TOP 10 Financial products in Weston, Massachusetts

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.

Welcome to Weston White, Bankers Life Agent, your trusted insurance agency located at 16 Commerce Boulevard, Middleborough, Massachusetts. As a dedicated Insurance Sales Representative, Weston White offers a comprehensive range of insurance solutions to meet your needs. Our agency proudly provides core products from reputable companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Navigating the complexities of Medicare can be daunting, but with Weston White by your side, you can confidently compare Medicare Advantage plans to identify the best coverage tailored to your needs. As longevity increases and healthcare costs rise, planning for long-term care is essential. At Weston White, we understand that long-term care is not just a possibility but a necessity. We are here to help you prepare and engage in meaningful discussions with your loved ones about your future.

Welcome to Citizens Bank ATM located at 415 Boston Post Road, Weston, Massachusetts 02493. As a trusted financial partner, we are committed to helping you manage your finances with ease and efficiency. Whether you're saving for college, planning for your future, or managing your daily expenses, Citizens Bank offers comprehensive financial solutions tailored to every stage of life. Our innovative services include Citizens FastLine®, which offers a faster, simpler way to secure a Home Equity Line of Credit without affecting your credit score. With our Round Ups‡ feature, you can effortlessly turn your spare change into savings by rounding up your debit card purchases to the nearest dollar and adding even more to reach your financial goals faster.