Investments offered in Newton, Massachusetts

Welcome to Honda Village, your premier destination for all things Honda in Newton, Massachusetts. Conveniently located at 371 Washington Street, our dealership offers an extensive selection of new and pre-owned Honda vehicles, ensuring that you'll find the perfect car to fit your lifestyle and budget. As a trusted car dealer, we are dedicated to providing exceptional customer service and a seamless buying experience. At Honda Village, we understand that purchasing a vehicle is a significant investment. That's why our knowledgeable finance team is here to guide you through the financing process, offering competitive rates and personalized solutions tailored to your needs. Whether you're looking to buy or lease, we're committed to making your experience as smooth and stress-free as possible.

Franklin First FCU is a trusted financial institution located at 57 Newton Street in Greenfield, Massachusetts. As a credit union, we offer a wide range of financial services including ATM access, banking, and finance solutions to meet the needs of our members. Our dedicated team is committed to providing personalized service and helping our members achieve their financial goals. Visit us today to experience the difference of banking with Franklin First FCU.

Kaplan Financial Services is a reputable finance institution located at 2227 Washington Street in Newton, Massachusetts, United States. With a strong focus on providing top-notch financial services to its clients, Kaplan Financial Services offers a wide range of financial solutions tailored to meet the unique needs of individuals and businesses. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Kaplan Financial Services is committed to providing you with expert guidance and support every step of the way.

Rubino & Liang Wealth Partners LLC, located in Newton, Massachusetts, is a finance and insurance agency specializing in wealth management and income planning for retirement. With over two decades of experience serving clients in the Boston area, our team of experienced retirement and financial advisors is dedicated to offering real solutions to your financial challenges. Our number-one priority is to ensure that you receive the best financial care possible, allowing you to focus on doing what you love in retirement. Our retirement planning process is personalized to create a strong foundation based on your unique personal and financial situation. From discovery to recommendations and implementation, every step is designed with you in mind, ensuring that your customized 365 Retirement Plan works for you every day of your retirement. Our team approach, including attorney and CPA partners, guarantees that you receive the best advice and strategies tailored to your needs.

Summit House Wealth Partners - Ameriprise Financial Services, LLC is a finance institution located at 551 Newton Street in South Hadley, Massachusetts, United States. Led by Stephen Duval, Forbes Best-in-State Wealth Advisor for 2023, our team is dedicated to helping clients achieve their financial goals. We provide personalized investment and portfolio recommendations based on individual goals and risk tolerance. Our process includes regular meetings to review progress and adjust strategies as life changes. Clients can easily access their accounts and track progress online or from any device. We offer complimentary initial consultations to discuss how we can help you reach your financial goals. Join us for informative events on topics such as retirement readiness planning and market trends. Ameriprise financial advisors are registered in certain U.S. states, so please check with individual advisors for details. We look forward to helping you and your loved ones achieve financial success.

Stephen Duval - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 551 Newton Street, South Hadley, Massachusetts, United States, offers a range of financial services to meet the needs of individuals and businesses. Stephen Duval holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuing education, Stephen Duval provides personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Stephen Duval is dedicated to helping you make informed decisions and secure your financial future. Contact Stephen Duval - Private Wealth Advisor, Ameriprise Financial Services, LLC, for expert financial guidance tailored to your individual needs.

Daniel T Wilson - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 275 Grove Street in Newton, Massachusetts, offers a wide range of financial services to individuals, retirees, small business owners, and high net worth clients. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Daniel T Wilson is equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and insurance products. Additionally, with specialized certifications in areas such as divorce financial analysis, estate planning, and long-term care planning, clients can trust in the expertise and commitment of Daniel T Wilson to help them achieve their financial goals. Whether you are looking for guidance on investment opportunities, retirement planning, or exit planning, Daniel T Wilson is dedicated to providing comprehensive and personalized financial solutions.

Financial Planning Solutions, LLC is a leading finance institution located at 134 Rumford Avenue in Newton, Massachusetts, United States. As a university specializing in financial planning, we offer a wide range of services and resources to help individuals and businesses achieve their financial goals. Our team of experienced professionals provides expert guidance and personalized solutions to help our clients navigate the complexities of financial planning. Whether you are looking to invest for the future, save for retirement, or manage your assets, Financial Planning Solutions, LLC is here to help you every step of the way. Contact us today to learn more about how we can assist you in achieving financial success.

