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TOP 30 Investment services in Newton, MA
246 results found
Search for local businesses, places and services near you
Jennifer Ann Taber - Associate Financial Advisor, Ameriprise Financial Services, LLC
Established at 275 Grove Street in Newton, Massachusetts, Jennifer Ann Taber is an Associate Financial Advisor at Ameriprise Financial Services, LLC. Specializing in finance, Jennifer holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications cover a range of topics including asset management, retirement planning, estate planning, and investment strategies. With a commitment to ethical practices and continuous education, Jennifer provides comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for advice on investment opportunities, insurance products, or estate planning, Jennifer Ann Taber is equipped with the expertise to help you navigate the complex world of financial planning.
Kevin Plodzik - Financial Advisor, Ameriprise Financial Services, LLC
Kevin Plodzik is a financial advisor at Ameriprise Financial Services, LLC located at 275 Grove Street in Newton, Massachusetts, United States. He holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kevin specializes in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. He is dedicated to providing expert advice and guidance to help clients achieve their financial goals.
Kellie D Jacques - Financial Advisor, Ameriprise Financial Services, LLC
Kellie D Jacques is a Financial Advisor at Ameriprise Financial Services, LLC located at 2221 Washington Street, Newton, Massachusetts, United States. Kellie holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kellie specializes in providing comprehensive financial planning services for individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and insurance products. The institution adheres to a code of ethics and offers expertise in a wide range of financial planning areas to help clients achieve their financial goals.
Prime Solutions Investments
Prime Solutions Investments is a leading finance institution located at 743 Washington Street in Newton, Massachusetts, United States. Specializing in investment solutions, our team of experts is dedicated to helping clients achieve their financial goals through strategic planning and personalized guidance. With a focus on excellence and integrity, Prime Solutions Investments is committed to providing top-tier financial services to individuals and businesses alike. Contact us today to learn more about how we can help you secure your financial future.
Richard Baum - Financial Advisor, Ameriprise Financial Services, LLC
Richard Baum - Financial Advisor, Ameriprise Financial Services, LLC, located at 2221 Washington Street in Newton, Massachusetts, is a trusted institution specializing in finance. Richard Baum offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular progress reviews and updates to adapt to life changes, clients can track their financial journey securely from any device. Clients can schedule a complimentary initial consultation to discuss retirement, education, or major purchase goals. Richard Baum is registered in states where securities business is conducted, as indicated on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC cannot guarantee future financial results.
Daniel J Marean - Ameriprise Financial Services, LLC
Daniel J Marean - Ameriprise Financial Services, LLC is a finance institution located at 275 Grove Street, Newton, Massachusetts, United States. The institution offers a variety of certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics, ensuring that advisors are well-equipped to assist clients with their investment and estate planning needs. The institution is committed to providing high-quality financial services to individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and risk management.
self directed retirement account services
Self Directed Retirement Account Services is a leading institution located at 180 Wells Avenue in Newton, Massachusetts, United States. We specialize in providing individuals with the tools and resources they need to take control of their retirement savings. Our team of experts offers personalized guidance and support to help clients navigate the complexities of self-directed retirement accounts. Whether you are looking to invest in real estate, precious metals, or alternative assets, we are here to help you achieve your financial goals. Contact us today to learn more about our services and how we can help you secure a stable financial future.
Forrest Newton: Primerica - Financial Services
Forrest Newton: Primerica - Financial Services is a finance and insurance agency located at 150 North Street in Pittsfield, Massachusetts, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through a range of services including investment planning, retirement planning, and insurance coverage. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the tools and resources they need to secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
Newton Slate Roofing & Copper
Welcome to Newton Slate Roofing & Copper, your trusted roofing contractor located in the heart of Lowell, Massachusetts. Situated at 335 Pawtucket Street, we specialize in providing high-quality slate and copper roofing solutions tailored to meet the unique needs of our clients. With years of experience and a commitment to excellence, our skilled team ensures that each project is completed with the utmost precision and care. At Newton Slate Roofing & Copper, we pride ourselves on our craftsmanship and attention to detail, offering a range of services including roof installation, maintenance, and repair. Our dedication to using premium materials and innovative techniques guarantees durability and aesthetic appeal for your home or business.
