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| Alphabetical | By Popularity | | - Marketplace Technologies, Inc.
 - Online information service for buyers of businesses. Features a searchable database of businesses for sale and business wanted advertising. - Greylock
- Invests in software, communications, and healthcare industries.
- Blue Cross and Blue Shield of Massachusetts@
- Putnam Investments
- Summit Partners
- Venture capital firm with a focus on profitable companies in the software, technology, healthcare, information services, and financial services industries.
- Matrix Partners
- A private venture capital partnership with an investment programme focused on early stage software and communication companies.
- TA Associates
- Offers private equity and venture capital investments in growth companies in the software, technology, healthcare, financial services, media, and consumer industries.
- MIB, Inc.
- Organisation of life insurance companies of the U.S. and Canada which provides an alert to its members against omission and fraud in the underwriting of individual insurance applications.
- IDG Ventures
- Specialising in PC and Internet/Intranet hardware and software, advertiser and subscriber-supported new media content, and electronic commerce systems.
- Battery Ventures
- Invests in companies across the communications, software, and Internet/eCommerce industries.
- North Bridge Venture Partners
- Electric Insurance Company
- A direct-writer, providing auto, home, and boat insurance at very competitive rates.
- Norwest Venture Capital
- Sigma Partners
- HarbourVest Partners
- Seeking investment opportunities through new partnerships, secondary interests in partnerships, and direct investments in operating companies.
- Polaris Venture Partners
- Backing entrepreneurs in companies developing information and medical technology.
- Trillium Asset Management
- Dedicated solely to socially responsible, activist investing.
- Savings Bank Life Insurance
- Get life insurance quotes and details from SBLI. SBLI insurance products are available to consumers in Delaware, District of Columbia, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, North Carolina, Pennsylvania, Rhode Island, Tennessee, Vermont, Virginia, and West Virginia.
- Highland Capital Partners
- Working with entrepreneurs to create companies in software, communications and health care.
- KLD Research & Analytics, Inc.
- Social investment research, indexes, compliance, and consulting services for leading investment institutions worldwide.
- Kestrel Venture Management
- Providing capital and support to small, growing companies.
- Salix Ventures
- Invests in health care companies.
- Charles River Ventures
- Early-stage venture capital firm that works in working in constructive partnership with driven, talented entrepreneurs.
- Village Software Online
- Business solution provider with online product catalogue & factsheets, and catalogue request form.
- Nantucket Bank
- Rock Maple Ventures
- Venture capital firm partnering with early stage technology companies.
- Allcity Finance
- Provider of commercial, property, hard money, and business loan programmes.
- Boston EquiServe LP
- Stock transfer agent offering a broad range of services.
- bizownerHQ.com
- Provides certified business and FLP valuations for IRS filings and litigation, consulting on acquisition accounting and goodwill impairment, plus business value estimates for planning purposes.
- First Essex Bank
- Serves Massachusetts and New Hampshire with personal banking services.
- Tower Group, The@
- Baron Mortgage Corporation
- Serving Massachusetts, New Hampshire, and Florida.
- State Street Global Advisors (SSgA)
- Offers a family of no-load funds and uses quantitative and traditional techniques to manage investment programmes and portfolios for institutional and individual investors.
- Welcome Funds
- Licensed viatical and senior life settlement broker.
- LPL Financial Services
- Offering financial planning for business and individuals.
- RCW Mirus Inc.
- Provides merger advisory services. Specialises in the sale of companies in the information technology, manufacturing, and financial services industries.
- Annuities Online
- National wholesaler of low-load, no-load term life insurance, retirement plans, indexed, single premium and tax sheltered annuities.
- Intex Solutions, Inc.
- Fixed income analytic software for CMO, ABS, CMBS, ARM pools.
- Wainwright Bank
- Socially progressive bank, providing financial value and a commitment to social justice to all its stakeholders.
- Leasecomm
- Financing for your small ticket leasing needs.
- Insurance Center of New England Incorporated
- Property and casualty. Home owners, auto, boats, yachts, umbrella coverage, and more.
- Wellington Management Company
- Creates and manages a range of investment portfolios tailored to the needs of shareholders and clients.
- Forest Systems, Inc.
- Focused on acquiring and managing North American forests through asset mergers and simple purchases.
- Global Business Exchange, Inc.
- Kurzweil Technologies, Inc.
- Developing and marketing technologies in pattern recognition, artificial intelligence, evolutionary algorithms, signal processing, simulation of natural processes, and related areas.
- Neighborhood Health Plan
- A not-for-profit HMO serving Medicaid-eligible individuals and small businesses.
