Strategic advisory in Boston, MA
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Merrill Lynch Financial Advisor Danyil S. Medvedev
● ClosedMerrill Lynch Financial Advisor Danyil S. Medvedev, located at 100 Federal Street in Boston, Massachusetts, is a team of highly accomplished and experienced advisors dedicated to providing exceptional wealth management advice to a limited number of successful clients. The Boston Harbor Team has built long-standing relationships with client families, offering customized wealth building and preservation strategies. Clients, who are often multi-generational families with significant wealth, are referred to the team by other satisfied clients, attorneys, and accountants who are familiar with their approach. The team's philosophy focuses on tax-efficient, research-intensive portfolios, including alternative investments when appropriate, to serve clients' best interests over the long run. With access to tailored lending capabilities and coordination with clients' other advisors, the team aims to align tax minimization and estate planning strategies for each individual client. Their dedication to detail, hard work, and customization ensures a positive wealth management experience that leads to the outcomes clients envision for themselves and their families. Recognized by financial industry publications for exemplary client service, the team prides itself on reliability and accessibility. With a tradition of helping successful individuals make financial decisions that enhance their lifestyles and legacies, the team is committed to building strong client relationships based on trust and personalized service.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Ron Mutascio and Associates
● OpenRon Mutascio and Associates is a reputable accounting and finance institution located at 415 Belgrade Avenue in Boston, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Ron Mutascio and Associates are dedicated to helping their clients achieve their financial goals. With a commitment to excellence and personalized service, they have earned a strong reputation in the community for their expertise and integrity. Visit them today to see how they can help you with your financial needs.
415 Belgrade Ave, West Roxbury, MA 02132, United States -
Robert Annese Accounting & Bus
● OpenRobert Annese Accounting & Bus is a reputable accounting and finance institution located at 572 Boston Road in Billerica, Massachusetts. With a team of experienced professionals, they provide a wide range of accounting services for individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, Robert Annese Accounting & Bus is here to help. Their dedication to client satisfaction and attention to detail make them a trusted partner for all your financial needs. Contact them today to learn more about how they can assist you in achieving your financial goals.
572 Boston Rd UNIT 2, Billerica, MA 01821, United States -
R.A. HALL & CO
● ClosedR.A. Hall & Co is a reputable accounting and finance institution located at 183 State Street in Boston, Massachusetts. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment management, R.A. Hall & Co is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other financial institutions in the area. Visit them today to see how they can help you secure your financial future.
183 State St, Boston, MA 02109, United States -
Kiley & O'Toole Tax Services
● OpenKiley & O'Toole Tax Services is a local and family-owned business located at 138 Old Colony Avenue in Boston, Massachusetts. Specializing in accounting and finance, we have been providing tax preparation services since 1989. With over 30 years of experience, our team of experts can help you navigate the complexities of income tax returns and ensure that you receive all eligible tax credits and deductions. Our loyal clients have been with us for many years, trusting us to provide professional and accurate tax preparation services. We prioritize your privacy and security, implementing quality procedures to protect your personal information. Our offices are open year-round, so your personal tax preparer is always accessible to answer any questions you may have.
138 Old Colony Ave, Boston, MA 02127, United States -
Hajiani CPA LLC
● OpenHajiani CPA LLC is a reputable accounting and finance institution located at 529 Main Street in Boston, Massachusetts. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Hajiani CPA LLC for all your accounting and finance needs in the United States.
529 Main St #200, Charlestown, MA 02129, United States -
Alvarez & Marsal
● OpenAlvarez & Marsal is a leading global professional services firm located at 260 Franklin Street in Boston, Massachusetts. With a strong presence in the United States, the firm specializes in providing expert advisory, turnaround management, and performance improvement services to clients across various industries. Their team of experienced professionals is dedicated to delivering innovative solutions and driving results for businesses facing complex challenges. Alvarez & Marsal is known for its strategic approach, deep industry knowledge, and commitment to helping clients achieve their goals.
260 Franklin St Suite 210, Boston, MA 02110, United States -
Regan Associates, Chartered
● ClosedRegan Associates, Chartered is a reputable financial consulting firm located at 45 School Street in Boston, Massachusetts, United States. With a team of experienced and knowledgeable professionals, they provide expert financial advice and strategic planning services to individuals, businesses, and organizations. Their commitment to excellence and personalized approach sets them apart in the industry, ensuring that clients receive tailored solutions to meet their specific needs and goals. Whether you are looking for assistance with investments, retirement planning, tax strategies, or estate planning, Regan Associates, Chartered is dedicated to helping you achieve financial success.
