Financial Services
Cambridge Savings Bank
617-441-4175
617-441-4226 (fax)
1374 Massachusetts Avenue, Cambridge, MA 02138
Cambridge Savings Bank
Carolyn A. Mahoney AVP
617-441-4265
781-861-8962 (fax)
1781 Massachusetts Avenue, Lexington, MA 02421
cmahoney@cambridgesavings.com
www.cambridgesavingsbank.com
We offer life insurance, annuities and retirements plans and a variety of financial products.
Free initial consultation.
Theresa Czarcinski
Daily Money Management Services
617-872-9696
PO Box 441846, Somerville MA 02144
info@tc-dmms.com
www.tc-dmms.com
Help with QuickBooks or Quicken setup, as well as, bookkeeping services for small business and individuals.
[This information is also listed under Accounting & Bookkeeping.]
Free one hour initial consultation for members.
Financial Planning Solutions, Inc.
Rick Fingerman, CFP®, President
781-938 -9383
781-207-5533 (fax)
18 Commerce Way; Suite 3000, Woburn, MA 01801
rick@fps2.com
www.fps2.com
Specializing in the unique financial needs of women.
Member discount of 20% for a personal financial plan.
Lilian Malo
Vice President
Beechwood Mortgage, Inc.
130 Trapelo Road, Belmont, MA 02478
617-484-7955 ext 204
617-484-7951 (fax)
lmalo@beechwoodmortgage.com
www.beechwoodmortgage.com
[This information is also listed under Real Estate.]
Charlo Maurer
Peace of Money
5 Appleton Street, Watertown, MA 02472
617-744-0194
charlo@peaceofmoney.com
www.peaceofmoney.com
Peace of Money is an independent financial planning firm, providing objective and personalized financial advice.
50% off on first visit.
Gail Nickse, Financial Advisor
Waddell & Reed, Inc.
781-933-2067, ext. 114
781-933-4385 (fax)
400 Cummings Park West, Suite 3650, Woburn, MA 01801
gnickse@wradvisors.com
gnickse.wradvisors.com
Your annual financial check-up. Comprehensive financial planning for retirement, educational funding, and your other goals. Asset allocation and rebalancing. Life, disability, and long term care insurance.
Free initial consultation.
Trish Signet
Home Mortgage Consultant
280 Route 130, Forestdale, MA 02644
978-897-1940
978-835-7379 (cell)
978-461-0060 (fax)
patricia.m.signet@wellsfargo.com
Apply online at www.wfhm.com/trish-signet
I can help you find the best mortgage rates and programs for your situation. Mention the WIBC and receive $300 off closing costs.
Cerise Spain
CeriseSpain@verizon.net
Mary Storandt
Waddell & Reed, Inc.
400 West Cummings Park, Suite 3650, Woburn, MA 01801
781-933-2067 x136
781-933-4385 (fax)
mstorandt@wradvisors.com
Comprehensive financial planning allows you to enjoy life today while taking control of your future.
Strong Financial Group
Rosemary D. White
617-491-5885
617-492-2558 (fax)
2 Arlington Street, #23, Cambridge, MA 02140
www.MoneyTipsOnline.com
Strong Financial Group is an independent, fee-based financial planning firm. We will help you take control of your financial life so you can protect yourself and your family. Whether you're saving for college, want an early retirement or need to protect and pass along family wealth, proper planning can make all the difference.
[This information is also listed under Consulting Services.]
10% off a retirement or financial analysis; click www.MoneyTipsOnline.com to subscribe to our free weekly financial tip via email.
|