- New England Pension Consultants
- Independent, full service consulting firm that provides institutional clients with comprehensive investment counselling and performance measurement.
- Oxford Bioscience Partners (OBP)
- Focuses on the bioscience and healthcare industries.
- New England College of Finance@
- Arbella Insurance Group
- Offers personal and business coverage in Connecticut, Massachusetts, New Hampshire, Rhode Island, and Vermont.
- Prism Venture Partners
- Invests in early-stage and growth companies in communications, Internet business infrastructure, and healthcare technology.
- Winslow Management Company
- Green, environmentally responsible investment management company.
- Boston Note Company
- Purchases mortgages, notes, deeds of trusts, trust deeds, and receivables nationwide.
- Forest Capital Partners, LLC
- Specialises in providing personalised timberland investment services to well-capitalized investors.
- Numeric Investors LP
- A quantitative investment management firm specialising in active management of stock portfolios.
- Cape Cod Five Cents Savings Bank
- For full service banking with 12 branches located Cape-wide.
- Cambridge Savings Bank
- Serving consumer and business needs including checking and savings accounts, investments, life insurance, mortgages, loans, pension and retirement plans.
- Statefund Insurance
- Specialising in auto insurance, homeowners, renters, life and disability insurance.
- First Notice Systems
- Provider of 24-hour call centre services for claim and policyholder services. Handles all lines of insurance from auto to workers compensation.
- Factors Funding
- Provides immediate cash using invoices as collateral, with no long term contracts.
- Federal Home Loan Bank of Boston
- Vellucci Insurance Agency, Inc.
- Receive rates by email for home, auto, life, and boat insurance.
- ProMutual Group
- Liability insurance for health care professionals.
- Capital Resource Partners
- Private venture capital firm financing acquisitions and roll-ups for Middle Market Companies.
- Gorman Insurance Agency, Inc.
- Specialising in auto, homeowners, life and business insurance.
- Dowling & O'Neil Insurance Agency
- Offers you financial planning and business, household, auto, and personal insurance.
- Longworth Venture Partners
- Focuses on investing in early stage Internet, software, and IT services companies.
- StateFund Insurance Agency Inc.
- Provides auto insurance, homeowners, renters, life and disability insurance.
- East Boston Savings Bank
- Full service community bank.
- AKGSoft
- Makers of accounting applications for gas stations and donut shops, as well as claims and client management tools.
- Argo Global Capital
- Investing in companies that are enabling the convergence of wireless communications and the Internet.
- Boston Private Bank & Trust Company
- Country Bank
- Middlesex Savings Bank
- Mutual savings bank offering checking, savings, CD and IRA accounts, mortgages, more.
- Direct Federal Credit Union
- John Doyle Insurance Agency
- Auto, home, business, life.
- Joseph A. DeVincentis Insurance, Inc.
- Auto, home, life, and business insurance. Group discounts available.
- Commonwealth Equity Services
- Independent broker/dealer dedicated to helping financial advisors leverage their time and talent.
- Automobile Insurers Bureau of Massachusetts
- Private, nonprofit organisation representing insurance companies assuring that rates, rules and forms are adequate and appropriate.
- OTC Financial Network
- Research driven investor relations service for small cap and mirco-cap companies in North America. Free newsletter is available.
- FinArc Investment Management
- Provides customised, private account management. Clients are offered ethical screening on investments.
- RMH Associates, Inc.
- Provides financial management, profitability, and customer relationship software.
- Adams, Harkness and Hill
- An investment bank focused on emerging growth companies.
- Hospitality Properties Trust
- Invests in income producing property with an emphasis on hotel properties.
- Auburndale Co-operative Bank
- Cambridge Incubator
- Specialises in e-businesses.
- Greenfield Savings Bank
- Offers online banking and bill payment, checking, savings, lending, insurance, and more.
- Kodiak Venture Partners
- Focuses on communications, semiconductor, and software companies.
- PG Calc Incorporated
- Planned Giving software and services, other information for the planned giving fundraising profession.
- Boston Millennia Partners
- Providing early stage private equity financing to companies in the telecommunications, information technology, and healthcare services industries.
- Eagle Investment Systems
- Serving the financial and banking industries by offering investment data warehousing and consulting.
- Strategic Capital Resources Inc.
- Specialises in analyzing business plans, forming strategic alliances, performing due diligence, and assisting small companies in their early stages of development to obtain the capital.
- Newbury, Piret & Company, Inc.
- Providing a full range of corporate finance services, including M&A advisory and valuations, to middle-market public and private companies.
- Pinnacle Investments of America, Inc.
