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[Top Blue Line - .2K]

[Investments - 1.9K]
MASSACHUSETTS INVESTMENT SERVICES
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Links are listed alphabetically by company name.
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Type of Link
[Investment - .2K]
Investment
[Internet - 1K]
Online Trade
[Resource - .2K]
Service
[Information - .14K]
Information
[State - .2K]
State
[National - .14K]
National
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Method of Contact
[File - .18K]
Directory
[E-Mail - .13K]
E-Mail
[Form - .2K]
Form

We expend considerable effort to ensure the accuracy and integrity of our links.
Please notify us if you are connected to a site other than the one you expected,
particularly if the site has offensive or objectionable content.

[Bottom Blue Line - .2K]
Disclaimer: Links in this directory are provided solely as a reference with no warranty expressed or
implied.  Listing herein does not constitute endorsement of a company or its products and should not be
considered investment advice.  You should exercise due diligence before making any investment decision.

[Up - .9K] [Spacer] - A - [Spacer] [Down - .9K]
[Green Line 1 - .2K]
[Investment - .2K] Abbot Financial Management - North Andover [Form - .2K]
An Independent Privately Owned Capital Management Company
[Green Line 1 - .2K]
[Investment - .2K] AEW Capital Management, L.P. - Boston [File - .18K]
A Commercial Real Estate Investment Advisory Firm
[Green Line 1 - .2K]
[Investment - .2K] Alan N. Hoffman Investment Management - Needham Heights [E-Mail - .13K]
Individual Investor Stock Portfolio Management
[Investment - .2K] Allcity Finance - Saugus [File - .18K]
Investment and Loan Programs
[Green Line 1 - .2K]
[Investment - .2K] Amherst Financial Services - Amherst [File - .18K]
Offers Financial Planning, Investments, Estate Planning and Other Financial Products
[Green Line 1 - .2K]
[Investment - .2K] Atlantic Financial - Norwell [Form - .2K]
"Offers a variety of wealth management and investment services to investors"
[Investment - .2K] Atlantic Trust - Boston [Form - .2K]
Private Wealth Management for High-Net-Worth Individuals and Families
[Green Line 1 - .2K]

[Blue Line 2 - .2K]

[Up - .9K] [Spacer] - B - [Spacer] [Down - .9K]
[Green Line 1 - .2K]
[Investment - .2K] Babson Capital Management, LLC - Boston/Springfield [File - .18K]
Personal and Institutional Investing & Financial Planning
[Investment - .2K] Barker Financial Group - Burlington [Form - .2K]
"A Comprehensive, Integrated and Strategic Approach to Wealth Management"
[Investment - .2K] Batterymarch Financial Management, Inc. - Boston [E-Mail - .13K]
Now QS Investors - Boston
[Investment - .2K] Baystate Financial Services - Boston [File - .18K]
"One of New England's Oldest and Largest Financial Firms"
[Green Line 1 - .2K]
[Investment - .2K] Bear Stearns - Boston [File - .18K]
Now JPMorgan - Boston
[Green Line 1 - .2K]
[Investment - .2K] Bingham Legg Advisers LLC - Boston [File - .18K]
Now Wilmington Trust - Boston
[Green Line 1 - .2K]
[Resource - .2K] Boston EquiServe, LP - Canton [File - .18K]
Now Computershare United States - Canton
[Resource - .2K] Boston Financial Data Services - Quincy [File - .18K]
High-Quality, Cost-Effective Shareholder Services
[Resource - .2K] Boston Stock Exchange [File - .18K]
Now NASDAQ OMX - New York
[Investment - .2K] Boston Trust and Investment Management Company [File - .18K]
Investment Management and Fiduciary Services
[Green Line 1 - .2K]
[Investment - .2K] Brae Head, Inc. - Springfield [Form - .2K]
Business and Personal Portfolio Management
[Investment - .2K] Brown & Company - Boston [File - .18K]
Now E*Trade Financial
[Green Line 1 - .2K]

[Blue Line 2 - .2K]

