The Best Individual investor support in Needham, Massachusetts

D K Brede Investment Management Co, located at 1253 Highland Avenue, Needham, Massachusetts, United States, is a finance institution led by Principal Advisor Debra K. Brede. They specialize in handcrafting investment portfolios tailored to support their clients' unique goals and lifestyles. As a Colony Group Company, they provide investment management services to high-net-worth individuals, corporations, retirement plans, charitable trusts, and municipalities. Debra Brede, with over 30 years of wealth management experience, prioritizes her clients' individual needs and values in developing personalized wealth management strategies. Her book, "You’re Retired...Now What?", offers financial philosophies and advice on managing money during retirement. Debra Brede has been recognized as one of the industry's top advisors, and the Colony Group, LLC is an SEC Registered Investment Advisor providing personalized financial and investment advisory services. Awards received by Debra Brede and the company reflect their commitment to excellence in the field of wealth management.

Welcome to Rockland Trust Bank, located at 1450 Highland Avenue in the heart of Needham, Massachusetts. As a trusted financial institution, we are committed to providing exceptional banking services to our community. Our team of experienced professionals is dedicated to helping you achieve your financial goals with personalized solutions tailored to your needs. Whether you're looking to open a new account, secure a loan, or manage your investments, Rockland Trust Bank offers a comprehensive range of services to support your financial journey. Visit us today to experience the friendly and reliable service that has made us a cornerstone of the Needham community. Your financial well-being is our priority, and we look forward to serving you.

Boston Wealth Strategies, Inc. is a leading finance institution located at 250 1st Avenue in Needham, Massachusetts. As an Inc. 5000 Company, they are recognized for their exceptional financial services and expertise in helping clients achieve their wealth management goals. With a team of experienced professionals, Boston Wealth Strategies, Inc. offers personalized strategies tailored to each client's unique financial situation. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Boston Wealth Strategies, Inc. is dedicated to providing top-notch financial guidance and support.

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 Sandler & Company, P.C. Located at 50 Cabot Street in Needham, Massachusetts, Sandler & Company, P.C. is a premier independent audit and accounting firm serving clients across the United States since 1991. With additional offices in New York and Grand Cayman, we are strategically positioned to meet the diverse needs of our clients.