TOP 30 Financial independence in Needham, Massachusetts

18 results found

E3 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.

Centinel 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.

Horizon Financial Group, Inc. is a reputable finance institution located at 117 Kendrick Street in Needham, Massachusetts, United States. With a strong focus on providing personalized financial solutions for individuals and businesses, Horizon Financial Group, Inc. offers a wide range of services including wealth management, retirement planning, investment strategies, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Horizon Financial Group, Inc. today to start planning for a brighter tomorrow.

Welcome 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.

Welcome to Buyers Agent Needham, MA, your trusted partner in real estate located at 60 Dedham Avenue, Needham, Massachusetts 02492. Specializing in representing home buyers, we are dedicated to ensuring that your financial interests are at the forefront of every transaction. As committed members of the Massachusetts Association of Buyer Agents (MABA), our buyer brokers exclusively advocate and negotiate for our clients, providing a level of loyalty and commitment unmatched by many other "buyer agents" in Massachusetts. Are you considering purchasing a home, condo, or townhouse in the charming suburb of Needham? Our team of experienced agents is here to guide you through the process with expertise and a deep understanding of the local market. Needham, a picturesque town in Norfolk County, is not only a suburb of Boston but also home to the prestigious Franklin W. Olin College of Engineering. With a rich history dating back to its settlement in 1680, Needham offers a blend of historical charm and modern amenities.

CORBCO Retirement Group is a trusted finance institution located at 687 Highland Avenue in Needham, Massachusetts. We specialize in helping individuals plan for a secure and comfortable retirement. Our team of experienced financial advisors offers personalized guidance and tailored solutions to help you achieve your retirement goals. Whether you are just starting to save or nearing retirement age, CORBCO Retirement Group is here to support you every step of the way. Contact us today to learn more about our services and how we can help you plan for a financially stable future.

Darrow 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.

Kovalev Insurance Agency, Inc. is a trusted independent insurance agency located at 188 Needham Street in Newton, Massachusetts. We specialize in providing personalized insurance solutions for both individuals and businesses in the greater Boston area. With over 20 years of experience, we have built strong relationships with multiple insurance carriers, allowing us to offer a wide range of coverage options at competitive rates. As an independent insurance broker, we work in your best interests, not those of any specific insurance company. Our goal is to customize insurance plans that meet your unique needs and provide you with the highest level of consultation and choice. We take the time to ask questions, solve problems, and explain coverage in simple terms that you can understand.

Pollicelli & Mullen, part of Foley Palenscar Schortmann Insurance Agency, is located at 121 Central Street in Norwood, Massachusetts. Since 1936, Foley Palenscar Schortmann has been providing customized insurance programs for auto, home, business, and life to families and businesses across eastern Massachusetts. As a family-owned agency, we are committed to providing superior service and independent consultation. Our experienced team is always available to review your policy and answer any questions you may have. As an independent agency, we offer a variety of companies to best fit your unique insurance needs. We specialize in finding affordable and tailored Massachusetts auto insurance, as well as covering your home with one of our many insurance companies. We also offer reviews of your business insurance needs to ensure you have the proper coverage in case you ever need it. Our clients have praised us for our highly personalized service, quick response times, and above-and-beyond efforts to resolve any issues.

Welcome to Brescor Wealth Advisory LLC, your trusted partner in financial management and planning, located at 6 Oakhurst Circle, Needham, Massachusetts. As an independent Registered Investment Advisor (RIA), we specialize in delivering comprehensive wealth management services to individuals, families, trusts, foundations, and family offices. Our mission is to democratize access to high-quality, low-fee financial services, ensuring exceptional value for every client, irrespective of their financial status. At Brescor, we believe that true financial advisory goes beyond standardized investment services. Our approach emphasizes fair pricing based on the value we add, with transparent fees for personalized service. We pride ourselves on our independence, free from the influence of parent companies or exclusive brokerage relationships. This independence allows us to focus solely on our clients, minimizing conflicts and enhancing advisor-client alignment.

Welcome to Bono Agency, your trusted partner in insurance and financial services, located at 1329 Highland Avenue, Needham, Massachusetts. As proud representatives of Horace Mann, the nation's largest multiline insurance company dedicated to educators, we are committed to serving the unique insurance and financial needs of the educational community. Founded by Educators for Educators®, our agency is deeply rooted in the belief that educators deserve the best in insurance and financial services. We offer a comprehensive range of products, including auto, home, and life insurance, as well as retirement annuities, all tailored to provide peace of mind for educators and their families.

