TOP 30 Personalized finance services in Raynham, Massachusetts

24 results found

Menconi Consulting is a trusted institution located in Raynham, Massachusetts, offering expert tax preparation, bookkeeping, and CFO services. With a team of experienced professionals, we provide personalized financial solutions to individuals and businesses alike. Whether you need help with tax planning, financial reporting, or managing your company's finances, our dedicated staff is here to assist you every step of the way. Visit us at 32 Bridge Street to learn more about how Menconi Consulting can help you achieve your financial goals.

Barry Forman - Financial Advisor at Ameriprise Financial Services, LLC is located at 180 Paramount Drive in Raynham, Massachusetts, United States. As a finance institution, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We prioritize what matters most to you, whether it's retirement planning, education savings, or a major purchase. Our approach includes documenting your goals, regular progress reviews, and adjusting strategies as your life evolves. With secure online access, you can track your investments and accounts anytime, anywhere. If you have questions or want to schedule a complimentary initial consultation, please reach out to us.

Jaime Barnes - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious financial institution located at 180 Paramount Drive in Raynham, Massachusetts, United States. Jaime Barnes holds various certifications, including AAMS™, APMA™, AWMA℠, and more, showcasing expertise in asset management, investment strategies, estate planning, and retirement planning. With a strong focus on ethical practices and real-world application of financial concepts, Jaime Barnes provides personalized wealth management services to individuals, retirees, small business owners, and high net worth clients. Whether you are seeking advice on investments, insurance products, estate planning, or retirement strategies, Jaime Barnes is dedicated to helping clients achieve their financial goals.

Edward Marshall is a financial advisor at Ameriprise Financial Services, LLC, located at 180 Paramount Drive in Raynham, Massachusetts, United States. Edward Marshall specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Edward Marshall holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®.

North Peak Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 180 Paramount Drive in Raynham, Massachusetts, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. The initial consultation offers an overview of financial planning concepts without written analysis or recommendations. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, and users of the website are bound by Ameriprise Financial Website Rules and Regulations. Referrals are appreciated, and the institution will reach out to help friends or family members achieve their financial goals. Privacy and security are a top priority, with measures in place to protect clients' information.

Civale & Associates - Ameriprise Financial Services, LLC is a finance institution located at 180 Paramount Drive, Raynham, Massachusetts, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. The institution offers complimentary initial consultations to help clients achieve their financial goals. The team of Ameriprise financial advisors are registered to do business in certain U.S. states and provide valuable insights on retirement planning through tools like Retirement InteractiveSM. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and they prioritize privacy and security for their clients.

Jackson Hewitt Tax Service is a finance institution located at 36 Paramount Drive in Raynham, Massachusetts, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. Conveniently located inside Walmart, our Tax Pros are available to assist you in English or Spanish. Whether you prefer in-person tax preparation, drop-off services, or help with IRS letters, we have you covered. Book an appointment online or call us at (508) 985-8231 to secure time with a Tax Pro. Trust Jackson Hewitt Tax Service for all your tax needs - when every dollar matters, it matters who does your taxes™.

Jackson Hewitt Tax Service located at 160 Broadway in Raynham, Massachusetts is a finance institution dedicated to helping clients maximize their tax refunds. While tax advance loans are no longer available this year, their team of Tax Pros is prepared to assist you in getting the most out of your return. Conveniently located inside Walmart, clients can drop off their tax documents and have a Tax Pro handle the rest, including a final review and e-signing. The Tax Pros at this location are bilingual, speaking both English and Spanish, to better serve the Hispanic community. Appointments can be made for in-person tax preparation or drop-off services, as well as assistance with IRS letters. For those looking to get their taxes done while shopping, Jackson Hewitt in Walmart is the perfect solution. Contact them at (508) 313-2645 to schedule an appointment with a Tax Pro. Remember, when every dollar matters, it matters who does your taxes™.

