Personal finance planning in Massachusetts
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Gary Teixeira - Mortgage Loan Officer
● OpenGary Teixeira - Mortgage Loan Officer is a reputable finance institution located at 549 Center Street in Ludlow, Massachusetts, United States. With years of experience in the mortgage industry, Gary Teixeira provides personalized and professional services to help clients secure the best mortgage loan options for their needs. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Gary Teixeira is dedicated to guiding you through the loan process with expertise and integrity. Contact Gary Teixeira - Mortgage Loan Officer today to discuss your mortgage needs and start your journey towards homeownership.
549 Center St, Ludlow, MA 01056, United States -
Gary Teixeira - Mortgage Loan Officer
● OpenGary Teixeira - Mortgage Loan Officer is a finance institution located at 693 Memorial Drive in Chicopee, Massachusetts, United States. As a trusted mortgage loan officer, Gary Teixeira provides expert advice and assistance to clients looking to secure financing for their home purchases or refinancing needs. With years of experience in the industry, Gary is dedicated to helping clients navigate the complex world of mortgages and find the best loan options for their individual needs. Whether you are a first-time homebuyer or a seasoned homeowner, Gary Teixeira - Mortgage Loan Officer is committed to providing personalized service and support throughout the loan process.
693 Memorial Dr, Chicopee, MA 01020, United States -
Licciardello Financial Sevices / Compass Capital Corporation
● ClosedLicciardello Financial Services/Compass Capital Corporation is a reputable finance institution located at 30 Massachusetts Avenue in North Andover, Massachusetts, United States. With a strong focus on providing personalized financial solutions, they offer a wide range of services including investment management, retirement planning, estate planning, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth or plan for retirement, Licciardello Financial Services/Compass Capital Corporation is committed to providing expert guidance and support every step of the way.
30 Massachusetts Ave Suite 209, North Andover, MA 01845, United States -
Gotta Retirement Services, Inc.
● OpenGotta Retirement Services, Inc. is a finance institution located at 817 Washington Street in Braintree, Massachusetts, United States. We specialize in providing comprehensive retirement planning services to help individuals achieve their financial goals for their golden years. Our team of experienced financial advisors is dedicated to helping clients navigate the complexities of retirement planning and create personalized strategies tailored to their unique needs. Whether you are just starting to plan for retirement or are already enjoying your retirement years, Gotta Retirement Services, Inc. is here to help you secure a financially stable future.
817 Washington St # 101, Braintree, MA 02184, United States -
Middlesex Savings Bank
● ClosedMiddlesex Savings Bank, located at 899 Edgell Road in Framingham, Massachusetts, is a trusted financial institution offering personal and business banking services. Whether you need a checking account, savings account, mortgage, or financial planning assistance, we have you covered. Our convenient online banking options and mobile app make managing your finances easy. With branches throughout Massachusetts, including Acton, Natick, and Worcester, we are committed to providing top-notch customer service and support. Trust Middlesex Savings Bank for all your banking needs. Please note that carrier rates may apply for mobile services. Apple and Google are trademarks of their respective companies.
899 Edgell Rd, Framingham, MA 01701, United States -
Salem Five Mortgage Company, LLC
● OpenSalem Five Mortgage Company, LLC is a finance institution located at 341 Court Street, Plymouth, Massachusetts, United States. They offer a variety of mortgage products and services through LPL Financial or its affiliates. With over 160 years of experience, Salem Five is dedicated to helping New England homeowners find the right loan for their needs. They offer conventional fixed rate mortgages, adjustable rate mortgages, VA mortgages, and more. Whether you're buying a new home, renovating, or planning for retirement, Salem Five has you covered. They are committed to making the mortgage process fast and easy, closing loans in just 30 days. Contact them today to see how they can help you with your home financing needs.
341 Court St, Plymouth, MA 02360, United States -
Southbridge Dental Care
● ClosedSouthbridge Dental Care, located at 44 Everett Street in Southbridge, Massachusetts, is your go-to destination for all your dental needs. Our mission is to provide efficient and comfortable dental care for all our patients. From routine cleanings to restorative treatments to cosmetic enhancements, we offer a wide range of services all under one roof. At Southbridge Dental Care, we believe in building lasting relationships with our patients. We strive to get to know you on a personal level and provide treatment for a lifetime. Our team is dedicated to making sure you feel comfortable and confident in our care.
