Accounting Services | Banks | Credit Unions | Financial Planning | Financial Services |
Investment Banking | Investment Management | Tax & Tax Planning
ACCOUNTING SERVICES
Coming Soon!
ACCOUNTING SERVICES - CERTIFIED PUBLIC
ALEXANDER, ARONSON, FINNING & CO.
57 River Street
Suite 301
Wellesley, MA 02481
T: 781-431-0300
F: 781-431-0302
W: www.aafcpa.com
Joel Aronson
Certified public accountants, business advisory services, tax strategies, wealth management and investments.
GRANT & POTTACKAL, P.C.
31 Washington Street
Wellesley, MA 02481
T: 781-431-7211
F: 781-431-0706
W: www.grantpottackal.com
Christopher J. Grant, CPA
New in 1995, certified public accountants.
LAMPIRIS & COMPANY CPAs, PC
36 Pond Brook Circle
Weston, MA 02493
T: 508-270-4533
F: 508-270-4534
W: www.lampiriscpa.com
John Lampiris CPA
Accounting and tax services for a wide variety of industries. Financial statement preparation and review; tax preparation for individuals and corporations, partnerships, LLC’s and trusts. Established in 1991.
BANKS
BROOKLINE BANK
5 Washington Street
Wellesley, MA 02481
T: 781-237-2378
F: 781-237-2397
W: www.brooklinebank.com
Helena R. Fonseca
Brookline Bank is a full-service financial institution, we provide individuals and businesses with deposit and lending services, residential mortgages and home equity lending, commercial and CRE lending, cash management, merchant services, and access to investment services. As of June, 2010, Brookline Bank will operate 20 branches in the Greater Boston. As a trusted financial partner to our customers, it\\\'s our everyday commitment to do more, deliver more, and exceed expectations.
CAMBRIDGE SAVINGS BANK
1374 Massachusetts Avenue
Cambridge, MA 02138
T: 617-864-8700
F: 617-441-4390
W: www.cambridgesavings.com
Amy I. Corda
E: acorda@cambridgesavings.com
Cambridge Savings Bank is a state-chartered, mutual savings bank headquartered in Cambridge, MA. Founded in 1834, the bank is a full-service financial institution with $2.2billion in assets. As one of the oldest and largest community banks in Massachusetts, the Bank offers a full line of consumer and business banking services and has 15 banking centers located in Cambridge, Acton, Arlington, Bedford, Belmont, Burlington, Concord, Lexington, Newton Centre and Watertown.
CITIZENS BANK
182 Linden Street
Wellesley, MA 02482-7933
T: 781-239-3300
F: 781-283-5888
W: www.citizensbank.com
Julie Llave
Full service bank.
FIRST COMMONS BANK
61 Linden Street
Wellesley, MA 02482
T: 617-243-4400
W: www.firstcommonsbank.com
Debby Chui
Customer service is our first priority. That's why we employ the latest banking technology, tailored with a personal touch, to make your experience simple, sensible - and above all, pleasant. We offer a full range of services for business and personal needs such as free ATM access in the SUM network, free online banking and bill pay, free mobile banking, free coin counter service, free monthly electronic statement, free parking at the rear entrance of the bank, and great rates too!
MIDDLESEX SAVINGS BANK
200 Linden Street
Wellesley, MA 02482
T: 781-237-5233
F: 781-237-3945
W: www.middlesexbank.com
Sharlene Harris
Full service mutual savings bank offering a wide range of products and services to individuals and businesses.
NEEDHAM BANK
458 Washington Street
Wellesley, MA 02482
T: 781-237-0210
F: 781-474-5477
W: www.needhambank.com
Christopher Teachout
Community Bank since 1892 serving the needs of individuals and businesses, specializing in commercial banking and construction lending.
ROCKLAND TRUST
330 Washington Street
Wellesley, MA 02481
T: 781-235-8010
F: 781-235-8020
W: www.rocklandtrust.com
Daisy Siddiqui
Full service community bank with a broad array of products and services for both retail and business clients.
TD BANK
380 Washington Street
Wellesley, MA 02481
T: 781-235-1005
F: 781-235-1063
W: www.tdbanknorth.com
Joanne Hilger
Community bank offering consumer and commercial products and services.
