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Investments in New Boston, Massachusetts

TD Ameritrade photos
TD Ameritrade, Boston
Boston / Massachusetts / United States
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Citizens Bank photos
Citizens Bank, Boston
Boston / Massachusetts / United States
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At Citizens Bank, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or any other question about money, don’t keep it to yourself. Ask a Citizen. We have approximately 1,150 Citizens Bank branches in 11 states and approximately 3,300 ATMs. In addition, our customers stay connected with us 24/7 online, through our award-winning mobile app and via our round-the-clock customer contact center. Member FDIC. Equal Housing Lender.
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The Boston Group - Morgan Stanley photos
The Boston Group - Morgan Stanley
Boston / Massachusetts / United States
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Pegah Karimi focuses her practice in the high-tech area, particularly in the fields of physics, electrical and mechanical engineering and medical devices. Pegah assists clients with the preparation and prosecution of patent applications, competitive landscape analyses, and due diligence evaluations. Prior to joining the firm, Pegah was an in-house patent attorney at Olympus, where she has assisted in drafting and managing the worldwide patent portfolios of two of Olympus global business units.
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First Republic Bank photos
First Republic Bank, Boston
Boston / Massachusetts / United States
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Founded in 1985, First Republic and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. First Republic specializes in delivering exceptional, relationship-based service and offers a complete line of products, including residential, commercial and personal loans, deposit services, and wealth management. Services are offered through preferred banking or wealth management offices primarily in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach and San Diego, California; Portland, Oregon; Boston, Massachusetts; Palm Beach, Florida; Greenwich, Connecticut; New York, New York; and Jackson Hole, Wyoming. First Republic is a constituent of the S&P 500 Index and KBW Nasdaq Bank Index.
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Brighton House Associates photos
Brighton House Associates, Boston
Boston / Massachusetts / United States
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Santander Bank ATM photos
Santander Bank ATM, Boston
Boston / Massachusetts / United States
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In Boston, Santander Bank is here to help serve your financial needs. With more than 650 branches and more than 2,000 Santander ATMs across the Northeast, including many CVS/pharmacy® locations. With checking accounts, money market savings accounts, auto loans, personal loans, online banking, mortgages, and business banking – as well as a full suite of other banking products and services – Santander Bank’s network of 9,800 colleagues is here to help you and your business. Member FDIC. Equal Housing Lender.
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State Street photos
State Street, Boston
Boston / Massachusetts / United States
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State Street, with more than $1 trillion in assets under management, is one of the worlds leading providers of financial services to institutional investors. Its services span the entire investment spectrum, including research, investment management, trading services and investment servicing. The company offers an array of customized investment solutions to asset managers, pension funds, hedge funds, insurance companies, collective funds, mutual funds and nonprofit organizations. It offers fund accounting, fund administration, custody, securities lending, investment manager operations outsourcing, record keeping, performance and analytics. Ronald E. Logue has been the chief executive officer of State Street for more than two years. He has been with the banking firm for over 16 years. Logue earned a BS, and a MBA from Boston College. State Street has headquarters in Boston and operates in 26 countries and more than 100 geographic markets throughout the world. The company s shares are traded on the New York Stock Exchange under the symbol STT.
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Santander Bank photos
Santander Bank, Boston
Boston / Massachusetts / United States
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This Boston branch of Santander Bank is here to help serve your financial needs. With checking accounts, money market savings accounts, auto loans, personal loans, online banking, mortgages, and business banking – as well as a full suite of other banking products and services – Santander Bank’s network of 9,800 colleagues is here to help you and your business. With more than 650 branches and more than 2,000 Santander ATMs across the Northeast, including many CVS/pharmacy® locations. Member FDIC. Equal Housing Lender.
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Patrick Farrell - Morgan Stanley photos
Patrick Farrell - Morgan Stanley, Boston
Boston / Massachusetts / United States
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Courtney is an associate in the firms Private Client practice and advises clients going through domestic relations matters.
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Charles Schwab photos
Charles Schwab, Boston
Boston / Massachusetts / United States
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James S Smith - Morgan Stanley photos
James S Smith - Morgan Stanley, Boston
Boston / Massachusetts / United States
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As an attorney in the firms Private Client Group, Katie Menard Dalton focuses her practice on all aspects of domestic relations law. Her areas of concentration include marital planning (pre- and post-nuptial agreements), divorce, custody, paternity, child support, alimony, asset division, modifications, contempts and 209A restraining orders. Katie routinely handles high-net-worth divorces and high-conflict custody disputes.