- Registered investment advisors. Offers a hedge fund focusing on trading and investing of technology and Internet related equity issues.
- Stoneham Savings Bank
- Full service community bank.
- Hudson Savings Bank
- Serving central Massachusetts and Middlesex County. specialising in residential and construction lending.
- Solstice Capital
- Socially responsive seed- and early-stage funding in the industry areas of alternative energy, education, the environment, life sciences, and information technology.
- All States 1031 Exchange Facilitator, LLC
- Acts as intermediary under IRC section 1031 like-kind exchanges of property held for productive use in a business or for investment.
- USTrust of Boston
- RTN Federal Credit Union
- Formerly Raytheon Employees Federal Credit Union of Waltham, MA.
- StoneGate Partners
- Focuses on the information technology, telecommunications, and health sciences sectors.
- Watertown Savings Bank
- Benjamin Franklin Savings Bank
- Dedham Savings
- Mutually owned, community savings bank serving Norfolk County.
- Hanscom Federal Credit Union
- Clinton Savings Bank
- Offering a commitment to professional, courteous and personal services on behalf of our neighbours in central Massachusetts.
- Bank Of Fall River
- Capital Crossing Bank
- Commercial bank primarily focused on originating and purchasing commercial loans and leases to finance the business of individuals and small companies.
- Danvers Savings Bank
- Rates, history, web specials, contests, branch locations and hours and links.
- Dean Bank
- Eastern Dentists Insurance Company (EDIC)
- Professional and general liability malpractice insurance for dentists in New England.
- Hannon-Ryan Insurance & Real Estate
- Politzer & Haney
- PC-based cash management software for wire and ACH transactions, balance reporting, reconciliation, and EFTPS tax payment.
- First Citizens Federal Credit Union
- Lawrence Savings Bank
- Offer online banking, rates, bill pay, and more.
- Advantage Benefits Group
- Offers group life and disability insurance, and employee benefits services.
- Beverly National Bank
- DirectBanking.com
- Offers home and Internet banking, loans, and other services. Part of the Salem Five Financial Network.
- Lowell Co-Operative Bank
- Serving personal and business banking customers throughout the Greater Lowell area.
- South Shore Savings Bank
- Great Hill Partners, LLC
- Provides equity financing and strategic guidance to companies in the media, information, telecommunications, and business service sectors.
- Hingham Institution for Savings
- Merrimack Valley Federal Credit Union
- Offers financial services to employees of companies located within the Merrimack Valley area.
- University Credit Union
- Offers a full range of financial products and services.
- Newburyport Five Cents Savings Bank
- Find useful tools for first time homebuyers, college bound students, and more.
- William Gallagher Associates Insurance Brokers Inc.
- Provides insurance brokerage, risk management, and employee and executive benefits services to the high technology, life sciences, energy, environmental, and financial risks industries
- American Business Systems (ABS)
- Software for single and multi-store hardgoods retailers, plus back-office accounting. Available for IBM SureOne, DOS, Novell & UNIX.
- Cape Cod Cooperative Bank
- Provides financial services to both residential and business customers.
- Asian American Bank & Trust Company
- Enterprise Bank and Trust Company
- Locally managed commercial bank providing highly responsive service to individuals, professionals and small to medium-sized businesses.
- HPSC Financial, Inc.
- A financing corporation for healthcare professionals.
- Plymouth Savings Bank
- Roslindale Cooperative Bank
- Batterymarch Financial Management, Inc.
- Fair & Yeager Insurance Agency
- For auto, home, life, and business insurance.
- R&R Professional Services
- Provides accounting and bookkeeping servoces to small and homebased businesses.
- John G Alden Insurance Agent Inc.
- Marine insurance speciality company which insures private pleasure and commercial vessels.
- Blair, Cutting & Smith
- Provider of individual insurance, business insurance, employee benefits and financial service products.
- Charter Bank
- Lee Bank
- Banking and investment services.
- Cambridge Portuguese Credit Union (CPCU)
- Includes information on products, services, and locations.
- Westfield Bank
- Community Credit Union
- Member-owned financial institution for the greater Lynn area and the surrounding North shore communities.
- Chicopee Savings Bank
- Full service bank which provides a variety of products and services. Online financial tools available.
- Milford Federal Savings & Loan Association
- Residential mortgage lender and consumer bank.
- Central Credit Union Fund
- Offering credit unions investment alternatives, correspondent banking services, and emergency loans.
- Howland's Insurance Agency, Inc.
- For automobile, homeowner, business, and college.
- Webster First Federal Credit Union
- Full service financial institution.
- Benemax
- Provides health benefit and investment plan packages.
- Citizens-Union Savings Bank
- Serving southeastern New England.
