Futures Market-Crude Oil | Investment Banking | Investment Management
ACCOUNTING SERVICES
AGS FINANCIAL MANAGEMENT LLC
Nine Wedgwood Road
Wellesley, MA 02481
T: 781-235-5599
F: 339-686-3034
E: anna@agsfinancial.com
W: www.agsfinancial.com
Anna Sereiko
Effective accounting solutions for small businesses including financial reporting, cash management and financial planning.
THE PAOLILLO FINANCIAL PLANNING GROUP
A Division of Milkcase Gang Productions, LLC
180 Linden Street
Wellesley, MA 02482
T: 781-489-3384
W: www.pfpgroupusa.com; www.milkcasegang.com
Len Paolillo and Jonathan Paolillo
Business Services: Having had past experience running small businesses we are positioned to help your business realize its profit potential through our business round table discussions, consulting, sales/product profitability analyses, interim management and accounting services – a perfect adjunct to your existing accounting and legal teams.
Personal Services: Our service extends to personal advisory which includes assistance with loans and mortgages, depreciation, tax and lifestyle planning and tax return preparation.
Creativity: In addition, we have animated characters for license, franchising concepts, and an Education/Entertainment/E-Commerce website.
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.
CITIZENS BANK
182 Linden Street
Wellesley, MA 02482-7933
T: 781-239-3300
F: 781-283-5888
W: www.citizensbank.com
Debby Chui
Full service bank.
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.
70 Walnut Street
Suite 117
Wellesley Hills, MA 02481
T: 781-239-7555
F: 781-239-8005
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.
EAGLE STRATEGIES
800 South Street
Suite 600
Waltham, MA 02453
T: 781-398-8569
F: 781-899-5829
W: www.johnhoward.nylagents.com
John L. Howard, Jr.
Mortgage and income protection; education, estate, retirement, and long-term
care planning.
EDWARD JONES INVESTMENTS
348 Washington Street
Wellesley Hills, MA 02481
T: 781-431-9500
F: 888-338-8272
W: www.edwardjones.com
Paul Lam
Focus on the individual investor. Specializing in retirement planning, college planning, and tax-free investing.
MARKET SHIELD CAPITAL, LLC
21 Eliot Street
South Natick, MA 01760
T: 508-647-9997
F: 508-647-3121
W: www.marketshieldcapital.com
Donna M. Papasadero
Market Shield Capital is a unique financial services firm delivering creative loan solutions to homeowners and multifamily borrowers. Our lending approach enhances cash flow and reduces default risk because it gives borrowers payment relief in down markets; while providing our investors the upside of inflation protection and market performance.
Consumer lending: We offer home owners in good financial standing but who may face difficulties in meeting monthly payment obligations personal loans whose interest rate is tied to an affordability index. What they owe is always in proportion to what home renters in their areas are paying - as renters in their area are able to pay more or less, their loan interest also rises or falls. Our consumer loan programs are either credit card debt replacement loans, or cash flow supplementing loans.
Commercial lending: We also provide multifamily building loans. Loan payments fluctuate with local market rental conditions, protecting building cash flows.
MERRILL LYNCH
45 William Street
Suite 100
Wellesley, MA 02481
T: 781-431-4005
F: 781-559-0782
W: www.ml.com
Mary Reineman
Provides a wide range of financial services to individuals and businesses.
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.
FINANCIAL SERVICES PROFESSIONAL
EDITH WOODCOCK CLU/ChFC/CLTC
P.O. Box 316
Medfield, MA 02052
T: 508-528-6864
F: 508-528-6861
E: ewmeserve@comcast.net or ewoodcock@nyl.com
W: www.ewoodcock.com
Edith Woodcock
Providing insurance and financial advisory services to individuals and small businesses.
FUTURES MARKET - CRUDE OIL
OIL COMBINATIONS, INC.
70 Walnut Street
Wellesley, MA 02481-2175
T: 781-893-5850
F: 781-893-5994
Peter Young, Jr.
We provide database services to the crude oil futures trading industry.
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.
NEW ENGLAND BUSINESS EXCHANGE, INC.
60 Walnut Street
Third Floor
Wellesley, MA 02481-2103
T: 781-431-0909
F: 781-431-7221
Stephen F. Madden
Mergers and acquisitions advisory.
WOODCLIFF COMPANY, LLC
101 Federal Street
Suite 810
Boston, MA 02110
T: 617-595-4933
W: www.woodcliffco.com
Russ Salisbury
Investment banking.
INVESTMENT MANAGEMENT
THE DANFORTH ASSOCIATES, INC.
One Hollis Street
Suite 206
Wellesley, MA 02482-4631
T: 781-235-9100
F: 781-235-8028
W: www.danforthassociates.com
Stuart Danforth
A registered investment advisor providing investment management to families, business owners, and charitable organizations.
HORI CAPITAL MANAGEMENT, INC.
45 Arnold Road
Wellesley, MA 02481
T: 781-235-5471
F: 781-431-1824
Calvin Hori
Stock investing.