Responsible wealth management in Boston, Massachusetts
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Progressive Asset Management/Boston
● OpenProgressive Asset Management/Boston is a leading finance institution located at 47 River Street in Wellesley, Massachusetts. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert advice. With a focus on sustainability and social responsibility, we offer a range of services including wealth management, retirement planning, and investment portfolio management. Trust Progressive Asset Management/Boston to provide you with the guidance and support you need to secure your financial future.
47 River St #100, Wellesley, MA 02481, United States -
Trillium Asset Management
● OpenTrillium Asset Management is a finance institution located at 60 South Street in Boston, Massachusetts, United States. They specialize in sustainable and responsible investing, helping clients align their financial goals with their values. With a focus on environmental, social, and governance factors, Trillium Asset Management offers a range of investment strategies that promote positive change in the world. Their team of experienced professionals work closely with clients to create customized investment portfolios that support a more sustainable future.
60 South St, Boston, MA 02111, United States -
Tactile Encaustic Paintings Boston Cambridge MA
● OpenWelcome to Tactile Encaustic Paintings Boston Cambridge MA, located at 22 Mill Street, Arlington, Massachusetts. Our unique business seamlessly blends the world of art and finance, offering an innovative approach to both creative expression and financial planning. As an art gallery, we celebrate the rich tradition of encaustic painting—a technique that uses beeswax to create vibrant, textured artworks. Our gallery showcases the work of talented local artists, including pieces by our founder, Debra Neiman, whose encaustic paintings have been featured in notable publications. Beyond art, we are proud to offer comprehensive financial planning and investment advisory services through Neiman & Associates Financial Services, LLC. As a fee-only, Boston-based firm, we are committed to serving a diverse clientele, including the LGBTQ community, non-traditional families, and environmentally conscious individuals. Our mission is to empower you to make informed financial decisions, ensuring peace of mind and the ability to pursue your life dreams.
22 Mill Street, Arlington, Massachusetts 02476, United States -
ATM Machine at Main Barbershop - Boston
● OpenWelcome to ATM Machine at Main Barbershop - Boston, your go-to destination for convenient and reliable ATM services in Peabody, Massachusetts. Located at 122 Boston Street, our ATM offers a seamless experience for all your financial needs, whether you're withdrawing cash or checking your account balance. Are you interested in exploring the lucrative world of the ATM business? Whether you're researching opportunities or looking to purchase ATM machines and processing services, we have the resources and expertise to guide you. Discover the secrets of successful ATM ownership and learn how to generate passive income effortlessly.
122 Boston Street, Peabody, Massachusetts 01960, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a leading finance institution located at 400 Totten Pond Road in Waltham, Massachusetts. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Boston, MA, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Our team of experienced investment advisors and financial planners in Boston offer full-service financial planning and research-driven investments. At Beacon Pointe, we take our fiduciary responsibility to our clients seriously, with a holistic allWEALTH® approach that addresses all aspects of financial well-being. This includes wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
400 Totten Pond Rd Suite 220, Waltham, MA 02451, United States -
Oldrid Financial
● OpenOldrid Financial, located at 236 New Boston Road in Fall River, Massachusetts, is a reputable finance institution dedicated to providing top-notch investment solutions to individuals, estates, trusts, charitable foundations, and small businesses. With over 27 years of experience, we prioritize integrity and professionalism in all our services. Our offerings include retirement planning, cash flow management, college savings strategies, insurance solutions, and more. We strive to help you understand your financial situation and offer high-quality information, services, and products to guide you towards financial success. Securities are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. Please note that our services are available in specific states only. When you visit our website, you can explore various calculators to assist you in making informed financial decisions. When you access third-party websites through our site, you assume full responsibility for any risks or issues that may arise. Feel free to check the background of our investment professional for added peace of mind.
