TOP 10 Financial services for members in Boston, Massachusetts

Located at 595 Commonwealth Avenue in Boston, Massachusetts, the Boston University Questrom School of Business is a prestigious institution known for its innovative programs and cutting-edge research. The school's Rafik B. Hariri Building is a hub of academic excellence and industry connections. Recently, Connie Noonan Hadley was named to the Thinkers50 Radar Class of 2024, recognizing her as one of the world's top scholars in management and organizations. Additionally, seniors Kelly Shao and Atharva Mhatre were honored as Poets & Quants Best and Brightest Business Majors.

Oldrid Financial, located at 236 New Boston Road in Fall River, Massachusetts, is a reputable finance institution dedicated to providing top-notch investment solutions to individuals, estates, trusts, charitable foundations, and small businesses. With over 27 years of experience, we prioritize integrity and professionalism in all our services. Our offerings include retirement planning, cash flow management, college savings strategies, insurance solutions, and more. We strive to help you understand your financial situation and offer high-quality information, services, and products to guide you towards financial success. Securities are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. Please note that our services are available in specific states only. When you visit our website, you can explore various calculators to assist you in making informed financial decisions. When you access third-party websites through our site, you assume full responsibility for any risks or issues that may arise. Feel free to check the background of our investment professional for added peace of mind.

Forward Financial Services, Inc. is a leading finance institution located at 645 Chandler Street, Worcester, Massachusetts, United States. At Forward Financial Services, we believe in empowering our clients to take control of their financial futures. Our dedicated team is committed to helping clients elevate their wealth, maximize their potential, and become the managers of their own financial destinies. As a comprehensive financial planning, wealth management, and advisory firm, Forward Financial Services offers a unique planning process designed to help clients create, accumulate, and preserve their wealth and lifestyle. Our personalized service and expertise set us apart, ensuring that our clients achieve long-term financial success.

Merrill Lynch Financial Advisor Sylvia S. Han is located at 440 Boylston Street in Boston, Massachusetts. Sylvia joined Merrill in 2013 as a Wealth Management Advisor, where she works closely with clients to provide customized advice and services to help them achieve their career, retirement, philanthropic, or business goals. With experience as a global portfolio manager and analyst, Sylvia understands the importance of portfolio risk control and seizing opportunities in the market. She is also interested in ESG investing and provides access to top-ranked firm-wide resources. In addition to her work at Merrill, Sylvia volunteers as an advisory board member for the Cary Library Foundation and the Boston Lyric Opera. She is also a committee member of The Boston Club and The President's Council of Cornell Women. Sylvia holds a Chartered Financial Analyst (CFA) designation, CERTIFIED FINANCIAL PLANNER (CFP) certification, and is a member of the CFA Institute and the Financial Planning Association.

Tom Duval is a dedicated Financial Advisor at Ameriprise Financial Services, LLC, located at 121 Mount Vernon Street in Boston, Massachusetts. As an Ameriprise Platinum Financial Services® Advisor, Tom offers personalized financial advice to help clients prepare for their financial goals, whether it's saving for college, planning for retirement, or making smart investments. Tom takes the time to truly understand what is important to each client, providing a comprehensive overview of financial planning concepts during the initial consultation. While he cannot guarantee future financial results, Tom's expertise and guidance can help clients feel more confident, connected, and in control of their financial lives.

Leonard Nolan - Financial Advisor at Ameriprise Financial Services, LLC, located at 60 State Street in Boston, Massachusetts, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Leonard provides investment recommendations, asset allocation strategies, and portfolio analysis to help clients track their progress towards retirement, education, or other major financial milestones. Clients can access their investments and accounts securely from any device, and schedule a complimentary initial consultation to discuss their financial needs. Leonard Nolan is a registered investment advisor with Ameriprise Financial Services, LLC, and offers personalized financial planning concepts to help clients navigate market volatility and make informed investment decisions.

Stephen Craig - Financial Advisor at Ameriprise Financial Services, LLC, located at 60 State Street in Boston, Massachusetts, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, Stephen provides investment recommendations, asset allocation strategies, and regular progress reviews to help you achieve your financial objectives. By accessing your investments and accounts from any device, you can track your progress and make informed decisions with Stephen's guidance. Schedule a complimentary initial consultation to learn more about how Stephen can support you on your financial journey. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information on Stephen Craig's registration in your state. Let's work together to secure a more confident financial future.

