Impact wealth management in Boston, Massachusetts
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Trillium Asset Management
● OpenTrillium Asset Management is a finance institution located at 60 South Street in Boston, Massachusetts, United States. They specialize in sustainable and responsible investing, helping clients align their financial goals with their values. With a focus on environmental, social, and governance factors, Trillium Asset Management offers a range of investment strategies that promote positive change in the world. Their team of experienced professionals work closely with clients to create customized investment portfolios that support a more sustainable future.
60 South St, Boston, MA 02111, United States -
Tactile Encaustic Paintings Boston Cambridge MA
● OpenWelcome 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.
22 Mill Street, Arlington, Massachusetts 02476, United States -
Merrill Lynch Financial Advisor Diane I Rooney
● OpenMerrill Lynch Financial Advisor Diane I Rooney is located at 100 Federal Street in Boston, Massachusetts, United States. Diane's service model focuses on helping clients translate their dreams and goals into reality, providing greater confidence in planning their financial lives. With over 30 years of experience in the financial services industry, Diane offers personalized financial advice and resources from a world-class firm. She holds advanced certifications, including the Certified Financial Planner designation, and specializes in sustainable, responsible, and impact investing. Diane believes in volunteering to strengthen communities and enjoys skiing, tennis, surfing, scuba diving, and international travel. At Merrill Lynch Wealth Management, Diane focuses on understanding each client's unique goals and priorities, offering personalized financial approaches to help achieve their aspirations. By listening carefully and asking thoughtful questions, Diane designs and implements personalized plans to help clients manage, grow, and preserve their wealth. She regularly reviews and adjusts financial approaches to reflect changes in clients' lives and the financial markets.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Merrill Lynch Financial Advisor Driscoll M DoCanto
● OpenMerrill Lynch Financial Advisor Driscoll M DoCanto, located at 440 Boylston Street in Boston, Massachusetts, offers personalized wealth management services to a select group of affluent clients. With over 16 years of experience in the investment management industry, Driscoll is dedicated to providing clients with an institutional money management approach to investing. He holds a Bachelor of Science degree from Babson College, a Chartered Financial Analyst® CFA® designation, and a Certified Plan Fiduciary Advisor® certification. Driscoll works closely with clients to establish deep and valued relationships, understand their needs and goals, and create customized wealth strategies designed to help them meet their long-term financial goals. With a team of talented individuals, Driscoll offers a range of services including portfolio construction and management, retirement and educational planning, and wealth preservation and transfer services. By focusing on potential solutions that can help turn goals into reality, Driscoll helps clients manage, grow, and preserve their wealth while considering the impact it can have for years to come. Through the personalized Merrill Personal Wealth Analysis™, clients can build a personalized financial plan centered on their goals and priorities. Driscoll believes that financial success can be achieved by making investment-related decisions that align with personally meaningful goals, and he is committed to helping clients navigate the complexities of their financial lives to pursue their aspirations.
440 Boylston St, Boston, MA 02116, United States -
Exemplar Companies, PBC
● OpenExemplar Companies, PBC is a professional knowledge firm located at 10 Post Office Square in Boston, Massachusetts, United States. Our mission is to empower game-changers, revolutionaries, and impact businesses through a holistic approach that integrates services across law, tax, capital, strategy, compliance, and wealth management. At Exemplar, we believe that relationships and caring change outcomes. Our focus goes beyond providing professional services - it's about building a community and making a difference. With over two decades of experience, we have fostered communities that benefit the clients we serve and will continue to build in the future.
10 Post Office Square 8th floor, Boston, MA 02109, United States -
NDVR, Inc.
● OpenNDVR, Inc. is a leading finance institution located at 24 Federal Street in the bustling city of Boston, Massachusetts, United States. Specializing in providing innovative financial solutions, NDVR, Inc. offers a wide range of services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, NDVR, Inc. is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you are looking for investment advice, wealth management, or financial planning, NDVR, Inc. is the institution to trust for all your financial needs.
