Banking, Finance & Insurance

The Part-Time Benefits Company

We partner with Brokers/Agents & Businesses to bring part-time employees the essential benefits that they and their families need, including unlimited $0 doctors visits, dental, vision and much more.

Platinum Insurance Agency

Platinum Insurance Agency is an independent insurance agency providing personal, commercial and specialty insurance option for our clients. We provide the best insurance solutions for our customers.

Ameriprise Financial - James Swallow

My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice designed to help you reach your goals, giving you greater confidence.

Baystate Financial - Steve Shaw, Financial Advisor

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals

Northeast Investment Group

Through life’s ups and downs, the Northeast Investment Group is here with real-life wealth management services so you can easily and confidently make sense of your finances in today’s complex world.

Rockland Trust - Woburn Branch

Rockland Trust offers a wide range of banking, investment, and insurance services to businesses and individuals through retail branches,offices for commercial and residential lending and investments.

Adler Blanchard & Associates LLP

Adler Blanchard & Associates is proud of our reputation as accountants and business advisors. We provide innovative solutions to help our clients achieve their personal and financial objectives.

Appleton Partners - Christopher Sutherland

At Appleton, we treat every client like our only client, with personalized financial planning and investment solutions tailored to your unique needs, with the transparent partnership you deserve.

Common Trust Federal Credit Union

Common Trust Federal Credit Union offers friendly and personalized service from trustworthy staff and a wide variety of financial products with competitive rates.

Webster Bank

Since our beginning in 1935, Webster Bank has started every relationship with listening to what matters most to our customers and personalizing solutions that are responsive to their needs.

PMF Advisory - Paul Falewicz

We are 21st Century Accountants utilizing streamlined and transparent systems that offer our clients trust, mobility and efficiency like never before. We specialize in small business solutions.

WealthTrek by Hanscom Federal Credit Union

Hanscom Federal Credit Union offers free financial education for our members and as an employee benefit for our business partners. Our mission is to help our members do more with their money.

Secure Benefits Northeast

Secure Benefits Northeast helps leaders of businesses, professional practices and not-for-profits, plan and implement programs that protect the organization, themselves, key staff and families.

Rockland Trust - Burlington Branch

Rockland Trust offers a wide range of banking, investment, and insurance services to businesses and individuals through retail branches,offices for commercial and residential lending and investments.

Movement Mortgage - Todd Bettinson

At Movement Mortgage, we commit to building relationships based on communication. We get it home loans can be confusing and stressful – But they don’t have to be. And we work to make sure they aren’t.

Merrill Lynch Private Banking and Investment Group

Our mission is to help the families in our care organize and simplify their financial lives so they can focus on the people, places, and purposes that matter most!

Raj Kishan CPA Inc

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Saledas Insurance Solutions

We help people simplify their Medicare options so they can retire with complete peace of mind.

CCT Insurance

CCT Insurance offers the convenience of a local solution for all of your home, auto and small business needs.

LedgerLift Bookkeeping Solutions

Whether you need help with bookkeeping, financial analysis, or just some friendly advice, LedgerLift is here to lift you up. We’re not just your bookkeepers – we’re your partners in success!

Nadir Payments Consulting

Nadir Payments Consulting provides a free card processing education package and tailored consultation services to help businesses minimize their credit card processing fees and recoup revenue.

Lowell Five Bank

The Lowell Five is a service-oriented community bank, committed to empowering our customers with financial tools and technology to help their business and personal finances prosper.

Aflac - Nick Distelbrink

Aflac is a Fortune 500 company, providing financial protection to more than 50 million people worldwide. When a policyholder gets sick or hurt, Aflac pays cash benefits promptly, for eligible claims.

Cambridge Savings Bank

Cambridge Savings Bank sets itself apart from any other banking experience you’ll ever have. We treat every customer like they’re our only customer.

CrossCountry Mortgage - Joseph Girolamo

Our mission is to provide you with the best possible advice and benefit to your financial needs while facilitating a straightforward, transparent mortgage process for buyers, sellers and realtors.

Bank of America

At Bank of America, we are committed to ensuring our policies, products and programs all align to our purpose of making financial lives better for those we serve.

Finance Roadmap Planning

I'm dedicated to helping you create a solid financial plan for your future. Whether you're 2-7 years away from retirement or a high income earner struggling to manage your finances, I'm here to help.

Comparion Insurance - Michael Astuti

I’m here to help you protect the things in your life that you find most important at rates you’ll find affordable. I have access to a variety of carriers which allows me to customize your coverages.

Enterprise Bank & Trust

Enterprise Bank provides financial resources for growing businesses, professionals, non-profits and individuals that we welcome, not just as our customers, but as our neighbors.

Eastern Bank

At Eastern Bank we have built a legacy of investing in the communities we serve and helping our customers, communities and employees thrive and grow. This legacy is what drives our purpose.

Metro Credit Union

Metro is a not for profit financial cooperative, owned by and operated for its members. Our mission is to provide exceptional service and expert guidance to help members achieve their financial goals.

Northern Bank

Since 1960, Northern Bank has been the banking partner of choice for businesses and consumers throughout New England. We are deeply invested in the communities we serve and committed to giving back.

Salem Five Bank

At Salem Five, we're here to listen and help your business thrive. That's why our relationships start by understanding your business needs. We go beyond banking to support your business operations.

Digital Federal Credit Union

DCU provides personalized banking and lending services to consumers and businesses - checking, savings, credit cards, personal and business loans, student loans, Residential loans and much more...

Edward Jones - Jennifer Pollina, Financial Advisor

We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, and estate considerations.

Commonwealth Financial Group - Michael Naughton

We provide comprehensive financial planning services to bridge the gap between individuals & businesses and their aptitude.

Vallas & Arrison, PC

Vallas & Arrison PC provides a range of tax, accounting, consulting and advisory services to individuals and businesses in a variety of industries. Our service and planned approach sets us apart.

BrooklineBank - A Division of Beacon Bank & Trust

Since 1871, Brookline Bank has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships.

Troisi Bookkeeping Services, LLC

I work with business owners who are experts in their field, but need support in tracking finances, reconciling accounts, and preparing for tax season. I do this utilizing QuickBooks Online.

Axial Financial Group

Comprehensive Financial Services Centered on You.

Securities offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org

Reading Cooperative Bank

RCB has been a cooperative since 1886. Our customers own the bank along with us. After all these years, we’re just as committed to putting people over profits. We’re a community, not an institution.

PNC Bank

For more than 160 years, PNC has been committed to providing our clients with great service and powerful financial expertise to help them meet their financial goals.

PNC Wealth Management - Salvatore Mansueto

As a Wealth Advisor with PNC, I help clients to meet their investment objectives using a broad range of financial products & services. I provide personal solutions designed to meet individual goals.

Winchester Co-operative Bank

Winchester Co-operative Bank is a mutually owned, state-chartered, co-operative bank dedicated to meeting the financial needs of individuals, families, and businesses.

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Banking, Finance & Insurance