Business

Who We Help

Whether you are growing, transferring ownership, or somewhere in between, our team of banking and wealth management experts will work with you to formulate and execute a plan that integrates the goals you have for your business, yourself, and your family.

Business

Nonprofits

We’re committed to our community through lending for affordable housing, small business loans and providing home mortgages to low-income families.

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Business

Privately Held Businesses

Would you like to partner with a financial professional who listens, understands your business and shares your goals? We do that every day.

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Business

Professional Service Firms

Our team has a deep understanding of the financial issues law, accounting and other professional service firms face, and has the broad expertise to create the comprehensive solutions they require.

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Business

Venture & Private Equity

The challenge of raising and managing partnership funds requires innovative thinking and a commitment to personal service. An accessible and responsive banker with a customized approach is invaluable.

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Meet Annette.  This is her WHY.

Doing for others has been instilled in Annette Palazuelos since childhood. Her definition of wealth has less to do with money and more to do with being able to employ people, help their families, and give back whenever possible.

How We Help Professional Service Firms

 
 

Meet Jeanne.  This is her WHY.

Jeanne Pinado is on a mission: to create hope, optimism, and a new sense of vitality in the Roxbury community of Boston. What better legacy to leave behind than something everyone can share.

How We Help Nonprofits

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