.
Homer T Brown Insurance Inc
Homer T Brown Insurance Inc is a reputable insurance agency located at 425 Newtonville Avenue in Newton, Massachusetts, United States. We are proud to offer a variety of insurance services, specializing in property and casualty coverage. In addition to providing top-notch insurance solutions, we also offer a REFERRAL REWARDS PROGRAM for property and casualty insurance referrals. Please note that financial services are not eligible for rewards. Join us at Homer T Brown Insurance Inc for all your insurance needs and the opportunity to earn rewards for referring friends and family!
Aflac
Aflac, located at 2000 Commonwealth Avenue in Newton, Massachusetts, is a health insurance agency that provides supplemental coverage to help with expenses not covered by traditional health insurance. Their products offer financial peace of mind by assisting with emergency treatment costs, cancer treatment expenses, critical illness treatments, final expenses, Medicare costs, and even unexpected pet care expenses. Additionally, Aflac offers employer-sponsored products to help employees with high deductibles, injury-related financial stress, vision and dental care, and more. Their plans aim to provide essential insurance protection during times of need and help employees maintain their health and financial stability. Aflac's Premium Life, Absence, and Disability Services are available in all states except Puerto Rico, Guam, and the Virgin Islands, and are administered by Continental American Insurance Company. With a focus on providing supplemental coverage and peace of mind, Aflac is ready to help you protect your future.
List of local businesses, places and services in Massachusetts
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