Welcome to Finance of America Mortgage LLC, your trusted partner in securing the home of your dreams. Conveniently located at 1244 Broadway, Raynham, Massachusetts, we specialize in providing personalized mortgage solutions tailored to meet your unique financial needs. Our team of experienced professionals is committed to guiding you through every step of the home financing process with transparency and integrity. Whether you're a first-time homebuyer or looking to refinance, we offer a wide range of mortgage products and services designed to make your home ownership journey smooth and successful. Visit us today and discover why Finance of America Mortgage LLC is the preferred choice for mortgage solutions in Raynham and beyond. Your future home awaits!

Flip and Hold Funding & Realty is a reputable real estate agency located at 681 Broadway in Raynham, Massachusetts. We specialize in helping clients with their real estate investments, whether they are looking to flip properties for a profit or hold onto them for long-term growth. Our experienced team of professionals is dedicated to providing top-notch service and guidance to ensure our clients make sound investment decisions. Contact us today to learn more about how we can help you achieve your real estate goals.

Howard Roos Associates is a leading accounting and finance institution located at 362 U.S. 44 in Raynham, Massachusetts, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial planning, and business consulting. Our commitment to excellence and personalized service sets us apart from the rest. Whether you are an individual or a business owner, Howard Roos Associates is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Duval & Lavigne Tax is a reputable accounting and finance institution situated at 534 New State Highway in Raynham, Massachusetts, United States. With a team of experienced professionals, they provide expert tax services and financial advice to individuals and businesses. Their dedication to client satisfaction and attention to detail make them a trusted choice for all your accounting needs. Visit Duval & Lavigne Tax today for reliable and personalized financial solutions.

Summit Capital Management LLC is a leading finance institution located at 922 Broadway in Raynham, Massachusetts, United States. With a team of experienced financial experts, Summit Capital Management LLC offers a wide range of financial services including investment management, financial planning, and wealth management. Clients can trust Summit Capital Management LLC to provide personalized solutions to help them achieve their financial goals.

Rockland Trust Bank & Commercial Lending Center is a reputable financial institution located at 275 New State Highway in Raynham, Massachusetts, United States. As a full-service bank, Rockland Trust offers a wide range of banking and financial services to individuals, businesses, and commercial clients. With a strong focus on customer service and community involvement, Rockland Trust is dedicated to helping customers achieve their financial goals and secure their financial future. Whether you're looking for personal banking solutions or commercial lending options, Rockland Trust Bank & Commercial Lending Center is committed to providing top-notch service and support.

HarborOne Bank is a trusted financial institution located at 500 South Street West in Raynham, Massachusetts, United States. As a full-service bank, HarborOne offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With a commitment to providing top-notch customer service and innovative financial solutions, HarborOne Bank is a reliable partner for all your banking needs. Additionally, the institution also provides convenient ATM services for easy access to cash withdrawals and account inquiries. Visit HarborOne Bank today to experience excellence in banking and finance.

Welcome to Eastside Auto Sales, your trusted local destination for all your automotive needs in Raynham, Massachusetts. Conveniently located at 1776 Broadway, we pride ourselves on offering a comprehensive range of services to cater to every car enthusiast and owner. As a premier car dealer, we offer a diverse selection of high-quality vehicles, ensuring you find the perfect match for your lifestyle and budget. Whether you’re in the market for a reliable sedan, a spacious SUV, or a sleek sports car, our knowledgeable team is here to guide you through our inventory and assist you in making an informed decision.

Welcome to Mastria GMC, your premier destination for top-quality vehicles and exceptional automotive services in Raynham, Massachusetts. Conveniently located at 1525 New State Highway, our dealership is proud to serve the vibrant community of Raynham and its surrounding areas with integrity and dedication. At Mastria GMC, we offer an extensive selection of new and pre-owned GMC vehicles, catering to a wide range of preferences and budgets. Whether you're in the market for a rugged SUV, a versatile truck, or a reliable family car, our knowledgeable and friendly sales team is here to help you find the perfect match for your lifestyle.