Stella Roofing Services
Welcome to Stella Roofing Services, your trusted roofing contractor located at 21 Westdale Avenue, Wilmington, Massachusetts. Proudly serving all of Greater Boston and Metrowest, we are a fully licensed and insured roofing company committed to excellence in both residential and commercial roofing and general construction services. Our owners—Steven, Joe, and Erik—bring over 60 years of combined industry expertise, continuing a proud legacy that spans three generations of roofers. Since our founding in 2008, Stella Roofing Services has built a reputation for reliability and quality, earning the trust and loyalty of a growing base of repeat clients. We treat every customer as an extension of our own family, ensuring that each project, regardless of size, receives the utmost care and attention. Our dedicated team prides itself on providing low-maintenance, long-lasting roofing solutions that stand the test of time.
Superstar Builders - General Contractors, Plumber - HVAC, & Electrician Contractor Services
Welcome to Superstar Builders - Your Trusted General Contractors, Plumbers, HVAC, & Electrician Experts Located at 24 Fuller Street, Boston, Massachusetts, Superstar Builders is your premier choice for top-notch construction services. Proudly serving Boston and surrounding areas including Quincy, Milton, Newton, Stoughton, Randolph, Dedham, Braintree, Weymouth, Hingham, and Pembroke, we specialize in transforming spaces into captivating environments that reflect your unique style and cater to your specific needs.
North Atlantic Investment Partners of Raymond James
Welcome to North Atlantic Investment Partners of Raymond James, your trusted financial advisory firm located in the heart of Newton, Massachusetts. Situated at 2345 Washington Street, our team of experienced financial professionals is dedicated to guiding you through every step of your financial journey. Specializing in comprehensive wealth management and investment strategies, we tailor our services to meet the unique needs and goals of each client. Whether you are planning for retirement, building an investment portfolio, or seeking advice on financial planning, our commitment is to provide personalized, insightful, and strategic solutions. At North Atlantic Investment Partners of Raymond James, we pride ourselves on fostering long-term relationships built on trust, integrity, and exceptional service. Visit us today to discover how we can help you achieve financial success and security.
Metro Credit Union - Newton
Welcome to Metro Credit Union - Newton, your trusted partner in achieving financial success, located conveniently at 334 Watertown Street, Newton, Massachusetts 02458. As a leading provider in banking, finance, and ATM services, we offer a comprehensive suite of products and services designed to meet your diverse financial needs. At Metro Credit Union, we prioritize value, security, and convenience. Our Metro Checking accounts are tailored to provide you with all three, ensuring a seamless banking experience. Whether you're setting financial goals or planning for the future, our dedicated Investment Advisors are here to guide you every step of the way.
ATM Machine at Newton Commonwealth Golf Course
ATM Machine at Newton Commonwealth Golf Course Welcome to the ATM Machine conveniently located at the Newton Commonwealth Golf Course, 212 Kenrick Street, Newton, Massachusetts. Whether you're a golfer, a local resident, or a visitor, our ATM is here to provide you with easy access to cash and financial services whenever you need them.
Nancy Roberts, Newton Realtor - Hammond Residential
Welcome to Nancy Roberts, Newton Realtor - Hammond Residential, your trusted real estate agency in the heart of Newton, Massachusetts. Conveniently located at 1631 Beacon Street, our team is dedicated to providing exceptional real estate services tailored to meet your unique needs. With years of experience in the local market, Nancy Roberts and her team offer expert guidance whether you're buying, selling, or investing in property. Our commitment to personalized service and in-depth market knowledge ensures that you have a seamless and successful real estate experience. We pride ourselves on our attention to detail and our ability to understand and fulfill our clients' aspirations. From charming family homes to luxury estates, we cover a wide range of properties to suit every lifestyle and budget.
Sampson Home Sales - Newton MA Realtor
Welcome to Sampson Home Sales - Newton MA Realtor, your trusted partner in real estate located in the heart of Newton, Massachusetts. Situated at 837 Beacon Street, our agency is dedicated to providing exceptional service to buyers and sellers in the Newton area and beyond. With a deep understanding of the local market and a commitment to client satisfaction, our team of experienced real estate professionals is here to guide you through every step of the home buying or selling process. Whether you're searching for your dream home, looking to sell your property, or seeking investment opportunities, Sampson Home Sales offers personalized solutions tailored to your unique needs. Discover the difference of working with a local expert who prioritizes your goals and delivers results. Contact us today to start your real estate journey with confidence.
