Wealth management in Somerville, Massachusetts

Welcome to Lynn D'Avolio - Real Estate Agent, your trusted partner in navigating the dynamic real estate market of Boston and the North Shore, Massachusetts. Conveniently located at 1085 Summer Street, Lynnfield, MA, our agency is dedicated to providing superior service and expert guidance for all your real estate needs. With a focus on the Boston Metro West area and extending our services up to 45 minutes in all directions from Boston, we specialize in helping clients buy and sell homes with confidence. Whether you're a first-time buyer, a seasoned investor, or a homeowner looking to make a change, our local expertise and extensive experience are at your disposal.

Welcome to Continental Moving Company LLC, your trusted partner in seamless relocations and secure storage solutions. Located at 132 Emerson Street, Boston, Massachusetts, we are dedicated to making your moving experience stress-free and efficient, whether you're moving locally within Boston or across state lines. At Continental Moving Company, we understand that moving can be a daunting task, whether you're transitioning from a sprawling residence or a cozy one-bedroom apartment. Our team of experienced professionals is here to shoulder the burden, ensuring your move is smooth and well-organized every time.

Welcome to Velney Construction, your trusted partner for innovative construction solutions in Somerville, Massachusetts. Located at 30 Woodbine Street, Velney Construction is a Veteran-Owned, Service-Disabled Veteran-Owned, and Minority-Owned General Contractor dedicated to solving your construction challenges with expertise and precision. Founded by Josue Velney, a Wentworth Institute of Technology graduate with a major in Construction Management, Velney Construction has deep roots in the Somerville community. Josue brings a wealth of experience and credentials, including an Unrestricted Construction Supervisor License, Home Improvement License, OSHA 30, and a Moderate Deleading License. His journey from performing light renovations to undertaking complete gut rehabs and commercial renovations demonstrates a commitment to excellence and growth.

H&R Block is a renowned accounting and finance institution located at 280 Elm Street in Somerville, Massachusetts, United States. With a team of highly skilled professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can trust H&R Block to provide expert advice and assistance in managing their finances effectively. Whether you are an individual or a business owner, H&R Block is committed to helping you achieve your financial goals.

Welcome to Atrius Health Cambridge, your trusted healthcare provider located at 1611 Cambridge Street, Cambridge, Massachusetts. Since 1979, we have proudly served the communities of Cambridge, Somerville, Arlington, and the surrounding areas, offering comprehensive medical and surgical care across more than 40 specialties. Our convenient location between Harvard and Inman Squares, opposite Cambridge Rindge and Latin School, and near Youville and Cambridge Hospitals, ensures easy access to quality healthcare. At Atrius Health Cambridge, we are committed to making healthcare accessible and coordinated for you and your family. Our practice provides primary care for both adults and children and is supported by our preferred hospital partners, including Mount Auburn Hospital, Beth Israel Deaconess Medical Center, Boston Children's Hospital, and New England Baptist Hospital.

Premium Financial Services is a leading finance institution located at 114 Broadway in Somerville, Massachusetts. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, our knowledgeable staff is here to provide personalized solutions tailored to your specific needs. Visit us today to experience the premium level of service that sets us apart from the rest.

Welcome to Mackey & Brown, Attorneys at Law Located at 14 Norwood Street in Everett, Massachusetts, Mackey & Brown, Attorneys at Law is a dedicated legal practice committed to serving clients across a wide range of communities. Our experienced team provides legal services to clients in Everett and the surrounding areas, including Charlestown, Chelsea, Malden, Boston, Somerville, Revere, Melrose, Winthrop, Cambridge, Allston, Brighton, Stoneham, Saugus, Arlington, Winchester, Wakefield, Lynn, Nahant, Newtonville, Jamaica Plain, Brookline, as well as Essex County, Norfolk County, and Suffolk County.