44 Everett St, Southbridge, MA 01550, United States -
Dental Specialties
● ClosedDental Specialties is a trusted dentist institution located at 950 North Main Street in Randolph, Massachusetts, United States. We prioritize patient safety and maintain the highest standards of sterilization. Our team is dedicated to responding promptly to dental emergencies and offers convenient payment plans, including 0% financing and in-office dental plans. We have extensive experience in all aspects of modern dentistry, offering comprehensive dental care from preventive education to expert cosmetic and restorative solutions. Our focus is on providing personalized dental care for the whole family, with a renewed emphasis on care and convenience.
950 N Main St, Randolph, MA 02368, United States -
Dental Specialties
● ClosedDental Specialties is a trusted institution located at 245 Washington Street in Dedham, Massachusetts, United States. As a dental practice, we prioritize the highest standards of sterilization and patient safety to ensure your health is safeguarded. Our team is experienced in all aspects of modern dentistry, offering comprehensive care from preventive education to cosmetic and restorative solutions. We understand that dental emergencies can arise, and we are committed to responding promptly to your needs. Our convenient payment plans, 0% financing options, and in-office dental plans make it easy for you to receive the care you deserve. At Dental Specialties, we strive to provide truly personal care for you and your family, focusing on comfort and convenience.
245 Washington St, Dedham, MA 02026, United States -
Copernicus Agency
● ClosedCopernicus Agency is a versatile institution located at 30 Lockland Street in Ludlow, Massachusetts, United States. Specializing in accounting, finance, and travel services, Copernicus Agency offers a wide range of expert solutions to meet the needs of individuals and businesses alike. With a dedicated team of professionals, Copernicus Agency is committed to providing top-notch service and personalized assistance to help clients achieve their financial and travel goals. Whether you need assistance with tax preparation, investment planning, or booking your next vacation, Copernicus Agency is here to help every step of the way. Visit us today to discover how we can help you navigate the world of finance and travel with ease.
30 Lockland St, Ludlow, MA 01056, United States -
Berkshire Money Management
● ClosedBerkshire Money Management is a finance institution located at 72 Stockbridge Road in Great Barrington, Massachusetts, United States. They specialize in helping individuals who are going through major financial transitions such as retirement, selling a business, or receiving an inheritance. They offer comprehensive financial planning services to ensure their clients' long-term financial security. The firm is dedicated to creating and executing personalized financial plans for each client, handling all aspects of their financial lives. One client testimonial shared their positive experience with Berkshire Money Management after feeling ignored by their previous financial advisor. The firm offers real-life case studies to showcase their successful client relationships while maintaining anonymity. They also provide resources such as a chapter from "Don’t Run Out of Money in Retirement," a guide by veteran money manager Allen Harris that helps individuals increase income, avoid taxes, and preserve their assets. Berkshire Money Management values their clients' trust and does not offer any compensation for testimonials.
72 Stockbridge Rd, Great Barrington, MA 01230, United States -
Smith Watson & Company, LLP
● ClosedSmith Watson & Company, LLP is a reputable accounting and finance institution located at 789 South Main Street in Great Barrington, Massachusetts, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Smith Watson & Company, LLP is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart in the industry. Contact them today to learn more about how they can assist you with your accounting and finance needs.
789 S Main St, Great Barrington, MA 01230, United States -
Twelve Points Wealth Management
● ClosedTwelve Points Wealth Management is a finance institution located at 9 Pond Lane in Concord, Massachusetts, United States. Our team is dedicated to providing our clients with the freedom and security they deserve, built on a foundation of integrity. As a Registered Investment Advisory firm, we act as fiduciaries, always putting our clients' best interests first. Our goal is to be the most trusted advisor for all of our clients' needs, going beyond just finances. At Twelve Points Wealth Management, we follow the Twelve Points of The Scout Law, with our founder achieving the rank of Eagle Scout. We believe in investing in megatrends that are shaping the global economy, offering our clients exciting opportunities to grow their wealth.
9 Pond Ln #3a, Concord, MA 01742, United States -
SCORE
● ClosedSCORE is a finance institution located at Massachusetts 62, Beverly, Massachusetts, United States. Our mentors are highly successful and seasoned business professionals ready to assist entrepreneurs at any stage of their journey. We offer solutions, tips, and tricks specifically tailored to women entrepreneurs to help them overcome challenges and achieve success. Our SCORE for All program provides personalized support for individuals with diverse backgrounds and needs. Since 1964, SCORE has helped educate and mentor over 11 million small business owners. Join us in our mission to support entrepreneurs and small businesses in reaching their goals.
100 Cummings Center, Suite 310G 181 Eliot Street (Rt, MA-62, Beverly, MA 01915, United States -
With Integrity Wealth Management
● ClosedWith Integrity Wealth Management is a reputable finance and insurance agency located at 1 Village Green North in Plymouth, Massachusetts, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals with honesty and transparency. We provide personalized wealth management services, insurance solutions, and financial planning strategies to ensure our clients' financial well-being. At With Integrity Wealth Management, integrity is at the core of everything we do, and we are committed to building long-lasting relationships based on trust and integrity.