[Up - .9K] [Spacer] - C - [Spacer] [Down - .9K]
[Green Line 1 - .2K]
[Investment - .2K] Capital Hotel Management - Beverly [E-Mail - .13K]
Lodging real estate investment, ownership and asset management
[Investment - .2K] Caplan Asset Management, LLC - Sharon [E-Mail - .13K]
Investments & Insurance
[Investment - .2K] Capstone Partners LLC - Boston [File - .18K]
"Investment Banking Advisors"
[Green Line 1 - .2K]
[Investment - .2K] Charles Schwab - Massachusetts [File - .18K]
Offers financial products and services
[Investment - .2K] Charlesbank Capital Partners, LLC - Boston [File - .18K]
A private equity and real estate investment firm
[Green Line 1 - .2K]
[Investment - .2K] Commonwealth Financial Group - Boston [E-Mail - .13K]
Financial Services for Individuals, Businesses and Their Employees
[Information - .14K] Commonwealth Financial Network - Waltham [File - .18K]
"The Premier Network of Independent Financial Advisors"
[Investment - .2K] Compass Capital Corporation - Braintree [File - .18K]
Personal Financial Management and Asset Allocation Portfolio Management
[Investment - .2K] COMPASS Wealth Management, LLC - Concord [File - .18K]
"An Independent and Objective Financial Advisory Firm"
[Resource - .2K] Computershare United States - Canton [File - .18K]
"A leading financial market services and technology provider for the global securities industry"
[Investment - .2K] Contravisory Research & Management - Norwell [File - .18K]
"Helping professional investors successfully navigate the equity markets for over 30 years"
[Investment - .2K] Cornerstone Financial Group - Burlington [E-Mail - .13K]
David Walsh, CFP - A World of Experience
[Green Line 1 - .2K]
[Investment - .2K] Credit Suisse - Boston [File - .18K]
"A Leading Global Investment Banking and Financial Services Firm"
[Investment - .2K] Crestwood Advisors LLC - Boston [File - .18K]
"Boston-based registered investment advisor"
[Green Line 1 - .2K]

[Blue Line 2 - .2K]

[Up - .9K] [Spacer] - D - [Spacer] [Down - .9K]
[Green Line 1 - .2K]
[Investment - .2K] David L. Babson & Co. - Boston/Springfield [File - .18K]
Now Babson Capital Management - Boston/Springfield
[Green Line 1 - .2K]
[Investment - .2K] Detwiler Fenton & Co. (DFC) - Boston [File - .18K]
"Wealth management/investment brokerage services for high net worth individuals"
[Investment - .2K] Detwiler, Mitchell, Fenton & Graves, Inc. (DMFG) - Boston [File - .18K]
Now Detwiler Fenton & Co. - Boston
[Green Line 1 - .2K]
[Investment - .2K] Donaldson, Lufkin & Jenrette, Inc. - Boston [File - .18K]
Now Credit Suisse - Boston
[Green Line 1 - .2K]

[Blue Line 2 - .2K]

[Up - .9K] [Spacer] - E - [Spacer] [Down - .9K]
[Green Line 1 - .2K]
[Investment - .2K] Eaton Vance Distributors, Inc. - Boston [File - .18K]
Mutual Funds
[Green Line 1 - .2K]
[Investment - .2K] Edward Jones - Massachusetts [File - .18K]
"Focus on High-Quality, Low-Risk Investments"
[Green Line 1 - .2K]

[Blue Line 2 - .2K]

[Up - .9K] [Spacer] - F - [Spacer] [Down - .9K]
[Green Line 1 - .2K]
[Investment - .2K] Fechtor, Detwiler & Co., Inc. - Boston [File - .18K]
Now Detwiler, Mitchell, Fenton & Graves, Inc. (DMFG) - Boston
[Green Line 1 - .2K]
[Investment - .2K] Fidelity Investments - Boston [File - .18K]
Individual and Corporate Investing
[Investment - .2K] Fiduciary Trust Company - Boston [Form - .2K]
"Investment Managers and Trustees Since 1885"
[Investment - .2K] Financial Planning Advocates - Braintree [File - .18K]
Now Gotta Retirement Services, Inc. - Braintree
[Investment - .2K] First Financial Trust, N.A. - Wellesley/Leominster/Wakefield [File - .18K]
Investment Management, Trust and Estate Settlement Services, Financial Planning
[Green Line 1 - .2K]

[Blue Line 2 - .2K]

[Up - .9K] [Spacer] - G - [Spacer] [Down - .9K]
[Green Line 1 - .2K]
[Investment - .2K] Goldman Sachs - Boston [File - .18K]
Global Investment Banking and Securities
[Investment - .2K] Gotta Retirement Services, Inc. - Braintree [File - .18K]
Retirement Planning for Executives & Management
[Green Line 1 - .2K]
[Investment - .2K] Grantham, Mayo, VanOtterloo & Co, LLC - Boston [File - .18K]
Investment Management and Advice to Institutional Clients
[Green Line 1 - .2K]

[Blue Line 2 - .2K]

