Money management in Massachusetts
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Athol Savings Bank
● OpenAthol Savings Bank, located at 560 Summer Street in Barre, Massachusetts, is a trusted institution offering a range of financial services including banking and ATM facilities. Please note that due to current weather conditions, all branches will have a two-hour delay on Thursday, April 4th. Additionally, be aware of a scam involving a chimney repair company targeting ASB customers. Our live customer support services will be unavailable on Monday, January 22nd, but our ATMs, Online, Mobile, and Telephone Banking will still be available. In observance of Thanksgiving Day, our offices will be closed on Thursday 11/23 and Friday 11/24. We will resume regular business hours on Saturday, 11/26. Please be advised that Telephone Banking will be unavailable on Wednesday, March 13th from 3:00pm - 5:00pm due to routine maintenance. In observance of Veterans Day, our locations will be closed on Saturday, November 11th. Please note that some phone lines are currently experiencing technical difficulties. We continue to strive to be a "Solutions Bank" by providing financial solutions to our customers. Apply for a Business Minute Lender loan and get a response in minutes. Visit Athol Savings Bank for a variety of financing solutions tailored to your needs.
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Workers Credit Union
● OpenWorkers Credit Union, located at 107 Tower Road in Athol, Massachusetts, is a trusted institution offering a range of financial services including banking and insurance. The Walmart Branch will be closing on May 1, 2024, but customers can visit other locations for continued service. Join us on Tuesday, April 23, 2024, at 6PM at our Headquarters in Littleton for a special event. Our experienced team, including Vice President Brent Baron and Financial Wellness Coach Cierra Brownell, is here to provide personalized financial advice and educational resources. Make an appointment to meet with a Workers WayTM financial coach or download our mobile app for convenient banking on-the-go. Let us help you navigate love and money as a team, and avoid common tax mistakes with our expert tips. Please note that any content beyond this message is not the responsibility of Workers Credit Union.
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Fenway Health Pharmacy
● OpenFenway Health Pharmacy, located at 1340 Boylston Street in Boston, Massachusetts, is a health-focused pharmacy that also serves as a store. With a sister location in Fenway: South End, both pharmacies are now open to the public and offer free home delivery of medications. By using Fenway Pharmacy, you not only receive more coordinated care but also support the larger community through your purchases. A percentage of the money you spend on prescriptions goes directly to funding care for those in need, including patients with chronic conditions, those on fixed incomes, and homebound individuals. The pharmacy offers free shipping on all prescription orders within Massachusetts, making it convenient for patients to receive their medications. Additionally, patients can use MyChart to request prescription refills, schedule appointments, and communicate with providers online. Fenway Health Pharmacy is funded by HRSA Health Center Program grant funding and has certain liability protections in place.
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Aegean Capital
● OpenAegean Capital is a financial institution located at 239 Littleton Road in Westford, Massachusetts, United States. Specializing in ATM services and finance, Aegean Capital provides convenient access to cash and a range of financial services for customers in the area. With a commitment to excellence and customer satisfaction, Aegean Capital is a trusted resource for all your banking and financial needs.
239 Littleton Rd, Westford, MA 01886, United StatesAdvertisements -
Merrill Lynch Financial Advisor Matthew J Shiely
● OpenMerrill Lynch Financial Advisor Matthew J Shiely is a reputable financial institution located at 100 Front Street in Worcester, Massachusetts. As a finance institution, they provide expert financial advice and services to help individuals and businesses achieve their financial goals. With Matthew J Shiely at the helm, clients can trust in his experience and knowledge to guide them towards making sound financial decisions. Whether it's retirement planning, investment strategies, or wealth management, Merrill Lynch Financial Advisor Matthew J Shiely is dedicated to helping clients secure their financial future.
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Merrill Lynch Financial Advisor Christina LaFortune
● OpenMerrill Lynch Financial Advisor Christina LaFortune is a reputable financial institution located at 100 Front Street in Worcester, Massachusetts, United States. With years of experience and expertise in finance, Christina LaFortune provides personalized financial advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Christina LaFortune is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
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XFactors Financial Inc
● OpenXFactors Financial Inc is a leading finance institution located at 344 John L Dietsch Boulevard in North Attleborough, Massachusetts, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
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Edward Jones - Financial Advisor: Nicole C Groskreutz
● OpenEdward Jones - Financial Advisor: Nicole C Groskreutz is a trusted financial institution located in Fitchburg, Massachusetts. With a focus on personalized service and expert financial advice, Nicole C Groskreutz helps clients achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones is dedicated to providing tailored solutions to meet your individual needs. Visit us at 30 A Ashby State Road to start your journey towards financial security and success.
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NORTH BRIDGE ADVISORY GROUP, LLC
● OpenNorth Bridge Advisory Group, LLC is a finance institution located at 25 North Main Street in Wayland, Massachusetts, United States. Our mission is to provide guidance and support to parents who are raising children in economically secure households. We understand that money alone cannot solve all of life's challenges, and we are here to help individuals come to terms with their unique situations. At North Bridge Advisory Group, we believe in addressing the human condition beyond just financial matters.