1 Village Green N # 122, Plymouth, MA 02360, United States -
SCORE
● ClosedSCORE Worcester, located at 311 Main Street in Worcester, Massachusetts, is a finance institution that offers free professional counseling and workshops to current and aspiring entrepreneurs and small business owners in Worcester County. Since 1967, our team of nationally Certified Mentors has been dedicated to helping individuals succeed in starting and managing their businesses. We believe that everyone has the potential to run a successful small business, but we also understand that the journey can be challenging for some. That's why we offer personalized support through our SCORE for All platform, which is inclusive of diverse backgrounds, voices, and needs.
311 Main St #200, Worcester, MA 01608, United States -
Justin Rodrigues, CFP , Financial Advisor
● ClosedJustin Rodrigues, CFP, Financial Advisor is a finance institution located at 200 Silver Street, Agawam, Massachusetts, United States. As part of Ion Investments, their team of financial professionals is highly praised for their expertise, communication, planning, and integrity. They operate as a family and business that looks out for their customers, offering access to a wide range of products and services through their relationship with Osaic Institutions Inc. Specializing in financial planning and risk management, Justin Rodrigues, CFP, Financial Advisor follows a unique 5 Step Process aimed at helping clients achieve their financial goals. Their advisors are skilled in using industry-leading financial planning tools and products to create customized asset management strategies. They provide economic insights and market alerts to guide decision-making and keep clients informed.
200 Silver St Suite 212, Agawam, MA 01001, United States -
Bond Financial Group, Inc.
● ClosedBond Financial Group, Inc. is a finance institution located at 180 Denslow Road, East Longmeadow, Massachusetts, United States. Our motto is "Live empowered. Live fulfilled. Live your best retirement." We specialize in helping individuals plan for a retirement with no regrets through our unique Empowered Retirement JourneyTM. Our goal is to provide you with the confidence and guidance needed to fulfill your dreams and make the most of every moment in your retirement. At Bond Financial Group, we take into consideration who you are, what matters to you, where you are today, where you want to be, and any gaps along the way in order to create a personalized retirement strategy tailored to your needs and objectives. We offer a variety of investment and insurance products to help you reach your financial goals.
180 Denslow Rd STE 2, East Longmeadow, MA 01028, United States -
Ernst Financial Group
● ClosedErnst Financial Group is a reputable finance and insurance agency located at 180 Denslow Road in East Longmeadow, Massachusetts, United States. With a team of experienced professionals, Ernst Financial Group offers a wide range of financial services including investment planning, retirement planning, and insurance solutions. Whether you are looking to secure your financial future or protect your assets, Ernst Financial Group is dedicated to providing personalized and reliable guidance to help you achieve your goals. Contact us today to schedule a consultation and start planning for a secure financial future.
180 Denslow Rd STE 4, East Longmeadow, MA 01028, United States -
St. Germain Investments
● ClosedSt. Germain Investments, located at 1500 Main Street in Springfield, Massachusetts, is a finance institution that has been serving clients for a century. Founded in 1924, our firm has weathered numerous historical events and changes, always prioritizing the best interests of our clients. Our longevity is a testament to our experience, knowledge, and commitment to building trust with our clients. At St. Germain Investments, we understand that investing is a personal journey that is intertwined with various aspects of your life. As a privately owned firm based in New England, we take a collaborative approach to address your financial goals and provide guidance tailored to your individual needs. We believe in building relationships based on trust and open communication, ensuring that we are there for our clients for another hundred years to come.
1500 Main St, Springfield, MA 01105, United States -
Ideal Financial Services
● ClosedIdeal Financial Services is a trusted finance institution located at 138 Memorial Avenue in West Springfield, Massachusetts. Specializing in a wide range of financial services, including investment advice, retirement planning, and wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and tailored solutions, Ideal Financial Services strives to provide the highest level of expertise and support to individuals and businesses alike. Contact us today to learn more about how we can help you secure your financial future.
138 Memorial Ave, West Springfield, MA 01089, United States -
Drenen Financial Services, Inc.
● ClosedDrenen Financial Services, Inc. is a reputable institution located at 89 South Maple Street in Westfield, Massachusetts, United States. Specializing in accounting and finance, our team of professionals is dedicated to providing comprehensive services to meet all your financial needs. Are you tired of using different professionals for your personal taxes, financial planning, and business needs? At Drenen Financial Services, we believe it is essential to have a unified team managing all aspects of your finances. Our adept professionals are experts in QuickBooks and payroll taxes, ensuring efficient management on your behalf.
