TOP 30 Senior financial advice in Needham, Massachusetts

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Horizon Financial Group, Inc. is a reputable finance institution located at 117 Kendrick Street in Needham, Massachusetts, United States. With a strong focus on providing personalized financial solutions for individuals and businesses, Horizon Financial Group, Inc. offers a wide range of services including wealth management, retirement planning, investment strategies, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Horizon Financial Group, Inc. today to start planning for a brighter tomorrow.

Welcome to Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC, where your financial future is our priority. Situated at 201 Jones Road in Waltham, Massachusetts, we specialize in providing comprehensive financial legacy solutions tailored to your unique needs. With over 20 years of experience, our firm is committed to helping you achieve both your short and long-term financial goals, ensuring that your wealth aligns with what matters most to you. At Koritz Wealth Strategies, we believe in a relationship-centric approach. We take the time to understand your goals, concerns, and risk tolerance, enabling us to offer personalized strategies for securing your family’s future. Our holistic and collaborative process often sees us acting as the 'quarterback,' bringing together your team of advisors to ensure a cohesive financial plan.

Welcome to Needham Bank, your trusted financial partner located at 326 Washington Street, Dedham, Massachusetts. Positioned conveniently at the intersection of Washington and Harris Street, our Dedham branch is committed to providing exceptional banking and financial services to meet all your needs. At Needham Bank, community support isn't just a promise—it's a proud tradition that has been at the core of our values for over 130 years. We actively engage in initiatives that focus on health and human services, social justice, education, affordable housing, and community development. Our dedication to building strong communities is reflected in everything we do.

Welcome to Needham Bank Specialized Banking Center, conveniently located at 270 Mystic Avenue, Medford, Massachusetts. As a trusted name in the community, we are dedicated to providing exceptional banking services tailored to meet your unique financial needs. Whether you're looking to manage your personal finances, seek advice on investments, or explore business banking solutions, our team of experienced professionals is here to assist you every step of the way. Our state-of-the-art facility offers a comprehensive range of services including ATMs for quick and easy transactions, personal and business banking solutions, and expert financial advice. We pride ourselves on our customer-centric approach, ensuring you receive personalized service and the attention you deserve.

Cohen-Miles Insurance Inc is a reputable insurance agency located at 105 Chestnut Street, Needham, Massachusetts, United States. We offer competitive quotes from multiple insurance companies to ensure that you are getting the best coverage at the best price. Our online service tools make it easy to change your policy, file an insurance claim, or make a payment. Our mobile website is available for convenient access to help and information while you're on the go. As a member of Trusted Choice, we are committed to treating you as a person, not just a policy. Visit our mobile website today to quickly find important claim information and car accident help. Don't hesitate to get a quote online and see how much you could be saving on your insurance with Cohen-Miles Insurance Inc.