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TOP 30 Financial management for businesses in Cambridge, MA
28 results found
Search for local businesses, places and services near you
A&I Financials
Located at 245 First Street in Cambridge, Massachusetts, A&I Financials is a professional accounting and finance institution dedicated to providing top-notch services to businesses. With a team of accounting experts, we offer all the services of an internal accounting department, using software like Oracle, Sage, and QuickBooks to track financial transactions. Our services include managing accounts receivable and payable, reconciling bank statements, and creating financial statements. We also offer cash basis financials, audit support, budget creation, and financial strategy planning.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 92 Ames Street in Cambridge, Massachusetts, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The branch is dedicated to giving back to the community through volunteerism and charitable outreach, supporting economic, social, and cultural initiatives in the area. With a team of experienced advisors and access to the resources of Merrill Lynch and Bank of America, clients can receive tailored financial strategies and guidance on retirement planning, investment management, estate planning, and more. The advisors at Merrill Lynch Wealth Management are committed to putting clients' interests first and helping them pursue their financial and life goals.
Edward Jones - Financial Advisor: Anthony J Trofimow, ChFC®|AAMS™
Edward Jones - Financial Advisor: Anthony J Trofimow, ChFC®|AAMS™ is a reputable financial institution located at 304 Cambridge Road in Woburn, Massachusetts, United States. As a Certified Financial Planner, Anthony J Trofimow offers personalized financial planning services to help clients achieve their financial goals. With a focus on providing comprehensive financial advice and investment solutions, clients can trust Edward Jones to help them navigate the complexities of the financial world with confidence.
Merrill Lynch Financial Advisor Edward C Radler
Merrill Lynch Financial Advisor Edward C Radler, located at 92 Ames Street in Cambridge, Massachusetts, is a finance institution dedicated to providing exemplary client service. The team, supported by the global resources of Merrill, consists of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Whether you are focused on growing, preserving, or transferring wealth, the team is dedicated to helping you address your financial goals at every stage of your life. Through the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, the team works closely with you to create a personalized financial strategy that reflects your goals and priorities. The Pimental Radler Group advisors offer advice and guidance based on your unique needs and work with you to adjust your strategy over time as needed. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors prioritize your financial success and are dedicated to helping you achieve your goals.
Merrill Lynch Financial Advisor Albert Dobrushkin
Merrill Lynch Financial Advisor Albert Dobrushkin, located at 1414 Massachusetts Avenue, Cambridge, Massachusetts, United States, is dedicated to preserving and growing client assets to protect their present and enable their future. The institution focuses on simplifying and enriching clients' financial lives by delivering exceptional service and personalized solutions to achieve their goals. The team works closely with clients to identify and define their goals, creating a financial strategy that reflects their investment style and life plan. Whether clients are focused on growing, preserving, or transferring wealth, the team is committed to helping address financial goals at every stage of life. The institution believes in achieving financial success by making investment-related decisions that align with personally meaningful goals. Drawing upon research in behavioral finance, Merrill developed the Investment Personality Assessment to gain a deeper understanding of clients as investors and customize financial approaches accordingly. The team offers a wide range of potential solutions for individuals, families, and businesses, collaborating with colleagues to provide customized insights and strategies.
Merrill Lynch Financial Advisor Maxwell Dobrushkin
Merrill Lynch Financial Advisor Maxwell Dobrushkin is a finance institution located at 1414 Massachusetts Avenue in Cambridge, Massachusetts, United States. Our mission is to preserve and grow client assets to protect their present and enable their future. We focus on simplifying and enriching our clients' financial lives by delivering exceptional service and personalized solutions to achieve their goals. Our team works closely with clients to identify and define their goals, creating a financial strategy that reflects their investment style and life plan. Whether focused on growing, preserving, or transferring wealth, we are committed to helping clients address their financial goals at every stage of life. Our Investment Personality Assessment helps us understand clients better as investors, allowing us to customize financial approaches to pursue what matters most to them. With access to the resources of Merrill and Bank of America, we develop personalized strategies to address clients' financial needs. The team offers a wide range of solutions for individuals, families, and businesses, drawing on diverse experiences to provide customized insights and strategies. Recognized for exemplary client service, our advisors have received accolades such as Forbes "Best-in-State Wealth Management Teams." Led by founder Albert Dobrushkin, our team is dedicated to building strong client relationships based on trust and personalized service. We believe in helping clients achieve their goals by understanding their aspirations and providing tailored financial approaches. Whether planning for retirement, education, or wealth transfer, we work with clients through each stage of their financial lives. By using Merrill Personal Wealth Analysis™, we build personalized plans centered on clients' goals. We understand that life and financial markets change, so we regularly review and adjust clients' financial approaches to help them stay on track. Let us work together to help you achieve your financial goals.
