Heritage Home Funding and its employees have used Goldberg & Associates for all of our various tax needs for several years. From personal to corporate returns, to both personal and professional advanced tax planning, Marc Schwartz and Goldberg & Associates have been invaluable to our collective financial success. Please contact Marc for all of your accounting needs.

Contact: Marc Schwartz, CPA

Goldberg & Associates
Certified Public Accountants
20 Pickering Street
Needham, MA 02492
781-444-8455 PH
781-444-8455 FX
Email: marc@goldbergcpas.com
Web: www.goldbergcpas.com

Marshall & Lemire handle everything from Auto and Home Insurance to all types of insurance for whatever business you own. The feedback from our clients has been outstanding. Not only does Marshall & Lemire typically have the lowest premium, but the assistance and counsel that Peter provides has been met with sincere appreciation by our clients.

Contact: Peter Marshall, CPCU

Marshall & Lemire Insurance Agency, Inc.
175 Main Street
P.O. Box 763
Marlborough, MA 01752
PH: 508-480-8808
FX: 508-480-0087
Email: pmarshall@marshallandlemire.com

We have been working with Jennifer and Ameriprise for several years and have found her to be an excellent resource of counsel, support, and prudent advice. With several mutual clients, we have developed a team approach to assisting our clients meet their financial goals. 

Contact: Jennifer M. Adams, Certified Financial Planner

Ameriprise Financial Sevices, Inc.
271 Waverly Oaks Road
Suite 200
Waltham, MA 02452
PH: 617-715-9882
FX: 617-715-9888
Email: jennifer.m.adams@ampf.com
Web: www.ameripriseadvisors.com