Kelly, David Linus Agt

Commonwealth Financial Network is the second largest privately held independent broker/dealer in the nation. The firm is 100 percent owned and controlled by the management of the firm, which has more than 160 years of combined experience in the industry. The company offers an array of services, including wealth management, investments and research, planning, insurance and advisory services. The company is licensed to work in all 50 states. Commonwealth is also the recipient of numerous awards, including being named one of the 50 Best Places to Work in Massachusetts by the Boston Business Journal. The company has offices in Waltham, Mass., and San Diego.

Bank of America in Waltham, MA, offers a range of financial services tailored to meet the needs of personal and small business customers. Their Walk-Up ATM at 578 South Street provides convenient access to various banking services, including cardless transactions and support in multiple languages. The bank is committed to delivering personalized advice and guidance through dedicated specialists who assist clients in managing their financial goals. With a focus on mobile and online banking, Bank of America ensures that customers can access their accounts securely and conveniently from anywhere. Generated from the website

Bay Financial Associates is a financial services firm based in Waltham, MA, specializing in providing personalized financial planning and investment management services to individuals and businesses. With a focus on building long-term relationships with clients, Bay Financial Associates offers a range of financial solutions tailored to meet the unique needs and goals of each client. Generated from their business information