24 Federal St, Boston, MA 02110, United States -
Merrill Lynch Financial Advisor Aviv Hod
● OpenMerrill Lynch Financial Advisor Aviv Hod, located at 100 Federal Street in Boston, Massachusetts, is a Vice President and Senior Financial Advisor at the Merrill Lynch Wealth Management Boston Financial Center. With a belief that each individual's financial situation is unique, Aviv practices Goals Based Wealth Management to provide a customized approach tailored to your specific circumstances and life goals. Specializing in Environmental and Social Governance issues, Aviv helps clients make a positive impact with their investments by building diversified Socially Responsible portfolios that align with their long-term financial goals. As a Senior Portfolio Advisor, Aviv can provide traditional advice and guidance while also managing custom investment strategies to help clients achieve their objectives. With a focus on risk management and personalized service, Aviv prioritizes client needs such as retirement income, education planning, and estate and tax minimization. Holding Series 7 and Series 66 registrations, as well as licenses in Life, Long-Term Care Insurance, and annuities, Aviv is dedicated to providing the attention and expertise clients deserve to help them achieve their financial goals. Partnering with Merrill Lynch Wealth Management, Aviv's team is committed to building strong client relationships based on trust and personalized service, with a focus on helping clients pursue their goals and priorities throughout their lives.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Exemplar Law, LLC
● OpenExemplar Law, LLC is a professional knowledge firm located at 10 Post Office Square in Boston, Massachusetts, United States. Our mission is to empower game-changers, revolutionaries, and impact businesses by offering a range of services including law, tax, capital, strategy, compliance, and wealth management. At Exemplar, we believe that relationships and caring can change outcomes. Our approach goes beyond providing traditional professional services – we aim to build a community and make a difference in the lives of our clients. With over two decades of experience, we have cultivated a network of communities that benefit the clients we serve.
10 Post Office Square, Boston, MA 02109, United States -
Massachusetts Law Enforcement Training Alliance
● OpenWelcome to the Massachusetts Law Enforcement Training Alliance, located at 460 Boston Street, Topsfield, Massachusetts. We are a premier training facility dedicated to enhancing the skills and knowledge of law enforcement professionals. Our comprehensive programs are designed to meet the evolving needs of police officers, ensuring they are well-equipped to serve and protect their communities effectively. At the Massachusetts Law Enforcement Training Alliance, we offer a wide range of courses and workshops that cover essential topics such as tactical training, crisis management, legal updates, and community engagement. Our experienced instructors bring a wealth of knowledge and real-world experience to provide practical, hands-on training that prepares officers for the challenges they may face in the field.
460 Boston Street, Topsfield, Massachusetts 01983, United States -
The Marques Law Firm, PLLC
● OpenWelcome to The Marques Law Firm, PLLC Located at 867 Boylston Street, 5th Floor, Suite 1881, in the heart of Boston, Massachusetts, The Marques Law Firm, PLLC is your trusted partner in navigating the complexities of estate planning and business law. Our mission is to ensure that your legacy endures for generations, providing you with peace of mind and a secure future for your loved ones.
867 Boylston Street, Boston, Massachusetts 02116, United States -
Citizens Bank ATM
● OpenWelcome 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.
415 Boston Post Road, Weston, Massachusetts 02493, United States -
Citizens Bank ATM
● OpenWelcome to Citizens Bank ATM, conveniently located at 414 Washington Street, Boston, Massachusetts 02135. At Citizens Bank, we believe in keeping things in check and providing financial solutions tailored to every stage of your life and beyond. Our services are designed to help you maximize your earning potential, with unlimited possibilities. Planning for college? We offer comprehensive college funding solutions that can ease the burden with just one application to fund every school year. Discover Citizens FastLine®, the simpler, faster way to secure a Home Equity Line of Credit, offering competitive rates with no impact on your credit score.
414 Washington Street, Boston, Massachusetts 02135, United States -
Citizens Bank ATM
● OpenWelcome to the Citizens Bank ATM located at 673 VFW Parkway, Boston, Massachusetts 02467. As a trusted provider in finance solutions, we are committed to helping you keep your finances in check, no matter what stage of life you're in. Our financial services are designed to support your growth and aspirations, offering unlimited earning potential and simplifying college funding with just one application for all school years. Discover the ease of Citizens FastLine®, the simpler, faster way to obtain a Home Equity Line of Credit without impacting your credit score. Enhance your savings effortlessly with our Round Ups‡ feature, which allows you to round up your debit card purchases to the nearest dollar, accelerating your journey towards financial goals.