[Up - .9K] [Spacer] - J - [Spacer] [Down - .9K]
[Green Line 1 - .2K]
[Investment - .2K] John Hancock Financial Services, Inc. - Boston [Form - .2K]
Mutual Funds & Life Insurance
[Green Line 1 - .2K]
[Investment - .2K] JPMorgan - Boston [File - .18K]
Asset Management, Commercial, Investment & Private Banking, Securities & Treasury Services
[Green Line 1 - .2K]

[Blue Line 2 - .2K]

[Up - .9K] [Spacer] - L - [Spacer] [Down - .9K]
[Green Line 1 - .2K]
[Investment - .2K] LegacyAnnuities.com - Pembroke [File - .18K]
Research and Compare Over 200 Annuities
[Green Line 1 - .2K]
[Investment - .2K] LPL Financial Services - Boston [File - .18K]
Unbiased Investing, Insurance and Planning Advice
[Green Line 1 - .2K]

[Blue Line 2 - .2K]

[Up - .9K] [Spacer] - M - [Spacer] [Down - .9K]
[Green Line 1 - .2K]
[Investment - .2K] Martinelli Discenza Investment Counsel, Inc. - Longmeadow [File - .18K]
Wealth Management for Individuals & Families - Discretionary Portfolio Management
[Investment - .2K] MassMutual Financial Group® - Springfield [File - .18K]
Insurance, Money Management and Asset Accumulation Products for Individuals and Business
[Green Line 1 - .2K]
[Information - .14K] MergerNetwork.com™ - Cambridge [Form - .2K]
"The Premiere Website for Mid-Market Mergers and Acquisitions"
[Investment - .2K] Merrill Lynch - Massachusetts [Form - .2K]
Investment, Banking and Retirement Products - College Savings and Estate-Planning Services
[Investment - .2K] Metapoint Partners - Peabody [E-Mail - .13K]
A Private Group That Acquires and Grows Small to Medium-Sized Manufacturing Companies
[Green Line 1 - .2K]
[Investment - .2K] MFS Investment Management® - Boston [File - .18K]
Mutual Fund, IRA & 529 Accounts
[Green Line 1 - .2K]
[Investment - .2K] MorganStanley SmithBarney - Massachusetts [File - .18K]
"Dedicated to serving investors worldwide"
[Green Line 1 - .2K]

[Blue Line 2 - .2K]

[Up - .9K] [Spacer] - N - [Spacer] [Down - .9K]
[Green Line 1 - .2K]
[Investment - .2K] Needham & Company - Boston [File - .18K]
Investment Banking & Institutional Brokerage
[Investment - .2K] New England Pension Consultants - Boston [Form - .2K]
"An employee-owned, full-service investment consulting firm"
[Green Line 1 - .2K]
[Investment - .2K] North American Management Corp. - Boston [E-Mail - .13K]
Investment Management for High Net Worth Individuals and Institutions
[Green Line 1 - .2K]
[Investment - .2K] Numeric Investors LLC - Boston [E-Mail - .13K]
Quantitative Management of Equity Portfolios
[Green Line 1 - .2K]

[Blue Line 2 - .2K]

[Up - .9K] [Spacer] - P - [Spacer] [Down - .9K]
[Green Line 1 - .2K]
[Investment - .2K] PanAgora Asset Management - Boston [File - .18K]
"Dynamic Investment Strategies for Complex Markets"
[Green Line 1 - .2K]
[Investment - .2K] Peak Financial Management, Inc. - Waltham [Form - .2K]
Personal Financial Consultants & Money Managers
[Investment - .2K] Pear Tree Funds - Lincoln [File - .18K]
U.S. Boston Capital Corporation, Distributor
[Green Line 1 - .2K]
[Investment - .2K] Pioneer Investments® - Boston [File - .18K]
Professional Money Management
[Green Line 1 - .2K]
[Investment - .2K] Putnam Investments - Boston [File - .18K]
Investment Management Company
[Green Line 1 - .2K]

[Blue Line 2 - .2K]

[Up - .9K] [Spacer] - Q - [Spacer] [Down - .9K]
[Green Line 1 - .2K]
[Investment - .2K] Quant Funds - Lincoln [File - .18K]
Now Pear Tree Funds - Lincoln
[Green Line 1 - .2K]
[Investment - .2K] QS Investors - Boston [E-Mail - .13K]
Global Investment Management
[Green Line 1 - .2K]

[Blue Line 2 - .2K]

[Up - .9K] [Spacer] - S - [Spacer] [Down - .9K]
[Green Line 1 - .2K]
[Investment - .2K] Scottrade® - Massachusetts [File - .18K]
"More broker for your money"
[Green Line 1 - .2K]
[Investment - .2K] Seaward Management Corporation - Boston [Form - .2K]
Investment Counseling and Management
[Investment - .2K] Selected Funds - Boston [File - .18K]
Mutual Fund Managers
[Green Line 1 - .2K]
[Investment - .2K] State Street Corporation - Boston [File - .18K]
Institutional Investment
[Investment - .2K] State Street Global Advisors (SSgA) - Boston [Form - .2K]
Portfolio Management for Institutional and Individual Investors
[Green Line 1 - .2K]