WELLESLEY BANK
40 Central Street
Wellesley, MA 02482
T: 781-235-2550
F: 781-235-6092
W: www.wellesleybank.com
Edwin G. Silver
Since 1911. Residential and commercial lending, business and personal checking accounts, money market accounts, CDs & IRAs.
BANKS/CREDIT UNIONS
BRIDGEWATER CREDIT UNION
3A Whiting Road
Dover, MA 02030
T: 800-897-0343; 508-785-1738
F: 508-785-1093
W: www.bridgewatercu.com
Joshua Berglund
Bridgewater Credit Union is a full service member owned financial institution offering a variety of savings and loan products.
FINANCIAL PLANNING
RAYMOND JAMES & ASSOCIATES, INC.
60 William Street, Suite 150,
Wellesley Hills, MA 02481
T: 781-235-1704
F: 781-235-4969
E: ed.moffitt@raymondjames.com
W: www.raymondjames.com/moffitt
Edward J. Moffitt, CFP
Ed Moffitt is a Certified Financial Planner professional who provides comprehensive financial planning to business owners, families, and corporations. He also uses the vast resources at Raymond James to assist CPA's and estate attorneys on various client needs such as asset management, insurance planning, income planning, and long-term care planning.
FINANCIAL SERVICES
ARGENT WEALTH MANAGEMENT, INC.
13 Riverside Road
Weston, MA 02493
T: 781-894-1117
F: 781-894-1564
E: dduchesneau@argentwm.com
David H. Duchesneau, Esq.
Financial, estate, and tax planning.
MERRILL LYNCH
45 William Street
Suite 100
Wellesley, MA 02481
T: 781-431-4005
F: 781-559-0782
W: www.ml.com
Brendan Krebs
Provides a wide range of financial services to individuals and businesses.
PATRIOT FINANCIAL GROUP
2 Park Central Drive
Suite 200
Southborough, MA
T: 781-697-0144
F: 508-573-1076
Erick Kainen
E: ekainen@patriot-financial-group.com
We are a team of independent financial advisors both securities licensed and non-securities licensed. Each of our team members has a very specific specialization within financial planning. We use financial planning as a platform for numerous business ventures.
PIAKER FOWLER GROUP
One Hollis Street
Suite 301
Wellesley, MA 02482-4673
T: 781-431-2557
Matthew Piaker
Estate and tax planning.
SUN LIFE FINANCIAL
One Sun Life Executive Park
Wellesley Hills, MA 02481-5699
T: 800-SUN-LIFE
F: 781-446-1234
W: www.sunlife-usa.com
Alexi Maravel
Insurance and financial services.
TILTON STURMAN FINANCIAL
950 Winter Street
Suite 4250
Waltham, MA 02451
T: 781-890-6484
F: 781-890-6463
W: www.tiltonsturman.com
Nathaniel Tilton
E: ntilton@tiltonsturman.com
Tilton Sturman Financial, Inc. is a full-service independent financial consulting firm specializing in managing money for individuals and families. Through an in-depth understanding of each client's financial position, unique goals and objectives, and the personal values which they hold, we customize suitable and solid financial plans and investment strategies.
INVESTMENT BANKING
DUNN & PARTNERS LLC
225 Franklin Street, 26th Floor
Boston, MA 02110
T: 617-451-0001
E: grush@dunnpartners.com
W: www.dunnpartners.com
Gregory R. Rush
Merger and acquisition, private placement, valuation, fairness opinion and financial advisory services to private and family owned businesses, as well as public companies. Securities offered through Burch & Company, Inc.
INVESTMENT MANAGEMENT
HORI CAPITAL MANAGEMENT, INC.
45 Arnold Road
Wellesley, MA 02481
T: 781-235-5471
F: 781-431-1824
Calvin Hori
Stock investing.
TAX & TAX PLANNING
FILLO FINANCIAL LLC
One Hollis Street
Suite 301
Wellesley, MA 02482
T: 781-235-6256
F: 781-431-8732
E: filloconsult@verizon.net
Mary Ellen Fillo
Provides extensive tax services to individuals, small businesses, estates and trusts.