236 New Boston Rd, Fall River, MA 02720, United States -
Merrill Lynch Financial Advisor Diane I Rooney
● OpenMerrill Lynch Financial Advisor Diane I Rooney is located at 100 Federal Street in Boston, Massachusetts, United States. Diane's service model focuses on helping clients translate their dreams and goals into reality, providing greater confidence in planning their financial lives. With over 30 years of experience in the financial services industry, Diane offers personalized financial advice and resources from a world-class firm. She holds advanced certifications, including the Certified Financial Planner designation, and specializes in sustainable, responsible, and impact investing. Diane believes in volunteering to strengthen communities and enjoys skiing, tennis, surfing, scuba diving, and international travel. At Merrill Lynch Wealth Management, Diane focuses on understanding each client's unique goals and priorities, offering personalized financial approaches to help achieve their aspirations. By listening carefully and asking thoughtful questions, Diane designs and implements personalized plans to help clients manage, grow, and preserve their wealth. She regularly reviews and adjusts financial approaches to reflect changes in clients' lives and the financial markets.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Merrill Lynch Financial Advisor Aviv Hod
● OpenMerrill Lynch Financial Advisor Aviv Hod, located at 100 Federal Street in Boston, Massachusetts, is a Vice President and Senior Financial Advisor at the Merrill Lynch Wealth Management Boston Financial Center. With a belief that each individual's financial situation is unique, Aviv practices Goals Based Wealth Management to provide a customized approach tailored to your specific circumstances and life goals. Specializing in Environmental and Social Governance issues, Aviv helps clients make a positive impact with their investments by building diversified Socially Responsible portfolios that align with their long-term financial goals. As a Senior Portfolio Advisor, Aviv can provide traditional advice and guidance while also managing custom investment strategies to help clients achieve their objectives. With a focus on risk management and personalized service, Aviv prioritizes client needs such as retirement income, education planning, and estate and tax minimization. Holding Series 7 and Series 66 registrations, as well as licenses in Life, Long-Term Care Insurance, and annuities, Aviv is dedicated to providing the attention and expertise clients deserve to help them achieve their financial goals. Partnering with Merrill Lynch Wealth Management, Aviv's team is committed to building strong client relationships based on trust and personalized service, with a focus on helping clients pursue their goals and priorities throughout their lives.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Merrill Lynch Financial Advisor Jason L Silverman
● OpenMerrill Lynch Financial Advisor Jason L Silverman is a reputable institution located at 100 Federal Street in Boston, Massachusetts, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. With years of experience navigating market fluctuations, the advisors at Merrill Lynch Wealth Management focus on understanding your family, goals, and priorities to develop a personalized investment strategy tailored to your lifestyle goals. Through the Investment Personality Assessment, they gain insight into your investing preferences to customize a financial approach that aligns with what matters most to you. The Silverman Han Group, based in Boston, specializes in serving busy professionals and their families, offering a comprehensive approach to wealth management, philanthropy, and wealth transfer needs. With a focus on portfolio risk control, responsiveness to market opportunities, and access to top-ranked firm-wide resources, the team provides guidance on income and asset preservation, retirement income strategies, tax-efficient investing, and more. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals, while regular check-ins ensure that your financial approach evolves with changes in your life and the markets. By prioritizing your goals and understanding your unique needs, Merrill Lynch advisors help you navigate financial complexities and pursue your aspirations with a customized investment approach.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Merrill Lynch Financial Advisor Nathaniel C. Raynor
● OpenMerrill Lynch Financial Advisor Nathaniel C. Raynor, located at 100 Federal Street in Boston, Massachusetts, offers a thoughtful and high-touch approach to portfolio management for his clients. With a focus on providing tailored socially responsible investment strategies that incorporate ESG factors, Nathaniel works primarily with high net worth families and companies to create long-term wealth management and capital management strategies. Nathaniel graduated from Union College with a degree in Economics and is dedicated to minimizing taxes for his clients, especially in relation to public and private equity awards. Outside of the office, Nathaniel enjoys exploring Boston's vibrant restaurant and art scenes, as well as leading his team's business operations on Nantucket. He is a passionate advocate for Autism Speaks and Wounded Warriors, causes he championed during his time at Union College. Nathaniel resides in Boston's South End with his girlfriend Dani.
100 Federal St 17th Floor, Boston, MA 02110, United States -
First Republic Bank
● OpenFirst Republic Bank, located at 160 Federal Street in Boston, Massachusetts, is a full-service institution offering ATM, banking, and financial services. With a focus on customization and exceptional service, they are committed to providing responsive solutions to meet their clients' needs. Deposit products and services are provided by JPMorgan Chase Bank, N.A., with a firm dedication to FDIC protection and equal housing opportunity. Investing through J.P. Morgan Wealth Management carries market risks, and there is no guarantee of achieving investment objectives. Trust, fiduciary, and insurance services are also available through affiliated companies under the control of JPMorgan Chase & Co. Please note that investment and insurance products are not FDIC insured and may involve risks, including potential loss of principal.
