Mortgage Financial – Reverse Mortgage
10 Elm Street

For over 45 years, Padgett Business Services has been giving the owners of small businesses PEACE OF MIND. Herb Harris has been offering North Shore business owners this help since 1990 by providing accounting, ADVISING and payroll for these small businesses (none are too small) so the owners may concentrate on doing what they do best–their businesses. We offer pick up and delivery of monthly work at client’s business, two meetings a month for advising and tax planning, timely filing and payment of all sales, meals and payroll taxes as well as timely completion of estimated tax forms. All for reasonable fees. FREE initial consultation. TAX RETURN PREPARATION for individuals, partnerships and corporations.

PEACE OF MIND for the owners of small businesses!! Accounting, ADVISING and payroll for small businesses (none are too small). Pick up and delivery of monthly work at client’s business. Twice monthly consulting and tax planning. Timely filing and payment of all sales, meals and payroll taxes and timely completion of estimated tax forms. Reasonable fees. FREE initial consultation. TAX RETURN PREPARATION for individuals, partnerships and corporations.
386 Lowell Street

Providing families and business owners comprehensive financial and insurance planning.

OmniMed Financial & Insurance is a comprehensive financial and insurance planning firm.

When is the last time a financial professional:
– Asked about your goals instead of your needs?
– Took the time to understand the good work you have already done, before laying out plans for the future?
– Helped you understand and eliminate financial challenges instead of adding financial confusion?

Whether you are an individual, family, or business/practice owner – you deserve to have a financial plan that decreases your exposures to risk, eliminates as many pitfalls as possible, and allows you the flexible enjoyment of your money – both today and in the future.  Our approach is to understand each client’s unique goals and challenges and create a strategy with them to move from where they are to where they want to be.

Core principles to our philosophy of client care:
1.  Never undo good work people have already done in their financial life
2.  Talking is free
3.  We seek to eliminate financial stress and confusion, not add to it
4.  Everyone has the right to a robust, overflowing, and impenetrable personal balance sheet
5.  Some people like to be taught, others like to be told, all deserve to be well-informed

As advisors, our network is also at your disposal for any assistance we can provide to you, your family, or your business.  Our partners and associates are active members of the North Shore Business Forum, numerous chambers of commerce, multiple networking groups, and have formed extensive, trusted, strategic partnerships to enhance the resources we can offer to clients.  We are also proudly partnered with The Bulfinch Group allowing us the ability to call upon the finest in subject matter experts in the Northeastern United States.

For individuals and families, we work in the following areas:
Insurance (life, long term care, disability), retirement, college funding, estate & legacy planning, income protection, budgeting, asset management.

For business & practice owners, we work in the following areas:
Executive & deferred compensation benefits, succession & key person planning, group benefits administration and compliance, retirement program administration & compliance.
500 Edgewater Dr., Wakefield, MA 01880; 160 Gould St., Suite 310, Needham, MA 02494; 300 Ledgewood Place #105, Rockland, MA 02370

Rockport National Bank’s Trust Department assists individuals, families, non-profits, and businesses achieve their financial dreams by providing quality trust services in an objective and personalized manner.

We are focused on a disciplined investment approach with integrity.

We will help you to grow, preserve, and pass your estate on with consideration to taxation, risk, and personal preference.

Relationship driven with an entrepreneurial spirit.

trust, investments, estate planning, retirement, agency accounts, custody accounts, special needs

16 Main Street