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Cesar Rubecindo: Primerica - Financial Services
● OpenCesar Rubecindo: Primerica - Financial Services is a finance and insurance agency located at 124 Washington Street in Foxborough, Massachusetts, United States. Our dedicated team of professionals is committed to providing personalized financial solutions to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to help you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.
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The Adult Financial Education Council
● OpenThe Adult Financial Education Council is a leading institution located at 667 South Street in Wrentham, Massachusetts, United States. This institution specializes in providing comprehensive financial education and resources for adults looking to improve their financial literacy and make informed decisions about their money. Whether you're looking to learn about budgeting, investing, retirement planning, or managing debt, the Adult Financial Education Council offers a wide range of workshops, seminars, and resources to help you achieve your financial goals. Join us today and take control of your financial future!
667 South St, Wrentham, MA 02093, United StatesAdvertisements -
Robert O'Neill Thrivent Financial
● OpenRobert 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.
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Karyn Feinberg Clarke - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenKaryn Feinberg Clarke is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 260 Boston Post Road, Wayland, Massachusetts, United States. Karyn holds multiple 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, 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 demonstrate Karyn's expertise in various aspects of financial planning, investment management, estate planning, retirement planning, and more. Karyn is dedicated to providing comprehensive and personalized financial advice to her clients, with a focus on meeting their individual needs and goals.
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Alfred R Drouin - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAlfred R Drouin is a financial advisor at Ameriprise Financial Services, LLC located at 450 Lexington Street in Newton, Massachusetts. With a focus on providing personalized financial planning and investment strategies, Alfred helps clients achieve their financial goals and secure their financial future. With years of experience in the finance industry, Alfred is dedicated to helping individuals and families make informed decisions about their money. Contact Alfred R Drouin at Ameriprise Financial Services, LLC for expert financial advice and guidance.
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Andrew Jurkunas - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAndrew Jurkunas is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 60 William Street in Wellesley, Massachusetts. With years of experience in the finance industry, Andrew is committed to helping his clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or create a comprehensive financial strategy, Andrew Jurkunas is here to provide personalized guidance and support. Contact him today to schedule a consultation and take the first step towards financial success.
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First Command Financial Advisor - Tina Patt
● OpenFirst Command Financial Advisor - Tina Patt is a trusted financial institution located at 78 Blanchard Road in Burlington, Massachusetts. Specializing in finance, Tina Patt provides expert advice and personalized financial planning services to help clients achieve their financial goals. With a commitment to integrity and professionalism, First Command Financial Advisor - Tina Patt is dedicated to helping individuals and families secure their financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
78 Blanchard Rd Suite 105, Burlington, MA 01803, United StatesAdvertisements -
Sarah Groleau - Thrivent
● OpenSarah Groleau - Thrivent is a finance institution located at 3 Allied Drive in Dedham, Massachusetts. The Groleau Financial Group offers professional, affordable, and comprehensive financial guidance to help individuals make the most of their money and reach their financial goals. Their team of experts is dedicated to working for their clients, providing advice and guidance through their Financial Planning Framework. Thrivent does not provide legal, accounting, or tax advice, but works with clients to analyze their financial situation and provide written recommendations through their Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Licensing information is available through the State Insurance Department's website, and clients can visit Thrivent.com for more information on their financial advisors and services.
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Silvia Manent, CFA, CFP Financial Advisor & Financial Planner | Manent Capital
● OpenSilvia Manent, CFA, CFP Financial Advisor & Financial Planner | Manent Capital is a boutique wealth management firm located at 867 Boylston Street, Boston, Massachusetts, United States. Specializing in serving female investors and small business owners, we offer comprehensive financial planning, retirement planning, investment management, estate planning, tax planning, and business planning services. Our team of Certified Financial Planners (CFP®) and Financial Advisors are dedicated to optimizing your investments and saving you thousands in taxes, strategically and effectively. Whether you're feeling overwhelmed and uncertain about your financial future or looking to enhance your wealth, we are here to help. From creating a tailored financial roadmap to guiding you through investments with our DIY Investing Courses, we provide expert advice in a jargon-free and approachable manner.
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Greg O'Brien - TD Wealth Financial Advisor
● OpenGreg O'Brien - TD Wealth Financial Advisor is a trusted finance institution located at 323 Hancock Street in Quincy, Massachusetts, United States. As a financial advisor with TD Wealth, Greg O'Brien provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Greg O'Brien is committed to helping clients navigate the complexities of the financial world and make informed decisions about their money. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Greg O'Brien - TD Wealth Financial Advisor can provide the expertise and support you need to secure your financial future.
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Jon Skov - Thrivent
● OpenJon Skov - Thrivent is a finance institution located in Dartmouth, Massachusetts. We provide a wide range of financial services to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and tailored financial solutions to meet the unique needs of each client. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Jon Skov - Thrivent is here to help. Visit us at 86 Faunce Corner Mall Road to learn more about how we can assist you in reaching your financial goals.