Merrill Lynch Financial Advisor Cameron Markley, located at 100 Federal Street in Boston, Massachusetts, offers wealth management services to individuals, families, businesses, and non-profit organizations. With over 30 years of experience in the financial services industry, Cameron provides financial planning, retirement planning, investment advice, and banking services. She believes in a disciplined approach to asset allocation and the power of long-term investing. Cameron is a Chartered Financial Analyst (CFA®) and a member of the CFA Institute and the CFA Boston Society. She is dedicated to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, Cameron helps clients create personalized plans centered on their goals. Whether it's planning for retirement, saving for a home, or funding a child's education, Cameron works closely with clients to help them achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, Cameron focuses on understanding her clients' priorities and designing customized investment approaches to address their needs. With access to the resources of Merrill and Bank of America, Cameron helps clients manage, grow, and preserve their wealth. By regularly reviewing goals and financial approaches, Cameron ensures that clients stay on track to achieve what matters most to them. Whether it's discussing changes in the market or changes in clients' lives, Cameron is committed to helping clients navigate financial complexities and reach their goals. With a focus on personalized service and comprehensive financial solutions, Cameron Markley is dedicated to helping clients live their best financial life.

Seacoast Financial Planning - Ameriprise Financial Services, LLC is a finance institution located at 127 Main Street, Boston, Massachusetts, United States. They offer personalized financial planning services to help individuals achieve their financial goals. To make an appointment, you can email [email protected] or call one of their various office locations. Ameriprise financial advisors are registered to do business in certain U.S. states, so be sure to check their personal website or FINRA’s BrokerCheck website for more details. The initial consultation provides an overview of financial planning concepts, although no written analysis or recommendations will be provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, and users of their website agree to be bound by their rules and regulations. They prioritize the privacy and security of their clients and are committed to helping friends and family members achieve their financial goals. Feel free to refer someone to them, and they will reach out to them soon.

Merrill Lynch Financial Advisor Jeffrey P Keough is a distinguished finance institution located at 100 Federal Street, Boston, Massachusetts, United States. The KCH Wealth Management Group, led by an 8-member team, specializes in providing tailored advice and guidance to corporate executives, business owners, and affluent families. With over 1.8B in assets under management as of March 2024, the group has been ranked #26 on the 2023 Forbes "Best-In-State Wealth Management Teams" list. The team believes in creating personalized financial plans to help clients manage, grow, and preserve their wealth for the long term. By leveraging the investment insights of Merrill and banking solutions from Bank of America, they aim to address each client's unique financial needs and goals. The team at Merrill Lynch Wealth Management Advisors is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. With a focus on understanding clients' goals and priorities, the team offers personalized investment strategies and comprehensive financial solutions to help clients achieve their financial objectives. Through ongoing communication and regular reviews, the team helps clients stay on track to meet their goals despite changes in the financial markets or personal circumstances. The institution is dedicated to providing clients with the latest investment insights, tips, and strategies to help them live their best financial life.

The Institute for Applied Network, located in Boston, Massachusetts, is dedicated to providing unbiased, independent feedback on vendor solutions to save you time. With weekly webinars hosted by IANS Faculty, we support CISOs and their teams in pushing their security agenda forward. Our flagship offering, End-User Decision Support, offers an annual subscription service connecting you with experts and practitioners to accelerate your capabilities and make informed decisions. Our services include one-on-one consultations with IANS Faculty members, curated third-party InfoSec content, and tools and templates to support common information security initiatives. Gain knowledge through simulated attacker engagements and technical control reviews, and increase skills with tailored training for your IT and security staff.

Boston University Student Accounting Services is the financial hub for students at Boston University, located at 25 Buick Street in Boston, Massachusetts. As part of the university's administration, Student Accounting Services is dedicated to assisting students with their financial needs, including tuition payments, billing inquiries, and financial aid processing. With a team of knowledgeable staff members, students can rely on Student Accounting Services to provide accurate and timely information to help them navigate the financial aspects of their education. Whether it's setting up a payment plan or understanding their student account, students can trust in the expertise and professionalism of Boston University Student Accounting Services.

