Financial Services

Harvest Wealth Management

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.

Augustine Financial Solutions LLC

Cambridge Trust - Wellesley Lower Falls

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

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

Cambridge Trust - Newton Centre

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

The Bulfinch Group

The Bulfinch Group is a financial services and investment firm dedicated to ensuring that our clients — individuals, families and businesses — reach their maximum wealth potential and financial goal.

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.

Redwood Investments, LLC

Adviser Investments

Wealth-management firm with ~80 employees and $5-billion of assets under management.

Cambridge Trust - Linden Square

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

Mortgage Network

''Mortgage financing with a personal touch.''

Waterstone Advisors, LLC

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.

Morgan Stanley

We help families, business owners, and corporate executives build wealth strategies to preserve capital and achieve their long-term goals.

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.

Cambridge Trust - Wellesley Square

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

Planned Lifetime Assistance Network of MA and RI

A nonprofit organization administering special needs pooled trusts for people with disabilities.

Salem Five

Corporate Banking

Cambridge Savings Bank

Cambridge Savings Bank is a full-service banking institution with over $5 billion in assets.

Rockland Trust Bank - Newtonville

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

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.

New York Life

Cambridge Trust

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

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.

Asset Management Resources

Financial Planner, Financial Educator, and CERTIFIED FINANCIAL PLANNER™ Professional

Plum Street Advisors

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.

E3 Financial Planning

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

Weinberg Financial Group

Scipione Bookkeeping Services

Count On Us For All Of Your Bookkeeping Needs

Residential Mortgage Services Inc, NMLS# 441885

Edward Jones Investments

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

Robert Fine & Associates

Investment and Insurance Strategy, Planning, and Advice

Cambridge Trust - Needham

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