Financial Advisory Services in New Boston, Massachusetts - ViewLocate

Filter

Bodner JJ Insurance Agency photos

Bodner JJ Insurance Agency, Boston

Boston / Massachusetts / United States

0.0

As an independent insurance agency, our goal is to assist you in all your insurance needs. We will help you manage and plan for all your potential risks. As professionals, we assess your needs and offer you a variety of insurance products to choose from. Service, whether it is in response to an insurance claim or general question, is the most important value we offer you. We work hard to build a trusted relationship with our customers. We strive to make you feel both comfortable with and confident in our abilities. We are an organization dedicated to our customers. We seek out the best companies that offer the appropriate coverages at a fair price.

Edward Jones - Financial Advisor: Jonathan Schonberg photos

Edward Jones - Financial Advisor: Jonathan Schonberg, Boston

Boston / Massachusetts / United States

0.0

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Bank of America photos

Bank of America, Boston

Boston / Massachusetts / United States

0.0

Welcome to Bank of America in Boston, MA, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.

Advanced Technology Ventures photos

Advanced Technology Ventures, Boston

Boston / Massachusetts / United States

0.0

Advanced Technology Ventures, also known as ATV, is a bicoastal venture capital firm. Founded in 1979, it works with entrepreneurial teams in the Information Technology and health care markets. It offers a variety of solutions to meet the performance marketing needs of clients in the online and mobile markets. The company maintains a cloud computing and dynamic data center that facilitates the consumption of computing resources, including cycles, memory and bandwidth. It also offers several solutions that enable the distribution, consumption and monetization of video through the Web. Advanced Technology Ventures products also provide assistance with immunomodulation and targeted drug delivery studies.

Guy Carpenter & Co LLC photos

Guy Carpenter & Co LLC, Boston

Boston / Massachusetts / United States

0.0

With offices in the United States and abroad, Guy Carpenter & Company is a reinsurance intermediary business. It provides consulting and advisory services to insurance and reinsurance companies and creates specialized risk management solutions for it clients. Its areas of expertise include investment banking, general casualty, agriculture, aerospace and aviation, and worker's compensation.

Bank of America photos

Bank of America, Boston

Boston / Massachusetts / United States

0.0

Welcome to Bank of America in Boston, MA, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.

Smartleaf photos

Smartleaf, Boston

Boston / Massachusetts / United States

0.0

Financial Advisory Services

Smartleaf is a software provider for financial firms that manage individual investor accounts. Its featured product, Smartleaf Portfolio Manager, provides an integrated workflow solution for the customized management of individual portfolios. It is a Web-based software platform and data service that integrates with accounting and trade order systems. On a daily basis, the product generates actionable tax-lot trade recommendations for individual portfolios, and it allows investment firms to manage thousands of accounts with efficiency. Smartleaf is a private company based in Cambridge, Mass.

Deloitte photos

Deloitte, Boston

Boston / Massachusetts / United States

0.0

Deloitte is a subsidiary of Deloitte Touche Tohmatsu, an organization of member firms around the world that provide professional and advice services that are focused on client services. The global company applies a strategy that is executed locally in nearly 150 countries. With access to more than 120,000 associates, Deloitte offers services in four professional areas: audit, tax, consulting and advisory services. The company serves more than half of the world s largest companies, along with large national enterprises, public institutions and local clients. Deloitte s operations in the United States serve almost 30,000 people in more than 80 cities, including Boston.

John Hancock Financial Network photos

John Hancock Financial Network, Boston

Boston / Massachusetts / United States

0.0

John Hancock Financial Services is a part of Manulife Financial Corporation, which serves customers in more than 15 countries and territories worldwide. The company offers a range of financial protection products and wealth management services. It provides equity, fixed-income, international and sector funds. John Hancock Financial Services offers a variety of long-term care insurance products through financial professionals, employers and associations. The company also provides whole, term, variable and universal life insurance options through John Hancock Life Insurance Company. It additionally offers college savings and business insurance products and fixed- and variable-rate annuities.

The Smith Cos Ltd photos

The Smith Cos Ltd, Boston

Boston / Massachusetts / United States

0.0

Smith Companies is one of the world s largest insurance carriers. The company has placed more than $50 billion of insurance in the United States, as well as Asia. In operation for over 40 years, it offers technical support: in-house legal counseling and advanced marketing operations. Smith Companies also provides advanced filed underwriting and policy owner support solutions. In addition, the company offers fixed and indexed annuity product analysis services. It provides assistance with business plan development works. Smith Companies offers several bank-owned life insurance plans for people in Massachusetts and Florida. The company has partnerships with Capitas Financial. It additionally provides access to various educational resources.

