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Financial Advisory Services in Needham Heights, Massachusetts

Anthony Psikarakis - Ameriprise Financial Services, Inc. photos
Anthony Psikarakis - Ameriprise Financial Services, Inc., Needham Heights
Needham Heights / Massachusetts / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Susan Powers AGT - Armstrong Advisory Group photos
Susan Powers AGT - Armstrong Advisory Group, Needham Heights
Needham Heights / Massachusetts / United States
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CommonWealth Guardians photos
CommonWealth Guardians, Needham Heights
Needham Heights / Massachusetts / United States
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NorthStar Insurance photos
NorthStar Insurance, Needham Heights
Needham Heights / Massachusetts / United States
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Founded in 1995, independently owned NorthStar Insurance Services is one of New England?s largest independent insurance agencies. Our growth and size, however, has not changed the philosophy and approach on which we were founded.
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Centerpoint Advisors photos
Centerpoint Advisors, Needham Heights
Needham Heights / Massachusetts / United States
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Centerpoint Advisors provides a range of investment and wealth management services to individuals, small businesses, non-profit institutions, and money management firms. Our primary focus is on wealth accumulation, asset allocation, and retirement planning. And our strong commitment to individual service is at the very heart of what we do. Principals Richard Greene and Jennifer Wolfsberg have combined experience of more than 40 years in nearly every aspect of the investment field. Along with their experience, they bring a solid team approach to Centerpoint Advisors Supported by the resources of National Securities Corporation, Centerpoint Advisors is able to provide complete, world-class investment programs and services to every client, large or small. We would be happy to meet with you to discuss your specific investment needs. Contact us to make an appointment. With more than 30 years of experience in financial services, Richard Greene brings a deep knowledge of the industry to his clients. Alongside his private client practice, he has covered institutional relationships with firms such as Fidelity International, Paradigm Capital, the law firm of Hale & Dorr, and numerous Boston-based hedge funds. In addition, he has helped small companies raise capital through private placements. Richard Greene received a B.S. in Political Science from Brandeis University in 1976. He is an Investment Advisor Representative through National Asset Management, and is FINRA licensed ( Series 7, 63 & 65 ) as an Investment Specialist with National Securities Corporation. Richard Greene is co-founder of the Brandeis University Business and Professional Network. He also serves on the Endowment Committee for Congregation Mishkan Tefila in Chestnut Hill. Jennifers solid background in client management, qualified plans, complex securities transactions, and trading make her ideally suited to Centerpoints team approach. Her skills include portfolio management, client development and communications, and trading and operations. After graduating from Stonehill College with a B.S. in business administration, Jennifer began her career in financial services with Harold C. Brown, one of Buffalos largest investment advisors. Jennifer is also an Investment Advisor Representative through National Asset Management, and FINRA licensed ( Series 7, 63, 65 & 24 ) as an Investment Specialist with National Securities Corporation. Jennifer is also licensed to provide life, accident and health insurance in Massachusetts. His professional experience includes 14 years at Bear Stearns, where he was a Managing Director-Principal covering midsized institutions in all areas of fixed income. Prior to that, he was a specialist at PricewaterhouseCoopers in Boston, assisting venture capital backed private companies going public. John is licensed as a representative through National Asset Management, and FINRA licensed ( Series 7, 63 & 65 ) as an Investment Specialist with National Securities Corporation. Olga Poltoratskaya Okaty joined the Centerpoint team in July 2007. Olgas efforts are focused on financial planning, financial modeling, new product development, and investment research. Olga is a CERTIFIED FINANCIAL PLANNER professional and specializes in financial planning for retirement and education. Olga received a Masters Degree in International Finance and Economics from Brandeis University International Business School in May 2007. Olga also holds Bachelors degrees from Brandeis University in Russian Language and Literature, European Cultural Studies, and Economics. Olga is an Investment Advisor Representative through National Asset Management, and is FINRA licensed ( Series 7, 63 & 65 ) as an Investment Specialist with National Securities Corporation. Carolyn Sullivan joined the Centerpoint team as a Client Associate in September 2008, specializing in client relations, operations, and office management. Carolyn is a 2006 graduate of Brandeis University, with
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Morris & Morris, PC CPA photos
Morris & Morris, PC CPA, Needham Heights
Needham Heights / Massachusetts / United States
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Founded in 1981, Morris & Morris, P.C. is a public accounting firm, catering mainly to closely held and owner-operated businesses. It offers a variety of financial services, including accounting, employee benefits, audits, tax preparation and planning, business succession planning, payroll services, business consulting and retirement planning.