- Bernard M. Sullivan Insurance Agency
- Serves the insurance needs individuals, families, and business concerns.
- Kevin F. Donoghue & Associates
- Risk management and insurance consulting firm.
- Stoneham Co-operative Bank
- Acadian Asset Management
- Investment management firm specialising in active global and international equity strategies.
- Monson Savings Bank
- For individuals and small businesses in need of personal or commercial banking services.
- National Tax Institute, Inc.
- Offers CPE training programmes at various resorts as well as self-study materials.
- NeoCarta
- Dedicated to building Internet technology and communications businesses.
- Saugus Federal Credit Union
- Taunton Federal Credit Union
- BG Affiliates LLC
- Private equity investment firm that provides capital to high quality, middle-market operating companies.
- Landmark Credit Union
- Patterson and Gerry, LLC
- Offers auditing, accounting, taxation, and strategic advisory services to clients.
- Sharon Credit Union
- Full service financial institution.
- Boston Software Corp.
- Makes custom software for the insurance industry.
- Mansfield Bank
- Wolpert Insurance
- Both commercial and personal insurance.
- Bridgewater Credit Union
- Butler Bank
- Strives to remain an independent and profitable community bank while providing value and service, as well as strong and careful oversight on investments.
- Investa Capital Corp.
- Offering equipment, software, and IT projects leasing.
- Spray Venture Partners
- Invests in healthcare technology companies.
- Northeast Community Credit Union
- Fitchburg Savings Bank
- Karl Bright Insurance Agency
- Winston, Kathleen C.P.A.
- Offering tax services and financial planning for businesses and individuals.
- Bearce Insurance Agency
- Services for homeowners, auto, life, and business.
- Mazonson, Inc.
- Property, casualty and employee benefits agency serving technology, manufacturing, construction and services companies throughout New England.
- A.H. Rist Insurance Agency
- Offers personal and commercial insurance and financial products.
- Sullivan Garrity & Donelly Insurance Agencies
- Full-service agency backed by a tradition of personal service, and geared to meet the complex insurance and financial service needs of today.
- Visible Markets, Inc.
- Serving the fixed-income financial instruments.
- Huse, Thomas A., CPA
- Offers accounting and tax services for closely held businesses and individuals.
- Thomas Woods Isnruance Agency Inc.
- Provides personal and commercial insurance products to Massachusetts residents and businesses.
- First Trade Union Bank
- Fitchburg Community Credit Union
- Global Financial Concepts
- Jameson & Company P.C.
- Certified pulic accountants specialising in government contract and grant accounting and administration.
- Baldwin Insurance Agency
- Hutchins & Threatt Insurance Agency Inc.
- Interactive page offering free quotes, money saving reports, and helpful links.
- New Boston Fund, Inc.
- Offers information on activities and investment team.
- Shepherd Group, The
- Family Federal Savings
- locations in Fitchburg, Stow, and Needham, Massachusetts.
- Four Rivers Federal Credit Union
- Ironside Ventures
- Invests in communications infrastructure and information technology companies.
- O'Hara, William H. Jr., CPA
- Provides accounting, financial, tax preparation, and business management services.
- Summit Bank of Massachusetts
- Farrell Backlund Insurance Agency
- Personal and commercial insurance including quotes for home, life, and auto. Serves MA and RI.
- New Bedford Credit Union
- Northern Bank & Trust Company
- Tucker Anthony
- Community National Bank
- Provides online banking to its customers as well as the ability to apply for accounts online.
- North Hill Ventures
- Invests in information technology and software companies.
- Alan H. Gray & Associates, Inc.
- Provides claims management, auditing and third party administration services to the excess/surplus lines, reinsurance and self-insurance markets on a nationwide basis.
- Albert J. Tonry & Co.
- Commercial insurance and surety bonds.
- Baystate Financial Services
- Providing services to business and individuals, including benefit and continuation planning, family protection, and wealth accumulation strategies.
- Foreign Sales Corporations
- Establishes and manages Foreign Sales Corporations.
- KAF Financial Group
- Provides a range of accounting, financial, tax, business advisory, valuation, and consulting services.
- Barrows Insurance Agency
- Offering auto, home, life and commercial insurance.
- Beacon Federal
- Offers loan rates, investment services, and Internet banking.
- Century Capital Management
- Specialising in managing investments including venture capital, private equity, public securities, and mutual funds.
- China Business Group
- Advisory and investment services to help companies achieve rapid and sustained success in China.
- Corporate Realestate Investment Company (CRIC)
- Rapo & Jepsen
- Providing personal and business investment and insurance services.