Guaranty Fund Management Service photos

Guaranty Fund Management Service, Boston

Boston / Massachusetts / United States

0.0

Guaranty Fund Management Services is a voluntary, nonprofit, unincorporated association that provides management and claims supervisory services to its member associations and funds. It assists member associations in discharging their respective statutory responsibilities to handle promptly and efficiently covered claims against insolvent property and casualty insurers. Guaranty Fund Management Services also assists member associations in providing related services to property and casualty insurers and insurer organizations. Its members include the Connecticut Insurance Guaranty Association, District of Columbia Insurance Guaranty Association, Maine Insurance Guaranty Association, Massachusetts Insurers Insolvency Fund, New Hampshire Insurance Guaranty Association, Rhode Island Insurers Insolvency Fund, Vermont Property and Casualty Insurance Guaranty Association and Virginia Property and Casualty Insurance Guaranty Association. Guaranty Fund Management Services maintains a location in Boston.

Back Bay photos

Back Bay, Boston

Boston / Massachusetts / United States

0.0

Bank of America photos

Bank of America, Boston

Boston / Massachusetts / United States

0.0

Welcome to Bank of America in Boston, MA, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.

Roger Gordon Adjuster LLC photos

Roger Gordon Adjuster LLC, Boston

Boston / Massachusetts / United States

0.0

Roger Gordon Adjusters, L.L.C., is a public insurance adjuster based in Boston. This firm provides loss adjustment services for damage that results from collapses, smoke, vandalism, water, fire, windstorms, explosions and other occurrences. This firm represents policyholders and makes sure that clients are fully reimbursed by their providers in a timely manner. Roger Gordon Adjusters represents clients throughout New England. Visit this firm's website for more information and call or fax with questions, comments and concerns.

Pearl Street Capital Advisors photos

Pearl Street Capital Advisors, Boston

Boston / Massachusetts / United States

0.0

Pearl Street Capital Group is an asset management firm that specializes in private equity investments. To learn more, visit the website or call the number provided.

Merrill Lynch Wealth Management photos

Merrill Lynch Wealth Management, Boston

Boston / Massachusetts / United States

0.0

Welcome to Merrill Lynch in BOSTON, MA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients most pressing strategic, financial and investment needs.

Liberty Mutual Group Inc photos

Liberty Mutual Group Inc, Boston

Boston / Massachusetts / United States

0.0

Founded in 1912, Liberty Mutual Group offers a range of insurance products and services for individuals, families and businesses. The group is one of the largest property and casualty insurers in the United States. It provides automobile, homeowners and workers compensation insurance solutions. The group offers insurance coverage for general liability and group disability. Liberty Mutual Group operates more than 900 offices throughout the world. With over $28 billion in annual revenues, it offers commercial multiple peril and fire insurance products. The group is accredited by the Better Business Bureau. Liberty Mutual Group has a staff of nearly 45,000 employees. The company offers a variety of traditional and variable life insurance and annuity products through its subsidiary, Liberty Life Assurance Company of Boston. It is a part of Liberty Mutual Holding Company.

Bank of America photos

Bank of America, Boston

Boston / Massachusetts / United States

0.0

Welcome to Bank of America in Boston, MA, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.

Curtin and Associates - Ameriprise Financial Services, Inc. photos

Curtin and Associates - Ameriprise Financial Services, Inc., Boston

Boston / Massachusetts / United States

0.0

Putting clients first; its what we do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Were proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Brightsphere Investment Group Inc photos

Brightsphere Investment Group Inc, Boston

Boston / Massachusetts / United States

0.0

Old Mutual Asset Management is the holding company for more than 15 firms that specialize in investment strategies for institutional and individual investors. Its affiliates include Xenon Group, Heitman Real Estate Securities, North Capital, Copper Rock Capital Partners, Ashfield Capital Partners, The Campbell Group and Mewhinney & Strauss. The company s affiliates have over $240 billion assets under management. Old Mutual Asset Management offers access to nearly 100 asset management strategies for institutional and individual investors. The company is a part of Old Mutual, which is an international financial service company with operations in asset management, life assurance, banking and general insurance.