Welcome to PNC Bank, conveniently located at 405 Grand Union Boulevard, Somerville, Massachusetts. At PNC Bank, we are dedicated to providing exceptional banking and financial services tailored to meet the diverse needs of our community. Whether you're looking to manage your personal finances, explore business banking solutions, or simply need quick access to cash at our state-of-the-art ATM, our friendly and knowledgeable staff are here to assist you. Our comprehensive range of services includes checking and savings accounts, loans, mortgages, investment opportunities, and more. Visit us today to experience personalized service and innovative financial solutions designed to help you achieve your goals. PNC Bank – where your financial well-being is our top priority.

Welcome to East Cambridge Savings Bank, conveniently located at 98 Pleasant Street, Malden, Massachusetts. As a trusted financial institution, we are dedicated to serving the banking needs of our community with a blend of personalized service and modern convenience. At East Cambridge Savings Bank, we offer a comprehensive range of financial products and services designed to meet the diverse needs of individuals, families, and businesses. Whether you're looking to open a savings account, secure a loan, or explore investment opportunities, our experienced team is here to provide expert guidance and support every step of the way. Visit us today and experience the commitment to excellence that has made East Cambridge Savings Bank a cornerstone of the community. Your financial success is our priority, and we look forward to helping you achieve your goals.

Welcome to Chelsea Bank, your trusted partner in financial success, conveniently located at 360 Broadway, Chelsea, Massachusetts. As a cornerstone of the Chelsea community, we pride ourselves on providing exceptional banking and financial services tailored to meet the unique needs of individuals, families, and businesses. At Chelsea Bank, we offer a comprehensive range of services, including personal and business banking, loans, mortgages, and investment solutions. Our knowledgeable and friendly staff are dedicated to helping you achieve your financial goals with personalized advice and innovative solutions.

Welcome to Jones Contracting, Inc. Located at 735 Washington Street, Walpole, Massachusetts, Jones Contracting, Inc. is your trusted partner for all excavation and site work needs in the Greater Boston area. As a family-owned business with over 40 years of experience, we pride ourselves on delivering top-quality work and exceptional customer service.

Welcome to Middlesex Federal Savings, your trusted financial partner located in the heart of Somerville, Massachusetts. Situated at 1196 Broadway, our institution has proudly served the local community with dedication and integrity for over a century. At Middlesex Federal Savings, we offer a comprehensive range of financial services designed to meet the diverse needs of our customers. Whether you're looking to open a savings account, secure a mortgage, or explore personal and business banking solutions, our team of experienced professionals is here to guide you every step of the way.

Welcome to Citizens, your trusted partner in banking and financial solutions, conveniently located at 822 Somerville Avenue, Cambridge, Massachusetts. At Citizens, we understand that you're all about keeping things in check, and so are we. Our comprehensive range of financial services is designed to meet your needs at every stage of life and beyond. Whether you're planning for college, seeking a Home Equity Line of Credit, or looking to maximize your savings, Citizens has you covered. Our innovative Citizens FastLine® offers a simpler and faster way to secure a Home Equity Line of Credit without impacting your credit score. Plus, with our Round Ups feature, turning your spare change into savings has never been easier. Simply round up your debit card purchases to the nearest dollar and set additional savings goals to reach your targets faster.

Welcome to Rockland Trust Bank, your trusted financial partner located in the heart of Somerville at 37 Union Square, Massachusetts. At Rockland Trust, we are committed to providing exceptional banking and financial services tailored to meet the unique needs of our community. Whether you're looking to open a personal checking account, secure a loan for your dream home, or need expert advice on managing your investments, our experienced team is here to help. With a focus on customer satisfaction and a wide range of services, including personal and business banking, mortgages, and wealth management, we strive to make your financial journey as seamless as possible. Visit Rockland Trust Bank today and experience the difference of a bank that truly cares about its customers and community.

Welcome to Chase Bank, conveniently located at 702 Grand Union Boulevard, Somerville, Massachusetts 02145, United States. As a leading name in banking and finance, we are dedicated to providing exceptional services tailored to meet your personal and business needs. At Chase, we offer a comprehensive range of financial solutions, including personal banking, ATMs, and specialized business banking services. Our team of business professionals is ready to assist you with improving cash flow, providing credit solutions, and managing payroll. We also offer online and mobile services, business credit cards, and payment acceptance solutions designed specifically for businesses.

