Needham Bank

Morgan Partners LLC is a leading middle-market investment bank based in Wellesley Hills, MA, specializing in the technology sector within highly regulated markets such as insurance, banking, and healthcare. With over 20 years of experience, the firm is dedicated to delivering tailored advisory services, boasting a 90% closing rate and a strong track record in sell-side advisory and capital raises. The firm's leadership team brings extensive operating experience, enhancing their ability to understand client needs and execute transactions effectively. Morgan Partners is committed to providing best execution through a disciplined methodology, supported by deep industry relationships that facilitate optimal outcomes for their clients. Generated from the website

Washington Trust Wealth Management in Wellesley Hills offers comprehensive financial services to individuals at every stage of life. Discover how their expert team can assist you in crafting and achieving your unique wealth management goals. Generated from their website's infomation

For over 10 years, SFP Wealth has helped clients realize their most valued financial and lifetime goals. While the industry has evolved over the years, our founding principle remains unchanged: the importance of providing quality and trusted face-to-face advice. This precept has long been at the heart of our firm. See our affiliate offices at 1 Marina Park Drive, 16th Floor, Boston, MA 02210 and 301 Edgewater Place, Suite 200, Wakefield, MA 01880.