Welcome to Lowe's ProServices, your trusted partner for all your professional building and renovation needs. Conveniently located at 850 U.S. 44 in Raynham, Massachusetts, we are dedicated to providing exceptional service and quality products to contractors, builders, and renovation experts in the area. Our comprehensive range of professional-grade tools, materials, and supplies ensures that you have everything you need to get the job done efficiently and effectively. At Lowe's ProServices, we understand the unique demands of your projects, which is why we offer personalized support and expert advice to help you tackle any challenge. Our knowledgeable staff is always on-hand to assist with product selection, special orders, and bulk purchasing to meet your specific requirements. We also provide flexible financing options and loyalty programs to offer you the best value for your investment.

Welcome to Bristol County Savings Bank, conveniently located at 942 Broadway, Raynham, Massachusetts 02767. As a trusted ATM, bank, and finance service provider, we are dedicated to meeting all your financial needs with personalized service. Whether you're looking for a simple savings account or comprehensive financial solutions, our team is here to assist you. Visit one of our numerous locations throughout Southeastern Massachusetts and Rhode Island to experience our commitment to community-focused banking. We pride ourselves on providing personal service and tailored solutions to help you achieve your financial goals.

Welcome to Santander Bank's Raynham Branch, conveniently located at 310 New State Highway, Raynham, Massachusetts. As a trusted name in banking and finance, we are committed to providing exceptional service to meet all your financial needs. Whether you're opening a new account, seeking a loan, or looking for investment advice, our friendly and knowledgeable staff are here to help. We offer a wide range of services including personal and business banking, mortgages, credit cards, and wealth management solutions. Visit us today to experience personalized banking in a welcoming and professional environment. At Santander Bank, your financial well-being is our top priority.

Welcome to the Citizens Bank ATM located at 36 New State Highway, Raynham, Massachusetts 02767. As part of our commitment to providing comprehensive financial solutions, this ATM offers convenient access to your accounts and a variety of banking services designed to meet your needs at every stage of life. At Citizens Bank, we understand the importance of keeping your finances in check, and we're here to help you achieve your financial goals. Our services include innovative solutions like Citizens FastLine®, which offers a simpler, faster way to secure a Home Equity Line of Credit with no impact on your credit score. Additionally, our Round Ups feature helps turn your spare change into savings by rounding up your debit card purchases to the nearest dollar, allowing you to reach your financial goals more quickly.

Welcome to Mutual Bank, your trusted partner in finance located in the heart of Raynham, Massachusetts. Proudly serving the community at Raynham, MA 02767, we are committed to providing exceptional banking and financial services tailored to meet your unique needs. Whether you're looking to open a savings account, secure a loan, or explore investment opportunities, our team of experienced professionals is here to guide you every step of the way. At Mutual Bank, we prioritize building lasting relationships with our clients, offering personalized solutions and a customer-first approach. Stop by our Raynham location today to experience the difference of a local bank that truly cares about your financial well-being. Your goals are our goals, and together, we can achieve them.

Welcome to Financial Resources Federal Credit Union, your trusted partner in financial services located at 325 Paramount Drive, Raynham, Massachusetts. Our mission is to provide exceptional financial solutions tailored to meet your needs. As a member-focused institution, we offer a wide range of services including comprehensive banking solutions, convenient ATM access, and personalized financial advice. Whether you're looking to manage your daily finances or plan for future financial goals, our team is here to support you every step of the way. Visit us today to experience the difference of a community-driven credit union dedicated to your financial well-being.

Welcome to Whiteacre Properties LLC, your trusted real estate partner located at 150 East Central Street, Natick, Massachusetts 01760. We specialize in offering a fast, simple, and stress-free way to sell your house for cash in Boston and the surrounding areas. Whether you're facing foreclosure, dealing with an inherited property, or simply need to sell quickly due to life changes, we are here to help. At Whiteacre Properties, we understand the challenges of selling a home. That's why we offer a straightforward cash-buying program that eliminates the need for real estate agents, open houses, and costly repairs. Our process is designed to be as hassle-free as possible, allowing you to sell your house in any condition, without the burden of maintenance, cleaning, or agent fees.