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Chamber Member
Financial Planning Solutions, LLC
Fee only, Fiduciary, Divorce Planning, Widows, Loss of Spouse, Paying for CollegeFee only, Fiduciary, Divorce Planning, Widows, Loss of Spouse, Paying for College
The Moody Street Group
The Moody Street Group, LLC, a General Agency of the companies of OneAmerica®,The Moody Street Group, LLC, a General Agency of the companies of OneAmerica®,
Chamber Member
Cambridge Trust - Linden Square
Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.
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.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.Rockland Trust is dedicated to our customers in Massachusetts and Rhode Island, standing as the sole bank subsidiary of Independent Bank Corp.
Chamber Member
Cambridge Trust - Needham
Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.
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.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
Robert Fine & Associates
Investment and Insurance Strategy, Planning, and AdviceInvestment and Insurance Strategy, Planning, and Advice
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.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.
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Chamber Member
Chamber Member
Asset Management Resources
Financial Planner, Financial Educator, and CERTIFIED FINANCIAL PLANNER™ ProfessionalFinancial Planner, Financial Educator, and CERTIFIED FINANCIAL PLANNER™ Professional
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 choicePreparation of 2019 tax return -- 100% of fees charged for service will be donated to a 501(c)(3) charity of your choice
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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.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.
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.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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Chamber Member
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.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.
Chamber Member
Cambridge Savings Bank
Cambridge Savings Bank is a full-service banking institution with over $5 billion in assets.Cambridge Savings Bank is a full-service banking institution with over $5 billion in assets.
Chamber Member
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 solutionsMy 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
Morgan Stanley
We help families, business owners, and corporate executives build wealth strategies to preserve capital and achieve their long-term goals.We help families, business owners, and corporate executives build wealth strategies to preserve capital and achieve their long-term goals.
Chamber Member
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.Rockland Trust is dedicated to our customers in Massachusetts and Rhode Island, standing as the sole bank subsidiary of Independent Bank Corp.
Chamber Member
Adviser Investments
Wealth-management firm with ~80 employees and $5-billion of assets under management.Wealth-management firm with ~80 employees and $5-billion of assets under management.
Chamber Member
Cambridge Trust
Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.
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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.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.We are an independent wealth management firm based in Needham committed to helping you make decisions that serve your best interests.
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.Rockland Trust is dedicated to our customers in Massachusetts and Rhode Island, standing as the sole bank subsidiary of Independent Bank Corp.
Chamber Member
Cambridge Trust - Wellesley Square
Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.
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 ServicesHelping 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
Cambridge Trust - Newton Centre
Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.Cambridge Trust is a private bank providing dedicated personal attention and custom solutions to build and preserve wealth.
Chamber Member
Mortgage Network
''Mortgage financing with a personal touch.''''Mortgage financing with a personal touch.''
Chamber Member
Scipione Bookkeeping Services
Count On Us For All Of Your Bookkeeping NeedsCount On Us For All Of Your Bookkeeping Needs
