Financial wellness in Holden, Massachusetts
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Merrill Lynch Financial Advisor Dan Whiting
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.
keithcollinsinc
Keith Collins Inc. is a reputable finance institution located at 161 Meadow Wood Drive in Holden, Massachusetts, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. At Keith Collins Inc., we prioritize our clients' financial well-being and strive to help them achieve their goals. Visit us today to see how we can assist you in securing your financial future.
Bank of America (with Drive-thru ATM)
Bank of America is a well-known financial institution located at 560 Main Street in Holden, Massachusetts. This branch offers convenient drive-thru ATM services for customers on the go. Whether you need to deposit a check, withdraw cash, or simply check your balance, our friendly staff is here to assist you with all of your banking needs. With a wide range of financial services available, Bank of America is dedicated to helping you achieve your financial goals. Visit us today at our Holden location to experience the convenience and excellent customer service that we are known for.
New York Life Insurance Company Andrew Jensen
New York Life Insurance Company Andrew Jensen is an insurance agency located at 1174 Main Street in Holden, Massachusetts, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as customizable long-term coverage options. Their services include helping to pay for everyday tasks, replacing lost income due to sickness or injury, and professionally managed investments with market potential. They also provide guidance on creating investment strategies, estate planning, and insurance options for individuals, businesses, and employees. The institution is committed to giving back to communities through charitable giving and providing financial support for bereavement, education, and local initiatives. Andrew B. Jensen, a Financial Advisor for Eagle Strategies LLC and NYLIFE Securities LLC, offers personalized financial solutions to help clients achieve their goals and build financial security.
Berkshire Bank
Welcome to Berkshire Bank, your trusted financial partner located at 21 Holden Street, North Adams, Massachusetts. As a leading community bank, we are committed to providing exceptional banking and financial services tailored to meet the diverse needs of our customers. Whether you're looking to open a personal checking account, secure a mortgage, or explore investment opportunities, our knowledgeable and friendly staff are here to assist you every step of the way. At Berkshire Bank, we pride ourselves on our strong community ties and personalized approach to banking. We understand the unique financial landscape of North Adams and are dedicated to helping individuals, families, and businesses achieve their financial goals. Our comprehensive range of services includes personal and business banking, loans, mortgages, wealth management, and more.
Whiteacre Properties LLC
Welcome to Whiteacre Properties LLC, your trusted real estate partner located at 150 East Central Street, Natick, Massachusetts 01760. We specialize in offering a fast, simple, and stress-free way to sell your house for cash in Boston and the surrounding areas. Whether you're facing foreclosure, dealing with an inherited property, or simply need to sell quickly due to life changes, we are here to help. At Whiteacre Properties, we understand the challenges of selling a home. That's why we offer a straightforward cash-buying program that eliminates the need for real estate agents, open houses, and costly repairs. Our process is designed to be as hassle-free as possible, allowing you to sell your house in any condition, without the burden of maintenance, cleaning, or agent fees.
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