Welcome to Fay Humphrey, a proud part of the Foley Palenscar Schortmann Insurance Agency, located at 601 High Street, Dedham, Massachusetts. Since 1936, our family-owned agency has been dedicated to providing custom insurance solutions for families and businesses across eastern Massachusetts. We specialize in auto, home, business, and life insurance programs, ensuring that each policy is tailored to meet your unique needs. As an independent agency, we have the flexibility to offer a wide range of insurance options from various companies, allowing us to find the best coverage at an affordable price. Our experienced team is committed to delivering superior service and independent consultation, always ready to review your policy and answer any questions you may have.

Welcome to Sandler & Company, P.C. Located at 50 Cabot Street in Needham, Massachusetts, Sandler & Company, P.C. is a premier independent audit and accounting firm serving clients across the United States since 1991. With additional offices in New York and Grand Cayman, we are strategically positioned to meet the diverse needs of our clients.

Welcome to Coldwell Banker Realty - Wellesley, your trusted partner in navigating the real estate landscape of Massachusetts. Conveniently located at 71 Central Street, Wellesley, our agency specializes in offering comprehensive real estate services across a wide array of communities including Avon, Bellingham, Brookline, Canton, Cohasset, Dedham, Dover, Foxboro, Holbrook, Medfield, Medway, Millis, Milton, Natick, Needham, Newton, Norfolk, Norwood, North Cohasset, Plainville, Sharon, Stoughton, South Stoughton, Walpole, Weston, West Stoughton, Westwood, and Wrentham. Our team of experienced and independent real estate agents is committed to providing exceptional service tailored to your unique needs. Whether you're buying or selling, we leverage our extensive knowledge and the latest market data to ensure a smooth and successful transaction. As part of our dedication to transparency and accuracy, we participate in the Broker Reciprocity (BR) of the Cape Cod & Islands Multiple Listing Service, Inc., ensuring you have access to the most current listings.

Welcome to Coldwell Banker Realty - Newton, your trusted real estate agency located at 1261 Centre Street, Newton, Massachusetts. As a leading agency in the region, we proudly serve a wide array of communities including Acton, Arlington, Belmont, Brookline, Lexington, Newton, Wellesley, and many more. Our team of dedicated real estate professionals is committed to providing exceptional service to both home sellers and buyers, ensuring a seamless and rewarding experience. Under the leadership of our Vice President and Managing Broker, our Newton and Chestnut Hill offices have thrived, thanks to a vibrant office environment and a commitment to continuous agent training. Our sales associates are equipped with innovative tools, resources, and exceptional marketing strategies to help you achieve your real estate goals.

Welcome to Coldwell Banker Realty - Sharon, your trusted real estate partner located at 3 North Main Street, Sharon, Massachusetts. Nestled in the heart of Sharon's Post Office Square, our office offers a picturesque view of the vibrant Sharon center, where community life flourishes with easy access to the train, library, and local favorites like Starbucks. As a leading real estate agency, we proudly serve a wide array of communities including Avon, Bellingham, Brookline, Canton, Cohasset, Dedham, East Walpole, Foxboro, Holbrook, Medfield, Medway, Millis, Milton, Needham, Norwood, Plainville, Quincy, Sharon, South Stoughton, South Foxborough, Stoughton, Walpole, West Stoughton, Wellesley, Westwood, and Wrentham.

Welcome to Coldwell Banker Realty, your trusted real estate agency located at 1375 Beacon Street, Brookline, Massachusetts. We are dedicated to serving the vibrant communities of Boston and beyond, including Bellingham, Braintree, Brighton, Brookline, Cambridge, Chestnut Hill, Dedham, Foxboro, Franklin, Holbrook, Medfield, Milton, Newton, Needham, North End - Waterfront, Norwood, Quincy, Randolph, Seaport District, Sharon, South End, Waban, Walpole, Wellesley, and Weston. Our Brookline Regional Sales and Marketing Center proudly embraces the mantra "Brookline agents can help you anywhere," ensuring that our experienced agents are ready to assist you whether you're buying or selling in Brookline, Newton, or the surrounding Boston areas, including Brighton, Jamaica Plain, West Roxbury, Roslindale, Dorchester, Hyde Park, and the suburbs. Our relocation division extends our reach, helping clients throughout Massachusetts and across the United States.

Welcome to Coldwell Banker Realty - Milton, your trusted real estate partner located at 60 Adams Street, Milton, Massachusetts. As a premier real estate agency, we proudly serve a wide range of communities including Avon, Boston, Braintree, Brookline, Bellingham, Canton, Cohasset, Dedham, Foxboro, Holbrook, Medfield, Medway, Millis, Milton, Needham, Norwood, Plainville, Quincy, Randolph, Sharon, Stoughton, Walpole, Wellesley, Westwood, Weymouth, and Wrentham. Our team of experienced and independent contractor sales associates is dedicated to helping you navigate the real estate market with ease. Whether you're buying or selling, we offer personalized service and expert guidance every step of the way. We operate with integrity and professionalism, ensuring that your real estate experience is as seamless and rewarding as possible.