Financial
Manta has 51 businesses under Financial in Concord, MA
Featured Company Listings
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College Savings
Plan Sponsor Consulting
Employee Benefit Plans
Retirement Planning Services
Journey Financial Planners is a Fee-Only, independent Registered Investment Advisor and financial planning firm serving Boston, Concord and MetroWest Massachusetts. Our firm delivers comprehensive, objective financial planning and investment management for businesses and individuals.
Business owners need expert, objective solutions for, and management of their firm's retirement plans.
Individuals want safe, smart strategies for reaching their retirement, college funding and life goals.
Our clients appreciate the confidence they gain in making their important financial and investment decisions.
Our investment philosophy is rational & smart. We are independent and fee-only: no commissions, no divided loyalties.
Visit our website to schedule a no-obligation cons
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Categorized under National commercial banks, nec
Welcome to Bank of America Financial Center in Concord, 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.
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Categorized under Automated teller machine (ATM) network
This CONCORD Santander Bank ATM located in CVS Pharmacy makes it easy to check balances and withdraw cash. Santander Bank is here to help serve your financial needs.
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Categorized under Financial Planning Consultants
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Categorized under Tax Return Preparation and Filing
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Categorized under Financial Advisory Services
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Investment Management
Financial Planning
Life Insurance
Estate Planning
Business Planning
Oliver Capital Management is a financial advisory firm, with offices in Concord, MA. We help young families and small business owners save money, and streamline their financial lives. This is done through industry leading technology, and 22 years of experience. We follow a simple 3 step process. First, we learn about the future that our clients want to create, as well as their current financial picture. This information is analyzed and a plan is created. Last, and most importantly, we monitor progress on a regular basis, making sure goals are reached, together. While some may be able to do this on their own, most don't have the interest, tools or time.
Categorized under Holding companies, nec
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Tax Preparation Services
We have been involved in accounting and tax preparation work for approximately sixteen years. With an expertise in expatriot tax work we have assisted clients in many countries around the world as well as US based individuals.
Our goal is to minimize the process and maximize your tax benefits within the law of the Internal Revenue Tax Code, regulations and recent court findings.
We are able assist as well with the accounting process throughout the year with as little as a monthly or quarterly review or as much as full accounting of income and expense throughout the year.
We are able to consult in tax planning issues in annual compliance issues or in forward planning.
Categorized under Mortgages
All Company Listings
CLAIMED
Categorized under Financial Planning Consultants
CLAIMED
Categorized under Tax Return Preparation and Filing
CLAIMED
College Savings
Plan Sponsor Consulting
Employee Benefit Plans
Retirement Planning Services
Journey Financial Planners is a Fee-Only, independent Registered Investment Advisor and financial planning firm serving Boston, Concord and MetroWest Massachusetts. Our firm delivers comprehensive, objective financial planning and investment management for businesses and individuals.
Business owners need expert, objective solutions for, and management of their firm's retirement plans.
Individuals want safe, smart strategies for reaching their retirement, college funding and life goals.
Our clients appreciate the confidence they gain in making their important financial and investment decisions.
Our investment philosophy is rational & smart. We are independent and fee-only: no commissions, no divided loyalties.
Visit our website to schedule a no-obligation cons
CLAIMED
Categorized under Financial Advisory Services
CLAIMED
Investment Management
Financial Planning
Life Insurance
Estate Planning
Business Planning
Oliver Capital Management is a financial advisory firm, with offices in Concord, MA. We help young families and small business owners save money, and streamline their financial lives. This is done through industry leading technology, and 22 years of experience. We follow a simple 3 step process. First, we learn about the future that our clients want to create, as well as their current financial picture. This information is analyzed and a plan is created. Last, and most importantly, we monitor progress on a regular basis, making sure goals are reached, together. While some may be able to do this on their own, most don't have the interest, tools or time.
CLAIMED
Categorized under National commercial banks, nec
Welcome to Bank of America Financial Center in Concord, 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.
CLAIMED
Categorized under Automated teller machine (ATM) network
This CONCORD Santander Bank ATM located in CVS Pharmacy makes it easy to check balances and withdraw cash. Santander Bank is here to help serve your financial needs.
CLAIMED
Tax Preparation Services
We have been involved in accounting and tax preparation work for approximately sixteen years. With an expertise in expatriot tax work we have assisted clients in many countries around the world as well as US based individuals.
Our goal is to minimize the process and maximize your tax benefits within the law of the Internal Revenue Tax Code, regulations and recent court findings.
We are able assist as well with the accounting process throughout the year with as little as a monthly or quarterly review or as much as full accounting of income and expense throughout the year.
We are able to consult in tax planning issues in annual compliance issues or in forward planning.
Categorized under Mortgages
Categorized under Investors (Unclassified)
Categorized under Venture Capital Companies
Categorized under Tax Return Preparation and Filing
Categorized under Non-Bank Holding Companies
Categorized under Tax Return Preparation and Filing
Categorized under Loan Agents
Categorized under Mortgage Brokers Arranging for Loans, Using Money of Others
Categorized under Financial Planning Consultants
Categorized under Loans
Categorized under Non-Bank Holding Companies
Categorized under Banks
Categorized under Personal Holding Companies, Except Banks
Categorized under Tax Return Preparation and Filing
Categorized under Venture Capital Companies
Categorized under Venture Capital Companies
Categorized under Small Business Investment Companies
Categorized under Tax Return Preparation and Filing
Categorized under Investors (Unclassified)
Categorized under Venture Capital Companies
Categorized under Investment Securities
Categorized under Holding companies, nec
Categorized under Non-Bank Holding Companies
Categorized under Real Estate Investors, Except Property Operators
Categorized under Investment Bankers
Categorized under Investors (Unclassified)
Categorized under Investment Offices, Nec
Browse Subcategories
Bank Services (1)
Investors, NEC (10)
Loan Brokers (2)
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Massachusetts
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