- Greenfield Co-operative Bank
- Offering loans, mortgages, checking and savings.
- Roxbury Highland Bank of Jamaica Plain
- Arts & Entertainment Insurance
- Ginsberg and Lombardi, Inc.
- Services include tax, financial and estate planning, accounting, recordkeeping, business consulting, and more.
- Marsk Kemp Insurance Agency, Inc.
- Protegent
- Providing risk management, compliance, and supervision technology to the securities industry, automating the processes of account review, sales supervision, and sales practice analysis.
- Miniter Insurance Group
- Metapoint Partners
- Private investment group that acquires and grows small to medium-sized manufacturing companies.
- Phipps Insurance Company, Inc.
- Home, auto, and business insurance.
- Abbot Financial Management
- Levy Trajman Management Investment Inc.
- Provides portfolio companies the needed capital for growth while actively participating as a partner in setting the business vision and making day-to-day executive decisions.
- Michael Gonnerman's Corporate Financial Group
- Helps CEO's raise cash and prepare financial plans and reports.
- Tucker Anthony Sutro
- Holding company serving as a full-service retail brokerage, investment banking, and asset management company.
- DealForce
- Assisting companies with financing, business appraisals, and merger and acquisition services.
- Suburban Insurance Agency
- Provides personal and commercial insurance services.
- Williamstown Savings Bank
- Mortgages, debit cards, full line of commercial banking services, and more.
- Carpenter Hawke & Co.
- Merger, acquisition, divestiture and evaluation services to sellers and buyers of privately held small to mid-size businesses.
- Commonwealth Foreign Exchange, Inc.
- Offers tools and services to facilitate foreign payments and receivables.
- Community Technology Fund
- Early-stage venture capital firm that invests in information technology and life sciences-based companies.
- Framingham Municipal Federal Credit Union
- Boston Post Office Employees' Credit Union
- Merfeld & Schine, Inc.
- Specialises in preparing companies for sale and in selling companies.
- Northeast Investors
- Manages two mutual funds, Northeast Investors Growth Fund and Northeast Investors Trust.
- Option Advantage
- Offers two-day seminars teaching individual investors to protect and grow their portfolios with professional stock option trading strategies and risk management.
- Field Eddy & Bulkley, Inc.
- Providing commercial and personal insurance, and health care plans.
- Hub Data Inc.
- Offers investment software users one point of access to data from nine vendors that includes prices, cashflows and more.
- B.K. McCarthy Insurance Agency
- Online auto insurance quoting and sponsored auto insurance programmes to AAA members.
- Commonwealth National Bank
- Operating as a community bank for Worcester.
- Malcolm and Parsons Insurance
- Commercial, personal, and estate planning insurance services.
- NextPoint Partners
- Focuses on telecommunications, Internet, business-to-business integration, new media, software, and business-to-business outsourcing.
- Hollis Insurance Agency
- Legacy Banks
- Offers personal banking, commercial services, insurance, investments, and Internet banking for individuals and businesses in Berkshire County.
- Telamon Insurance Network
- Providing malpractice, homeowners, commercial, personal, auto, and more.
- Carroll K. Steele Insurance Agency, Inc.
- Serving the Cape Ann area.
- Easton Cooperative Bank
- Arthur Page Insurance
- In Newburyport, MA.
- G. T. Reilly & Company
- Gersten Financial Services
- Term-life insurance quotes.
- Select Financial Services
- Insurance and investment company offers automobile, homeowners, business and liability policies.
- Thomas E. Sears, Inc.
- Insurance brokerage and reinsurance intermediary services.
- A.F. Viale & Son Insurance
- Offers personal and commercial coverage.
- Alvin J. Sims and Associates
- Haberman Insurance
- Commercial and personal insurance including homeowners, automobile and group coverages.
- Milford National Bank and Trust Company
- Community bank offering online banking, investment, and trust services.
- New England Teamsters Federal Credit Union
- Liberty Asset Management Company
- Offers multi-managed funds.
- Roche Insurance
- Offers auto, home, life, and business insurance.
- Wellesley Co-operative Bank
- Business Matters, Inc.
- Makers of Cashé, a knowledge-based financial forecasting software programme.
- Everett Credit Union
- Insurex
- Brings insurance products to agencies and carriers.
- InterPay, Inc.
- Provides phone, fax, and Internet-based payroll and employee benefits solutions to small businesses nationwide.
- Principle Profits Asset Management, Inc.
- Professional money management service providing socially responsible investment opportunities for institutional and individual investors.
- WarrenBank
- Serving consumers and businesses in northeastern Massachusetts.
