The 30 Best Independent agent in Waltham, Massachusetts

17 results found

Michael W Hurley, Founder - Fort Independence Financial & Insurance is a reputable financial institution located at 201 Jones Road in Waltham, Massachusetts. With a focus on providing top-notch financial and insurance services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to guide you every step of the way. Trust in our expertise and personalized approach to financial planning to ensure a secure and prosperous future for you and your loved ones.

Welcome to Coldwell Banker Realty - Waltham, your trusted real estate partner located at 560 Moody Street, Waltham, Massachusetts. As a premier real estate agency, we proudly serve a wide range of communities including Acton, Arlington, Ashby, Ashland, and beyond. Our dedicated team of independent contractor sales associates is committed to helping you navigate the real estate market with ease and expertise. Whether you are buying or selling a home, our comprehensive services are designed to meet your unique needs. We provide access to the latest property listings from the Broker Reciprocity (BR) of the Cape Cod & Islands Multiple Listing Service, ensuring you have the most current information at your fingertips. Please note that while we strive for accuracy, all properties are subject to prior sale, changes, or withdrawal.

Atlantic Planning Group, LLC is a finance institution located at 800 South Street, Waltham, Massachusetts, United States. The institution is dedicated to serving professional advisors and helping individuals simplify their financial world to maximize and protect their wealth. With a comprehensive approach and a focus on building lifelong relationships rooted in trust, Atlantic Planning Group aims to provide clarity for wise financial decision-making and a greater sense of peace and purpose in life. With over three decades of high-net-worth planning experience, the team at Atlantic Planning Group offers a superior level of competency and integrity. They work closely with clients and their trusted advisors to develop strategically integrated financial plans, ensuring that all components of wealth are intentionally developed, efficiently executed, and consistently reviewed.

River Financial Group, LLC is a finance institution located at 201 Jones Road in Waltham, Massachusetts, United States. We are dedicated to helping people plan and manage their finances so they can live better and have peace of mind. Our team, including Leo Rotman and Dmitry Frenklakh, offers financial planning services through our affiliation with Eagle Strategies LLC, a Registered Investment Adviser. We are licensed to sell insurance through New York Life Insurance Company and other independent unaffiliated insurance companies in various states. Additionally, we offer securities products and services through NYLIFE Securities LLC. Please note that neither New York Life Insurance Company nor its agents provide tax, legal, or accounting advice. We recommend consulting your own professionals for these services. River Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Thank you for considering us for your financial needs.

Mike Bannister CB Realty, located at 560 Moody Street in Waltham, Massachusetts, is a premier real estate brokerage offering a wide range of listings in the local market. As part of the nation's largest real estate brokerage, Coldwell Banker, our team of independent contractor sales associates are dedicated to helping you find your dream home. Whether you're looking to buy, sell, or rent, our experienced agents are here to guide you every step of the way. Welcome home to Mike Bannister CB Realty.

Robinson Insurance Agency, located at 691 Main Street in Waltham, Massachusetts, is part of the Anchor Insurance Group. As a full-service, locally owned and operated independent insurance agency, we prioritize providing superior customer service to each and every client. Our team understands the importance of personalized care and always aims to offer prompt, professional, and courteous service. What sets us apart from other insurance agencies is our commitment to getting to know our clients on a personal level and focusing closely on their specific needs. As an independent group of insurance agencies, we have the flexibility to represent many top insurance companies in the state, ensuring that we can find the most competitive rates for all your insurance needs.

Rosemarie Bombara - New York Life Insurance is an insurance agency located at 201 Jones Road in Waltham, Massachusetts. They offer a range of services to help individuals take control of their financial situation, including informative videos, calculators, and tips on budgeting. Whether you are facing unexpected expenses, getting married, or going through a divorce, they can provide thoughtful guidance to help you navigate your financial decisions. Rosamaria Bombara, the licensed agent, is affiliated with New York Life Insurance Company and other independent insurance companies in several states. Securities products and services are also offered through NYLIFE Securities LLC. Remember to consult with a tax, legal, or accounting professional before making any important financial decisions.

Stanley David, Financial Professional at New York Life, located at 201 Jones Road in Waltham, Massachusetts, is dedicated to helping women take control of their finances and plan for their future. With the understanding that 9 out of 10 women will be solely responsible for their finances at some point in their lives, Stanley David offers personalized financial advice and strategies tailored to each individual's needs and goals. Whether you are looking to protect your assets, plan for retirement, or navigate major life changes such as marriage or divorce, Stanley David is here to provide guidance and support. As a licensed agent with New York Life Insurance Company, Stanley has the knowledge and experience to help you make informed decisions about your financial future.

