Investment management services in Dedham, MA
46 results found
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MacDonald Insurance & Financial Services
● ClosedMacDonald Insurance & Financial Services, located at 347 Washington Street in Dedham, Massachusetts, is a finance institution dedicated to serving professional advisors. Scott MacDonald, an agent licensed to sell insurance through New York Life Insurance Company, offers securities products and services through NYLIFE Securities LLC. Additionally, Scott MacDonald is registered as an investment adviser representative with Eagle Strategies LLC, providing investment advisory services in select states. Please note that neither MacDonald Insurance and Financial Services, its employees, nor NYLIFE Securities LLC provide tax, legal, or accounting advice. It is recommended to consult your own professionals in these areas before making any decisions. Scott MacDonald is licensed to offer mutual funds and variable products, and Market Watch information is provided for informational purposes only.
347 Washington St #303, Dedham, MA 02026, United States -
Dean Agelopoulos - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDean Agelopoulos is a Financial Advisor at Ameriprise Financial Services, LLC located at 3 Allied Drive, Dedham, Massachusetts, United States. Dean specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and domestic partners. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and Behavioral Financial Advisor, among others. Dean is dedicated to upholding the highest standards of professionalism and ethics in his practice. With expertise in asset management, estate planning, retirement planning, and investment strategies, Dean is committed to helping his clients achieve their financial goals. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Dean Agelopoulos is here to help you every step of the way. Contact him today to schedule a consultation and start building a secure financial future.
3 Allied Dr #303, Dedham, MA 02026, United States -
Fox Hill Wealth Management
● ClosedFox Hill Wealth Management is a leading financial institution located at 84 Bridge Street in Dedham, Massachusetts. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, we are here to help. Trust Fox Hill Wealth Management to provide expert guidance and tailored solutions to secure your financial future.
84 Bridge St, Dedham, MA 02026, United States -
Dedham Savings Loan Center
● ClosedDedham Savings Loan Center is a trusted financial institution located at 888 Washington Street in Dedham, Massachusetts, United States. As a reputable finance center, we offer a wide range of services including loans, savings accounts, and investment opportunities. Our experienced team is dedicated to helping our customers achieve their financial goals and providing personalized solutions to meet their unique needs. Visit us today to learn more about our services and how we can assist you in managing your finances effectively.
888 Washington St, Dedham, MA 02026, United States -
Mass Properties Dedham Realtor
● ClosedWelcome to Mass Properties Dedham Realtor, your premier real estate agency located at 287 Madison Street, Dedham, Massachusetts. We are your go-to destination for finding the perfect home, condo, land, or foreclosure property in the area. Our user-friendly website is designed to be the only real estate search tool you'll ever need, offering the most up-to-date listings directly from the official Realtor®'s database every 15 minutes. Whether you're looking to save searches, receive daily email alerts on new listings, price changes, or sold data, or explore properties on our Interactive Map Search, we have you covered. At Mass Properties Dedham Realtor, we understand that real estate transactions are personal and unique to each client. That's why our team of seasoned professionals, including Cathy, Maria, and Kira, are committed to providing a tailored approach that meets your specific needs and goals. With deep insights into local neighborhoods, schools, amenities, and market trends, our agents are dedicated to guiding you through every step of the buying or selling process.
287 Madison Street, Dedham, Massachusetts 02026, United States -
Beck Bode, LLC
● ClosedBeck Bode, LLC is a reputable finance institution located at 858 Washington Street in Dedham, Massachusetts, United States. With a focus on providing expert financial services and guidance to individuals and businesses, Beck Bode, LLC is committed to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced professionals at Beck Bode, LLC are dedicated to providing personalized solutions tailored to your specific needs. Trust Beck Bode, LLC to be your partner in financial success.
858 Washington St #100, Dedham, MA 02026, United States -
Ryan Financial Strategies, Inc.
● ClosedRyan Financial Strategies, Inc. is a reputable accounting and finance institution located at 858 Washington Street in Dedham, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with tax planning, investment management, or retirement planning, Ryan Financial Strategies, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and commitment to helping you secure a stable financial future.
