1. Carter, Bowers & Associates - Ameriprise Financial Services, LLC

(508) 837-6443

105 Chestnut St Suite 16 Needham, MA 02492

More info available at FINRA's BrokerCheck website

2. Edward Jones - Financial Advisor: Samuel Brand, CRPC

(781) 444-3259

1110 Great Plain Avenue Needham, MA 02492

3. John R. Simeone - Financial Advisor, Ameriprise Financial Services, LLC

(781) 449-3797

162 Washington Ave Needham, MA 02492

More info available at FINRA's BrokerCheck website

4. Suzanne Saville

(508) 404-3865

133 Chapel Street Needham, MA 02492

5. Andrea Nathan

(781) 350-7159

133 Chapel Street Needham, MA 02492

6. Daniel Linnehan

(781) 444-2346

133 Chapel Street Needham, MA 02492

7. Drew Gormley

(781) 449-1512

133 Chapel St Needham, MA 02492

8. Profectus Financial Partners

(833) 776-3328

160 Gould Street Needham, MA 02494

9. Edelman Financial Engines

(833) 752-6333

57 Wells Avenue Suite 31 Newton, MA 02459

Connect with a Financial Planner

10. Wellesley Private Advisors

(781) 400-7311

197 First Avenue Suite 160 Needham, MA 02494

This location does not handle banking transactions

11. Copeland Companies

(781) 444-4055

144 Ste Gould St Needham Heights, MA 02494

12. Needham Financial

(781) 449-7844

280 # Hillside Ave Needham Heights, MA 02494

13. Evelina Fitzgerald

(617) 680-8952

95 Highland Avenue Needham, MA 02494

14. Tyler Ash - TD Wealth Relationship Manager

(617) 312-4375

95 Highland Avenue Needham, MA 02494

Meet your TD Wealth Advisor

15. First Help Financial

(781) 559-3492

70 Chestnut St Needham, MA 02492

16. JML Image Financial Consultant & Associates

(617) 990-2180

51 Richfield St Boston, MA 02125

17. Edward Jones - Financial Advisor: Connor C MacIsaac

(781) 431-9500

348 Washington Street Wellesley Hills, MA 02481

18. Derby and Company

(617) 527-8900

7 Wells Avenue Newton, MA 02459

19. Horizon Financial Group

(781) 444-4141

331 Chestnut St Needham, MA 02492

20. Financial Market Data Services

(781) 449-3637

388 Hillside Ave Needham Heights, MA 02494

21. Edward Jones - Financial Advisor: Paul W Lam, AAMS

(781) 431-9500

348 Washington Street Wellesley Hills, MA 02481

Retirement Ready?Try Our Calculator and See!

22. Charles River Financial Services

(781) 444-3339

945 Ste Great Plain Ave Needham, MA 02492

23. Proctor Financial

(781) 235-0405

66 Ste Central St Wellesley, MA 02482

24. Capitol Financial Advisors

(781) 237-5205

1 Hollis St Wellesley, MA 02482

25. Edelman Financial

(339) 225-4967

160 Ste Gould St Needham Heights, MA 02494

26. Highland Financial Group

(617) 233-4977

93 Worcester Street Wellesley, MA 02148

27. Kevin Donahue - Financial Advisor, Ameriprise Financial Services, LLC

(781) 235-9952

1 Hollis St Ste 450 Wellesley, MA 02482

28. Norman L Hill - Financial Advisor, Ameriprise Financial Services, LLC

(978) 290-9381

60 William Street Suite 140 Wellesley, MA 02481

More info available at FINRA's BrokerCheck website

29. Andrew Jurkunas - Financial Advisor, Ameriprise Financial Services, LLC

(781) 943-3823

60 William Street Suite 140 Wellesley, MA 02481

More info available at FINRA's BrokerCheck website

30. Rubicon Financial

(781) 972-0109

60 Dedham Ave Needham, MA 02492

31. Michael A Schreiber Associates

(781) 239-1180

10 Ste Laurel Ave Wellesley Hills, MA 02481

32. Devasto Advisory Group

(781) 235-4227

414 Washington St Wellesley Hills, MA 02481

33. Charles Carroll Financial Partners

(781) 444-7700

79 Livingston Cir Needham, MA 02492

34. Beaumont Financial Partners

(781) 400-2800

250 1st Ave Needham Heights, MA 02494

35. MapleRock Wealth Management - Ameriprise Financial Services, LLC

(781) 943-3823

60 William Street Suite 140 Wellesley, MA 02481

More info available at FINRA's BrokerCheck website

36. Charles River Financial Group

(781) 235-4417

65 Walnut St Needham, MA 02492

37. Ameriprise Financial

(781) 444-1663

35 Ste Highland Cir Needham Heights, MA 02494

38. Joan Donahue - Private Wealth Advisor, Ameriprise Financial Services, LLC

(781) 235-9952

1 Hollis St Ste 450 Wellesley, MA 02482

More info available at FINRA's BrokerCheck website

39. Chris Suraci - Private Wealth Advisor, Ameriprise Financial Services, LLC

(781) 943-3823

60 William Street Suite 140 Wellesley, MA 02481

More info available at FINRA's BrokerCheck website

40. Lifeline Financial Partners

(877) 649-4015

Needham, MA 02492

41. George Grant - TIAA Financial Consultant

(877) 554-1002

33 Arch Street Suite 1210, 12th floor Boston, MA 02110

Will your savings be enough in retirement?

42. Joshua Bilodeau - TIAA Financial Consultant

(781) 314-2922

130 Turner Street Waltham, MA 02453

43. James Moore - TIAA Financial Consultant

(866) 842-2824

97 Mt. Auburn Street Cambridge, MA 02138

Will your savings be enough in retirement?

44. GW & Wade, LLC

(781) 239-1188

93 Worcester Street Wellesley, MA 02481

Learn More

45. Wells Financial Partners

(339) 777-5314

197 1st Ave Needham Heights, MA 02494

46. Jim Kazakoff, ABR, CRS, CNE, IRES, RE/MAX REALTOR-Consultant

(617) 933-9778

339 Chestnut Street Needham, MA 02492

Buy or Sell NOW before interest rates rise!

47. Q Financial Group

(781) 247-4600

140 2nd Ave Needham Heights, MA 02494

48. Prudential Financial

(781) 400-2360

661 Highland Ave Needham Heights, MA 02494

49. Global Financial Concepts

(781) 449-6866

460 Ste Hillside Ave Needham Heights, MA 02494

50. Integrated Financial Corp

(781) 400-1638

300 Unit 2nd Ave Needham Heights, MA 02494