Viviana DeSimone Castles Unlimited Newton MA
Welcome to Viviana DeSimone Castles Unlimited, your premier real estate agency located in the heart of Newton, Massachusetts. Situated conveniently at 836 Beacon Street, our office serves as a hub for exceptional real estate services tailored to meet the unique needs of each client. With a deep understanding of the local market and a commitment to excellence, we specialize in helping you find your dream home or successfully sell your property in the vibrant community of Newton and the surrounding areas. At Viviana DeSimone Castles Unlimited, we pride ourselves on offering personalized service, expert guidance, and a seamless real estate experience. Whether you are a first-time homebuyer, looking to upgrade, or seeking investment opportunities, our dedicated team is here to support you every step of the way. Our extensive network and local expertise ensure that you have access to the best properties and market insights available.
Think Real Estate Services
Welcome to Think Real Estate Services, your trusted partner in navigating the dynamic real estate market of Massachusetts. Conveniently located at 75 2nd Avenue, Suite 605 in Needham, MA, our agency is committed to serving the diverse needs of real estate buyers, sellers, landlords, tenants, and investors across a wide array of communities including Newton, Cambridge, Brookline, Boston, Wellesley, Weston, Needham, Waltham, Watertown, and beyond. Founded and led by experienced brokers Barry Cheslin and Kenneth Fund, who have both raised their families in Newton, Think Real Estate Services brings over 25 years of successful real estate expertise to the table. Our small but dedicated team of professionals is committed to providing personalized and exceptional service tailored to exceed the expectations of our clients.
CertaPro Painters of Newton
Welcome to CertaPro Painters of Newton, your trusted local painting experts dedicated to transforming spaces with precision and care. Conveniently located at 87 Athelstane Road, Newton, Massachusetts, we proudly serve the Newton community and surrounding areas with top-notch painting services. Whether you're looking to refresh the interior or exterior of your home or business, our team of skilled professionals is committed to delivering exceptional results that exceed your expectations. At CertaPro Painters of Newton, we understand that your property is a significant investment, and we treat every project with the utmost respect and attention to detail. Our comprehensive range of services includes residential and commercial painting, color consultations, surface preparation, and more. We use only the highest quality paints and materials to ensure a beautiful, long-lasting finish.
Proline Painting Services Inc.
Welcome to Proline Painting Services Inc., Boston’s premier painting contractor dedicated to transforming spaces with precision and care. Strategically located in the heart of Boston, Massachusetts, we proudly serve the Greater Boston area, including Allston, Cambridge, Dorchester, and beyond. As a top-rated painting company, we specialize in a wide range of services, including interior and exterior painting, staining, pressure washing, and kitchen cabinet refinishing. Whether you’re a homeowner, business owner, property manager, or contractor, our team of experienced professionals is here to enhance the aesthetic appeal and value of your property. At Proline Painting Services, Inc., we understand that a fresh coat of paint can do wonders, whether it’s revitalizing a tired room or boosting the curb appeal of your business. Our skilled contractors deliver exceptional results for both residential and commercial projects, ensuring your space looks its best both inside and out. From color consultations to expert application, we guide you through every step of the painting process, making it as seamless and satisfying as possible.
Pioneer Financial, Inc.
Pioneer Financial, Inc. is a reputable institution located at 351 Newton Street in South Hadley, Massachusetts. Specializing in accounting, finance, and insurance services, we pride ourselves on providing quality advice, building strong personal relationships, and upholding extremely high ethical values. Since 1964, our team has been dedicated to serving clients in the Pioneer Valley and throughout Western Massachusetts. Founded by George Wall as Automated Business Services, our firm has evolved over the years to meet the changing needs of our clients. Under the leadership of Edward Wall, an Accountant and Investment Advisor, Pioneer Financial now offers Registered Investment Advising in addition to Accounting Services.
Capasso Realty Corporation
Capasso Realty Corporation is a reputable real estate agency located at 49 Lexington Street in Newton, Massachusetts. Specializing in buying, selling, and renting properties in the area, our team of experienced agents is dedicated to helping clients find their dream home or investment property. With a strong focus on customer service and market expertise, Capasso Realty Corporation is committed to providing personalized and professional assistance to meet all your real estate needs. Contact us today to start your journey towards finding the perfect property in Newton and beyond.
The Chestnut Hill
The Chestnut Hill is a prestigious real estate agency located at 219 Commonwealth Avenue in Newton, Massachusetts. With a reputation for excellence in the industry, The Chestnut Hill specializes in connecting clients with luxury properties in the desirable Chestnut Hill neighborhood. Their team of experienced agents are dedicated to providing top-notch service and expertise to help clients find their dream home or investment property. Whether you are buying, selling, or renting, The Chestnut Hill is the go-to agency for all your real estate needs in the Greater Boston area.