[Blue Line 2 - .2K]

[Up - .9K] [Spacer] - T - [Spacer] [Down - .9K]
[Green Line 1 - .2K]
[Information - .14K] Thomson Reuters - Boston [E-Mail - .13K]
Financial Information and Related Delivery Services
[Green Line 1 - .2K]
[Investment - .2K] TIAA-CREF Mutual Funds - Boston [File - .18K]
Personal and Institutional Investing & Financial Planning
[Green Line 1 - .2K]
[Investment - .2K] Trust & Fiduciary Management Services, Inc. - Boston [E-Mail - .13K]
Portfolio Manangement and Client Services
[Green Line 1 - .2K]
[Investment - .2K] TSG Equity Partners LLC - Stow [E-Mail - .13K]
Private Equity Investments
[Green Line 1 - .2K]

[Blue Line 2 - .2K]

[Up - .9K] [Spacer] - U - [Spacer] [Down - .9K]
[Green Line 1 - .2K]
[Investment - .2K] United States Trust Company of Boston [File - .18K]
Now Boston Trust and Investment Management Company - Boston
[Green Line 1 - .2K]

[Blue Line 2 - .2K]

[Up - .9K] [Spacer] - W - [Spacer] [Down - .9K]
[Green Line 1 - .2K]
[Investment - .2K] Wellington Management Company - Boston [File - .18K]
Independent Investment Management Firm
[Green Line 1 - .2K]
[Investment - .2K] Wilmington Trust - Boston [File - .18K]
Banking, Investment and Fiduciary Services
[Green Line 1 - .2K]
[Investment - .2K] Womoney - Belmont [E-Mail - .13K]
Financial Planning for Women and Families
[Green Line 1 - .2K]

[Blue Line 2 - .2K]

[Up - .9K] [Spacer] Online Trading [Spacer] [Down - .9K]
[Green Line 1 - .2K]
[Internet - 1K] Charles Schwab [File - .18K]
Offers financial products and services
[Green Line 1 - .2K]
[Internet - 1K] E*Trade - Braintree [File - .18K]
"Customers in All 50 States and 119 Countries"
[Green Line 1 - .2K]
[Internet - 1K] Fidelity Investments - Boston [File - .18K]
Online Trading at Their Main Site
[Green Line 1 - .2K]
[Internet - 1K] Scottrade® [File - .18K]
"Online Trading With A Personal Touch™"
[Green Line 1 - .2K]
[Internet - 1K] TD Ameritrade [File - .18K]
Internet, Touch-Tone or Broker-Assisted Trading
[Green Line 1 - .2K]

[Blue Line 2 - .2K]

[Up - .9K] [Spacer] State & National Resources [Spacer] [Down - .9K]
[Green Line 1 - .2K]
Agencies
[Green Line 1 - .2K]
[Mass. Seal - .2K] Massachusetts Development Finance Agency - Boston [Form - .2K]
State Investment Bank and Real Estate Development Agency
[State - .2K] Massachusetts Securities Division [E-Mail - .13K]
State Investor Protection Agency
[State - .2K] Pension Reserves Investment Management Board [File - .18K]
Supervises the Massachusetts State Teachers' and Employees' Retirement Systems Investments
[National - .14K] U.S. Securities and Exchange Commission [File - .18K]
"We Are the Investor's Advocate"
[Green Line 1 - .2K]
Services
[Green Line 1 - .2K]
[Resource - .2K] American Stock Exchange [File - .18K]
Now New York Stock Exchange - New York
[Resource - .2K] NASDAQ OMX Stock Exchange [File - .18K]
NASDAQ home of the acquired Boston Stock Exchange
[Resource - .2K] NASDAQ Stock Market [File - .18K]
National Equities Exchange
[Resource - .2K] New York Stock Exchange [File - .18K]
National Equities Exchange
[Green Line 1 - .2K]
Information
[Green Line 1 - .2K]
[Information - .14K] Dow Jones Industrial Average [File - .18K]
Nationally Recognized Market Index
[Information - .14K] Standard & Poor's S&P500 [File - .18K]
Nationally Recognized Market Index
[Newspaper - .18K] The Wall Street Journal [File - .18K]
National Business & Investment News
[Green Line 1 - .2K]

[Top Blue Line - .2K]

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