SafeFest Insurance LLC is a trusted insurance agency located at 405 Main Street in Waltham, Massachusetts. We specialize in providing comprehensive insurance policies to protect you and your assets. Our experienced team of agents is dedicated to helping you find the right coverage for your needs, whether it's auto, home, life, or business insurance. At SafeFest Insurance LLC, your safety and peace of mind are our top priorities. Contact us today to learn more about our services and how we can help you protect what matters most.

Welcome to ProWealth LLC, your trusted partner in navigating the complexities of financial planning and investment strategies. Located at 201 Jones Road, Waltham, Massachusetts, ProWealth is co-founded by Paul Habib and a team of seasoned professionals dedicated to simplifying the financial journey for our clients. We understand that in today's rapidly evolving digital era, staying ahead of financial trends is crucial for safeguarding and growing your wealth. At ProWealth, our mission is to demystify the complexities that accompany your financial success. We specialize in a wide range of services, from intricate tax strategies, estate conservation, and business succession planning to more straightforward needs like retirement preparation and education funding. Our approach is rooted in adaptability, innovation, and a commitment to excellence, ensuring we provide tailored solutions that align with your unique goals.

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 Chris Battersby, Financial Advisor at Atlantic Planning Group, where we are dedicated to helping you navigate the complexities of wealth management with clarity and confidence. Located at 201 Jones Road, Waltham, Massachusetts, our team specializes in comprehensive financial planning tailored to your unique goals and values. At Atlantic Planning Group, we understand that success brings both opportunities and challenges. Our mission is to simplify your financial world, allowing you to focus on what truly matters in life. With over three decades of experience in high-net-worth planning, we offer a superior level of competency and unshakable integrity, building lasting relationships rooted in trust and performance.

Welcome to Coldwell Banker Realty, your trusted real estate agency located at 100 5th Avenue, Waltham, Massachusetts. Specializing in the dynamic markets of Massachusetts, New Hampshire, Maine, and Rhode Island, we offer access to over 56,231 real estate listings. Our innovative platform includes a user-friendly carousel that allows easy navigation through property listings, ensuring you find the perfect home or investment opportunity. At Coldwell Banker Realty, we understand the importance of personal relationships in real estate. Our experienced agents are dedicated to supporting you every step of the way, from initial consultation to closing. Whether you're buying or selling, our team is committed to providing exceptional service and expert guidance.

Welcome to Coldwell Banker: New England Corporate Headquarters, your premier real estate agency located at 100 5th Avenue, Waltham, Massachusetts. Serving the vibrant communities of Massachusetts, New Hampshire, Maine, and Rhode Island, we invite you to explore over 56,231 real estate listings with us. Our user-friendly platform features a carousel with interactive property listing cards, allowing you to effortlessly navigate through our extensive portfolio. At Coldwell Banker, we understand the importance of personal relationships in the home-buying journey. Our dedicated agents are committed to guiding you through every step of the process, ensuring a seamless and personalized experience. Whether you're searching for a home in bustling cities like Boston or the serene landscapes of New England, our team is here to help you find your perfect match.

Welcome to Coldwell Banker Realty - Cambridge, your trusted partner in navigating the vibrant real estate markets of Cambridge and its surrounding areas. Conveniently located at 1000 Massachusetts Avenue, Suite 134, Cambridge, MA 02138, our agency is dedicated to providing exceptional real estate services to clients in Cambridge, Arlington, Boston, Belmont, Brookline, Framingham, Lowell, Malden, Medford, Somerville, Watertown, Waltham, and Woburn. Cambridge, known as one of America's leading intellectual hubs, offers a unique blend of cosmopolitan charm and neighborhood warmth. Our team of professional, independent agents is deeply rooted in this community, bringing extensive knowledge of local markets and cutting-edge technology to deliver unparalleled service. We pride ourselves on offering a genuine one-stop shopping experience for all your real estate needs.

Welcome to Coldwell Banker Realty - Boston-Charlestown, your premier real estate agency located at 91 Main Street in the heart of Charlestown, Boston, Massachusetts. Our dedicated team of expert agents is committed to providing exceptional real estate services across a wide range of neighborhoods, including Boston, Charlestown, Back Bay, Beacon Hill, Chinatown - Bay Village, Midtown, North End - Waterfront, South End, South Boston, Seaport District, Cambridge, and beyond. Our Charlestown office is known for its deep local expertise, with several of our agents being residents who understand the unique dynamics of the Charlestown real estate market. Whether you're interested in the luxurious Flagship Wharf penthouses, the charming single-family homes of Monument Square, or any other property across the Boston waterfront neighborhoods, our agents are ready to assist you.