Investment services for individuals in Bedford, Massachusetts
31 results found
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Bickling Financial Services
● ClosedBickling Financial Services, located at 35 Bedford Street in Lexington, Massachusetts, is a renowned finance institution with a legacy of excellence. Founded in 1984 by Dorothy Bickling, one of the first individuals to earn the CERTIFIED FINANCIAL PLANNER® designation, Bickling Financial Services is dedicated to helping clients achieve financial independence. Specializing in assisting clients with both short-term and long-term financial goals, Bickling Financial Services utilizes advanced software tools to optimize retirement income and ensure that spending reflects personal priorities. From planning for education costs to managing company 401k programs, their team of experts is committed to simplifying complex financial matters for their clients.
35 Bedford St Suite 15, Lexington, MA 02420, United States -
Barry Investment Advisors
● ClosedBarry Investment Advisors is a finance institution located at 128 Union Street in New Bedford, Massachusetts, United States. We specialize in helping families find peace of mind in their investment programs, allowing them to focus on what truly matters in life. Our team provides financial planning and investment management services to support our clients in achieving their financial goals. With our global value investment philosophy and years of experience, we aim to protect and grow the wealth that our clients have worked hard to build. At Barry Investment Advisors, we believe in treating our clients the way they want to be treated, ensuring that their individual needs and preferences are always prioritized.
128 Union St #507, New Bedford, MA 02740, United States -
Robert Dolliver - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRobert Dolliver - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 33 Bedford Street in Concord, Massachusetts, is dedicated to providing comprehensive financial services to individuals. Robert Dolliver holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and other financial services. Robert Dolliver is committed to upholding a high standard of ethics and providing personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or navigating complex financial decisions, Robert Dolliver is here to help you every step of the way.
33 Bedford St 2nd Flr, Concord, MA 01742, United States -
Bickling Financial Services
● ClosedBickling Financial Services, located at 45 Bristol Drive in Easton, Massachusetts, is a renowned finance institution with a legacy of excellence. Founded in 1984 by Dorothy Bickling, one of the first women to earn the CERTIFIED FINANCIAL PLANNER® designation, the institution is dedicated to helping clients achieve financial independence. With a focus on both short-term and long-term financial goals, Bickling Financial Services offers sophisticated software tools to optimize retirement income and assist with managing assets. Their services extend to helping families align their spending with personal priorities, planning for rising education costs, and simplifying the management of company 401k programs. The institution is committed to providing clients with expert financial advice and guidance to ensure a secure financial future.
45 Bristol Dr, South Easton, MA 02375, United States -
Nelson Linhares: Primerica - Financial Services
● OpenNelson Linhares: Primerica - Financial Services is a reputable finance and insurance agency located at 128 Union Street in New Bedford, Massachusetts. With a focus on providing comprehensive financial services to individuals and families, Nelson Linhares and his team are dedicated to helping clients achieve their financial goals and secure their futures. From investment planning to insurance coverage, they offer a range of services to meet the unique needs of each client. Trust Nelson Linhares: Primerica - Financial Services for expert guidance and personalized solutions to help you navigate the complexities of the financial world.
128 Union St Suite 207, New Bedford, MA 02740, United States -
Grow Greater New Bedford
● OpenGrow Greater New Bedford is a vibrant park located at 10 Cannon Street in Mattapoisett, Massachusetts, United States. This institution is dedicated to fostering community growth and development in the Greater New Bedford area. With a focus on sustainability, education, and recreation, Grow Greater New Bedford offers a range of programs and activities for individuals of all ages. Whether you're looking to learn more about gardening, participate in community events, or simply enjoy the natural beauty of the park, Grow Greater New Bedford has something for everyone. Come visit and see how this institution is helping to cultivate a brighter future for the community.
10 Cannon St, Mattapoisett, MA 02739, United States -
Jason Hawkes: Primerica - Financial Services
● OpenJason Hawkes: Primerica - Financial Services is a reputable finance and insurance agency located at 128 Union Street in New Bedford, Massachusetts, United States. With a focus on providing top-notch financial services to individuals and families, Jason Hawkes and his team at Primerica are dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, insurance coverage, or retirement planning, you can trust the expertise and professionalism of Jason Hawkes and his team at Primerica. Contact them today to learn more about how they can help you secure your financial future.