Gregory Burd - TIAA Wealth Management Advisor is a finance institution located at 275 Grove Street in Newton, Massachusetts, United States. As a trusted advisor, Gregory Burd provides personalized wealth management services to help clients achieve their financial goals. With years of experience and expertise in the field, Gregory Burd offers tailored investment strategies, retirement planning, and financial advice to individuals and families. Whether you are looking to build wealth, protect your assets, or plan for the future, Gregory Burd is dedicated to helping you navigate the complexities of the financial world and secure your financial well-being.

Edward Jones - Financial Advisor: Timothy Braceland is a reputable finance institution located at 130 Rumford Avenue in Newton, Massachusetts, United States. As a trusted financial advisor, Timothy Braceland offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Timothy Braceland provides expert guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth or secure your financial future, Timothy Braceland is dedicated to helping you make informed decisions and navigate the complexities of the financial world.

Lightship Wealth Strategies, Inc. is a finance institution located at 2344 Washington Street, Newton, Massachusetts, United States. Our team of financial advocates is independent and multigenerational, dedicated to always having your back. We provide customized financial planning and investment management services to bring consistency, comfort, and confidence to every stage of your family's life. You can rely on us for objective advice and timely action to ensure all your important financial needs are met. We help you navigate through all stages of life, providing top-notch service recognized by the Forbes Top Wealth Advisors Best-In-State 2023 ranking. This ranking is based on qualitative and quantitative criteria, showcasing our dedication to best practices and client satisfaction.

Springbook Smart Goal General Trading is a dynamic institution located at 45 Pettee Street in Newton, Massachusetts. Our goal is to provide exceptional trading services and solutions to help our clients achieve their financial goals. With a team of experienced professionals, we offer innovative strategies and personalized advice to ensure the success of our clients. Whether you are a seasoned investor or just starting out, we are committed to helping you reach your smart goals and secure your financial future. Visit us today and let us help you trade smarter.

The Law Firm of David M. Kohen, located at 716 Beacon Street in Newton, Massachusetts, offers a wide range of services in accounting, finance, and law. Specializing in Tax Planning and Compliance, Estate Planning, Business and Investment Planning, the firm also provides expertise in Qualified Domestic Trusts (QDOTS) for Non-Citizen Spouses, Tax Treaty Analysis for Ex-Pats and International Families, and Applications for Tax Exempt Status Under Section 501(c)(3). Additionally, the firm offers services in Qualified Business Income Deduction Planning, Due Diligence Review for potential investments in start-up companies, and keeps clients informed about changes in tax laws and new planning strategies.

Sapers & Wallack is a trusted insurance agency located at 313 Washington Street in Newton, Massachusetts, United States. Our team of accredited professionals is dedicated to helping you achieve financial security, whether you are an individual, a family estate, or a business entity. We offer robust and versatile insurance products to protect your assets and supplement your financial plans. Our holistic approach focuses on building strong and resilient financial outcomes that exceed your goals. From executive benefits to legacy planning, we provide tailored solutions to meet your specific needs. As a third-generation family business, values, relationships, and service are deeply-rooted in our organization. We strive to develop lasting relationships with our clients, helping them achieve their financial goals and lead the life they want. Contact us today to learn more about how we can help you unlock your financial potential and secure your future.

Welcome to North Shore Details, LLC, your premier destination for professional detailing services in Eastern Massachusetts. Located at 91 Trueman Drive, Malden, MA 02148, we have been dedicated to delivering exceptional detailing since 2018. Our comprehensive range of services includes paint corrections, polishing, scratch removal, headlight and trim restoration, stain and oxidation removal, and more. We also specialize in advanced treatments like ceramic and graphene coatings, as well as lacquer car paint wax. As a mobile detailing service, we conveniently come to you—whether at home, work, or even at the marina. For added flexibility, we offer vehicle pick-up and drop-off services. Our customized approach ensures that each project meets your specific needs, maintaining your airplane, auto, or vessel in pristine condition. Our goal is to not only detail but also provide maintenance packages that fit your budget, ensuring a lasting showroom finish.