858 Washington St #100, Dedham, MA 02026, United States -
Mariner Wealth Advisors
● ClosedMariner Wealth Advisors is a leading finance institution located at 3 Allied Drive in Dedham, Massachusetts, United States. With a team of experienced advisors, they offer comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Mariner Wealth Advisors provides personalized solutions to meet the unique needs of each individual or family. With a commitment to excellence and a focus on building long-term relationships, they are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
3 Allied Dr #303, Dedham, MA 02026, United States -
Financial Strategies
● ClosedFinancial Strategies is a reputable institution located at 515 Boston Providence Highway in Dedham, Massachusetts. Specializing in accounting, finance, and legal services, our team of experts is dedicated to providing top-notch financial strategies tailored to meet the unique needs of our clients. Whether you are looking for assistance with tax planning, investment management, or legal advice, our experienced professionals are here to help you navigate the complex world of finance. Trust Financial Strategies to help you secure a prosperous financial future.
515 Boston Providence Hwy # 103, Dedham, MA 02026, United States -
Thorndike Co Llp
● ClosedThorndike Co LLP is a leading finance institution located at 270 Bridge Street in Dedham, Massachusetts, United States. With a strong reputation for excellence in financial services, Thorndike Co LLP offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to providing top-notch financial advice and services to help clients achieve their financial goals. Whether you're looking for investment guidance, retirement planning, or assistance with wealth management, Thorndike Co LLP is committed to delivering personalized solutions tailored to your specific needs. Visit their office today to learn more about how Thorndike Co LLP can help you secure a more stable financial future.
270 Bridge St Ste 203, Dedham, MA 02026, United States -
FB Financial Group
● ClosedFB Financial Group is a leading accounting and finance institution located at 190 Milton Street in Dedham, Massachusetts, United States. With a team of experienced professionals, FB Financial Group offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual or a business owner, FB Financial Group is dedicated to helping you achieve your financial goals and secure your financial future. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.
190 Milton St, Dedham, MA 02026, United States -
Matt Morizio, Financial Advisor
● ClosedMatt Morizio, Financial Advisor is a trusted institution located at 858 Washington Street in Dedham, Massachusetts, United States. As a finance firm, we specialize in providing personalized financial planning and investment management services to help our clients achieve their financial goals. With years of experience and a commitment to excellence, our team of advisors is dedicated to helping individuals and families navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Matt Morizio, Financial Advisor is here to provide expert guidance and support every step of the way.
858 Washington St, Dedham, MA 02026, United States -
Kevin Nguyen - Thrivent
● ClosedKevin Nguyen - Thrivent is a finance institution located at 3 Allied Drive, Dedham, Massachusetts, United States. With licenses in multiple states including CA, CT, FL, MA, ME, NC, NH, NJ, NY, OH, OK, RI, SC, TN, TX, VA, VT, and WI, Kevin Nguyen - Thrivent offers insurance products, securities, and investment advisory services through a team of licensed financial professionals. Thrivent does not provide legal, accounting, or tax advice but offers advice and guidance through its Financial Planning Framework. Clients can further engage with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
3 Allied Dr #303, Dedham, MA 02026, United States -
Robert O'Neill Thrivent Financial
● ClosedRobert O'Neill Thrivent Financial, located at 3 Allied Drive in Dedham, Massachusetts, is a finance institution that is part of The Groleau Financial Group. With a focus on providing professional, affordable, and comprehensive financial guidance, the team at Robert O'Neill Thrivent Financial is dedicated to helping clients make the most of their money and reach their financial goals. Licensing information is available through the State Insurance Department's website, and Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients can choose to engage in further planning services for a fee, which may include written recommendations. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc., a registered investment adviser. Only credentialed financial advisors are authorized to provide investment advisory services. Visit Thrivent.com for more information on professional designations and requirements.
3 Allied Dr #303, Dedham, MA 02026, United States -
Austin Orentlich - Thrivent
● ClosedAustin Orentlich - Thrivent is a financial institution located at 3 Allied Drive, Dedham, Massachusetts, United States. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Only credentialed financial advisors provide investment advisory services. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.
3 Allied Dr #303, Dedham, MA 02026, United States -
David Knechtle - Thrivent
● ClosedDavid Knechtle - Thrivent is a finance institution located at 3 Allied Drive in Dedham, Massachusetts, United States. They are licensed in multiple states including CT, FL, MA, ME, NC, NH, OH, SC, TN, TX, VT, and WI. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. For more information on professional designations and requirements, visit their website.