673 VFW Parkway, Boston, Massachusetts 02467, United States -
Citizens Bank ATM
● OpenWelcome to Citizens Bank ATM, conveniently located at 1999 Centre Street, Boston, Massachusetts 02132. As a dedicated financial partner, we’re here to help you keep everything in check, offering tailored financial solutions for every stage of your life and beyond. Whether you’re planning for college, purchasing a home, or saving for the future, our services are designed to meet your needs with ease and efficiency. Our Citizens FastLine® offers a quick and simple way to secure a Home Equity Line of Credit, allowing you to get your rate without impacting your credit score. With our innovative Round Ups‡ feature, you can effortlessly turn your spare change into savings by rounding up your debit card purchases to the nearest dollar. Plus, you can set additional savings amounts to accelerate your financial goals.
1999 Centre Street, Boston, Massachusetts 02132, United States -
Citizens Bank
● OpenWelcome to Citizens Bank, your trusted financial partner located at 60 Everett Street, Boston, Massachusetts 02134. We specialize in providing comprehensive financial solutions tailored to your life stage and beyond. At Citizens Bank, we believe in unlimited earning potential and are committed to helping you achieve your financial goals. Whether you're preparing for college or planning your future, our financial products are designed to ease your journey. Our unique Citizens FastLine® offers a simpler, faster way to secure a Home Equity Line of Credit, with the added benefit of getting your rate with no impact on your credit score.
60 Everett Street, Boston, Massachusetts 02134, United States -
Citizens Bank ATM
● OpenWelcome to Citizens Bank ATM located at 777 South Street, Boston, Massachusetts 02131. As a trusted financial institution, we are here to help you keep everything in check. Whether you're planning for college, purchasing a home, or saving for the future, our financial solutions are designed to support you at every stage of life and beyond. With our innovative services like Citizens FastLine® for a Home Equity Line of Credit and Round Ups‡ to boost your savings, your earning potential is unlimited. Experience the convenience of banking on the go with our digital solutions, including mobile check deposits. Utilize our branch locator to easily find branch information and ATM locations. With Citizens Checkup®, our bankers can help you prioritize what's important and plan for your financial future.
777 South Street, Boston, Massachusetts 02131, United States -
Citizens Bank ATM
● OpenWelcome to Citizens Bank ATM, conveniently located at 700 Commonwealth Avenue, Boston, Massachusetts 02215. As a trusted financial partner, we are dedicated to helping you manage your finances with ease and efficiency. At Citizens Bank, we believe in empowering you to keep everything in check, offering financial solutions tailored to your life stage and beyond. Whether you're preparing for college or planning your financial future, our comprehensive services can alleviate the burden and maximize your earning potential.
700 Commonwealth Avenue, Boston, Massachusetts 02215, United States -
Citizens Bank ATM
● OpenWelcome to Citizens Bank ATM, conveniently located at 1628 Tremont Street, Boston, Massachusetts 02120. As a trusted financial partner, we are dedicated to helping you keep your finances in check with tailored solutions for every stage of life and beyond. Whether you're planning for college, looking to maximize your earning potential, or aiming to secure your future with a Home Equity Line of Credit, Citizens has you covered. Explore our innovative financial services, such as Citizens FastLine® for a fast and simple Home Equity Line of Credit application with no impact on your credit score. Enhance your savings effortlessly with our Round Ups‡ feature, which rounds up your debit card purchases to the nearest dollar and deposits the difference into your savings account. Our digital banking solutions let you manage your finances on the go, making mobile check deposits and more accessible wherever you are.
1628 Tremont Street, Boston, Massachusetts 02120, United States -
Citizens Bank ATM
● OpenWelcome to the Citizens Bank ATM located at 75 Francis Street, Boston, Massachusetts 02115. As a trusted financial partner, we are dedicated to helping you keep everything in check, offering financial solutions tailored for every stage of life and beyond. At Citizens Bank, we believe in the power of possibilities. Whether you're preparing for college or planning for a major purchase, our financial products are designed to support your journey. With our innovative Citizens FastLine®, you can access a Home Equity Line of Credit quickly and easily, with no impact on your credit score.