Bernard DeCunha - TIAA Financial Consultant
Bernard DeCunha - TIAA Financial Consultant is a renowned financial institution located at 97 Mount Auburn Street in Cambridge, Massachusetts, United States. As a trusted TIAA consultant, Bernard DeCunha provides expert financial advice and guidance to individuals, families, and businesses looking to secure their financial future. With a focus on personalized service and tailored solutions, Bernard DeCunha helps clients navigate the complexities of financial planning, retirement savings, investment management, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Bernard DeCunha is dedicated to helping you achieve your financial goals.
Bradyco Financial
Bradyco Financial is a leading finance institution located in the heart of Cambridge, Massachusetts. With a focus on providing top-notch financial services, Bradyco Financial is dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to delivering personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Bradyco Financial has the expertise to guide you every step of the way. Visit us at 16 Sargent Street and let us help you secure your financial future.
Cambridge Savings Bank
Cambridge Savings Bank is a trusted financial institution located at 739 Beacon Street in Newton, Massachusetts, United States. As a full-service bank, we offer a range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient location also features an ATM for easy access to your funds. With a commitment to providing personalized service and innovative financial solutions, Cambridge Savings Bank is dedicated to helping our customers achieve their financial goals.
Cambridge Savings Bank
Cambridge Savings Bank, located at 638 Main Street in Melrose, Massachusetts, is a reputable financial institution offering a wide range of banking services. As a full-service bank, customers can expect convenient access to ATMs, personalized banking solutions, and expert financial advice. Whether you're looking to open a new account, apply for a loan, or simply withdraw cash, Cambridge Savings Bank is dedicated to providing exceptional service to meet all your financial needs.
Cambridge Savings Bank
Cambridge Savings Bank is a trusted financial institution located at 1 Thompson Square in Boston, Massachusetts. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our dedicated team of professionals is committed to providing personalized and reliable banking solutions to help individuals and businesses achieve their financial goals. With a strong reputation for excellence and a focus on customer satisfaction, Cambridge Savings Bank is proud to serve the Boston community and beyond.
Bank of America Financial Center
The Bank of America Financial Center located at 161 Cambridge Street in Boston, Massachusetts is a trusted institution offering a wide range of banking and financial services. Whether you are looking to open a checking or savings account, apply for a loan, or seek investment advice, our experienced team of professionals is here to help. With a commitment to providing excellent customer service and innovative financial solutions, Bank of America is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the convenience and reliability of banking with Bank of America.
Cambridge Savings Bank
Cambridge Savings Bank is a reputable financial institution located at 630 Massachusetts Avenue in Cambridge, Massachusetts, United States. As a full-service bank, it offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With a convenient ATM on-site, customers can easily access their accounts and manage their finances. Known for its excellent customer service and commitment to the community, Cambridge Savings Bank is a trusted partner for individuals and businesses looking for reliable financial solutions.
Bank of America Financial Center
The Bank of America Financial Center located at 92 Ames Street in Cambridge, Massachusetts, is a full-service bank that offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. From checking and savings accounts to investment options and loans, this institution provides comprehensive banking solutions to meet the diverse needs of its customers. With a team of experienced financial professionals and a commitment to customer service, the Bank of America Financial Center is dedicated to helping clients manage their finances effectively and securely. Visit this trusted institution for all your banking and financial needs.
SCORE
SCORE, located at 10 Causeway Street in Boston, Massachusetts, is a finance institution that provides guidance and support to small business owners and entrepreneurs. Our volunteers are experienced business owners, executives, and experts who are passionate about helping others achieve their dreams. If you're interested in becoming a mentor, we welcome you to join our team. Join us on April 30 - May 1, 2024, for the National Small Business Week Virtual Summit, organized by the U.S. Small Business Administration and SCORE. This event will feature educational webinars, networking opportunities, and professional guidance from SCORE mentors.
Lesley University
Lesley University is a prestigious university located at 29 Everett Street in the vibrant city of Cambridge, Massachusetts. Known for its innovative and hands-on approach to education, Lesley University offers a wide range of undergraduate and graduate programs in fields such as education, arts, social sciences, and more. With a focus on creativity, critical thinking, and social justice, Lesley University prepares students to become thoughtful and engaged leaders in their communities. The campus is situated in a prime location, surrounded by cultural institutions, research centers, and opportunities for experiential learning. Come join the diverse and dynamic community at Lesley University and embark on a transformative educational journey.
402 Rindge Corporation
402 Rindge Corporation is a vibrant residential community located at 402 Rindge Avenue in Cambridge, Massachusetts. Situated across the street from the Alewife MBTA station, this diverse and lively community is home to individuals and families alike. As the largest residential community managed by Just A Start, 402 Rindge Corporation offers a range of amenities including an onsite Community Coordinator, a fitness area, a community room, and a playground for residents to enjoy. Designed and Developed with care by Creative Juice, 402 Rindge Corporation is a welcoming and inclusive place to call home.