128 Union St Suite 207, New Bedford, MA 02740, United States -
Erin Sullivan - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Erin Sullivan - Financial Advisor, Ameriprise Financial Services, LLC Located in the heart of Concord, Massachusetts, at 33 Bedford Street, Erin Sullivan is a dedicated financial advisor with Ameriprise Financial Services, LLC, offering a comprehensive suite of financial planning services tailored to meet the unique needs of each client. With a commitment to ethical standards and a focus on real-world application of investment concepts, Erin is equipped to guide individuals through the complexities of asset management, estate planning, and retirement strategies.
33 Bedford Street, Concord, Massachusetts 01742, United States -
Linden Associates
● OpenLinden Associates is a reputable institution located at 1851 Purchase Street in New Bedford, Massachusetts, United States. We specialize in providing top-notch financial advisory services to our clients, helping them achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to offering personalized solutions tailored to meet the unique needs of each individual or business. Whether you are looking for investment advice, retirement planning, or wealth management services, Linden Associates is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future.
1851 Purchase St, New Bedford, MA 02740, United States -
Lexington Financial Group
● OpenLexington Financial Group is a finance institution located at 74 Bedford Street in the charming town of Lexington, Massachusetts, United States. With a focus on providing personalized financial services, our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Lexington Financial Group is here to provide expert guidance and support. Visit us today to learn more about how we can help you secure your financial future.
74 Bedford St, Lexington, MA 02420, United States -
Women's Financial Help
● ClosedWomen's Financial Help, located at 450 Bedford Street in Lexington, Massachusetts, is a finance institution dedicated to helping women make informed financial decisions during life-changing events. Whether you are wondering about maintaining your current lifestyle in retirement, considering college tuition funding options, or navigating inheritance guidance, we are here to support you every step of the way. Our mission is simple: to assist women in making sound financial choices during times of transition. We believe in building meaningful, supportive relationships with our clients and our motto is "Success in Partnership; your future belongs to you!"
450 Bedford St #1100, Lexington, MA 02420, United States -
North Shore Advisory Group Inc.
● ClosedNorth Shore Advisory Group Inc. is a finance institution located at 165 Middlesex Turnpike in Bedford, Massachusetts, United States. With a team of experienced financial professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, North Shore Advisory Group Inc. is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and client-focused, they strive to help you achieve your financial goals and secure a stable financial future.
165 Middlesex Turnpike, Bedford, MA 01730, United States -
Rolli Financial Inc.
● ClosedRolli Financial Inc. is a trusted finance institution located at 106 Spring Street in New Bedford, Massachusetts, United States. With a strong reputation for providing expert financial services, Rolli Financial Inc. offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance, our experienced team is here to provide personalized guidance and support. Visit us today to discover how Rolli Financial Inc. can help you secure your financial future.
106 Spring St Suite 114, New Bedford, MA 02740, United States -
Primerica
● ClosedPrimerica is a leading finance and insurance agency located at 128 Union Street in New Bedford, Massachusetts, United States. With a strong commitment to helping individuals and families achieve financial security, Primerica offers a wide range of financial products and services, including life insurance, investments, and retirement planning. Their team of knowledgeable and dedicated professionals are committed to providing personalized solutions to meet the unique needs of each client. Whether you are looking to protect your family's future or build wealth for retirement, Primerica is here to help you every step of the way.
128 Union St Suite 207, New Bedford, MA 02740, United States -
Machado & Silva Inc
● ClosedMachado & Silva Inc is a reputable accounting and finance institution located at 950 Kempton Street in New Bedford, Massachusetts, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment management, we are here to help you achieve your financial goals. Trust Machado & Silva Inc for all your accounting and finance needs.
950 Kempton St, New Bedford, MA 02740, United States -
BTS Asset Management
● ClosedBTS Asset Management is a finance institution located at 55 Old Bedford Road in Lincoln, Massachusetts, United States. With a focus on providing expert financial services and investment management, BTS Asset Management is dedicated to helping clients achieve their financial goals. Our experienced team of professionals offers personalized investment strategies tailored to each client's individual needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, BTS Asset Management is committed to providing top-notch financial solutions.