Third Floor, 45 School St #3rd, Boston, MA 02108, United States -
Stifel
● ClosedStifel is a leading finance institution located at 20 Custom House Street in Boston, Massachusetts, United States. With a strong reputation for providing expert financial services, Stifel offers a wide range of investment solutions to meet the needs of individuals, businesses, and institutions. Whether you're looking for wealth management, asset management, or investment banking services, Stifel has the expertise and resources to help you achieve your financial goals. Trust Stifel to provide personalized guidance and innovative solutions to help you navigate the complex world of finance.
20 Custom House St 9th floor, Boston, MA 02110, United States -
Mc Connell Rothman & Co
● OpenMc Connell Rothman & Co is a reputable accounting and finance institution located at 1690 Dorchester Avenue in Boston, Massachusetts, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Clients can expect personalized and reliable service to help them achieve their financial goals.
1690 Dorchester Ave, Dorchester, MA 02122, United States -
Thomas H. Curran Associates, LLC
● ClosedThomas H. Curran Associates, LLC is a reputable finance and law firm located at 10 Post Office Square in Boston, Massachusetts, United States. With a team of experienced professionals, they provide expert financial and legal services to individuals and businesses. Whether you are looking for investment advice, estate planning, or assistance with a legal matter, Thomas H. Curran Associates, LLC is dedicated to providing top-notch service and achieving the best possible outcomes for their clients.
10 Post Office Square Suite 800 South, Boston, MA 02109, United States -
Gallardo Forem Alexis F
● OpenGallardo Forem Alexis F is a reputable health institution located at 10 Gove Street in Boston, Massachusetts, United States. Our dedicated team of healthcare professionals provides top-quality medical services to patients in need. With a focus on holistic care and patient-centered approach, we strive to improve the health and well-being of our community. Visit us today for personalized and compassionate healthcare services.
10 Gove St, Boston, MA 02128, United States -
Landmark Bio
● OpenWelcome to Landmark Bio, your premier partner in advancing cutting-edge therapies from concept to clinic. Located at 300 North Beacon Street, Watertown, Massachusetts, we specialize in transforming today's pioneering research into tomorrow's life-changing therapies. Whether you're an academic researcher, a physician scientist, a startup innovator, or a technical operations executive, Landmark Bio is here to help you navigate the complex journey of drug development with unmatched expertise and state-of-the-art facilities. Our comprehensive services go beyond manufacturing cell and gene therapies, genome editing, and mRNA products. We offer a full spectrum of capabilities, including translational research, process and analytical development, GMP manufacturing, quality control, and regulatory CMC support. Our holistic approach ensures that we provide the necessary guidance and solutions to bring your projects from discovery through to commercialization.
300 North Beacon Street, Watertown, Massachusetts 02472, United States -
Somerville Public Safety Building
● OpenWelcome to the Somerville Public Safety Building (PSB), located at Washington Street, Somerville, Massachusetts, 02143. As a cornerstone of local government, the PSB is committed to ensuring the safety and well-being of our community. Our state-of-the-art facility is part of a larger redevelopment effort at the former Cobble Hill Plaza site, spanning 4 acres and offering a mix of public, residential, commercial, and community spaces. The PSB is a collaborative project managed by the Capital Projects and Economic Development divisions, working together to bring a community-driven vision to life. This site is strategically positioned near the East Somerville GLX station, enhancing accessibility and connectivity for residents and visitors alike.
Washington Street, Somerville, Massachusetts 02143, United States -
Bank of America Heritage Center
● ClosedWelcome to the Bank of America Heritage Center, located at 100 Federal Street, Boston, Massachusetts. As a unique museum experience, the Heritage Center offers visitors an insightful journey through the rich history and legacy of one of the world's leading financial institutions. Discover how Bank of America has evolved over 240 years, driven by a commitment to help individuals, companies, and communities achieve their financial goals. Our story is grounded in a simple yet profound question: “What would you like the power to do?” This query has guided our mission to empower clients and communities, fostering connections that drive progress and success. At the Heritage Center, explore exhibits that highlight our dedication to responsible growth and the positive impact we strive to make in society.
100 Federal Street, Boston, Massachusetts 02110, United States -
John H. Chory
● OpenWelcome to the professional legal services of John H. Chory, located at 1000 Winter Street, Waltham, Massachusetts. As a distinguished lawyer with a wealth of experience, John specializes in representing technology and life sciences companies, guiding them through every stage from startup to IPO. Although he retired from the partnership in December 2023, John continues to offer his expertise as of counsel. John has an impressive background, having served as the Global Chair of the Emerging Companies & Growth Practice at his firm. His extensive client portfolio includes renowned companies such as A123 Systems, Akamai, Care.com, Desktop Metal, Wayfair, Zipcar, and many more, demonstrating his vast experience and trusted advisory skills.