- Connell & Curley Insurance
- Professionals servicing professionals.
- PowerNet Financial Group Inc.
- Funding for equipment.
- Seacoast Capital
- Invests in the manufacturing, distribution, service, healthcare, and retail sectors.
- Foxboro Federal Savings
- Friedman, Suvalle and Salomon
- Delivering a broad range of specialties to closely-held businesses, high net worth individuals, and not-for-profit organisations.
- High Tech Ventures
- Recruiter and head hunter specialising in forming and staffing successful venture capitalized start-ups.
- Livery Exchange
- Includes coverage for employment liability, workers compensation, automobiles, and heath.
- Progressive Asset Management
- Firm specialising in socially and environmentally responsible investing. Offers stocks, mutual funds, bonds, retirement plans, community investing, and trust services.
- Rucci, Bardaro + Barrett
- W.G. Leavitt & Son Insurance Agency Inc.
- Womoney
- A financial planning firm, offering individuals the chance to learn about managing money in a supportive and nonjudgmental atmosphere.
- Robert Ercolini & Co. LLP
- Full service accounting and business consulting firm with clients in the U.S., Europe and Asia. Significant client base within the property industry.
- American Benefits Group
- Independent insurance consultants offering free quotes for life insurance, long term care coverage, group health insurance including flexible spending accounts, and COBRA administration.
- Charles A. Powers & Sons Insurance
- Independent insurance agency serving Eastern Massachusetts.
- First State Management Group
- Insurance company specialising in commercial excess and surplus lines property and speciality programme insurance. FSMG is dedicated to the wholesale market and contracts with licensed excess and surplus wholesale brokers.
- Gordon Associates
- Business valaution, damage analysis and corporate financial consulting.
- Proctor-Carlin & Company Insurance Agency, Inc.
- Provides life insurance and employee benefits for individuals and small businesses.
- Reardon Insurance
- Automobile, commercial, and personal insurance agent.
- Weinstein, Bruce, E., CPA, ESQ.
- Handles IRS tax problems and related tax matters.
- Disability Management Services
- Offers administrator and consulting management of disability insurance risk.
- Huntress Insurance
- Providing homeowners, automobile, business, medical, and other insurance policies.
- Liberty Tax Service
- Provides return preparation, electronic filing, loan on returns, and more.
- Baltimore, Lukas & Company, P.C.
- Full service metro Boston Certified Public Accounting firm that specialises in the health care industry.
- Cincotta, Felix G., CPA
- Providing accounting, audit, tax, and business services.
- Finck and Perras Insurance Agency
- Offers personal and business policies.
- Gilmore & Associates
- Independent agency providing personal, homeowners, umbrella, and small business insurance.
- Still River Fund
- Focuses on the information technology, communications, life sciences, and consumer services industries.
- Ambrosi Donahue Congdon & Co., P.C.
- Providing accounting, audit, international tax, and other services.
- Stephen Benjamin Insurance Agency
- Auto, home, commercial, and life policies.
- Innostar, Inc.
- Services include mergers & acquisitions (M&A), joint ventures, Chinese commerce database, financing, Chinese government relations. Also direct access to all Internet search utilities.
- John J. Lawless Insurance Agency
- Independent insurance agent.
- Sheridan and Company
- Twinbrook Insurance Brokerage, Inc.
- Specialises in auto, home, life and business insurance.
- Belmont Savings Bank
- Full service banking at several locations.
- Industry Ventures
- About Industry Ventures, the secondary firm focused on venture capital investments.
- Butler & Associates
- Provider of group health, dental, and disability insurance and retirement plans.
- Collaborative, The
- Provides investment education and marketing consulting services.
- Heald Hoffmeister and Company
- Offers profile, list of services, newsletter, and financial tools.
- Sherman, Lavallee & Associates, Inc.
- Assists businesses with insolvency, corporate revitalization, turnaround management consulting, workouts, bankruptcy and troubled loans.
- Walter & Shuffain, P.C.
- Provides business and personal consulting, tax, estate planning, and accounting services.
- Goldman & Associates Insurance Financial Services, Inc.
- ITS Associates, Inc.
- Provides portfolio management software for global institutional investment firms, delivering multicurrency accounting, performance measurement, trade order management, and decision support capabilities.
- J.M. O'Brien & Company, PC
- Auditing and accounting services.
- Murray Hershman & Associates, Inc.
- Specialises in solving IRS tax problems including audits, liens, levys and seizures.
- Stafford Insurance Agency
- Small business, industrial, and personal insurance services.
- Weintraub Associates
- Providing consulting services for the analysis and implementation of wholesale banking applications such as money transfer, letter of credit and custodial services
- Westborough Bank
- Provider of community banking services.