Located in Needham, this firm caters to both commercial businesses and individuals.

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Heritage Wealth Management photos
Heritage Wealth Management, Needham Heights
Needham Heights / Massachusetts / United States
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Heritage Wealth Management works with a select group of individuals and families to preserve and grow their wealth by developing integrated investment solutions. Our process involves unique styles of management tailored to our clients sophisticated needs and objectives. As an independent advisory firm we offer personalized, disciplined, transparent and holistic wealth management services. We strive to build long-lasting relationships with our clients through confidence and trust. Please note our Operations Center is located at: Zero Governors Avenue, Suite 34 Medford, MA 02155
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Prudential photos
Prudential, Needham Heights
Needham Heights / Massachusetts / United States
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Prudential Financial is one of the largest financial services institutions in the world and provides a range of services to individuals and institutional customers worldwide. The company offers services throughout the United States, Asia, Europe and Latin America. Prudential Financial provides asset management, relocation, real estate brokerage franchise, retail securities brokerage, banking and trust, and pension and retirement-related services. The company also offers insurance, securities and employment solutions through a global network of financial advisers and investment professionals. In addition, it provides financial products that include retirement planning and estate preservation calculators and life insurance estimators. Prudential Financial has been operational for more than 125 years and maintains a location in Needham, Mass.
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One America Financial Partners photos
One America Financial Partners, Needham Heights
Needham Heights / Massachusetts / United States
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Rogers Suleski & Associates photos
Rogers Suleski & Associates, Needham Heights
Needham Heights / Massachusetts / United States
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The Tough Case Insurance Agency photos
The Tough Case Insurance Agency, Needham Heights
Needham Heights / Massachusetts / United States
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Tough Case Insurance Agency specializes in providing a variety of life insurance to substandard risk clients. They believe that each individual is insurable, and offer assistance for large and small scale cases.

Located in Needham, they utilize a three tier procedure including informal inquiry, quick quote and graded benefit plans. They offer all types of life insurance, foreign resident programs and customized service catered to each person.

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Client Priority Financial Advisors photos
Client Priority Financial Advisors, Needham Heights
Needham Heights / Massachusetts / United States
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Boston Properties photos
Boston Properties, Needham Heights
Needham Heights / Massachusetts / United States
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This is the local office of a real estate investment company with offices in Boston, New York, Washington D.C., San Francisco and Princeton. Founded in 1970, and having gone public in 1997, Boston Properties remains headquartered in The Hub and acquires, develops and manages property mainly in Boston, D.C., midtown Manhattan and San Francisco.

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Rodman Insurance Agency Inc photos
Rodman Insurance Agency Inc, Needham Heights
Needham Heights / Massachusetts / United States
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Sciarratta & Doucette Insurance Agency is a full-service insurance firm, offering both commercial and personal options. The agency is located in Needham.

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Boynton Insurance Agency photos
Boynton Insurance Agency, Needham Heights
Needham Heights / Massachusetts / United States
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MAPFRE is a full-service personal and commercial insurance agency in Massachusetts serving consumers just like you. We work with a large variety of insurance carriers to ensure the most competitive rates in auto, home, and life insurance. Contact your local MAPFRE agent today to learn more about how we can help.
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Seaport Financial Partners photos
Seaport Financial Partners, Needham Heights
Needham Heights / Massachusetts / United States
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Fuse Research Network photos
Fuse Research Network, Needham Heights
Needham Heights / Massachusetts / United States
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Plum Street Advisors LLC photos
Plum Street Advisors LLC, Needham Heights
Needham Heights / Massachusetts / United States
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The Bulfinch Group photos
The Bulfinch Group, Needham Heights
Needham Heights / Massachusetts / United States
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The Bulfinch Group, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.
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Firestone Financial photos
Firestone Financial, Needham Heights
Needham Heights / Massachusetts / United States
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Firestone Financial is a leading source of equipment and inventory financing for manufacturers, distributors and operators of income-generating equipment, and have been since 1965. The company offers a variety of installment loan and lease products. It develops financing programs specifically tailored to the clients needs. It offers such features as delayed payments options and seasonal repayment in order that the repayment terms correspond to the anticipated cash flows from the equipment financed. The company finances a wide range of commercial, income-generating equipment, including: coin-operated amusement equipment, vending machines, carnival rides, concession/games trailers/food trailers, laundry equipment, ATM machines, electronic gaming devices, video lottery terminals, slot machines, office coffee services, ice cream equipment and home recreation equipment. The company is headquartered in Newton, Mass.
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