Merrill Lynch Financial Advisor Jenna M Carroll
Merrill Lynch Financial Advisor Jenna M Carroll, located at 2221 Washington Street in Newton, Massachusetts, is a prestigious institution recognized for its exemplary client service. Jenna Carroll and her team have received accolades from financial industry publications and Bank of America Corporation, setting the standard for wealth management excellence. The Carroll Group, supported by the global resources of Merrill, is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They cater to accomplished individuals and families, including Private Equity fund managers, attorneys, physicians, corporate executives, and more, both in Massachusetts and nationwide.
Ridley Cove Financial Advisors
Ridley Cove Financial Advisors is a leading finance institution located at 275 Grove Street in Newton, Massachusetts, United States. Our team of experienced financial advisors is dedicated to providing expert guidance and personalized strategies to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Ridley Cove Financial Advisors is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
Merrill Lynch Financial Advisor Nicholas Cafaro
Merrill Lynch Financial Advisor Nicholas Cafaro, located at 2221 Washington Street, Newton, Massachusetts, United States, is a finance institution dedicated to providing personalized financial advice and guidance. BAC Institutional Services, part of Bank of America, believes in building strong relationships through teamwork and involvement, offering access to global investment capabilities and banking services. The institution focuses on understanding the needs and goals of organizations and individuals to tailor strategies and services accordingly. With a team of experienced professionals, Merrill Lynch is committed to delivering trust-based relationships and personalized service to help clients pursue their financial goals. As a Bank of America Retirement Benefits Consultant, Merrill Lynch specializes in defined contribution plans, offering value-added services to help clients improve plan participation and achieve financial success.
Insight Financial Strategists LLC
Insight Financial Strategists LLC is a leading finance institution located at 29 Crafts Street in Newton, Massachusetts, United States. Our team of expert financial advisors is dedicated to providing personalized strategies and solutions to help our clients achieve their financial goals. From retirement planning to investment management, we offer a wide range of services to meet the unique needs of each individual or business. With a focus on transparency, integrity, and excellence, Insight Financial Strategists LLC is committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure a brighter financial future.
Gage Wealth Advisors
Gage Wealth Advisors, located at 450 Lexington Street in Newton, Massachusetts, is a finance institution that focuses on helping clients achieve their financial goals. They offer personalized investment recommendations based on individual goals and risk tolerance, regularly reviewing and updating strategies as life changes. Clients can easily access their investments and accounts from any device and track their progress towards their goals securely. The advisors at Gage Wealth Advisors are backed by the Ameriprise Investment Research Group, providing guidance on market conditions and investment impacts. Risk tolerance is a key factor in determining the appropriate investment strategy, and the advisors work closely with clients to understand their tolerance for market volatility.
Merrill Lynch Financial Advisor Vincent T Todd Jr
Merrill Lynch Financial Advisor Vincent T Todd Jr, located at 2221 Washington Street, Newton, Massachusetts, United States, offers over 40 years of experience in providing clients with individually tailored financial and wealth strategies. Vincent Todd is committed to building enduring client relationships through outstanding guidance and service. He advises on wealth accumulation, preservation, and transfer through customized wealth management strategies. Vincent Todd is a graduate of the University of Massachusetts-Amherst, School of Business and is actively involved in volunteering with various organizations in his community. The institution offers personalized financial planning services through Merrill Personal Wealth Analysis™, focusing on client goals and priorities. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Vincent Todd believes in designing and implementing personalized financial plans to help clients pursue their goals while managing investment risk. The institution offers access to investment insights from Merrill and banking solutions from Bank of America to address financial needs. By understanding client goals and priorities, Vincent Todd creates a financial approach that reflects individual personalities and helps clients achieve their goals. As a Merrill Lynch Wealth Management Advisor, Vincent Todd helps clients navigate financial complexities and build customized investment approaches to pursue their goals. The institution emphasizes personalized investment strategies and comprehensive financial solutions to help clients live their best financial life. Vincent Todd Jr is registered to do business in multiple states. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.
Edelman Financial Engines
Edelman Financial Engines is a finance institution located at 57 Wells Avenue in Newton, Massachusetts, United States. They offer a wide range of financial services and expertise to help individuals and families achieve their financial goals. With a team of experienced professionals, Edelman Financial Engines provides personalized financial planning, investment management, retirement planning, and more. Whether you are looking to build wealth, plan for retirement, or protect your assets, Edelman Financial Engines can help you navigate the complexities of the financial world and make informed decisions for a secure future.
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