Personalized finance solutions in Newton, Massachusetts
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Bank of America Financial Center
● ClosedThe Bank of America Financial Center located at 303 Walnut Street in Newton, Massachusetts, is a trusted institution offering a wide range of banking and financial services to individuals and businesses. With a commitment to providing excellent customer service and innovative solutions, this bank is dedicated to helping clients achieve their financial goals. Whether you need assistance with personal banking, loans, investments, or small business services, the knowledgeable staff at Bank of America Financial Center is ready to assist you. Visit us today and experience the convenience and expertise of a leading financial institution.
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Merrill Lynch Financial Advisor Jeffrey Jacobs
● ClosedMerrill Lynch Financial Advisor Jeffrey Jacobs, located at 2221 Washington Street, Newton, Massachusetts, United States, is a finance institution that offers personalized advice and guidance based on your goals and priorities. The team at The Cafaro Group believes in placing the investor at the center of their focus, rather than the market, to help you pursue your financial goals. They offer tailored financial strategies designed to assist you in tracking your progress and adjusting your approach over time as needed. The institution values building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Their team of experienced individuals is dedicated to helping you achieve your financial goals. They offer a range of financial services, including personalized investment strategies and comprehensive financial solutions from Bank of America. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Jeffrey Jacobs is committed to helping you reach your goals.
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Merrill Lynch Financial Advisor Joshua A Cotter
● Closedith Bank of America, we will help you build a personalized strategy that reflects your unique goals and priorities. Our team at Merrill Lynch Financial Advisor Joshua A Cotter, located at 2221 Washington Street, Newton, Massachusetts, United States, is committed to providing exemplary client service and building strong relationships based on trust and personalized service. Our advisors have received recognition from financial industry publications and Bank of America Corporation, setting the standard for excellence in wealth management. Whether you are planning for retirement, managing healthcare expenses, or passing on wealth to future generations, we are here to help you navigate the complexities of your financial life. With a focus on high-net-worth individuals and families, we prioritize your seven key priorities - health, home, family, leisure, giving, work, and finance. By working closely with other trusted professionals and leveraging the resources of Merrill and Bank of America, we can help you achieve your financial goals and secure your financial future. Let us help you create a financial approach that is tailored to your needs and designed to help you succeed. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
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Merrill Lynch Financial Advisor Dillon Geelan
● ClosedMerrill Lynch Financial Advisor Dillon Geelan is a finance institution located at 2221 Washington Street, Newton, Massachusetts, United States. Dillon and his team offer insights, observations, and ideas to help clients pursue their financial goals. With proactive management of concentrated stock holdings and personalized plans through Merrill Personal Wealth Analysis®, they aim to help clients fulfill their vision for their family's financial future. Dillon is a Certified Financial Planner (CFP®) with extensive experience in financial advising and wealth management. He focuses on understanding each client's individual needs and goals, designing personalized plans to help manage investment risk and achieve financial success. With access to the investment insights of Merrill and banking solutions from Bank of America, Dillon works with clients to develop customized approaches tailored to their financial needs. By regularly reviewing and adjusting financial strategies, Dillon ensures clients stay on track to reach their goals. With a focus on building one-on-one relationships and providing personalized investment strategies, Dillon Geelan and his team at Merrill Lynch Wealth Management strive to help clients live their best financial lives.
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Merrill Lynch Financial Advisor Erik Morland
● ClosedMerrill Lynch Financial Advisor Erik Morland is a trusted institution located at 2221 Washington Street, Newton, Massachusetts, United States. As part of Merrill Lynch Wealth Management, The Cafaro Group offers personalized advice and guidance tailored to your individual goals and priorities. Their wealth management philosophy focuses on putting the investor at the center, rather than the market, to help you pursue your financial objectives. The team at Merrill Lynch will work with you to develop appropriate financial strategies, track your progress, and adjust your approach over time as needed. They believe in a personalized approach to wealth management, taking into account your unique preferences, risk tolerance, and long-term goals. Their advisors are dedicated to helping you achieve your financial goals, using thoughtful investment guidance aligned with what matters most to you. By utilizing the Investment Personality Assessment, they aim to understand your investing preferences and customize a financial approach that aligns with your individual goals. The team at Merrill Lynch has received recognition from prestigious financial industry publications, showcasing their commitment to exemplary client service.