55 Old Bedford Rd # 203, Lincoln, MA 01773, United States -
Constellation Financial Strategies
● OpenConstellation Financial Strategies is a reputable finance institution located at 420 Bedford Street in Lexington, Massachusetts, United States. Our team of experienced financial experts is dedicated to providing personalized financial planning and investment services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Constellation Financial Strategies is here to help you navigate the complexities of the financial world and make informed decisions. Contact us today to schedule a consultation and take the first step towards a secure financial future.
420 Bedford St, Lexington, MA 02420, United States -
Ruth Chicca, Financial Planner
● ClosedRuth Chicca, Financial Planner is a reputable finance and insurance agency located at 158 Charles L McCombs Boulevard in New Bedford, Massachusetts, United States. With a focus on helping individuals and families achieve their financial goals, Ruth Chicca offers expert financial planning services tailored to each client's unique needs. Whether you are looking to save for retirement, invest in the stock market, or protect your assets with insurance, Ruth Chicca is dedicated to providing personalized and professional advice to help you secure your financial future. Trust in Ruth Chicca, Financial Planner to guide you towards financial success.
158 Charles L McCombs Blvd 2nd floor, New Bedford, MA 02745, United States -
Travis Sousa
● OpenTravis Sousa is a reputable finance institution located at 550 Tarkiln Hill Road in New Bedford, Massachusetts. With a strong presence in the community, Travis Sousa offers a wide range of financial services to individuals and businesses alike. From investment advice to retirement planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert guidance, Travis Sousa is a trusted partner for all your financial needs.
550 Tarkiln Hill Rd, New Bedford, MA 02745, United States -
Edward Jones - Financial Advisor: Laurence Lutvak
● OpenEdward Jones - Financial Advisor: Laurence Lutvak is a reputable financial institution located at 700 Pleasant Street in New Bedford, Massachusetts. As a trusted advisor, Laurence Lutvak provides personalized financial services to help clients achieve their investment goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial solutions tailored to meet the unique needs of each individual. Whether you are planning for retirement, saving for education, or investing for the future, Laurence Lutvak and Edward Jones are dedicated to helping you reach your financial goals.
700 Pleasant St Suite 525, New Bedford, MA 02740, United States -
Joseph Barry Co LLC
● OpenJoseph Barry Co LLC is a reputable finance institution located at 128 Union Street in New Bedford, Massachusetts, United States. With a strong focus on providing top-notch financial services, Joseph Barry Co LLC is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced professionals at Joseph Barry Co LLC are here to help. Trust in their expertise and commitment to excellence for all of your financial needs.
128 Union St, New Bedford, MA 02740, United States -
Edward Jones
● ClosedEdward Jones is a well-known finance institution located at 138 Great Road in Bedford, Massachusetts, United States. With a focus on personalized financial services, Edward Jones offers a range of investment options and financial planning solutions to help individuals achieve their long-term financial goals. Their team of experienced advisors are dedicated to providing tailored advice and guidance to clients, ensuring they make informed decisions about their finances. Whether you are looking to save for retirement, invest for the future, or plan for major life events, Edward Jones is committed to helping you navigate the complexities of the financial world with confidence.
138 Great Rd, Bedford, MA 01730, United States -
Bluestone Bank
● ClosedBluestone Bank is a reputable financial institution located at 29 Bedford Street in East Bridgewater, Massachusetts. As a full-service bank, Bluestone Bank offers a wide range of financial products and services to meet the needs of individuals, businesses, and communities in the area. With a commitment to providing personalized service and innovative solutions, Bluestone Bank is dedicated to helping customers achieve their financial goals. Whether you're looking for a checking account, mortgage loan, or investment advice, Bluestone Bank is here to help you every step of the way. Visit us today to experience the difference of banking with Bluestone Bank.
29 Bedford St, East Bridgewater, MA 02333, United States -
Stone & Co
● ClosedStone & Co is a reputable accounting and finance institution located at 57 Bedford Street in Lexington, Massachusetts, United States. With a team of experienced professionals, Stone & Co offers a wide range of financial services to individuals and businesses. From tax preparation and planning to investment advice and financial consulting, Stone & Co is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, Stone & Co is a trusted partner for all your accounting and finance needs.