75 Francis Street, Boston, Massachusetts 02115, United States -
Citizens Bank ATM
● OpenWelcome to Citizens Bank ATM, conveniently located at 1620 Tremont Street, Boston, Massachusetts 02120. As a proud member of the Citizens Bank family, we are committed to providing financial solutions that cater to every stage of your life and beyond. Whether you're preparing for college, planning for a home, or looking to turn your spare change into savings, we have the right tools to keep your finances in check. Our Citizens FastLine® service offers a simpler and faster way to access a Home Equity Line of Credit, allowing you to get your rate without impacting your credit score. With innovative features like Round Ups‡, you can effortlessly save by rounding up your debit card purchases to the nearest dollar, helping you reach your financial goals quicker.
1620 Tremont Street, Boston, Massachusetts 02120, United States -
Citizens Bank ATM
● OpenWelcome to Citizens Bank ATM, conveniently located at 970-980 American Legion Highway, Boston, Massachusetts 02136. As a trusted financial partner, we are dedicated to helping you keep your finances in check, providing tailored solutions for every stage of your life and beyond. Whether you're planning for college, managing your everyday finances, or looking to invest in your future, Citizens Bank is here to support you with unlimited earning potential and innovative financial products. Discover the ease of accessing a Home Equity Line of Credit with Citizens FastLine®, where you can get your rate without impacting your credit score. Enhance your savings effortlessly with our Round Ups‡ feature, rounding up every debit card purchase to the nearest dollar and allowing you to set additional savings goals.
970-980 American Legion Highway, Boston, Massachusetts 02136, United States -
Citizens Bank
● OpenWelcome to Citizens Bank, conveniently located at 33 Kilmarnock Street, Boston, Massachusetts. As a trusted financial institution, we are committed to helping you keep everything in check with a wide range of financial solutions tailored for every stage of your life and beyond. Whether you're preparing for college or planning your financial future, our services are designed to support your goals. Unlock unlimited earning potential with our comprehensive financial products, including the Citizens FastLine® Home Equity Line of Credit, which allows you to get your rate without affecting your credit score. Simplify your savings with our Round Ups‡ feature, turning your spare change into savings effortlessly. By rounding up your debit card purchases to the nearest dollar, you can accelerate your savings and reach your financial goals faster.
33 Kilmarnock Street, Boston, Massachusetts 02215, United States -
Citizens Bank ATM
● OpenWelcome to Citizens Bank ATM, conveniently located at 607 Boylston Street, Boston, Massachusetts 02116. At Citizens, we are dedicated to helping you keep your financial life in check with personalized financial solutions tailored to your stage of life and beyond. Whether you're planning for college, managing your daily expenses, or investing for the future, we offer a wide range of services to meet your needs. Maximize your earning potential with our comprehensive financial products, including the innovative Citizens FastLine® for a quicker, simpler Home Equity Line of Credit with no impact on your credit score. Transform everyday purchases into savings with our Round Ups‡ feature, allowing you to round up debit card purchases to the nearest dollar and set additional savings goals.
607 Boylston Street, Boston, Massachusetts 02116, United States -
Citizens Bank ATM
● OpenWelcome to the Citizens Bank ATM located at 900 Boylston Street, Boston, Massachusetts, where we are committed to helping you keep your finances in check. Whether you're preparing for college, planning for your future, or looking to maximize your earning potential, we offer comprehensive financial solutions tailored to every stage of life. At Citizens Bank, we believe in making banking convenient and accessible. With the Citizens FastLine®, you can secure a Home Equity Line of Credit quickly and easily, without impacting your credit score. Plus, our innovative Round Ups‡ feature allows you to turn everyday purchases into savings by rounding up your debit card transactions to the nearest dollar, helping you reach your financial goals faster.
