Taxes

• Estate Taxes
• Tax Services
• Real Estate Taxes
  An escrow account requires you to make monthly payments for real estate taxes and other insurance for your monthly mortgage payment. The bills are sent to the lender who makes the payments from your escrow account.

Investment

• Investment Management
  Rockland Trust is dedicated to our customers in Massachusetts and Rhode Island, standing as the sole bank subsidiary of Independent Bank Corp. (NASDAQ: INDB).  We offer a wide range of banking, investment, and insurance services to businesses and individuals through retail branches, commercial lending offices, investment management offices, and residential lending centers located in Eastern Massachusetts and Rhode Island, as well as through online, mobile and phone banking.
• Bonds

Accounting

• Accounting Services
• Bookkeeping Services

Planning

• Financial Planning
  Financial planning is a dynamic process where clients work with a professional to identify goals, examine resources, and develop a roadmap to achieve their financial objectives. Financial planning means much more than just investing. It can provide comfort in knowing how to stay financially on track throughout many stages of life.
• College Funding
  Look for the CFP® designation and feel free to ask of their experience in any area you are concentrating on (i.e., college planning, retiring, home purchase, inheritance, etc.) The certification also ensures that the planner is acting in YOUR best interest, not their own or the company they work for. The CFP® Board website, Letsmakeaplan.org, provides you with questions to ask your financial planner.
• Mortgage Refinancing