The Bank of America Financial Center located at 406 Highland Avenue in Somerville, Massachusetts, is a trusted institution offering a wide range of banking and financial services. With a commitment to providing top-notch customer service and innovative financial solutions, this bank is a go-to destination for individuals and businesses looking to manage their finances effectively. Whether you need assistance with savings accounts, loans, investments, or any other financial need, the knowledgeable staff at the Bank of America Financial Center is ready to help. Visit us today to experience the convenience and reliability of banking with Bank of America.

Welcome to Citizens, your trusted partner in banking and financial services, conveniently located at 40 Union Square, Somerville, Massachusetts. At Citizens, we are dedicated to providing exceptional financial solutions tailored to meet your individual and business needs. Whether you're looking to manage your daily transactions with ease through our state-of-the-art ATMs or seeking comprehensive banking services to help you achieve your financial goals, our team of experienced professionals is here to assist you every step of the way. We pride ourselves on offering a wide range of services including personal and business banking, loans, mortgages, and investment advice. Our commitment to customer satisfaction and community involvement sets us apart, making us a reliable choice for all your financial needs. Visit us at our Union Square location and experience the Citizens difference – where your financial well-being is our top priority.

Welcome to Citizens, your trusted financial partner located conveniently at 338 Broadway, Somerville, Massachusetts. We are dedicated to providing exceptional banking and financial services to the local community. Whether you're looking to manage your personal finances, grow your savings, or plan for the future, our team of experienced professionals is here to assist you every step of the way. At Citizens, we offer a wide range of services tailored to meet your needs, including personal and business banking, loans, mortgages, and investment advice. Our state-of-the-art ATMs make banking easy and accessible, allowing you to manage your finances on the go.

Welcome to Eastern Bank, your trusted partner in financial services, conveniently located at 102 Fellsway West, Somerville, Massachusetts. Serving the community with dedication and integrity, we offer a comprehensive range of banking solutions designed to meet the diverse needs of individuals and businesses alike. Whether you are looking to open a savings account, apply for a loan, or use our secure ATM services, Eastern Bank is here to provide personalized support and guidance. Our experienced team is committed to helping you achieve financial success with tailored advice and innovative products. Visit us today and experience the Eastern Bank difference, where your financial goals are our top priority.

Income Tax Plus is a trusted accounting and finance institution located at 371 Somerville Avenue in Somerville, Massachusetts. Our team of experienced professionals is dedicated to providing comprehensive tax preparation services, financial planning, and investment advice to individuals and businesses. With a commitment to excellence and personalized service, Income Tax Plus is your go-to destination for all your financial needs. Visit us today and let us help you achieve your financial goals.

Welcome to the Santander Bank Branch located at 403 Highland Avenue, Somerville, Massachusetts. As a trusted financial institution, we are dedicated to providing top-tier banking and financial services to meet all your personal and business needs. Our experienced team is committed to delivering exceptional customer service, offering a wide range of products including savings and checking accounts, loans, mortgages, and investment solutions. Whether you're looking to manage your daily finances or plan for the future, we are here to help you achieve your financial goals. Visit us today and experience the convenience and personalized attention that sets Santander Bank apart. Your financial well-being is our priority.

Welcome to Chase Bank in Somerville, Massachusetts Located at 250 Elm Street, Somerville, MA 02144, Chase Bank is your local destination for comprehensive banking and financial services. As a leading provider in the banking and finance sector, we offer a wide array of services tailored to meet the needs of both personal and business clients.

