Financial services for individuals in Marblehead, MA
16 results found
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UBS Financial Services Inc.
● ClosedUBS Financial Services Inc. is a finance institution located at 2 Town House Square in Marblehead, Massachusetts, United States. Their focus is on helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. They are committed to understanding what wealth means to each individual, offering tailored financial advice that is finely crafted for their specific needs and goals. UBS excels at mastering the details and delivering the expertise needed to turn financial visions into reality. They offer insights on market trends, investment strategies, and the global economy to keep clients ahead of the curve. UBS also provides resources for executives, families, and individuals to pursue their financial goals today, tomorrow, and for generations to come. Their services include investment advisory and brokerage services, with a focus on creating a truly rewarding workplace and connecting clients to experts, insights, and thought leaders around the world. UBS Wealth Way is an approach that incorporates Liquidity, Longevity, and Legacy strategies to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. With a focus on excellence and a commitment to helping clients pursue what's important to them, UBS Financial Services Inc. is dedicated to providing comprehensive financial solutions for individuals, families, and businesses.
2 Town House Square, Marblehead, MA 01945, United States -
The Case Wealth Management Group - UBS Financial Services Inc.
● OpenThe Case Wealth Management Group - UBS Financial Services Inc. is a leading financial institution located at 2 Town House Square in Marblehead, Massachusetts, United States. Specializing in wealth management, the institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, The Case Wealth Management Group provides personalized financial advice and investment solutions tailored to meet the unique needs of each client. Whether you are planning for retirement, saving for education, or growing your wealth, the institution is committed to helping you navigate the complexities of the financial world and build a secure financial future.
2 Town House Square, Marblehead, MA 01945, United States -
Little Harbor Advisors
● ClosedLittle Harbor Advisors is a finance institution located at 30 Doaks Lane in Marblehead, Massachusetts. We specialize in providing expert financial services and guidance to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Little Harbor Advisors is here to provide personalized solutions tailored to your specific needs. Trust us to help you navigate the complex world of finance and secure a prosperous future.
30 Doaks Ln, Marblehead, MA 01945, United States -
Bentley Wealth Management
● ClosedBentley Wealth Management is a prestigious finance institution located at 89 Front Street in Marblehead, Massachusetts, United States. With a team of experienced financial advisors, Bentley Wealth Management provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, Bentley Wealth Management offers tailored solutions to meet your individual needs. Trust in Bentley Wealth Management to guide you towards financial success and security.
89 Front St, Marblehead, MA 01945, United States -
Stephen J. Lockwood & Company, LLC
● OpenStephen J. Lockwood & Company, LLC is a finance institution located at 258 Washington Street in Marblehead, Massachusetts, United States. With a focus on providing expert financial services, this institution offers a range of financial solutions to help individuals and businesses achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the team at Stephen J. Lockwood & Company, LLC is dedicated to providing personalized and professional service to meet your needs. Trust in their expertise to help you navigate the complexities of the financial world and secure your financial future.
258 Washington St, Marblehead, MA 01945, United States -
RMJR Tax and Accounting
● ClosedRMJR Tax and Accounting is a reputable financial institution located at 118 Pleasant Street in Marblehead, Massachusetts. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial planning assistance to individuals and businesses alike. With a commitment to accuracy and personalized service, RMJR Tax and Accounting is your go-to destination for all your financial needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
118 Pleasant St, Marblehead, MA 01945, United States -
Moody Aldrich Partners
● OpenMoody Aldrich Partners is a renowned finance institution located at 18 Sewall Street in Marblehead, Massachusetts, United States. With a strong reputation for expertise in financial services, investment management, and strategic planning, Moody Aldrich Partners offers comprehensive solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and innovative strategies to ensure long-term success for their clients. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial challenges, Moody Aldrich Partners is committed to delivering exceptional service and results.
18 Sewall St, Marblehead, MA 01945, United States -
Ocean Gate Capital
● OpenOcean Gate Capital is a finance institution located at 5 Sewall Street in Marblehead, Massachusetts, United States. Specializing in investment management and financial advisory services, Ocean Gate Capital offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Ocean Gate Capital is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Ocean Gate Capital is here to help you navigate the complex world of finance with confidence and peace of mind.
5 Sewall St, Marblehead, MA 01945, United States -
James Rodgers CPA
● OpenJames Rodgers CPA is a reputable accounting and finance institution located at 24 Tioga Way in Marblehead, Massachusetts. With a team of experienced and dedicated professionals, they provide a wide range of accounting services to individuals and businesses in the United States. Whether you need assistance with tax preparation, financial planning, or bookkeeping, James Rodgers CPA is committed to delivering top-notch service and expert advice to help you achieve your financial goals. Trustworthy, reliable, and knowledgeable, James Rodgers CPA is the go-to institution for all your accounting and finance needs.