57 Bedford St # 225, Lexington, MA 02420, United States -
Audette Normand G
● OpenAudette Normand G is an accounting and finance institution located at 380 County Street in New Bedford, Massachusetts, United States. With a strong reputation for excellence in financial services, Audette Normand G offers expert advice and assistance to individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of accounting and finance, providing tailored solutions to meet their unique needs. Whether you are looking for tax planning, bookkeeping, or investment advice, Audette Normand G is committed to delivering top-notch service and achieving optimal results for their clients.
380 County St, New Bedford, MA 02740, United States -
Tomlinson & O'Neil Insurance Agency, A Division of World
● ClosedTomlinson & O'Neil Insurance Agency, A Division of World, located at 271 Union Street in New Bedford, Massachusetts, is a trusted insurance agency that has been serving individuals and businesses in Southeastern Massachusetts since 1956. Acquired by World Insurance Associates in December of 2022, our team is dedicated to providing personalized insurance programs tailored to meet your specific needs. Whether you are looking for personal or commercial insurance services, our experienced staff is here to help. At Tomlinson & O'Neil Insurance Agency, we prioritize performance, strength, and reliability to ensure that our clients receive the best in terms of price and service. Our mission is to earn your trust and provide you with peace of mind when it comes to protecting your assets. From commercial package policies to investment property protection, we offer a range of insurance options to safeguard your business and investments.
271 Union St, New Bedford, MA 02740, United States -
Rockland Trust Bank
● ClosedRockland Trust Bank is a trusted financial institution located at 692 Bedford Street in Whitman, Massachusetts. As a full-service bank, Rockland Trust offers a wide range of banking and financial services to meet the needs of individuals, businesses, and communities. With a commitment to providing personalized customer service and innovative financial solutions, Rockland Trust is dedicated to helping customers achieve their financial goals. Whether you're looking for a checking account, mortgage loan, or investment services, Rockland Trust Bank is here to help you every step of the way. Visit us today to experience the difference of banking with Rockland Trust.
692 Bedford St, Whitman, MA 02382, United States -
HarborOne Bank
● ClosedHarborOne Bank is a trusted financial institution located at 660 Bedford Street in Abington, Massachusetts, United States. As a full-service bank, HarborOne offers a range of banking services including personal and business accounts, loans, mortgages, and investment options. With a focus on customer service and community involvement, HarborOne Bank is committed to helping individuals and businesses achieve their financial goals. Additionally, the institution provides convenient ATM services for easy access to cash and account management. Visit HarborOne Bank today to experience personalized banking solutions tailored to your needs.
660 Bedford St, Abington, MA 02351, United States -
First Student, Inc.
● ClosedWelcome to First Student, Inc., located at 1421 Bedford Street, Abington, Massachusetts. As a cornerstone of the community, First Student is more than just a transportation service provider; we are a dedicated partner committed to ensuring every student arrives at school safely, stress-free, and ready to learn. Our comprehensive suite of transportation services is designed to meet the diverse needs of the communities we serve. At First Student, we understand that student transportation is not a one-size-fits-all solution. That's why we offer tailored services that include bus maintenance, operational management, and route optimization to fit your specific requirements. Our innovative FirstAlt program addresses the challenge of unreliable transportation, ensuring all students have access to safe and dependable rides.
1421 Bedford Street, Abington, Massachusetts 02351, United States -
ATM Machine at Mockingbird Restaurant and Martini Lounge - Miraval Ballroom
● ClosedWelcome to the ATM Machine at Mockingbird Restaurant and Martini Lounge - Miraval Ballroom, your convenient financial service provider located at 838 North Bedford Street, East Bridgewater, Massachusetts 02333. Whether you're a curious entrepreneur exploring the ATM business or a business owner looking for reliable ATM machines and processing services, we are here to guide you on your journey. Our ATM services are designed to help you unlock the potential of passive income through strategic placement and ownership of ATM machines. By owning or hosting an ATM, you can save on credit card fees, retain customers, and generate additional revenue. Our team is dedicated to providing you with the knowledge and tools to succeed in the ATM business, offering insights into choosing profitable locations, understanding industry regulations, and optimizing transaction fees to maximize your earnings.
838 North Bedford Street, East Bridgewater, Massachusetts 02333, United States
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