1000 Winter Street, Waltham, Massachusetts 02451, United States -
Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC
● OpenWelcome 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.
201 Jones Road, Waltham, Massachusetts 02451, United States -
Merrill Lynch Financial Advisor Dan Whiting
● ClosedWelcome to Merrill Lynch Financial Advisor Dan Whiting's practice, located at 2221 Washington Street, Newton, Massachusetts. As a dedicated financial advisor with Merrill Lynch Wealth Management, Dan Whiting offers a comprehensive suite of investment solutions and banking products through the powerful collaboration between Merrill and Bank of America. Since joining Merrill Lynch in 2018, Dan has been committed to providing personalized financial guidance, drawing on his extensive experience, including eight years at Fidelity Investments. Dan's disciplined and client-focused approach begins with a deep understanding of your unique needs, concerns, and financial priorities. As a CERTIFIED FINANCIAL PLANNER® professional, Dan is passionate about helping you design and implement a customized financial plan aimed at achieving your goals while effectively managing investment risks.
2221 Washington Street, Newton, Massachusetts 02462, United States -
EIA Global
● ClosedWelcome 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 -
SVB Private ATM
● ClosedWelcome to SVB Private ATM, your trusted partner in financial growth and wealth management, conveniently located at 403A Centre Street, Boston, Massachusetts. Our mission is to understand your unique financial needs and aspirations, transforming them into a strategic plan that guides you towards achieving your goals. At SVB Private, we pride ourselves on fostering collaborative partnerships with innovators at every stage of their journey. Why choose SVB Private? Explore our holistic approach to wealth management. Our dedicated team leverages their financial expertise, industry knowledge, and extensive networks to ensure your financial plans are not only heard and understood but are also crafted to your satisfaction. Whether you need quick insights into financial trends or comprehensive advice on managing liquidity and securing your legacy, our resources are available 24/7 to support you.
403A Centre Street, Boston, Massachusetts 02130, United States -
Citizens Bank ATM
● OpenWelcome to Citizens Bank ATM, conveniently located at 970-980 American Legion Highway, Boston, Massachusetts 02136. As a trusted financial partner, we are dedicated to helping you keep your finances in check, providing tailored solutions for every stage of your life and beyond. Whether you're planning for college, managing your everyday finances, or looking to invest in your future, Citizens Bank is here to support you with unlimited earning potential and innovative financial products. Discover the ease of accessing a Home Equity Line of Credit with Citizens FastLine®, where you can get your rate without impacting your credit score. Enhance your savings effortlessly with our Round Ups‡ feature, rounding up every debit card purchase to the nearest dollar and allowing you to set additional savings goals.
970-980 American Legion Highway, Boston, Massachusetts 02136, United States -
FinanceBoston, Inc.
● ClosedWelcome to FinanceBoston, Inc., your premier partner in commercial real estate financing and investment solutions, located at 33 Broad Street, Boston, Massachusetts. With a strategic focus on both domestic and international markets, we offer unparalleled access to a wide array of commercial real estate debt and equity capital sources. Whether you are a developer or property owner, our team of experts excels in crafting tailored financing solutions to meet the unique needs of your projects, regardless of their development stage or property type. At FinanceBoston, we pride ourselves on our ability to secure financing for complex transactions that others may overlook. Our distinguished track record includes notable successes such as arranging $3.2 million in construction financing for a luxury development in Boca Raton, FL, and $5.8 million in debt and preferred equity for a condominium project in East Boston, MA. We also facilitated $5.25 million in acquisition financing for a mixed-use building on Newbury St.
33 Broad Street, Boston, Massachusetts 02109, United States -
Citizens Bank ATM
● OpenWelcome to the Citizens Bank ATM located at 731 Morrissey Boulevard, Boston, Massachusetts 02122. At Citizens, we understand that you're committed to keeping your finances in check, and we're here to support you with financial solutions tailored to your life stage and beyond. Whether you're planning for college, looking to maximize your earning potential, or seeking efficient ways to manage your savings, Citizens has you covered. Discover the convenience of Citizens FastLine®, our streamlined, no-impact-to-credit-score approach to securing a Home Equity Line of Credit. Plus, with our innovative Round Ups‡ feature, you can effortlessly turn your spare change into savings by rounding up your debit card purchases to the nearest dollar, helping you reach your financial goals faster.