89 S Maple St, Westfield, MA 01085, United States -
Grenier Financial Advisors
● ClosedGrenier Financial Advisors is a finance institution located at 1 Monarch Pl, Springfield, Massachusetts, United States. We believe that life is a journey, not a race, and our goal is to help you live your best life no matter where you are on that road. Our team works tirelessly to create personalized financial strategies and money management plans that reflect who you are and what you love, allowing you to enjoy your life worry-free. Whether you're experiencing unexpected changes or facing complicated situations, we are here to help you navigate through them with compassion and problem-solving strategies. Our hearts-and-minds approach to financial planning and investing will guide you in the right direction, no matter how bumpy the road may get.
1 Monarch Pl # 810, Springfield, MA 01144, United States -
DeVol Insurance & Financial Services
● OpenDeVol Insurance & Financial Services is a reputable finance institution located at 62 Harding Street in Newton, Massachusetts, United States. With years of experience in the industry, they specialize in providing top-notch insurance and financial services to individuals and businesses alike. Their team of experts is dedicated to helping clients navigate the complexities of the financial world and find the best solutions to meet their needs. Whether you are looking for insurance coverage or financial planning advice, DeVol Insurance & Financial Services is committed to providing personalized and professional service to help you achieve your goals.
62 Harding St, Newton, MA 02465, United States -
Fedor Financial Group LLC
● ClosedFedor Financial Group LLC is a reputable finance and insurance agency located on Elm Street in West Springfield, Massachusetts, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to insurance coverage, we are dedicated to providing personalized solutions tailored to our clients' needs. Trust Fedor Financial Group LLC to guide you towards a secure financial future.
1252 Level Rear, Elm St, West Springfield, MA 01089, United States -
David Robert Bonomi, CLU , ChFC , CAP
● OpenDavid Robert Bonomi, CLU, ChFC, CAP is a prestigious finance institution located at 1312 Memorial Avenue in West Springfield, Massachusetts, United States. With a team of highly qualified professionals, they offer expert financial planning services to help clients achieve their long-term financial goals. Specializing in insurance, investments, and estate planning, David Robert Bonomi, CLU, ChFC, CAP is dedicated to providing personalized solutions tailored to each client's unique needs. Trustworthy and reliable, this institution is committed to helping individuals and families secure their financial future.
1312 Memorial Ave, West Springfield, MA 01089, United States -
Rich Capannola Financial Planner
● OpenRich Capannola Financial Planner is a leading finance institution located at 37 Broad Street in Westfield, Massachusetts, United States. With years of experience and expertise in financial planning, Rich Capannola and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Rich Capannola Financial Planner offers personalized solutions tailored to your individual needs. Trust in their proven track record of success and let them guide you towards a secure financial future.
37 Broad St, Westfield, MA 01085, United States -
The Wealth Technology Group
● ClosedThe Wealth Technology Group is a comprehensive financial services institution located at 130 Southampton Road in Westfield, Massachusetts, United States. Specializing in finance, insurance, and legal services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and innovative technology. Whether you need assistance with investments, insurance policies, or legal matters, our experienced professionals are here to provide you with the guidance and support you need to secure your financial future. Contact us today to schedule a consultation and start building your wealth with confidence.
130 Southampton Rd, Westfield, MA 01085, United States -
Help To Retire
● ClosedHelp To Retire is a finance institution located at 181 Park Avenue in West Springfield, Massachusetts, United States. Our team of experts is dedicated to helping you retire comfortably and protect your assets. We provide advice on annuities, money management, tax strategies for your 401(k)s and IRAs, insurance policies, Medicare, Social Security, and Medicaid. We work with lawyers and CPAs to offer integrated solutions for your retirement challenges. For retirees and individuals over 55, we offer limited space for reservations. You can call 239-256-7850 or 413-391-0010 to reserve your spot. Richard Pelletier hosts a series of informative specials discussing retirement financial strategies, taxes, long term medical care, and maximizing your retirement income.
181 Park Ave #4, West Springfield, MA 01089, United States -
John Liptak, CPA, P.C.
● ClosedJohn Liptak, CPA, P.C. is a finance institution located at 37 Broad Street in Westfield, Massachusetts, United States. The institution's mission is to help clients maintain financial viability in the present while taking a proactive approach to achieving future goals. Through open communication, research, and sound analysis, John P. Liptak, CPA, P.C. works to understand and meet clients' needs. With high standards of excellence and professionalism, the institution has been a respected member of the local business community for years.
37 Broad St, Westfield, MA 01085, United States
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