86 Faunce Corner Mall Rd UNIT 430, North Dartmouth, MA 02747, United StatesAdvertisements -
Leonard Nolan - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLeonard Nolan - Financial Advisor at Ameriprise Financial Services, LLC, located at 60 State Street in Boston, Massachusetts, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Leonard provides investment recommendations, asset allocation strategies, and portfolio analysis to help clients track their progress towards retirement, education, or other major financial milestones. Clients can access their investments and accounts securely from any device, and schedule a complimentary initial consultation to discuss their financial needs. Leonard Nolan is a registered investment advisor with Ameriprise Financial Services, LLC, and offers personalized financial planning concepts to help clients navigate market volatility and make informed investment decisions.
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Keke Fleurissaint Financial
● OpenKeke Fleurissaint Financial is a reputable finance institution located at 1550 Blue Hill Avenue in Boston, Massachusetts, United States. With a focus on providing top-notch financial services to individuals and businesses, Keke Fleurissaint Financial is committed to helping clients achieve their financial goals. Their experienced team of professionals offers personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Keke Fleurissaint Financial is the go-to institution for all your financial needs. Visit them today to see how they can help you secure a brighter financial future.
1550 Blue Hill Ave, Mattapan, MA 02126, United StatesAdvertisements -
Johnson Brunetti
● OpenJohnson Brunetti is a leading financial institution located at 1000 Franklin Village Drive in Franklin, Massachusetts. Specializing in comprehensive financial planning and investment management, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. With a commitment to personalized service and a focus on long-term relationships, Johnson Brunetti is the trusted partner for individuals and families seeking to build and protect their wealth. Contact us today to learn more about how we can help you navigate the complexities of the financial world and achieve financial success.
1000 Franklin Village Drive Suite 107, Franklin, MA 02038, United StatesAdvertisements -
Nathan Richard - Financial Advisor, Ameriprise Financial Services, LLC
● OpenNathan Richard is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 275 Martine Street in Fall River, Massachusetts. With a strong background in finance and a commitment to helping clients achieve their financial goals, Nathan provides personalized financial planning services to individuals and families. Whether you are saving for retirement, planning for college expenses, or looking to grow your investments, Nathan Richard can help you navigate the complexities of the financial world and make informed decisions about your money. Contact Nathan Richard today to schedule a consultation and take the first step towards a secure financial future.
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Darrell Smith
● OpenDarrell Smith is a reputable finance institution located at 257 Spring Street in Medford, Massachusetts. With a strong focus on providing top-notch financial services to individuals and businesses, Darrell Smith is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Darrell Smith is here to help. Trustworthy and reliable, Darrell Smith is committed to providing personalized solutions tailored to meet the unique needs of each client. Visit us today to see how we can assist you in reaching your financial objectives.
257 Spring St, Medford, MA 02155, United StatesAdvertisements -
Merrill Lynch Financial Advisor Michelle E. Losasso
● OpenMerrill Lynch Financial Advisor Michelle E. Losasso is a reputable finance institution located at 100 Federal Street in Boston, Massachusetts, United States. With years of experience and expertise in the financial industry, Michelle E. Losasso provides personalized financial advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Michelle E. Losasso is dedicated to helping you navigate the complexities of the financial market with confidence and peace of mind.
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Randy Srey
● OpenRandy Srey is a reputable finance institution located at 606 Dartmouth Street in Dartmouth, Massachusetts, United States. With a strong focus on providing personalized financial solutions, Randy Srey offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Randy Srey is dedicated to providing top-notch service and expertise. Visit us today to see how we can help you secure a brighter financial future.
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Equanum Financial
● OpenEquanum Financial is a reputable finance institution located at 935 Great Plain Avenue in Needham, Massachusetts, United States. We specialize in providing a wide range of financial services, including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Equanum Financial can help you achieve financial success.
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Finances for Feminists
● OpenFinances for Feminists is a finance institution located at 376 School Street in Watertown, Massachusetts, United States. Our mission is to help women feel calm and confident about their financial future. We provide guidance and coaching to address common financial concerns such as uncertainty about where to invest, setting financial goals, overcoming guilt about spending, and feeling uncomfortable discussing finances with traditional financial advisors. Our signature coaching program, Finance Fundamentals, breaks down personal finance basics into 6 key modules and includes 9 direct financial coaching sessions tailored to your specific goals and situation. We also offer workshops, webinars, and speaking events to empower women to take control of their finances and achieve financial well-being.
376 School St #1, Watertown, MA 02472, United StatesAdvertisements -
Neiman & Associates Financial Services
● OpenNeiman & Associates Financial Services is a fee-only firm located at 22 Mill Street in Arlington, Massachusetts. Specializing in accounting and finance, we offer a wide range of financial planning and investment advisory solutions for individuals and families, including those within the LGBTQ community, non-traditional couples and families, and those passionate about making a positive impact on the environment and their community. Our founder, Debra Neiman, is a CERTIFIED FINANCIAL PLANNER™ with expertise in investment, retirement, and tax planning. With over 30 years of experience, Debra is dedicated to helping clients build wealth, knowledge, and confidence in their financial success. She co-authored the book "Money Without Matrimony: The Unmarried Couple's Guide to Financial Security" and is actively involved in supporting LGBTQ equality in the workplace.
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