Puneet Singh
Puneet Singh is a reputable finance institution located at 30 Brattle Street in Cambridge, Massachusetts, United States. With a focus on providing top-notch financial services to individuals and businesses, Puneet Singh is known for its expertise and dedication to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Puneet Singh has a team of experienced professionals ready to assist you. Trust Puneet Singh for all your financial needs.
Shen Gen Accounting
Shen Gen Accounting is a reputable institution located at 1 Broadway in Cambridge, Massachusetts, United States. Specializing in accounting and finance services, Shen Gen Accounting offers a wide range of professional financial solutions for individuals and businesses. With a team of experienced and knowledgeable experts, clients can trust Shen Gen Accounting to provide accurate and reliable financial guidance to help them achieve their goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Shen Gen Accounting is dedicated to providing top-notch services tailored to meet your specific needs. Contact them today to learn more about how they can help you manage your finances effectively.
Brian Bossman
Brian Bossman is a reputable finance institution located at 616 Main Street in Cambridge, Massachusetts, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Brian Bossman is known for its expertise in financial planning, investment management, and wealth preservation. Clients can expect top-notch service and tailored financial strategies to help them achieve their goals and secure their financial future. Trust Brian Bossman for all your financial needs.
Fidelity Investments
Fidelity Investments is a renowned finance institution located at 200 Technology Square in Cambridge, Massachusetts, United States. Known for its expertise in investment management and financial services, Fidelity Investments offers a wide range of products and solutions to help clients achieve their financial goals. With a strong reputation for reliability and innovation, Fidelity Investments is a trusted partner for individuals and institutions seeking to grow and protect their wealth.
Miller Wachman LLP
Miller Wachman LLP is a prestigious accounting and finance institution located at 100 Cambridge Street in Boston, Massachusetts, United States. With a team of experienced professionals, they provide a wide range of financial services including tax planning, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with managing your finances or navigating complex tax laws, Miller Wachman LLP is here to help you achieve your financial goals.
RMJR Tax and Accounting
RMJR Tax and Accounting is a reputable institution located at 1000 Massachusetts Avenue in Cambridge, Massachusetts, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch tax preparation, financial planning, and bookkeeping services to individuals and businesses alike. With a commitment to accuracy, integrity, and professionalism, RMJR Tax and Accounting is your trusted partner in navigating the complexities of the financial world. Contact us today to learn more about how we can help you achieve your financial goals.
Allen Patrick H CPA
Allen Patrick H CPA is a reputable accounting and finance institution located at 172 Cambridge Street in Burlington, Massachusetts. With years of experience in the industry, Allen Patrick H CPA offers a wide range of services to help individuals and businesses with their financial needs. From tax preparation to financial planning, their team of experts is dedicated to providing top-notch service and personalized solutions. Whether you are looking for assistance with your taxes or need help managing your finances, Allen Patrick H CPA is the go-to institution for all your accounting and finance needs.
Chhabra Bridal Wear
Chhabra Bridal Wear is a clothing store located at 2400 Massachusetts Avenue in Cambridge, Massachusetts. Our team is dedicated to helping you find the perfect Indian outfit for your next wedding, gala, or dinner party. We offer a wide selection of traditional and contemporary styles, including lehengas, sarees, shararas, anarkalis, and salwar kameez sets. Each item in our inventory is unique, so you can be sure that you'll stand out at your event. Our boutique receives new merchandise regularly from our Chhabra Family stores in Delhi, ensuring that we always have the latest styles available. In addition to clothing, we also offer a variety of accessories such as shoes, jewelry, and men's attire like sherwanis and kurta pajamas.
Santander Bank Branch
Santander Bank Branch is a trusted financial institution located at 1294 Massachusetts Avenue in Cambridge, Massachusetts, United States. As a full-service bank, Santander offers a wide range of financial products and services to meet the needs of individuals and businesses. Customers can expect personalized service and expert advice from experienced bankers at this convenient location. Whether you're looking to open a checking account, apply for a loan, or explore investment options, Santander Bank Branch is committed to helping you achieve your financial goals. Visit us today to experience the difference of banking with Santander.
Harvard University Employees Credit Union
Harvard University Employees Credit Union is a financial institution located at 104 Mount Auburn Street in Cambridge, Massachusetts, United States. As an ATM and finance provider, this credit union offers a range of services to support the financial needs of Harvard University employees. Whether you need to access cash conveniently or manage your finances effectively, Harvard University Employees Credit Union is here to help. With a focus on serving the university community, this institution is dedicated to providing reliable and secure financial solutions.
Kaplansky Insurance
Kaplansky Insurance is a reputable insurance agency located at 1361 Cambridge Street in Cambridge, Massachusetts, United States. With a strong commitment to providing personalized and comprehensive insurance solutions, Kaplansky Insurance has been serving the community for many years. Their team of experienced insurance professionals works diligently to help clients find the right coverage for their individual needs, whether it be for auto, home, business, or life insurance. Customers can expect top-notch customer service and expert advice when working with Kaplansky Insurance.
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