Members Plus Credit Union is a bank and finance institution located at 494 Gallivan Boulevard in Boston, Massachusetts, United States. We offer online loan applications for the majority of our loans, making the process quick and convenient for our members. Residents of Essex, Middlesex, Norfolk, Plymouth, and Suffolk counties are eligible to become members and enjoy the benefits we offer. Our website uses cookies to provide the best user experience, and we recommend enabling Strictly Necessary Cookies to save your preferences for future visits. Join Members Plus Credit Union today and start taking advantage of our financial services and benefits.

Boston Customs Federal Credit Union is a trusted financial institution located at 10 Causeway Street in the heart of Boston, Massachusetts. As a credit union, we offer a wide range of financial services to our members, including savings accounts, loans, and investment opportunities. Our convenient ATM services make accessing your funds easy and hassle-free. Whether you are looking to save for the future or need assistance with a loan, our friendly staff is here to help you achieve your financial goals. Visit us today to experience the personalized service and competitive rates that set us apart from other financial institutions.

City of Boston Credit Union is a financial institution located at 1 City Hall Square in Boston, Massachusetts. As a credit union, it offers a range of financial services including savings accounts, loans, and ATM access to its members. Whether you're looking to save for the future or borrow for a big purchase, City of Boston Credit Union is dedicated to helping you reach your financial goals. Visit us today to learn more about how we can assist with your financial needs.

John Hancock Financial Services: Pelletier Jr Norman is an insurance agency located at 138 Old River Road in Andover, Massachusetts, United States. They offer financial advisory services with a personal touch, believing that life insurance should be about living longer, healthier, and better. With over 160 years of trust and reliability, they are committed to providing honest and innovative services to their customers. Their partnerships help build life insurance businesses and protect what matters most to their clients. Eligible members of the John Hancock Vitality program now have access to GRAIL's Galleri test for multi-cancer early detection.

Welcome to Tactile Encaustic Paintings Boston Cambridge MA, located at 22 Mill Street, Arlington, Massachusetts. Our unique business seamlessly blends the world of art and finance, offering an innovative approach to both creative expression and financial planning. As an art gallery, we celebrate the rich tradition of encaustic painting—a technique that uses beeswax to create vibrant, textured artworks. Our gallery showcases the work of talented local artists, including pieces by our founder, Debra Neiman, whose encaustic paintings have been featured in notable publications. Beyond art, we are proud to offer comprehensive financial planning and investment advisory services through Neiman & Associates Financial Services, LLC. As a fee-only, Boston-based firm, we are committed to serving a diverse clientele, including the LGBTQ community, non-traditional families, and environmentally conscious individuals. Our mission is to empower you to make informed financial decisions, ensuring peace of mind and the ability to pursue your life dreams.

Welcome to Metro Boston Free Health Clinic, a dedicated healthcare facility committed to providing high-quality, accessible medical services to the Watertown community and beyond. Conveniently located at 35 Church Street, Watertown, Massachusetts, we strive to ensure that everyone, regardless of their financial situation, has access to essential healthcare services. Our team of compassionate healthcare professionals offers a wide range of services, including general health check-ups, preventive care, vaccinations, and management of chronic conditions. We are proud to serve individuals and families in a welcoming and supportive environment, where patient care and well-being are our top priorities.

Welcome to the practice of Dr. Chirag P. Shah, MD, MPH, at Ophthalmic Consultants of Boston, where exceptional eye care meets compassionate service. Located at 50 Staniford Street, Suite 600, in the heart of Boston, Massachusetts, Dr. Shah provides specialized ophthalmic services with a focus on the treatment of retinal diseases. Dr. Shah is a highly esteemed Board Certified Ophthalmologist, renowned for his expertise in both medical and surgical management of retinal conditions, including macular degeneration, diabetic eye disease, and retinal vein occlusions. With advanced training in vitreoretinal surgery, Dr. Shah is adept at performing complex procedures for conditions such as macular holes, epiretinal membranes, and retinal detachments.

Welcome to UFC GYM Boston Financial District, your premier destination for a dynamic and transformative fitness experience. Conveniently located at 76 Lincoln Street, Boston, Massachusetts 02111, our gym offers an unparalleled blend of amenities and services designed to help you achieve your health and fitness goals. At UFC GYM, we redefine what it means to work out. Our facility boasts a wide range of amenities, including a Recovery area, Youth Gym, indoor turf, and dedicated mat areas. Whether you're interested in personal training or exploring our extensive selection of classes, we provide the resources and support you need to succeed. Our gym features a bag rack, free weights, essential cardio and weight equipment, and a large bag room where you can enhance your skills.