- Brae Head, Inc.
- Portfolio management for individuals, families and businesses.
- Estabrook and Chamberlain Insurance, Inc.
- Hughart, Joe - CPA
- Individual, corporate tax preparation, accounting, auditing, pension and profit sharing plans, and nonprofit services.
- Coverall Insurance Agency
- Delta Investments
- Offers online trading, investment, and financial services.
- Insource Services, Inc.
- Provides bookkeeping, financial and administrative support to small businesses and individuals.
- Massachusetts Society of Licensed Insurance Advisers, The
- Offers insurance advice and forums.
- Pension Administration and Trust Accounting (PATA)
- Offers third party pension administration of defined contribution pension plans including money purchase, profit sharing, age weighted, new comperability, and 401(k) plans.
- R.A. Hall & Company - CPAs
- Uses computerized tax & research technology for auditing/accounting and management advisory services.
- Stein, Inez & Andrew Kisseloff
- CPA and Attorney at Law.
- Lexington Financial Management
- Offers personal financial planning services.
- Carlin, Charron & Rosen LLP
- Heritage Advisors
- Providing assistance in some of the most important and most complex financial planning areas.
- Kimball & Cross Investment Management Corp.
- Access to newsletter, model portfolio, and equity research. Review history and the services offered.
- Lampiris, John J. - CPA
- Specialising in corporate and individual taxation. Also performs audit, review and compilation services.
- Financial Planning Advocates
- Certified financial planners, pension distribution specialists, and registered investment advisers.
- Thomas Arrison, PC
- Full-service CPA firm that focuses on small business problems and opportunities, individual income taxes, and tax and financial planning.
- W.T. Kennedy, P.C.
- Offering accounting, tax, and consulting services for closely-held businesses and individuals.
- Flagship Bank
- Peak Financial Management, Inc.
- Registered money management firm that offers a full service approach to financial planning with tailored investment management programmes.
- RTF Retirement Plan
- 401(k) retirement plan designed especially for smaller employers.
- Normandie Capital Management
- Pulsifer and Associates
- Providing investment supervision for individuals, their families, and trustees.
- Carthage Financial Group, Inc.
- Financial consulting, estate planning, retirement plans, insurance, and more.
- IGWT Leasing Services
- Offers equipment financing programmes for start-ups or established ventures with all types of credit. IGWT specialises in computer software and services, construction equipment, and medical and dental equipment.
- Lease Forum
- Provides analysis, implementation, and management of equipment leasing programmes.
- Market International Insurance Agency
- Licensed property and casualty insurance broker in MA, CT, NY, and CA.
- Mercator Ventures
- Provide consulting services to start-ups and middle market companies with a merger and acquisition focus
- Star Development Group, Inc.
- ADAR Group, The
- Providing information and services for reverse mergers, public shells, and capital sourcing.
- Harper and Shuman, Inc.
- Provides integrated project control and accounting systems to architectural, engineering, environmental consulting, and other project-based professional services firms.
- Better Cost Control
- Cost reduction consultants that analyze business overhead expenses and negotiate vendor contracts.
- Brookline Savings Bank
- Provider of community financial services.
- Griffon Group, LLC
- Offers analytical software development and consulting for the investment management industry.
- Hoffman, Roblee A.
- Provides bonded management of monthly personal financial obligations as well as extraordinary financial events.
- Meyers Brothers PC
- Northern Capital
- Institutional investor services and backoffice software for introducing broker-dealers.
- Foster Consulting
- Consulting for asset-based lenders, banks and finance companies. field audits, collateral management, workout, software, loan referrals.
- Pratt, William L. CPA
- Full service accounting and consulting firm.
- Abington Savings Bank
- Provides financial services to customers throughout southeastern Massachusetts.
- Kevin P. Martin & Associates
- Cherniak, Irwin L. P.C., C.P.A.
- Specialised in privately-owned businesses.
- Cornerstone Financial Group
- Markets a variety of financial products and services through a professional organisation.
- Fulchino & Company
- Serving individuals and businesses in New England.
- PM Associates
- Bookkeeping, accounting and payroll service that specialises in offering small-to-medium size businesses a cost-effective alternative to having this work done in-house.
- Boston Checkcashers, Inc.
- Many metro locations offer check cashing, bill payment, money orders, and more.
- RMAP Corporation
- Provides temporary financial management and consulting services to businesses in Boston, Massachusetts, and New England.
- Colony Group, The
- Provider of asset management and other wealth management services to high net worth and corporate executive clients. The Colony Group has offices located in Massachusetts and Florida.