Welcome to WR Builders, Inc., your trusted partner in turning unique construction visions into stunning realities. Located at 25 Highland Avenue, Arlington, Massachusetts, we are a leading general contractor specializing in custom design and building services. Our commitment to innovation, quality, and client satisfaction ensures that every project reflects your personal style and meets your specific needs. At WR Builders, Inc., we believe that transforming spaces goes hand-in-hand with transforming lives. Each project is a new challenge and achievement, and we are dedicated to making your construction experience seamless and rewarding. Our process begins with an initial consultation where we take the time to understand your vision, needs, and preferences, laying the foundation for a strong client-contractor relationship.

Welcome 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.

Welcome to Turtle Studios, your premier destination for contemporary art in the heart of Newton, Massachusetts. Nestled at 213 California Street, our art gallery is a vibrant hub for art enthusiasts, collectors, and curious minds alike. We proudly showcase a dynamic collection of works from both emerging and established artists, offering a diverse range of styles and mediums. Our thoughtfully curated exhibitions are designed to inspire and engage, providing a platform for artistic expression and cultural exchange. Whether you're a seasoned art aficionado or new to the art scene, Turtle Studios invites you to explore, appreciate, and connect with the transformative power of art. Visit us today and experience the creative spirit that makes Turtle Studios a unique and cherished part of our community.

Welcome to Boston Legacy Planning LLC, a premier law firm dedicated to providing expert estate planning and business transition planning services. Located at 275 Grove Street, Suite 2-400 in Newton, Massachusetts, our firm is strategically positioned just off Route 128, making us easily accessible to clients from Needham, Wellesley, Dover, Westwood, Brookline, and Boston. We also offer the convenience of online meetings to accommodate your busy schedule. At Boston Legacy Planning LLC, we understand that the challenges of probate and trust settlements often stem from human issues rather than legal complexities. Our mission is to provide legacy solutions that address these challenges, ensuring that your family's wealth remains protected from creditors, predators, and excessive taxation.

Welcome to Merrill Lynch Financial Advisor Dan Whiting's practice, located at 2221 Washington Street, Newton, Massachusetts. As a dedicated financial advisor with Merrill Lynch Wealth Management, Dan Whiting offers a comprehensive suite of investment solutions and banking products through the powerful collaboration between Merrill and Bank of America. Since joining Merrill Lynch in 2018, Dan has been committed to providing personalized financial guidance, drawing on his extensive experience, including eight years at Fidelity Investments. Dan's disciplined and client-focused approach begins with a deep understanding of your unique needs, concerns, and financial priorities. As a CERTIFIED FINANCIAL PLANNER® professional, Dan is passionate about helping you design and implement a customized financial plan aimed at achieving your goals while effectively managing investment risks.

Welcome to Eastern Bank, your trusted partner in finance located conveniently at 2060 Commonwealth Avenue, Newton, Massachusetts. As a leading provider of comprehensive banking and financial services, we are committed to helping individuals, families, and businesses achieve their financial goals. Our Newton branch offers a wide range of services including personal and business banking, loans, mortgages, and investment advice, designed to cater to your unique needs. With our state-of-the-art ATM facilities and dedicated team of financial experts, Eastern Bank ensures a seamless and secure banking experience. Visit us today to discover how we can support your financial journey with personalized solutions and exceptional customer service.

Welcome to The Village Bank, your trusted financial partner located at 89 Wyman Street, Newton, Massachusetts. As a cornerstone of the community, we are committed to providing exceptional banking and financial services tailored to meet the needs of our valued customers. With a deep understanding of the local landscape, our team of experienced professionals is dedicated to delivering personalized solutions that help you achieve your financial goals. At The Village Bank, we offer a comprehensive range of services including personal and business banking, loans, mortgages, and investment advice. Whether you're opening your first account, planning for retirement, or growing your business, we are here to support you every step of the way with our innovative products and exceptional customer service.

Welcome to M&T Bank, your trusted financial partner located at 33 Austin Street, Newton, Massachusetts. At M&T Bank, we are committed to providing exceptional banking services to meet the diverse needs of our community. Whether you're looking to open a new account, secure a loan, or plan for your financial future, our team of experienced professionals is here to help you every step of the way. Our Newton branch offers a comprehensive range of banking and financial services, including personal and business banking, mortgages, investments, and wealth management solutions. We pride ourselves on delivering personalized service and expert advice tailored to your unique financial goals.