Welcome to Jing Wang, Financial Advisor - JW Insurance & Financial Services Located at 201 Jones Road, Waltham, Massachusetts, we are your dedicated partner in navigating the complex world of finance. At JW Insurance & Financial Services, we are committed to helping you preserve, grow, and distribute your wealth effectively, ensuring you achieve financial peace of mind. Our personalized approach is designed to address your unique financial concerns and set you on a successful path for the future.

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 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 the Ukrainian Federal Credit Union - Boston Branch, your trusted financial partner located at 282 Providence Highway in Westwood, Massachusetts. As a member-focused financial institution, we are dedicated to providing exceptional service and personalized financial solutions to meet the unique needs of our community. At the Boston Branch, we offer a comprehensive range of financial products and services, including savings and checking accounts, loans, mortgages, and investment options. Our team of experienced professionals is committed to helping you achieve your financial goals with tailored advice and support.

Welcome to City of Boston Credit Union, your trusted financial partner located at 77 Spring Street, Boston, Massachusetts. Proudly serving the Boston community, we offer a comprehensive range of financial services designed to meet your needs and help you achieve your financial goals. Whether you’re looking to open a savings account, apply for a loan, or simply need access to convenient ATM services, our team is here to assist you with personalized solutions and expert advice. At City of Boston Credit Union, we are committed to providing exceptional service and fostering financial well-being for all our members. Visit us today and experience the difference of a community-focused credit union dedicated to your financial success.

Welcome to the City Of Boston Credit Union, your trusted partner in financial services located conveniently at 305 Turnpike Street, Canton, Massachusetts. As a member-focused financial institution, we are committed to providing personalized banking solutions that cater to your unique needs. Whether you are looking to open a savings account, secure a loan, or plan for your financial future, our team of experienced professionals is here to guide you every step of the way. At City Of Boston Credit Union, we pride ourselves on our community-oriented approach, offering competitive rates and a range of services designed to help you achieve your financial goals. Visit us today and experience the difference of banking with a credit union that truly cares about its members.

Welcome to City of Boston Credit Union, your trusted financial partner located at 2 Westland Avenue, Boston, Massachusetts 02115. As a proud member-owned financial institution, we are dedicated to providing exceptional banking services to the vibrant community of Boston. Our mission is to empower our members with the financial tools and resources they need to achieve their goals, whether it be saving for the future, purchasing a home, or managing daily expenses. At City of Boston Credit Union, we offer a comprehensive range of financial products and services, including savings and checking accounts, loans, credit cards, and financial planning. Our friendly and knowledgeable staff are committed to delivering personalized service and expert advice to help you make informed financial decisions.

Welcome to City Square Wealth Management - Ameriprise Financial Services, LLC, your trusted partner in navigating the world of finance. Conveniently located at 10 City Square, Boston, Massachusetts, we specialize in providing personalized financial planning and wealth management services tailored to meet your unique needs. Our team of experienced financial advisors is dedicated to helping you achieve your financial goals, whether it’s planning for retirement, managing investments, or securing your family's financial future. At City Square Wealth Management, we understand the dynamic nature of the financial markets. In 2024, Big Tech has been a significant driver of stock prices, and our Chief Market Strategist, Anthony Saglimbene, offers insights on when other S&P 500 Index companies, industries, and sectors might also begin to contribute. Our advisors are here to guide you through these changing times with expertise and personalized strategies.

Welcome to SoundView Financial Credit Union Located at 1 Gillette Park, Boston, Massachusetts 02127, SoundView Financial Credit Union is your trusted partner for all your banking and financial needs. As a member-owned, not-for-profit financial cooperative, we are dedicated to providing exceptional service and competitive financial products to our community.

Welcome to Casper Funeral & Cremation Services, a trusted family-owned funeral home located at 187 Dorchester Street, Boston, Massachusetts. With over 90 years of dedicated service, we are committed to providing compassionate, respectful, and affordable funeral and cremation care to families in Massachusetts and the Boston area. At Casper Funeral & Cremation Services, we understand the profound difficulty of losing a loved one. Our mission is to support you through this challenging time by offering a range of services tailored to meet your needs. We specialize in low-cost cremation services starting at just $1,395 with no hidden fees, ensuring that families can honor their loved ones without financial strain. Our transparent pricing and commitment to answering all your questions ensure that you have the information you need to make informed decisions.