Wakefield Town Emloyees Credit Union is located in a small office on Tuttle Street. With more than 700 members and assets exceeding $2 million, this credit union offers loan, savings and asset management services. While appointments are not required, perspective patrons will likely find it convenient to schedule a meeting in advance.
This privately owned financial services firm is set up in the massive 27 Water Street business tower. Otturboli sells all manner of life insurance and offers retirement and estate planning and budget and wealth management. Otturboli offers a few home mortgage plans as well but really specializes in general financial planning and strategy. This is a small, functioning office, so it's best to call ahead before arriving.
U.S. Advisory Group is a wealth-management and consulting firm. Consultants and advisors have multiple years of experience and can assist accordingly.
Mavilio PC is located on the first floor of the large 27 Water Street business tower. Mavilio offers accounting, notary public and mortgage brokerage from its office here. This small firm is a good bet for any of these financial services if you are in the market for a more community-based, personal-accounting experience. It keeps normal hours, but it is best to call for an appointment.
Compass Point Retirement Planning provides financial services to residents of Middlesex County and neighboring areas. The company is a registered financial investment firm that specializes in retirement planning and projections.
Robert Guimond is a certified public accountant offering services to Wakefield and neighboring areas of metropolitan Boston. Guimond has multiple years of experience and can assist with a range of financial matters.
David Feeley is a certified public accountant with a private accounting firm based in Wakefield. The firm offers an array of accounting and tax services to business and individual clients, including bookkeeping, tax preparation and planning, retirement planning and estate planning. For further inquiries, phone the office at the listed number.
This corporate office for the Bulfinch Group is located in the sprawling 500 Edgewater business complex. Bulfinch is a comprehensive financial firm, with services ranging from retirement, estate and college planning to long term wealth management and investment strategies. It is a subsidiary of the Guardian Life Insurance Company, which was founded in 1860. Appointments are needed at this corporate office.
The New England Bankcard Association was founded in 1969 as a credit card and data processing center for New England financial institutions. The NEBA essentially supports the institutions in managing the use of credit and debit cards, including processing transactions and creating infrastructure for their use. The NEBA has grown beyond New England and now supports institutions across the nation and throughout much of the Western Hemisphere.
The advisors at American Express Tax & Business Services provide tax preparation and other financial services. Call the telephone number provided for more information.
Financial Business Brokers offers services to clients in various communities in and around Middlesex County. The real estate firm specializes in brokerage between businesses.