160 Federal St, Boston, MA 02110, United States -
FRS Roofing + Gutters - Watertown Roofing
● OpenFRS Roofing Gutters - Watertown Roofing, located at 142 Nichols Avenue, Watertown, Massachusetts, is your premier choice for top-notch roofing services in the area. As a trusted general and roofing contractor, we understand the importance of a sturdy and reliable roof for your home. Our team is committed to delivering exceptional craftsmanship and customer satisfaction, earning us a reputation as one of the best roofing companies in Watertown, MA. Our expertise spans various roofing types, including the popular Asphalt Shingle Roofs, known for their cost-effectiveness and wide range of styles, and Metal Roofs, celebrated for their durability and energy efficiency. We also offer Tile Roofs, which provide timeless beauty and resilience, although they require additional structural support.
142 Nichols Avenue, Watertown, Massachusetts 02472, United States -
Lutheran Church of the Redeemer
● OpenWelcome to the Lutheran Church of the Redeemer, a vibrant and welcoming community of faith located at 60 Forest Park Road, Woburn, Massachusetts. Nestled in the scenic suburbs north of Boston, we are a church that embraces the beauty of life's imperfections, believing that God's light shines through the broken pieces of our lives. At Redeemer, we gather as a caring and growing community, united by our commitment to worship and action. While we may not always get it right, like the colorful fragments of stained glass, the light of Christ shines through us in all we say and do. We invite you to join us on this journey, serving Christ and the world together.
60 Forest Park Road, Woburn, Massachusetts 01801, United States -
St. Helenas Park
● OpenWelcome to St. Helena's Park, your green oasis in the heart of Boston! Nestled at 115 Union Park Street, our park is part of a vast network of over 2,300 acres of pristine parkland managed by the Boston Parks and Recreation Department. We are dedicated to creating and maintaining clean, green, safe, and accessible open spaces for all to enjoy. Explore the beauty of St. Helena's Park and discover a part of the historic Emerald Necklace, a stunning 1,100-acre chain of nine parks linked by parkways and waterways. With 217 city parks, playgrounds, athletic fields, and a wealth of recreational facilities at your disposal, there's always something to do for everyone.
115 Union Park Street, Boston, Massachusetts 02118, United States -
Dr. James Tollman
● Open### Welcome to Dr. James Tollman’s Practice Located at 200 Washington Street, Boxford, Massachusetts, our practice stands as a beacon of exceptional healthcare in the North Shore community. Dr. James Tollman, an esteemed physician with over 17 years of experience in acute care, is dedicated to providing top-tier medical services to our patients.
200 Washington Street, Boxford, Massachusetts 01921, United States -
EIA Global
● OpenWelcome to EIA Global, your trusted partner in Credit and Political Risk Insurance since 1979. Located at 65 Common Street in Walpole, Massachusetts, EIA Global stands as a leading independent brokerage firm dedicated exclusively to serving the complex needs of businesses in the finance and insurance sectors. Our decades of experience have enabled us to forge strong, lasting relationships with clients and insurers alike, ensuring that we remain a reliable ally committed to integrity and excellence. Our founder and president, Al, brought his extensive banking and insurance expertise to establish EIA Global, which has since grown into one of the most respected firms in the United States. Alongside Al, our seasoned team includes David, Donna, and Ed—each bringing their own wealth of knowledge and leadership to the firm.
65 Common Street, Walpole, Massachusetts 02081, United States -
ATM Machine at Hair Is My Destiny
● OpenWelcome to the ATM Machine at Hair Is My Destiny, your go-to destination for all things ATM-related in Boston, Massachusetts. Conveniently located at 861 Blue Hill Avenue, we offer comprehensive services to help you explore the ATM business or enhance your existing operations. Whether you're a budding entrepreneur, investor, or a business owner, our expert team is here to guide you through every step of the ATM business journey. Discover the secrets that seasoned ATM machine owners use to generate passive income and learn how owning or hosting an ATM can save money on credit card fees while attracting more customers to your store.
861 Blue Hill Avenue, Boston, Massachusetts 02124, United States -
ATM Machine at Natif Natal
● OpenWelcome to ATM Machine at Natif Natal! Located at 830 Blue Hill Avenue, Boston, Massachusetts, ATM Machine at Natif Natal is your local hub for all things related to the ATM business. Whether you're a budding entrepreneur or a seasoned investor, we offer unparalleled insights and services to help you thrive in the ATM industry.
