The Village Bank
With a proud history spanning more than a century, The Village Bank is now the only remaining mutual community bank headquartered in the City of Newton.
Needham Bank
Needham Bank is the quintessential community bank, serving Boston and its neighboring communities continuously since 1892.
Levine, Caufield, Martin & Goldberg, PC
''LCMG'' is a full-service public accounting firm. Our clients include a diverse base of individuals, business entities and not for profits. We do more than just prepare your tax return.
Scipione Bookkeeping Services
Count On Us For All Of Your Bookkeeping Needs
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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.
Nixon Insurance Agency
A locally owned agency
Dedham Savings
Since 1831, Dedham Savings has taken pride in serving our communities with the utmost respect, care, attention, and support. Through those years, we’ve been more than a bank to our customers.
Sapers & Wallack, Inc.
Financial Planner, Financial Educator, and CERTIFIED FINANCIAL PLANNER™ Professional
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Client Priority Financial Advisors LLC
CPFA is an hourly, fee-based financial planner and advisor that helps individuals and families to achieve their financial goals, advising on retirement and college planning, budgeting and other needs.
Morgan Stanley
Financial Planning, Wealth Management, Retirement Planning, 401K, IRA, Estate Planning, Trust Account, Foundation, Cash Management, Lending, Fixed Income, 529 Plans, Alternative Investment, PE, REIT
Ameriprise Financial
Inas Alawam is a Financial Advisor with Ameriprise Financial
Balance Wealth Advisors
We advise clients to approach financial planning as a puzzle. We follow a simple guiding principal when working with clients: We won't give anyone advice that we would not give to our own families.
American Payroll Services, Inc.
American Payroll Services, Inc. offers you the complete, professional and personalized payroll service.
Cambridge Savings Bank
Cambridge Savings Bank is a full-service banking institution with over $4 billion in assets.
Mortgage Network
''Mortgage financing with a personal touch.''
Wintrust Mortgage Corporation
With the clout of a large national lender and the service delivery of a small local partner, Wintrust is here to support and educate all through the complex mortgage process.
Kaplansky Insurance Agency
Kaplansky Insurance is an independent insurance agency offering a comprehensive suite of insurance solutions and financial services to protect you from the unexpected.
Partridge Snow & Hahn, LLP
Providing practical tax, legal and regulatory advice for businesses and non-profit organizations
ALL CPAs
ALL CPAs is a full-service certified public accounting and business advisory firm located in Chestnut Hill, MA.
Wells Fargo Advisors
Investment professional serving the needs of individual, corporate and institutional clients.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.
Direct Federal Credit Union
Direct Federal is a federally insured credit union located in Needham, Massachusetts. Starting as a local lender in 1953, Direct has served several hundreds of thousands of satisfied members.
Century Bank
Century Bank is the largest family-run bank in New England with $5.2 billion in assets. The Company operates 27 banking offices in 20 cities and towns in Massachusetts including two offices in Newton.
ACSIA Partners - Long Term Care Plans
Specializing exclusively in long term care planning for individuals and business owners.
Assurance Family Partners, LLC
Assurance Family Partners assists and empowers individuals and families with Daily Money Management - the management and coordination of personal, financial and other administrative matters.
Brookline Bank
Brookline Bank is a full service financial institution that delivers an array of valuable products geared to helping individuals and businesses manage their finances in the Greater Boston area.
Bearingstar Insurance
Personal Insurance - Home and auto
Financial Planning Solutions, LLC
We are an independent financial planning firm that specializes in helping people in their 40s and 50s worry less about their money. We help them come up with solutions to achieve their goals such as r
BlumShapiro
blumshapiro is the largest regional tax, accounting and business advisory firm based in New England with offices in Connecticut, Massachusetts and Rhode Island, servicing businesses and individuals.
Credit Advisers LLC
Realistic solutions to consumer credit conundrums!
Anchor Insurance Group, Inc.
Independent Insurance Agency - Auto, Home & Business - We represent MANY different companies so that we can give you the most competitive quote!
Adviser Investments
Wealth-management firm with ~80 employees and $5-billion of assets under management.
AGS TAX GROUP
Tax Preparation Financial Planning Business Advisory
Edelman Financial Services
Edelman Financial Services is a national, independent firm of financial advisors with financial planners located in Burlington, with more than $21.6 billion in assets for more than 36,000 families.
Robert Fine & Associates
Investment and Insurance Strategy, Planning, and Advice
Eastern Bank - Newton Centre
For over 200 years, Eastern Bank has offered banking, investments and insurance all under one roof.
GEICO Insurance
Auto, Home, Motorcycle, and Renters Insurance
TD Bank
TD Bank offers a broad array of Retail, Small Business, & Commercial Banking Products & Services through it's extensive network of thousands of convenient locations & ATMs throughout the Eastern US.
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Planned Lifetime Assistance Network of MA and RI
A nonprofit organization administering special needs pooled trusts for people with disabilities.
Provider Group
Insurance brokerage and employee benefits firm offering industry specific expertise tailored to your unique operations and personal situation. We help minimize risk and lower costs.
J.M. Whitney Insurance Inc.
J.M. Whitney Companies provide Professional Commercial and Personal Insurance and Real Estate Solutions to the Greater Boston Community.
Wellesley Bank
Wellesley Bank is a Premier Bank and Wealth Management Company that has been serving Wellesley, Newton, and the greater Boston area for over 100 years.
Edward Jones
Financial Services
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.
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Rockland Trust Bank
At Rockland Trust, the relationship we have with our customers is important to us.
E3 Financial Planning
We are an independent, comprehensive financial planning and wealth management firm working with successful young professionals and women in the greater Boston area.
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
Martin S. Kofman, CPA
Preparation of 2019 tax return -- 100% of fees charged for service will be donated to a 501(c)(3) charity of your choice
