CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. Whether your needs are local or abroad, we promise to know you and help you. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Account Executive – Business Development
Gillette Stadium: 1 Patriot Place, Foxboro MA 02035
Vice President | Senior Business Development Officer
81 Wyman Street
Waltham, MA 02451
Crews Consulting Group
Crews Consulting Group is a management consulting company built for small businesses. We’re a team of entrepreneurs dedicated to helping other business owners increase revenue, profitability, and salable asset value of their companies. We offer EOS Implementation and other small business-focused services (finance, recruiting, customer/employee engagement, wealth management, M&A, and more) through in-house resources and a curated partner network.
Lexington Wealth Management
We connect the head and the heart of wealth management, where logic and emotion come together and sometimes clash. So that’s why we listen with the heads of entrepreneurs and the hearts of social workers. (Always thinking and ready to help.) We get to know who you are and how you feel about what your money does for you. Open conversation matters.
So we do ongoing training and skills upgrades. We challenge ourselves to be on the forefront of knowledge. We’re entrepreneurial on your behalf.
Founder & President; EOS Implementer®
Crews Consulting Group
220 Forbes Road, Suite 108
Braintree, MA 02184
Cambridge Savings Bank provides a global network of resources to business owners to help serve the unique needs of entrepreneurs and help them grow their businesses. This is an important element for new entrepreneurs to grow, learn, and thrive in a fast-paced economic marketplace. At CSB, our brand promise is to treat every customer like our only customer and we do this by making it our priority to get to know customers and businesses one-to-one, and being a partner dedicated to supporting their financial needs. Being an EO Boston sponsor and participating in their forums allows us to provide mentorship to members on subjects where we have deep knowledge and expertise, and that also allows us to be “on the pulse” of what needs are “top of mind” for business owners so that we can better support all of our customers. We are proud to support EO for the past 8 years and participate in their think-tank discussions along with motivated and smart business owners that are like-minded about innovation and growth opportunities. EO Boston is a tremendous organization and we look forward to continuing the partnership.