Financial Services

Chamber Member

Rockland Trust Bank - Needham

Rockland Trust is dedicated to our customers in Massachusetts and Rhode Island, standing as the sole bank subsidiary of Independent Bank Corp.

Chamber Member

Vantage Point Financial

Independent financial firm that provides fee-based advice, from managing debt to evaluating portfolios in your 401k or any other account, using index funds to optimize your overall financial plan.

Chamber Member

Needham Bank

For decades, Needham Bank has been known as ''the Builder's Bank'' because of our highly regarded expertise in serving area builders and developers quickly and efficiently.

Chamber Member

Zielonka Financial Services LLC

Helping you manage taxes, build wealth and leave a legacy. Investment and financial planning services are offered by Nathan Zielonka EA, CFP through his affiliation with HD Vest Financial Services

Chamber Member

Needham Bank - Wellesley

For decades, Needham Bank has been known as ''the Builder's Bank'' because of our highly regarded expertise in serving area builders and developers quickly and efficiently.

Shepherd Financial Partners Chamber Member

Cambridge Trust

Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.

Chamber Member

The Moody Street Group

The Moody Street Group, LLC, a General Agency of the companies of OneAmerica®,

Chamber Member

Cambridge Trust - Newton Centre

Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.

Breakwater Financial, LLC Chamber Member

Cambridge Trust - Wellesley Square

Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.

Chamber Member

Rockland Trust Bank - Newton Highlands

Rockland Trust is dedicated to our customers in Massachusetts and Rhode Island, standing as the sole bank subsidiary of Independent Bank Corp.

Northwestern Mutual Chamber Member

My goal as an Edward Jones Financial Advisor is to help serious, long-term individual investors achieve their financial goals. I do this by understanding your needs and implementing tailored solutions

Chamber Member

Cambridge Trust - Wellesley Lower Falls

Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.

Morgan Stanley Chamber Member

Morgan Stanley

Morgan Stanley Chamber Member

Morgan Stanley

Chamber Member

Cambridge Trust - Linden Square

Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.

Chamber Member

Financial Planning Solutions, LLC

Fee only, Fiduciary, Divorce Planning, Widows, Loss of Spouse, Paying for College

Chamber Member

Rockland Trust Bank

Rockland Trust is dedicated to our customers in Massachusetts and Rhode Island, standing as the sole bank subsidiary of Independent Bank Corp.

Chamber Member

E3 Financial Planning

We are an independent wealth management firm based in Needham committed to helping you make decisions that serve your best interests.

Chamber Member

Client Priority Financial Advisors LLC

CPFA is an hourly, fee-only financial planner and advisor that helps individuals and families to achieve their financial goals, advising on retirement and college planning, budgeting and other needs.