Welcome to Citizens Bank ATM, conveniently located at 338 Broadway, Somerville, Massachusetts 02145. As a trusted financial institution, we offer a wide range of services designed to meet your financial needs at every stage of life. Whether you're planning for college, looking to maximize your earning potential, or seeking a home equity line of credit, we provide tailored solutions to help you achieve your goals. Our Citizens FastLine® service offers a quicker, simpler way to access a Home Equity Line of Credit with no impact on your credit score. Plus, our innovative Round Ups‡ feature makes saving effortless by rounding up your debit card purchases to the nearest dollar, helping you reach your savings goals faster.

Welcome to Citizens, your trusted partner in banking and finance, conveniently located at 212 Elm Street, Somerville, Massachusetts. Situated in the heart of Somerville, our branch is committed to providing exceptional financial services tailored to meet your needs. Whether you're looking for a reliable ATM for quick cash withdrawals or comprehensive banking solutions to manage your finances, Citizens is here to help. Our dedicated team of financial experts is ready to assist you with personalized guidance and support, ensuring a seamless banking experience. Visit us today and discover why Citizens is the preferred choice for individuals and businesses in Somerville. Your financial well-being is our priority, and we are here to help you achieve your financial goals.

Welcome to Eastern Bank, your trusted financial partner located in the heart of Andover, Massachusetts. Situated at 15 Elm Street, Eastern Bank has been serving the community with dedication and integrity, offering a comprehensive range of banking and financial services tailored to meet your unique needs. Whether you're looking to open a personal checking account, explore mortgage options, or seek expert financial advice, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on our commitment to customer service, ensuring that each client receives personalized attention and solutions that align with their financial goals.

Welcome to the Citizens Bank ATM located at 40 Union Square, Somerville, Massachusetts. At Citizens Bank, we understand that managing your finances is crucial at every stage of life. Our ATM services are designed to provide you with easy and convenient access to your financial resources, anytime you need them. Our offerings go beyond basic transactions. We provide financial solutions tailored to your needs, ensuring your earning potential is limitless. Whether you're planning for college or looking to access home equity, our Citizens FastLine® offers a quick and simple way to secure a Home Equity Line of Credit without impacting your credit score.

Welcome to Citizens Bank ATM, conveniently located at 779 McGrath Highway, Somerville, Massachusetts 02143. As a trusted partner in finance, we are dedicated to helping you manage your financial life with ease and confidence. Our ATM services offer a seamless experience for accessing your funds and managing your accounts on the go. At Citizens, we understand the importance of keeping your finances in check, and we provide tailored financial solutions for every stage of life. Whether you’re planning for college, buying a home, or building your savings, our innovative services are designed to support your goals. With Citizens FastLine®, you can easily access a Home Equity Line of Credit without impacting your credit score, and our Round Ups feature helps you turn everyday purchases into savings.

Welcome to the Chase ATM located at 250 Elm Street, Somerville, Massachusetts 02144. As part of the renowned JPMorgan Chase & Co., our ATM offers convenient access to your financial needs, whether you're withdrawing cash, checking your account balance, or managing your finances on-the-go. At Chase, we provide a comprehensive suite of financial services tailored for both personal and business banking. Our Business Banking services offer expert guidance to help improve cash flow, manage payroll, and provide credit solutions. Additionally, we offer online and mobile banking services, business credit cards, and payment acceptance solutions designed specifically for businesses.

Mainsail Advisor Group, LLC is a finance institution located at 667 Somerville Avenue in Somerville, Massachusetts, United States. We specialize in providing expert financial advice and guidance to help individuals and businesses navigate the complexities of the financial world. Our team of experienced advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Mainsail Advisor Group, LLC is here to help you every step of the way. Contact us today to learn more about how we can assist you with your financial needs.

Edward Jones - Financial Advisor: Haley C Adams, CFP®|ChFC®|AAMS™ is a reputable financial institution located at 628 Somerville Avenue in Somerville, Massachusetts, United States. Specializing in financial planning and investment management, Haley C Adams is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS™) with a wealth of experience and expertise in helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Haley C Adams can provide personalized strategies tailored to your specific needs. Trust in Edward Jones - Financial Advisor: Haley C Adams, CFP®|ChFC®|AAMS™ for all your financial planning needs.