Financial wealth building in Everett, MA
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Merrill Lynch Financial Advisor Dan Whiting
● ClosedWelcome 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.
2221 Washington Street, Newton, Massachusetts 02462, United States -
TaxPrep2Go
● ClosedTaxPrep2Go is a trusted accounting and finance institution located at 201 Main Street in Everett, Massachusetts, United States. When life brings challenging tax situations your way, our team of professionals is here to provide you with expert tax advice and planning. We understand the importance of building and preserving your personal wealth, which is why we offer one-on-one guidance and comprehensive financial plans to help manage and improve your financial performance. In addition to tax services, we also help you protect your family in case of disability by analyzing your insurance coverage and ensuring you have enough money in your emergency fund. Our proactive approach goes beyond tax compliance to recommend strategies that maximize your after-tax income.
201 Main St, Everett, MA 02149, United States -
BNY
● ClosedWelcome to BNY, located at 135 Santilli Highway, Everett, Massachusetts. As a leading entity in the realms of ATM, banking, and finance, we are dedicated to transforming the payments landscape and supporting corporate treasurers as they evolve into strategic technologists. At BNY, we pride ourselves on building strong client relationships that empower us to make a significant impact both in our communities and globally. Our commitment to innovation and excellence is reflected in our diverse programs and opportunities. We offer an 8-10 week internship for undergraduate students to explore various functional areas within financial services, as well as a comprehensive 24-month program designed to foster growth and development through exposure to impactful projects across the industry.
135 Santilli Highway, Everett, Massachusetts 02149, United States -
Rockland Trust Bank
● ClosedWelcome to Rockland Trust Bank, your trusted financial partner located at 1755 Revere Beach Parkway, Everett, Massachusetts. At Rockland Trust, we are committed to providing exceptional banking and financial services tailored to meet the unique needs of our community. Whether you're looking to open a personal checking account, secure a mortgage, or explore investment opportunities, our experienced team is here to guide you every step of the way. Our Everett branch offers a wide range of services, including personal and business banking, loans, mortgages, and wealth management solutions. We pride ourselves on delivering personalized service with a focus on building long-term relationships with our customers. Our knowledgeable staff is dedicated to helping you achieve your financial goals with confidence and ease.
1755 Revere Beach Parkway, Everett, Massachusetts 02149, United States
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