3 Allied Dr, Dedham, MA 02026, United States -
Benjamin Kjendal - Thrivent
● ClosedBenjamin Kjendal - Thrivent is a finance institution located at 3 Allied Drive in Dedham, Massachusetts, United States. With a focus on providing financial services and guidance to individuals and families, Benjamin Kjendal - Thrivent aims to help clients achieve their financial goals and secure their financial future. The institution offers a range of services including investment planning, retirement planning, insurance solutions, and wealth management. With a team of experienced professionals, Benjamin Kjendal - Thrivent is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each client.
3 Allied Dr #303, Dedham, MA 02026, United States -
Bonaccorsi James
● OpenBonaccorsi James is a reputable finance institution located at 990 Washington Street in Dedham, Massachusetts, United States. With a strong focus on providing high-quality financial services, Bonaccorsi James is dedicated to helping individuals and businesses achieve their financial goals. The institution offers a wide range of financial products and services, including investment management, financial planning, and retirement planning. With a team of experienced professionals, Bonaccorsi James is committed to providing personalized and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for the future, or secure your financial stability, Bonaccorsi James is here to help you every step of the way.
990 Washington St # S201, Dedham, MA 02026, United States -
Kenrich Marte - Thrivent
● ClosedKenrich Marte - Thrivent is a finance institution located at 3 Allied Drive, Dedham, Massachusetts, United States. We work with clients to create financial strategies that align with their values and goals, helping them make a positive impact in their community. Our focus is not just on finances, but also on understanding what matters most to our clients. We are dedicated to helping individuals and families become better stewards of their resources. Our process involves a review and analysis of a client's financial situation, with options for further planning engagement through Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Visit our website for more information on our services and financial advisors.
3 Allied Dr #303, Dedham, MA 02026, United States -
Breakwater Capital Group
● ClosedBreakwater Capital Group is a finance institution located at 3 Allied Drive in Dedham, Massachusetts, United States. Dedicated to providing expert financial services, Breakwater Capital Group offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Breakwater Capital Group is committed to delivering personalized and strategic advice to clients, ensuring they make informed decisions and maximize their financial success. Whether you are looking for investment management, wealth planning, or financial consulting services, Breakwater Capital Group is here to help you navigate the complexities of the financial world with confidence and clarity.
3 Allied Dr #303, Dedham, MA 02026, United States -
Obed Daphnis
● OpenObed Daphnis is a renowned financial institution located at 250 Legacy Place in Dedham, Massachusetts, United States. With a strong reputation for excellence in the finance industry, Obed Daphnis offers a wide range of financial services to individuals and businesses. From investment management to wealth planning, their team of experienced professionals are dedicated to helping their clients achieve their financial goals. Visit Obed Daphnis today to experience top-notch financial services in a convenient location.
250 Legacy Pl, Dedham, MA 02026, United States -
Citizens Securities, Inc
● ClosedCitizens Securities, Inc. is a finance institution located at 770 Legacy Place in Dedham, Massachusetts, United States. With a focus on providing personalized financial solutions, Citizens Securities, Inc. offers a wide range of services including investment management, retirement planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Citizens Securities, Inc. is committed to providing expert guidance and support every step of the way.
770 Legacy Pl, Dedham, MA 02026, United States -
Mighty Dog Roofing MetroWest Boston
● ClosedWelcome to Mighty Dog Roofing MetroWest Boston, your trusted partner for all your roofing and exterior needs in the MetroWest area. Located at 50 Dedham Avenue, Needham, Massachusetts, we specialize in providing top-notch roofing and general contracting services for both residential and commercial properties. Balancing the demands of maintaining your property's exterior can be daunting, but our experienced team is here to make it easier. As part of a renowned national franchise, we are proud to offer the personalized, local service that the MetroWest Boston community deserves. Our commitment is to deliver honest advice, valuable recommendations, and superior results, ensuring your property remains as mighty as ever.
50 Dedham Avenue, Needham, Massachusetts 02492, United States -
Crown Contracting
● OpenWelcome to Crown Contracting, your premier general and roofing contractor located at 449 High Street, Dedham, Massachusetts. As Boston’s #1 flat roofing contractor specializing in multi-family units, flat roofs, and historic buildings, we are committed to delivering exceptional roofing solutions tailored to your specific needs. Are you ready to experience superior roofing installations for your properties? Our expert team is eager to discuss your unique requirements and demonstrate how we can save you money while ensuring your roof is robust and durable. Whether you’re considering a flat roof replacement, require repairs on an existing roof, or wish to explore historical roof restoration, Crown Contracting is here to assist.