830 Blue Hill Avenue, Boston, Massachusetts 02124, United States -
ATM Machine at Los Magicos Barber Shop
● OpenWelcome to the ATM Machine at Los Magicos Barber Shop, your convenient financial hub located at 436 Blue Hill Avenue, Boston, Massachusetts 02121. Whether you're a local resident or just passing through, our ATM is here to serve your cash needs with ease and efficiency. At Los Magicos Barber Shop, we understand the importance of having quick access to cash without the hassle of long lines or complicated processes. Our ATM offers a seamless experience, ensuring that you can withdraw cash swiftly and securely.
436 Blue Hill Avenue, Boston, Massachusetts 02121, United States -
ATM Machine at J. Pace & Son Seaport
● OpenWelcome to ATM Machine at J. Pace & Son Seaport, your trusted partner in the ATM and finance industry, conveniently located at 1 Park Lane, Boston, Massachusetts 02210. Whether you're an entrepreneur looking to dive into the lucrative world of ATM ownership or a business owner seeking to enhance customer convenience and increase revenue, we have the expertise and solutions you need. Our services are designed to help you explore and succeed in the ATM business. We offer new ATM machines starting at just $2,295, including shipping and a one-year parts warranty. For those seeking cost-effective options, our certified refurbished units start at $1,199, often accompanied by a 90-day warranty, making them ideal for locations with lower foot traffic.
1 Park Lane, Boston, Massachusetts 02210, United States -
Ernst & Young
● OpenWelcome to Ernst & Young (EY) Boston, located at 200 Clarendon Street in the heart of Massachusetts. As a leading firm in accounting and finance, EY is dedicated to asking the better questions that unlock new answers to the working world's most complex issues. Our mission is to build a better working world by helping our clients create long-term value for all stakeholders. At EY, we are driven by data and technology, providing trust through assurance and enabling transformation, growth, and operational excellence for our clients. Our expertise spans strategy, transaction, and transformation consulting, bringing together extraordinary people to reframe the future of industries.
200 Clarendon Street, Boston, Massachusetts 02116, United States -
Downey & Co
● OpenWelcome to Downey & Company, LLP Located at 222 Forbes Road, Braintree, Massachusetts, Downey & Company, LLP is your trusted partner in accounting and finance services. As an independent Certified Public Accounting firm nestled near the vibrant city of Boston, we have been proudly serving our community since 1984. Our mission is to deliver timely, cost-effective, and comprehensive CPA services tailored to the unique needs of closely held middle market companies and small SEC registrants.
222 Forbes Road, Braintree, Massachusetts 02184, United States -
Wenjen Hwang Real Estate Agent
● OpenWelcome to Wenjen Hwang Real Estate Agent, your trusted partner in navigating the dynamic real estate market in Lexington, Massachusetts, and beyond. Located at 442 Marrett Road, Lexington, MA 02421, Wenjen brings a wealth of experience and a unique global perspective to her real estate practice, making her an invaluable asset for clients seeking to buy or sell homes in the area. With over 15 years of experience as an Industrial Engineer in Global Project and Information Systems Management at a Fortune 500 company, Wenjen has honed her skills in data analysis and collaborative problem-solving. Her extensive global relocation experience, having moved her family across the Americas, Europe, and Asia 11 times, fuels her passion for helping clients make informed decisions and achieve their real estate goals.
442 Marrett Road, Lexington, Massachusetts 02421, United States -
Kellie Rowland, Realtor
● OpenWelcome to Kellie Rowland, Realtor - Your Trusted Real Estate Partner in Dedham, Massachusetts Located at 95 Eastern Avenue, Dedham, Massachusetts, Kellie Rowland, Realtor, is your go-to real estate agency for unparalleled service and expertise. As a seasoned real estate professional, Kellie Rowland combines a warm, calming personality with skilled tenacity to achieve her clients' goals. Her high-touch approach and get-it-done attitude have made her a trusted advisor for everyone, from luxury sellers to first-time homebuyers and seasoned investors.
95 Eastern Avenue, Dedham, Massachusetts 02026, United States -
Beth McGrath, REALTOR
● OpenWelcome to Beth McGrath, REALTOR, your trusted partner in navigating the vibrant real estate market of Hingham, Massachusetts, and the South Shore area. Conveniently located at 40 North Street, Hingham, MA 02043, Beth McGrath brings a wealth of experience and a passion for community to her role as a dedicated real estate agent. As the Official Real Estate Company of the Boston Red Sox, Beth leverages her 17 years of expertise in the corporate events industry and her entrepreneurial background to deliver a seamless and exceptional buying and selling experience. Her skills in relationship management, negotiation, communication, and supreme organization ensure that her clients receive reliable and personalized service.
40 North Street, Hingham, Massachusetts 02043, United States
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