Welcome to The Village Bank, your trusted community bank located at 320 Needham Street, Newton, Massachusetts. At The Village Bank, we are dedicated to providing exceptional financial services tailored to meet the needs of individuals, families, and businesses in our community. With a strong commitment to personalized service, we offer a comprehensive range of banking solutions, including personal and business checking and savings accounts, loans, mortgages, and investment services. Our team of experienced professionals is here to guide you through every step of your financial journey, ensuring you have the tools and support you need to achieve your financial goals. We pride ourselves on our deep-rooted connection to the Newton community and our unwavering focus on building lasting relationships with our customers.

Welcome to Reassuring Insurance, your trusted local insurance agency located at 447 Centre Street, Newton, Massachusetts. At Reassuring Insurance, we understand that peace of mind is invaluable, which is why we are committed to providing our clients with personalized insurance solutions tailored to their unique needs. Whether you're seeking coverage for your home, auto, business, or personal assets, our team of experienced professionals is dedicated to helping you navigate the complexities of insurance with ease and confidence. Our mission is to offer exceptional service and expert advice, ensuring that you have the right protection in place for every stage of life. We pride ourselves on building lasting relationships with our clients, grounded in trust, transparency, and a genuine commitment to your well-being. As a locally owned and operated agency, we are deeply invested in the Newton community and understand the specific needs and concerns of our neighbors.

Welcome to Eastern Bank, conveniently located at 210 Boylston Street, Newton, Massachusetts. As a trusted financial institution, we are committed to serving the diverse needs of our community with a comprehensive range of banking services. Whether you're looking to manage your personal finances, grow your business, or plan for the future, our team of experienced professionals is here to help you every step of the way. At Eastern Bank, we offer a full suite of financial solutions, including personal and business banking, loans, mortgages, and investment services. Our state-of-the-art ATM services provide quick and easy access to your funds, ensuring that you can manage your money whenever you need to.

Welcome to Shang Yang Realtor: Coldwell Banker Weston, where science meets real estate. Located at 426 Boston Post Road, Weston, Massachusetts, our real estate agency is dedicated to providing exceptional service to buyers and sellers in Weston, Wellesley, Wayland, Newton, and surrounding towns. Shang Yang embodies a unique blend of logic, tenacity, and compassion, ensuring personalized attention for every client backed by the most current analytics and tested strategies. Whether you're searching for your dream home or a lucrative investment opportunity, Shang's community expertise and detailed real estate data analysis will guide you every step of the way. For sellers, his knowledge of area homes and strategic pricing attracts the largest possible buyer pool, while Coldwell Banker Realty’s powerful marketing platform maximizes exposure with quality images and video across all major websites.

Welcome to Michelle Lane Real Estate, your trusted partner in finding the perfect home or investment property in Newton, Massachusetts, and the surrounding communities. Conveniently located at 275 Grove Street, our agency is dedicated to providing 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, Michelle Lane Real Estate offers a personalized approach to buying, selling, and renting properties. Our team of experienced and knowledgeable agents is passionate about helping you navigate the real estate landscape with confidence and ease.

Welcome to New Western, your premier real estate agency located in the bustling hub of Newton, Massachusetts, at 134 Rumford Avenue. Specializing in investment-grade opportunities, we offer an exclusive marketplace for discerning investors seeking to capitalize on Boston's dynamic real estate sector. Boston is renowned for its world-class educational institutions, including Harvard, MIT, and Boston College, creating a robust demand for rental properties. Coupled with a thriving job market in technology, finance, and healthcare, the city presents a unique opportunity for investors. With limited expansion space, Boston remains a solid buy-and-hold market, where property values are consistently appreciating. The city's rich architectural history and abundance of pre-war buildings also make it an ideal location for fix-and-flip investments.

Welcome to Debby Cohen, Realtor – your trusted partner in real estate, located in the heart of Newton, Massachusetts. Situated at 1633 Beacon Street, Debby Cohen is dedicated to providing exceptional real estate services tailored to meet the unique needs of each client. With deep roots in the community and a wealth of experience in the local market, Debby is committed to helping you navigate the complexities of buying, selling, or investing in property with ease and confidence. At Debby Cohen, Realtor, we understand that real estate transactions are significant life events, and we strive to make the process as smooth and rewarding as possible. Whether you're a first-time homebuyer, looking to sell your property, or seeking investment opportunities, Debby offers personalized guidance and expert insights to ensure you achieve your real estate goals.