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E. S. Schwartz and Company, Inc.
● ClosedE. S. Schwartz and Company, Inc. is a reputable finance institution located at 450 Lexington Street in Newton, Massachusetts, United States. With a strong track record of providing expert financial services to clients, they offer a wide range of investment options and financial planning solutions. The experienced team at E. S. Schwartz and Company, Inc. is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, E. S. Schwartz and Company, Inc. is committed to providing personalized and professional guidance every step of the way.
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Financial & Taxation Services Inc.
● OpenFinancial & Taxation Services Inc. is a trusted accounting and finance institution located at 1930 Washington Street in Newton, Massachusetts, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, bookkeeping, and more. Our goal is to provide our clients with personalized and efficient financial solutions to help them achieve their goals. Whether you are an individual or a business owner, we are here to assist you with all your financial and taxation needs. Visit us today to learn more about how we can help you secure a stable financial future.
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Smart Tax Corporation
● ClosedSmart Tax Corporation is a leading accounting and finance institution located at 1007 Chestnut Street in Newton, Massachusetts, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we strive to help our clients make smart financial decisions and maximize their financial success. Trust Smart Tax Corporation for all your accounting and finance needs.
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H&R Block
● ClosedH&R Block is a well-established accounting and finance institution located at 294 Walnut Street in Newton, Massachusetts, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us today to experience the trusted expertise and exceptional service that sets H&R Block apart.
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Robert Goodman PC: Goodman Robert CPA
● ClosedRobert Goodman PC: Goodman Robert CPA is a reputable accounting and finance institution located at 1340 Centre Street in Newton, Massachusetts, United States. With years of experience and expertise in the field, the institution offers a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. The team of professionals at Robert Goodman PC is dedicated to providing personalized and high-quality financial solutions to individuals and businesses alike. Whether you need assistance with tax filing or financial analysis, Goodman Robert CPA is committed to helping you achieve your financial goals.
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Felix G. Cincotta CPA & Consultants
● ClosedFelix G. Cincotta CPA & Consultants is a reputable accounting and finance institution located on Centre Street in Newton, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of services such as tax preparation, financial planning, auditing, and consulting. Clients can expect personalized attention and expert advice to help them navigate the complexities of the financial world. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Felix G. Cincotta CPA & Consultants is dedicated to providing top-notch services to meet your needs.
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Thomas Tax & Legal Services and Consulting
● OpenThomas Tax & Legal Services and Consulting is a boutique firm located at 65 Staniford Street in Newton, Massachusetts, United States. Specializing in accounting, finance, and legal services, we offer expert guidance to individuals, families, and small businesses to navigate the complexities of tax, legal, and business growth issues. Our founder, Lynn Thomas, JD, has over 30 years of experience in tax law and is dedicated to helping clients pay less taxes, grow their businesses, and achieve peace of mind. At Thomas Tax & Legal Services and Consulting, we provide personalized solutions tailored to meet your specific needs. From tax returns to estate planning, budgeting to business growth strategies, we are committed to making tax and legal matters more manageable and less daunting for our clients. With a positive outlook and a focus on finding innovative solutions, we help you confidently move forward towards your financial goals.
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AGS Tax Group
● ClosedAGS Tax Group is a renowned accounting and finance institution located at 1007 Chestnut Street in Newton, Massachusetts, United States. With a team of expert professionals, AGS Tax Group offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, AGS Tax Group is dedicated to providing top-notch financial solutions tailored to meet your specific needs. Trust AGS Tax Group for all your accounting and finance needs.
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Goodman Carl L
● OpenGoodman Carl L is a reputable accounting and finance institution located at 49 Lexington Street in Newton, Massachusetts, United States. With a strong focus on providing expert financial services and advice, Goodman Carl L is dedicated to helping individuals and businesses manage their finances effectively. The institution's team of professionals are highly experienced and knowledgeable in the field, ensuring that clients receive top-notch service and guidance. Whether you need assistance with tax preparation, financial planning, or investment management, Goodman Carl L is the go-to institution for all your accounting and finance needs.