24 Tioga Way, Marblehead, MA 01945, United States -
By the Square Taxes
● ClosedBy the Square Taxes is a finance institution located at 21 Essex Street in Marblehead, Massachusetts, United States. Specializing in tax preparation and financial services, our experienced team is dedicated to helping individuals and businesses navigate the complexities of the tax system. Whether you need assistance with filing your personal taxes or require strategic tax planning for your business, By the Square Taxes is here to provide expert guidance and support. Trust us to help you maximize your tax savings and ensure compliance with all regulations. Visit us today to see how we can assist you with all your financial needs.
21 Essex St, Marblehead, MA 01945, United States -
Jewish Community Center of the North Shore
● ClosedThe Jewish Community Center of the North Shore, located at 4 Community Road in Marblehead, Massachusetts, is a vibrant non-profit organization that relies on the support of its active members and generous donors. Open seven days a week, the JCCNS offers a wide range of programs and services for individuals of all ages, including J Adventure for infants and toddlers, PrimeTime for toddlers, adult programs, personal training, fitness classes, adaptive swim and gym, financial assistance, and Summer at the J. Whether you're looking to stay active, connect with others in the community, or simply relax and unwind, the JCCNS has something for everyone. Make a tax-deductible gift today to support this important institution and help it continue to thrive for years to come.
4 Community Rd, Marblehead, MA 01945, United States -
National Grand Bank
● ClosedNational Grand Bank is a trusted financial institution located at 91 Pleasant Street in Marblehead, Massachusetts. As a full-service bank, we offer a wide range of financial products and services to meet the needs of individuals, businesses, and organizations in the local community. Our team of experienced professionals is dedicated to providing personalized service and expert financial advice to help our customers achieve their financial goals. Whether you're looking for a checking account, savings account, loan, or investment services, National Grand Bank is here to help. Visit us today to experience the difference of banking with a local, community-focused institution.
91 Pleasant St, Marblehead, MA 01945, United States -
Piedmont Mortgage Corporation
● ClosedPiedmont Mortgage Corporation is a leading finance institution located at 14 Phillips Street in Marblehead, Massachusetts, United States. Specializing in mortgage services, Piedmont Mortgage Corporation offers a wide range of loan options to help individuals and families achieve their homeownership goals. With a team of experienced professionals, they provide personalized guidance and support throughout the loan application process. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Piedmont Mortgage Corporation is dedicated to helping you secure the best financing solution for your needs.
14 Phillips St, Marblehead, MA 01945, United States -
EJ Schneider, Esq. at Dalton & Finegold LLP
● OpenEJ Schneider, Esq. at Dalton & Finegold LLP Welcome to the professional legal services of EJ Schneider, Esq., a distinguished partner at Dalton & Finegold LLP, located at 99 Summer Street, Boston, Massachusetts. With a focus on providing exceptional representation to professional athletes and high net worth individuals and families, EJ Schneider specializes in the acquisition and disposition of real estate. His expertise extends to collaborating seamlessly with Realtors, concierge services, private banks, family offices, and trusted financial advisors, ensuring that no detail is overlooked for his clients.
99 Summer Street, Boston, Massachusetts 02110, United States -
Clipper Commercial Capital
● OpenWelcome to Clipper Commercial Capital Located at 20 Waterside Road in the charming town of Marblehead, Massachusetts, Clipper Commercial Capital is your trusted partner in navigating the world of finance. As a locally-owned financial services firm, we specialize in providing tailored financial solutions to meet the unique needs of businesses and individuals in our community and beyond.
20 Waterside Road, Marblehead, Massachusetts 01945, United States -
Janice Young - Aflac Insurance Agent
● OpenWelcome to Janice Young - Aflac Insurance Agent, your trusted partner in Marblehead, Massachusetts, for comprehensive insurance solutions. Conveniently located at 12 Lincoln Park, our agency is dedicated to providing personalized service and expert guidance to meet your unique insurance needs. As an experienced Aflac Insurance Agent, Janice Young offers a wide range of insurance products, including individual and group health insurance, supplemental insurance, and more. Our mission is to help you protect what matters most with tailored coverage options that offer peace of mind. Whether you're seeking to safeguard your health, secure your financial future, or protect your loved ones, Janice Young is here to assist you every step of the way. Visit us today to learn how we can help you achieve your insurance goals with confidence and ease.
12 Lincoln Park, Marblehead, Massachusetts 01945, United States
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