Banking & Financial Services Massachusetts Nonprofit Network

Listings

Cambridge Savings Bank

Banking & Financial Services

888.418.5626888.418.5626

info@cambridgesavings.com

https://www.cambridgesavings.com

We are a community bank that is deeply involved with the specific needs of local people, families...

Appleton Partners, Inc.

Banking & Financial Services

(617) 338-0700(617) 338-0700

mmckenna@appletonpartners.com

http://appletonpartners.com/

We have been a trustworthy financial partner for over 25 years, taking stock in relationships as ...

Avidia Bank

Banking & Financial Services

(774) 760-1276(774) 760-1276

c.budd@avidiabank.com

https://www.avidiabank.com/

Avidia Bank is a $1.6 billion Community Bank based in Hudson, Massachusetts with additional locat...

Specialized account offers for MNN Members.

Boston Private Bank

Banking & Financial Services

(617) 912-3629(617) 912-3629

tfreeborn@bostonprivate.com

https://www.bostonprivate.com/

Boston Private is a leading wealth management, trust, and private banking company with a national...

Complimentary, no obligation investment allocation and financial review

Brookline Bank

Banking & Financial Services

(617) 226-4491(617) 226-4491

tdandrow@brkl.com

http://www.brooklinebank.com

Since 1871, Brookline Bank has built a legacy of consistent financial strength, trust, outstandin...

Cambridge Trust Company

Banking & Financial Services

(617) 441-1430(617) 441-1430

dina.scianna@cambridgetrust.com

https://www.cambridgetrust.com/Default.aspx

We are a full service commercial community bank providing a full suite of products and services t...

Complimentary investment review

Citizens Bank

Banking & Financial Services

(617) 994-7085(617) 994-7085

http://www.citizensbank.com/commercial-banking/...

Citizens Bank's Non Profit & Healthcare Division is focused on services to Non-Profits, with ...

We are pleased to offer members of The Massachusetts Nonprofit Network a comprehensive commercial card solution with no annual fees. Our commercial card solutions allow you to pay for and control everyday expenses in a convenient and secure way while offe

Cox Capital Management LLC

Banking & Financial Services

(978) 475-3325(978) 475-3325

wcox@ccm1997.com

http://coxcapitalmanagement.com/

Cox Capital Management has a long track record of helping nonprofits and foundations achieve stro...

Lincoln Investment Planning

Insurance Services Other Banking & Financial Services

(781) 647-3050(781) 647-3050

781-647-3070

jlevine@lincolninvestment.com

http://www.lincolninvestment.com

Lincoln Investment is a full-service majority family-owned financial planning firm providing indi...

Please email/call for details.

Massachusetts CORE Plan

Banking & Financial Services

617-510-4036617-510-4036

Lisa.Cardinal@empower-retirement.com

http://ma-employer-core.com/

The Massachusetts State Treasurer’s office, in conjunction with Empower Retirement, provide a tur...

Moody Street Group, LLC

Banking & Financial Services

(617) 916-5155 x105(617) 916-5155 x105

jbreedlove@moodystreet.com

http://www.moodystreet.com/

The Moody Street Group, LLC, a general agency of the companies of OneAmerica®, offers a variety o...

Mutual of America

Banking & Financial Services Other

(508) 366-2418(508) 366-2418

joseph.gerardi@mutualofamerica.com

https://www.mutualofamerica.com/

Since 1945, Americans have turned to Mutual of America to help plan for their retirement and meet...

Interested MNN Members should contact their Mutual of America representative to see if they qualify for any fee waivers or reductions.

People's United Bank

Banking & Financial Services

(617) 603-9316(617) 603-9316

Joseph.Wadlinger@peoples.com

http://www.peoples.com

Commercial Bank with a specialization in lending to NonProfit organizations.

Plum Street Advisors, LLC

Banking & Financial Services

(800) 983-6335(800) 983-6335

david.dirks@plumstreetadvisors.com

http://plumstreetadvisors.com/

Plum Street Advisors is a financial planning and investment firm with a focus on non-profits. Our...

We follow a planning-first approach, meaning we do not charge fees for board education or financial planning work.

Santander Commercial Banking

Banking & Financial Services

(617) 217-0059(617) 217-0059

jacob.ullucci@santander.us

https://www.santanderbank.com/us/commercial/com...

Santander Bank is one of the country’s largest retail and commercial banks and an active provider...

We are pleased to offer MNN members a complimentary Liquidity Management assessment by a Certified Treasury Professional. Learn how to increase access to working capital, to maintain borrowing cost predictability and maximize deposit return potential.