- Gerald T. McCarthy Insurance Agency, Inc.
- Grizey, Stephen E. CPA
- Provides services to individuals, estates, trusts, and small businesses.
- HighPoint Capital
- Speciality finance company providing capital solutions of up to $10 million to middle market companies primarily located in New England.
- Ipswich Bay Financial Group
- Provides employee benefits, financial services, insurance, and retirement and estate planning.
- Morris & Morris, P.C.
- Offers tax preparation, accounting systems implementation, and financial services.
- Saltmarsh Insurance
- Personal and commercial life, automobile, home, and general liability policies.
- Trudeau & Trudeau Associates, Inc.
- International merger & acquisition consulting and corporate finance firm, handling domestic and international projects through it s 10 European offices.
- Downey & Company
- Offers full range of tax and financial services for many industries, including auto dealer services.
- Lease One North America
- Providing asset-based financing for equipment.
- Malibu Insurance Services, Ltd.
- Provides cash management services to the insurance industry.
- PDC, Inc.
- Features specialised consultants qualified to assist in evaluation of complex psychiatric and medical disability claims.
- Siegrist & Cree CPA, P.C
- Full service CPA firm for businesses and individuals.
- Alltown Insurance Agency, Inc.
- Offers full range of personal and business insurance services.
- W.R. Chapman
- Northern Financial Collection Services, Inc.
- debt collection agency provides accounts receivable recovery for the medical, retail, and commercial fields, plus online credit-bureau reporting.
- Woodbury Partners
- Provides investment banking, consulting, and advisory services to start-ups and privately held companies in the health care, biotechnology, and high tech field.
- Boston University - Boston Examination Review Program
- Directed by Prof. Israel Shaked. Provides review for the Level I, II, and III examinations.
- CPATaxadvisors.com
- Providing integrated business, personal, and estate tax solutions.
- Herlihy, Robert A. CPA
- Offers outsourced accounting services for venture capital, private equity, and hedge funds.
- DiClemente Insurance
- Including home, auto, renters, life and disability.
- Russian Consulting Company
- Provides consulting services for the Russian securities market, financial market analysis, understanding Russian banks, and Russian law and finance.
- Powers Insurance Agency
- Salem Five Bank: Beverly Branch
- Offering complete personal and business banking services from Salem Five's Beverly branch.
- Salem Five Bank: Danvers Branch
- Providing complete personal and business banking services from Salem Five's Danvers branch.
- Salem Five Bank: Downtown Boston Branch
- Providing complete personal and business banking services from Salem Five's Boston branch.
- Salem Five Bank: Peabody Branch
- Providing complete personal and business banking services from Salem Five's Peabody branch.
- ACCION USA
- Private nonprofit organisation which offers small business loans of up to $25,000 and financial literacy education to small business owners in the United States.
- Century Bank
- Children's Medical Security Plan (CMSP)
- Provides free or low-cost health insurance to Massachusetts residents under the age of 19 who are ineligible for MassHealth.
- Commonwealth Capital Ventures
- Provides information about the venture capital firm with news, company portfolio, employee info, and contact info.
- Corcoran & Havlin Insurance Group
- Corcoran & Havlin is an independent insurance firm with access to over 20 top-rated insurance carriers, and providing the proper insurance company for your needs, at the most competitive price.
- Dowling And O'Neil
- Corporate, professional, family, and personal insurance.
- Feeley & Driscoll
- Providing organisations with industry-specific accounting and consulting services throughout Boston and New England.
- Firstfed
- Operates banking offices and loan origination centres throughout Southeastern Massachusetts and Rhode Island.
- Grimaldi Insurance Agency
- Multi-line agency capable of meeting all your insurance needs.
- Lapointe Insurance
- Independent insurance agency since 1965, provide all forms of insurance, financial planning, and risk management for home and business.
- Massachusetts Insurance Assistance
- Massachusetts Mortgage Clearing House
- Find mortgages, insurance, attorneys and property. Use our online mortgage or insurance application.
- N.P. James Insurance Agency
- Technology insurance and risk expert specialising in domestic and foreign risk protection, product liability, design errors and omissions, and world-wide transit coverage.
- Refunds Now Tax Service
- Offers income tax preparation and tax refund services.
- Safety Insurance Group
- Provider of property and casualty insurance, specialising in automobile insurance.
- Salem Five Bank
- Offering complete financial services to Massachusetts residents, including online banking products.
- Tax Man, Inc.
- 26 offices throughout Massachusetts and New Hampshire.
- Vision Wealth Strategies
- Offers wealth management services including wealth preservation, business succession strategies, retirement planning, and risk management.
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