731 Morrissey Boulevard, Boston, Massachusetts 02122, United States -
Citizens Bank ATM
● OpenWelcome to the Citizens Bank ATM located at 99 High Street, Boston, Massachusetts 02110. As your trusted financial partner, we are committed to helping you keep your finances in check with a range of tailored solutions for every stage of life and beyond. With Citizens, your earning potential is limitless. Our services are designed to simplify your financial journey. Whether you’re planning for college, seeking a Home Equity Line of Credit through our Citizens FastLine® service, or looking to turn everyday purchases into savings with our Round Ups feature, we’ve got you covered. Our digital banking solutions allow you to manage your finances on the go, from mobile check deposits to locating ATMs and branches near you.
99 High Street, Boston, Massachusetts 02110, United States -
AGC Partners
● OpenWelcome to AGC Partners, a premier financial services firm located in the heart of Boston, Massachusetts. Situated on the 22nd floor of 99 High Street, we are committed to providing exceptional investment banking services tailored to meet the unique needs of our clients. Our team of experienced professionals specializes in mergers and acquisitions, capital raising, and strategic advisory, offering insightful and innovative solutions to drive your business forward. At AGC Partners, we pride ourselves on our deep industry knowledge, extensive network, and unwavering dedication to achieving outstanding results. Whether you are a growth company looking for strategic guidance or an investor seeking promising opportunities, AGC Partners is your trusted partner in financial success. Visit us today and discover how we can help you navigate the complexities of the financial landscape with confidence and expertise.
99 High Street Fl 22, Boston, Massachusetts 02110, United States -
Citizens Bank ATM
● OpenWelcome to the Citizens Bank ATM located at 1 Harborside Drive, Boston, Massachusetts 02128. At Citizens, we understand that you're committed to managing your finances effectively, and we're here to support you every step of the way. Our ATM offers convenient access to a range of financial services tailored to your needs. Whether you're planning for college, seeking a mortgage, or looking to maximize your savings, Citizens provides financial solutions for every stage of life and beyond. With our innovative features like Citizens FastLine® for a Home Equity Line of Credit and Round Ups‡ to boost your savings, we make managing your finances easier and more efficient.
1 Harborside Drive, Boston, Massachusetts 02128, United States -
Sandler & Company
● ClosedWelcome to Sandler & Company, P.C. Located at 50 Cabot Street in Needham, Massachusetts, Sandler & Company, P.C. is a premier independent audit and accounting firm serving clients across the United States since 1991. With additional offices in New York and Grand Cayman, we are strategically positioned to meet the diverse needs of our clients.
50 Cabot Street, Needham, Massachusetts 02494, United States -
LHR and Associates
● ClosedWelcome to LHR and Associates, your trusted partner in accounting and finance solutions located at 1660 Soldiers Field Road, Boston, Massachusetts. At LHR and Associates, we are dedicated to providing comprehensive financial services tailored to meet the unique needs of our clients. Our team of experienced professionals is committed to delivering personalized and reliable accounting solutions, ensuring that your financial goals are met with precision and care. Whether you are a small business owner, an individual seeking personal finance management, or a corporation in need of strategic financial planning, LHR and Associates offers a wide range of services to support your success. Our expertise includes bookkeeping, tax preparation, financial analysis, payroll management, and advisory services, all designed to optimize your financial health and growth.
1660 Soldiers Field Road, Boston, Massachusetts 02135, United States -
Lee & Crowley, LLC
● ClosedWelcome to Lee & Crowley, LLC – your trusted partner in accounting and finance solutions located in the heart of Boston at 423 West Broadway, Massachusetts. At Lee & Crowley, LLC, we are dedicated to helping individuals and businesses navigate the complexities of financial management with precision and expertise. Our team of seasoned professionals offers a comprehensive range of services, including accounting, tax planning, financial consulting, and business advisory services tailored to meet your unique needs. Whether you're a small business owner seeking bookkeeping assistance or an individual looking for tax optimization strategies, we provide personalized attention and strategic insights to help you achieve your financial goals. Visit us in Boston's vibrant community and discover how Lee & Crowley, LLC can empower your financial future. Your success is our commitment.
423 West Broadway, Boston, Massachusetts 02127, United States -
Jacob Realty
● ClosedWelcome to Jacob Realty, your trusted partner in real estate and finance, located at 279 Newbury Street, Boston, Massachusetts. With over 17 years of experience, we specialize in helping real estate investors develop strategic investment plans, acquire the right properties, and maximize investment returns through expert sales and portfolio leasing. As a leader in the multi-family industry for nearly two decades, we possess a profound understanding of the Boston real estate market, enabling us to analyze current and future trends for informed investment decisions. Our dedicated team offers specialized services, including valuation, market analysis, investment advisory, asset acquisition, portfolio leasing, investment sales, and real estate asset management. With our extensive local relationships, we provide property owners, buyers, and sellers with insights into market drivers and conditions to ensure maximum value and returns.
279 Newbury Street, Boston, Massachusetts 02116, United States
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