900 Boylston Street, Boston, Massachusetts 02115, United States -
Citizens Bank
● OpenWelcome to Citizens Bank, located at 460 Blue Hill Avenue, Boston, Massachusetts 02121. As your trusted partner in finance, we are dedicated to helping you keep everything in check with our comprehensive financial solutions tailored for every stage of life and beyond. Whether you're planning for college, purchasing a home, or simply looking to save smarter, we offer a range of services to meet your needs. Our innovative solutions include Citizens FastLine®, a simpler and faster way to secure a Home Equity Line of Credit, allowing you to get your rate with no impact on 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. Plus, you can set additional savings targets to reach your financial goals even faster.
460 Blue Hill Avenue, Boston, Massachusetts 02121, United States -
Citizens Bank ATM
● OpenWelcome to Citizens Bank ATM, conveniently located at 2343 Washington Street, Boston, Massachusetts 02119. As a trusted financial institution, we are dedicated to providing you with comprehensive financial solutions tailored to every stage of your life and beyond. Our services are designed to help you maximize your earning potential and achieve your financial goals. At Citizens Bank, we understand the importance of planning for your future. Our Citizens Checkup® offers personalized guidance to help you focus on what truly matters and create a roadmap for success. Whether you're preparing for college or looking to secure a home equity line of credit, our innovative solutions like Citizens FastLine® make the process simpler and faster, with no impact on your credit score.
2343 Washington Street, Boston, Massachusetts 02119, United States -
Citizens
● OpenWelcome to Citizens, your trusted partner in banking and financial solutions, conveniently located at 73 Tremont Street, Boston, Massachusetts. At Citizens, we understand the importance of keeping your finances in check, and we're here to support you at every stage of life with solutions tailored to your needs. Whether you're preparing for college, managing your earnings, or planning for the future, our comprehensive financial services are designed to help you achieve your goals. With our innovative products like Citizens FastLine® for a Home Equity Line of Credit, you can secure a rate without impacting your credit score, making borrowing simpler and faster.
73 Tremont Street, Boston, Massachusetts 02108, United States -
Citizens Bank ATM
● OpenWelcome to Citizens Bank ATM, conveniently located at 1 Austin Street, Boston, Massachusetts 02129. We are dedicated to providing you with financial solutions tailored to every stage of your life and beyond. At Citizens, we believe in the power of keeping your finances in check, and we’re here to support your unlimited earning potential. Whether you’re preparing for college or planning for your future, our comprehensive services make financial management easier and more effective. Our Citizens FastLine® offers a simpler and quicker way to secure a Home Equity Line of Credit, with no impact on your credit score when checking your rate.
1 Austin Street, Boston, Massachusetts 02129, United States -
Citizens Bank ATM
● OpenWelcome to Citizens Bank ATM, conveniently located at 250 Rutherford Avenue, Boston, Massachusetts 02129. As a trusted financial partner, we are dedicated to helping you navigate your financial journey with ease and confidence. Whether you're planning for college, purchasing a home, or saving for the future, we provide tailored financial solutions to meet your needs at every stage of life. At Citizens Bank, we believe your earning potential is limitless. Our innovative financial products, like Citizens FastLine®, offer a simpler, faster way to access a Home Equity Line of Credit without impacting your credit score. Additionally, our Round Ups‡ feature makes saving effortless by rounding up your debit card purchases to the nearest dollar, helping you achieve your savings goals faster.
250 Rutherford Avenue, Boston, Massachusetts 02129, United States -
Citizens Bank ATM
● OpenWelcome to Citizens Bank ATM, conveniently located at 426 Boylston Street, Boston, Massachusetts 02116. As a trusted name in finance, we are dedicated to providing comprehensive financial solutions tailored to your stage of life and beyond. Whether you're preparing for college, planning for a major purchase, or managing everyday finances, Citizens Bank is here to help you keep everything in check. Explore our innovative financial products designed to maximize your earning potential and make life easier. With Citizens FastLine®, you can secure a Home Equity Line of Credit quickly and easily, without affecting your credit score. Our Round Ups‡ feature allows you to turn spare change into savings, rounding up your debit card purchases to the nearest dollar to help you reach your financial goals faster.
426 Boylston Street, Boston, Massachusetts 02116, United States
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