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Santander Bank photos
Santander Bank, Boston
Boston / Massachusetts / United States
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This Boston branch of Santander Bank is here to help serve your financial needs. With checking accounts, money market savings accounts, auto loans, personal loans, online banking, mortgages, and business banking – as well as a full suite of other banking products and services – Santander Bank’s network of 9,800 colleagues is here to help you and your business. With more than 650 branches and more than 2,000 Santander ATMs across the Northeast, including many CVS/pharmacy® locations. Member FDIC. Equal Housing Lender.
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Santander Bank ATM photos
Santander Bank ATM, Boston
Boston / Massachusetts / United States
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In Boston, Santander Bank is here to help serve your financial needs. With more than 650 branches and more than 2,000 Santander ATMs across the Northeast, including many CVS/pharmacy® locations. With checking accounts, money market savings accounts, auto loans, personal loans, online banking, mortgages, and business banking – as well as a full suite of other banking products and services – Santander Bank’s network of 9,800 colleagues is here to help you and your business. Member FDIC. Equal Housing Lender.
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Citizens Bank photos
Citizens Bank, Boston
Boston / Massachusetts / United States
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At Citizens Bank, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or any other question about money, don’t keep it to yourself. Ask a Citizen. We have approximately 1,150 Citizens Bank branches in 11 states and approximately 3,300 ATMs. In addition, our customers stay connected with us 24/7 online, through our award-winning mobile app and via our round-the-clock customer contact center. Member FDIC. Equal Housing Lender.
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Boston Family Office photos
Boston Family Office
Boston / Massachusetts / United States
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Boston Family Office, located in Boston, is an asset management firm. The firm offers financial advice, investment management, custodial services through the Boston Safe Deposit and Trust Co., tax planning, and referrals to third parties. It focuses on long-term purchases of equities based on an analysis of a specific company s balance sheet, operating history, management, growth rate, market valuation, dividend, industry, and standing within its industry. The firm considers influence of trends in national and world economies, interest rates and inflation, demographics, consumer confidence, current and historical events. Its investments in municipal, corporate and government bonds are based on creditworthiness of the issuers, liquidity, years until maturity, coupon rate, and interest rate.
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Archer Bay Capital photos
Archer Bay Capital, Boston
Boston / Massachusetts / United States
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StockCross Financial Services photos
StockCross Financial Services, Boston
Boston / Massachusetts / United States
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StockCross is an independent trading and service firm for financial services investors. We provide financial services and investment guidance for individuals and institutions in over 45 countries.High Yield, Debt Securities, Analyst Report, Tax Free Bonds, Equity Growth, Stock Splits, Tax Shelter, Minimum Distribution, Financial Stability, Long Term Investments, Short Term Investments, Mutual Funds, Stock Research, Investment Income, Corporate Bonds, Municipal Bond, Municipal Bonds, Fixed Income, Asset Allocation, Government Bonds
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The Guardian Group of Boston - Morgan Stanley photos
The Guardian Group of Boston - Morgan Stanley
Boston / Massachusetts / United States
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As an attorney in the firms Private Client Group, Jordan Bowne concentrates his practice on all aspects of divorce, family law, and probate and trust litigation. He draws from his prior experience as a law clerk for the Massachusetts Probate & Family Court in counseling his clients about the nuances of the law and the court process.
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Trillium Asset Management photos
Trillium Asset Management, Boston
Boston / Massachusetts / United States
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Founded in 1982, Trillium Asset Management Corporation is an independent investment management firm that offers equity, balanced and fixed-income portfolios designed to meet specific financial and social objectives. Trillium Asset Management Corporation manages investment portfolios for individuals, family trusts, foundations, endowments, Employee Retirement Income Security Act funds and charitable accounts. The firm also offers referrals to professionals who specialize in several areas, such as estate and trust services, tax accounting, banking and planned gift administration. Trillium Asset Management Corporation works with clients professional advisors that include accountants, planners and attorneys to coordinate investment gains with other taxable events.
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Beal Consulting Group photos
Beal Consulting Group, Boston
Boston / Massachusetts / United States
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