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Kennedy, Hentoff & Patterson LLP
● ClosedKennedy, Hentoff & Patterson LLP is a leading accounting and finance institution located in Newton, Massachusetts. With a strong reputation for excellence and expertise in financial services, they offer a wide range of services to individuals and businesses. The firm is committed to providing personalized and professional financial solutions to help clients achieve their goals. Located at 181 Wells Avenue, Kennedy, Hentoff & Patterson LLP is a trusted partner for all your accounting and finance needs in the United States.
181 Wells Ave #301, Newton, MA 02459, United States -
Accounting Tax & Wealth Management
● OpenAccounting Tax & Wealth Management is a leading financial institution located in Newton, Massachusetts, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch tax planning, wealth management, and financial consulting to individuals and businesses alike. With a focus on personalized service and attention to detail, we strive to help our clients achieve their financial goals and secure a stable financial future. Trust Accounting Tax & Wealth Management to handle all your financial needs with professionalism and expertise.
Newton, MA 02466, United StatesAdvertisements -
Micciantuono & Co
● OpenMicciantuono & Co is a reputable accounting and finance institution located at 253 Riverview Avenue in Newton, Massachusetts, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Known for their attention to detail and personalized approach, Micciantuono & Co is dedicated to helping individuals and businesses achieve their financial goals. Contact them today to learn more about their services and how they can assist you with your financial needs.
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Zayas Fred CPA
● ClosedZayas Fred CPA is a reputable accounting and finance institution located at 185 Charlesbank Road in Newton, Massachusetts. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Zayas Fred CPA to provide expert advice and personalized solutions to help them achieve their financial goals. Whether you are an individual or a business owner, this institution is dedicated to providing top-notch service and guidance to ensure your financial success.
185 Charlesbank Rd, Newton, MA 02458, United States -
Reliable Tax Service
● ClosedReliable Tax Service is a trusted accounting and finance institution located at 435A Newtonville Avenue in Newton, Massachusetts, United States. With a team of experienced professionals, they provide reliable and efficient tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, you can count on Reliable Tax Service to provide accurate and timely assistance. Their commitment to excellence and customer satisfaction sets them apart as a top choice for all your accounting needs.
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CASEY CPA
● OpenCASEY CPA is a leading accounting and finance institution located at 91 Arnold Road in Newton, Massachusetts, United States. With a team of highly skilled professionals, we provide a wide range of services including tax preparation, financial planning, and business consulting. Our goal is to help individuals and businesses achieve their financial goals through personalized and expert advice. Contact us today to learn more about how we can assist you with your accounting and finance needs.
91 Arnold Rd, Newton, MA 02459, United States -
CLA (CliftonLarsonAllen)
● ClosedCLA (CliftonLarsonAllen) is a renowned accounting and finance institution located at 70 Wells Avenue in Newton, Massachusetts, United States. With a strong reputation for providing top-notch financial services, CLA offers expert guidance and solutions to individuals and businesses alike. Their team of skilled professionals is dedicated to helping clients achieve their financial goals and navigate complex financial landscapes. Whether you are in need of tax planning, auditing, or consulting services, CLA is committed to delivering high-quality, personalized solutions tailored to your specific needs. Trust CLA to be your partner in financial success.
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Franklin First FCU
● ClosedFranklin 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.
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Daniel Toomey - Mortgage Loan Officer
● OpenDaniel Toomey - Mortgage Loan Officer is a reputable finance institution located at 1197 Centre Street in Newton, Massachusetts, United States. As a dedicated mortgage loan officer, Daniel Toomey provides personalized assistance and guidance to clients seeking to secure mortgage loans for their homes. With extensive experience in the financial industry, Daniel Toomey offers expert advice and support throughout the loan application process, ensuring that clients receive the best possible terms and rates. Whether you are a first-time homebuyer or looking to refinance your existing mortgage, Daniel Toomey - Mortgage Loan Officer is committed to helping you achieve your financial goals.
