Small Business Assessment

Small Business Assessment

We want to partner with you and your business.

Female Flower Shop Business OwnerJoin us for a complimentary assessment of your business:
  • Gain insights on Simplified Employee Pension (SEP) or other employee retirement programs
  • Bring in your business documents for a comprehensive review
  • Explore financial planning options for business growth and expansion
  • Receive valuable guidance from a trusted local expert

Register Today


Date: Wednesday, May 1, 2024
Time: 9am - 4pm
Location: Broadway Banking Center, 105 Broadway, Arlington, MA 02474

Wednesday, May 8, 2024
Time: 9am - 4pm
Location: Chelsea Banking Center, 360 Broadway, Chelsea, MA 02150

Tuesday, May 14, 2024
Time: 9am - 4pm
Location: West Medford Banking Center, 9 Playstead Road, Medford, MA 02155

Wednesday, May 15, 2024
Time: 9am - 4pm
Location: Trapelo Road Banking Center, 395 Trapelo Road, Belmont, MA 02478

Thursday, May 16, 2024
Time: 9am - 4pm
Location: Wal-Lex Banking Center, 860 Lexington Street, Waltham, MA 02452

Tuesday, May 21, 2024
Time: 9am - 4pm
Location: Inman Square Banking Center, 1310 Cambridge Street, Cambridge, MA 02139

Wednesday, May 22, 2024
Time: 9am - 4pm
Location: Main Office, 292 Cambridge Street, Cambridge, MA 02141

Thursday, May 23, 2024
Time: 9am - 4pm
Location: Malden Banking Center, 98 Pleasant Street, Malden, MA 02148

Tuesday, May 28, 2024
Time: 9am - 4pm
Location: Highland Avenue Banking Center, 285 Highland Avenue, Somerville, MA 02143

Wednesday, May 29, 2024
Time: 9am - 4pm
Location: Woburn Banking Center, 237 Lexington Street, Woburn, MA 01801

Thursday, May 30, 2024
Time: 9am - 4pm
Location: Salem Street Banking Center, 243 Salem Street, Medford, MA 02155

Register Today!

Fill out the form online, call, or email one of the managers below to schedule an appointment.

Once registered, a customer service representative will contact you to confirm an appointment time.

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East Cambridge at Your Service

  • Natercia Calisto Image

    Natercia Calisto

    AVP, Business Development Manager
    Broadway Banking Center, Arlington
    NMLS ID: #1058405
    Email Natercia
  • KathyAnn Dottin Image

    KathyAnn Dottin

    AVP, Business Development Manager
    Salem Street Banking Center, Medford
    NMLS ID: #1058689
    Email KathyAnn
  • John Kirwan Image

    John Kirwan

    AVP, Customer Service - Digital Banking Manager
    Customer Service Center
    NMLS ID: #706962
    Email John
  • Robyn Lonardelli Image

    Robyn Lonardelli

    AVP, Business Development Manager
    Main Office, Cambridge
    NMLS ID: #1068151
    Email Robyn
  • Fiona Nattabi Image

    Fiona Nattabi

    AVP, Business Development Manager
    Malden Banking Center, Malden
    NMLS ID: #750242
    Email Fiona
  • Bryant Nestico Image

    Bryant Nestico

    Business Development Manager
    Trapelo Road Banking Center, Belmont
    NMLS ID: #1219892
    Email Bryant
  • Suraj Rajbanshi Image

    Suraj Rajbanshi

    Assistant Service Manager
    Highland Avenue Banking Center, Somerville
    NMLS ID: #928565
    Email Suraj
  • Madhu S. Satyal Image

    Madhu S. Satyal

    Business Development Manager
    Wal-Lex Banking Center, Waltham
    NMLS ID: #829483
    Email Madhu
  • Susan Shaw Image

    Susan Shaw

    Business Development Manager
    Woburn Banking Center, Woburn
    NMLS ID: #751319
    Email Susan
  • Amal Taouri Image

    Amal Taouri

    Business Development Manager
    Inman Square Banking Center, Cambridge
    NMLS ID: #1031097
    Email Amal
  • Sandy Youssef Image

    Sandy Youssef

    Business Development Manager
    Chelsea Banking Center, Chelsea
    NMLS ID: #1827521
    Email Sandy