449 High Street, Dedham, Massachusetts 02026, United States -
Boston Rubber Roof
● OpenWelcome to Boston Rubber Roof, your premier roofing contractor located at 1895 River Street, Boston, Massachusetts 02136. Specializing in superior roofing solutions for multi-family units, flat roofs, and historic buildings, we are proud to be Boston’s #1 choice for flat roofing and single ply systems. Whether you’re managing a commercial property or a historic building, our team at Crown Contracting is ready to meet your unique roofing needs with exceptional expertise. We offer a wide range of services, from flat roof replacement and repair to historical roof restoration, ensuring your property is protected and maintained to the highest standards.
1895 River Street, Boston, Massachusetts 02136, United States -
Crown Contracting
● OpenWelcome to Crown Contracting: Your Premier Roofing Partner in Boston Located at 183 State Street, Boston, Massachusetts, Crown Contracting is your trusted local expert for all your roofing needs. As a leading general and roofing contractor, we specialize in providing superior roofing solutions for multi-family units, flat roofs, and historic buildings throughout the greater Boston area.
183 State Street, Boston, Massachusetts 02109, United States -
Boston Best Rate Movers
● ClosedWelcome to Boston Best Rate Movers, Boston's premier moving and storage solution provider, conveniently located at 252r Calvary Street, Waltham, Massachusetts. Renowned as Boston's #1 rated moving company, we pride ourselves on offering professional and affordable services tailored to meet all your relocation needs. Whether you're planning a local move within the vibrant neighborhoods of Boston or embarking on a long-distance journey across the country, our expert team is here to ensure a seamless and stress-free experience. Our comprehensive range of services includes everything from efficient local moves to hassle-free cross-country relocations. We specialize in professional packing services to guarantee the safety of your belongings and offer secure storage solutions for both short-term and long-term requirements. Our service area extends across the entire city of Boston and the Greater Boston area, including Weston, Wellesley, Needham, Lexington, and beyond, covering all of New England.
252r Calvary Street, Waltham, Massachusetts 02453, United States -
Treasurer/Collector
● OpenWelcome to the Treasurer/Collector's Office of Dedham, Massachusetts! Conveniently located at 450 Washington Street, our office serves as a vital hub for the financial management and accounting needs of the local government. Dedicated to ensuring transparency, efficiency, and accountability, we manage the collection of taxes, fees, and other revenues critical to supporting the community's public services and infrastructure. Our experienced team is committed to providing exceptional service to the residents and businesses of Dedham. We offer a wide range of services, including the collection of property taxes, excise taxes, and utility payments. Additionally, our office is responsible for the prudent investment and management of town funds, ensuring fiscal responsibility and the long-term financial health of our community.
450 Washington Street, Dedham, Massachusetts 02026, United States -
Chase Bank
● ClosedWelcome to Chase Bank, conveniently located at 869 Providence Highway, Dedham, Massachusetts 02026. As a leading provider in banking, finance, and ATM services, Chase is committed to serving the financial needs of our community with a comprehensive range of services tailored to both personal and business needs. At Chase Bank, we understand the importance of financial guidance and offer specialized Business Banking services. Our team of business professionals is dedicated to helping you improve cash flow, manage payroll, and provide credit solutions. We also offer a suite of online and mobile services, business credit cards, and payment acceptance solutions designed to support your business growth.
869 Providence Highway, Dedham, Massachusetts 02026, United States -
PNC Bank
● ClosedWelcome to PNC Bank, conveniently located at 440 Legacy Place, Dedham, Massachusetts. As a trusted financial institution, we are dedicated to providing exceptional banking services to meet all your financial needs. Whether you're looking to manage your personal finances, secure a loan, or explore investment opportunities, our knowledgeable team is here to assist you every step of the way. Our Dedham location offers a full suite of banking services, including personal and business banking, wealth management, and financial planning. For your convenience, we also provide a state-of-the-art ATM for quick and easy transactions, available 24/7.
440 Legacy Place, Dedham, Massachusetts 02026, United States
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