New York Life Insurance Co

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

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.

Rodman & Rodman is an award-winning accounting and consulting firm with a nearly 50-year history, dedicated to providing tailored solutions that create meaningful outcomes. With a focus on people and driven by outcomes, their teams collaborate seamlessly to meet the unique challenges of their clients, offering services such as optimizing finances, minimizing risk, improving business processes, and implementing IT systems. They serve a wide range of industries, combining hands-on expertise with fresh perspectives to help organizations turn challenges into opportunities. With a commitment to client success, Rodman & Rodman forms close partnerships with clients, employees, and communities, inspiring change and impacting communities. Their agile and entrepreneurial approach, combined with their knowledge-sharing philosophy, allows clients to depend on them without being dependent on them. By meeting clients where they are and understanding the nuances of their industries, Rodman & Rodman brings a grounded perspective to fuel innovation and help organizations grow and thrive.Generated from the website