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Trust Mortgage Inc
● OpenTrust Mortgage Inc is a leading finance institution located at 132 Adams Street in Newton, Massachusetts, United States. We specialize in providing mortgage solutions tailored to meet the individual needs of our clients. With a team of experienced professionals, we are dedicated to helping our customers achieve their financial goals through personalized service and expert advice. Trust Mortgage Inc is committed to building long-lasting relationships based on trust, integrity, and reliability. Contact us today to learn more about how we can assist you with your mortgage needs.
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American Consumer Credit Counseling, Inc.
● ClosedAmerican Consumer Credit Counseling, Inc. is a reputable finance institution located at 130 Rumford Avenue in Newton, Massachusetts, United States. This institution is dedicated to providing expert financial advice and counseling services to consumers in need of assistance with managing their credit and debt. With a team of experienced professionals, American Consumer Credit Counseling, Inc. offers personalized solutions to help individuals regain control of their finances and achieve their financial goals. Whether you are struggling with credit card debt, student loans, or other financial challenges, this institution is committed to helping you navigate through your financial difficulties and make informed decisions for a brighter financial future.
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The Village Bank
● ClosedThe Village Bank is a trusted financial institution located at 307 Auburn Street in Newton, Massachusetts, United States. As a community-focused bank, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Our friendly and knowledgeable staff are dedicated to providing personalized service to each of our customers. Whether you need a checking account, savings account, mortgage, or business loan, The Village Bank is here to help you every step of the way. Visit us today to experience the difference of banking with a local institution that truly cares about its customers.
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Honda Village
● ClosedWelcome 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.
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Avon Auto Brokers - 159 Memorial
● ClosedWelcome to Avon Auto Brokers - 159 Memorial, your premier destination for high-quality pre-owned vehicles in Avon, Massachusetts. Located at 159 Memorial Drive, our dealership is part of a trusted network with three convenient locations, offering over 350 meticulously selected pre-owned vehicles. Whether you're dealing with bad credit or have no credit history, we provide several financing options tailored to meet your unique needs. You can easily apply online and get started on finding your perfect car today! At Avon Auto Brokers, we prioritize the individual needs of every customer, ensuring a personalized and satisfying car-buying experience. Our dedicated and knowledgeable sales staff is committed to exceeding your expectations and delivering excellence at every step. We invite you to explore our extensive online showroom, schedule a test drive, and discover the flexible financing solutions we offer. For more information or to inquire about a specific vehicle, feel free to use our online form or call us at 508-584-0577. Experience the finest pre-owned vehicles Avon has to offer, and let us help you drive away in a car you'll love!
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United States Postal Service
● ClosedWelcome to the United States Postal Service located at 83 Wyman Street, Newton, Massachusetts. Serving the community of Newton and its surrounding areas, our facility is dedicated to providing exceptional postal and financial services to meet all your mailing and shipping needs. As a trusted and reliable cornerstone of the community, we offer a comprehensive range of services including domestic and international mail delivery, package shipping, and P.O. Box rentals. Additionally, our finance services include money orders and postal money transfers, ensuring that your financial transactions are handled securely and efficiently. Our friendly and knowledgeable staff are here to assist you with any inquiries and to provide personalized solutions to suit your specific requirements. Visit us today and experience the convenience and reliability of the United States Postal Service.
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Mailroom & More
● ClosedWelcome to Mailroom & More, your one-stop destination for all finance and postal needs, conveniently located at 831 Beacon Street, Newton, Massachusetts. Serving the vibrant community of Newton and beyond, we specialize in providing a comprehensive range of services designed to make your life easier. Whether you need to send a package across the country, manage your financial transactions, or access secure mail handling, our expert team is here to assist you with professionalism and care. At Mailroom & More, we pride ourselves on offering personalized service tailored to meet the unique needs of each customer. Our postal services include domestic and international shipping, mailbox rentals, and package tracking, ensuring your mail is handled efficiently and securely. In addition to our postal offerings, we provide a suite of financial services, including bill payment, money orders, and currency exchange, making us your trusted partner in managing your finances.
831 Beacon Street, Newton, Massachusetts 02459, United States
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