Condo Media - July 2022 - 50

2022 CAI-NE FINANCIAL RESERVES DIRECTORY
Financial Services
Management Companies
South Shore Bank
Banking that treats you like a neighbor. Not a number.
southshorebank.com
■ A banking program specifically for condominiums!
■ Competitive interest rates and lending solutions.
■ Amortization time-frames up to and beyond 15 years.
■ Loans customized to meet your association's needs.
■ Loan sizes from $10,000 to $30 million - we specialize in building
envelope lending.
■ A team of experts with more than a decade of condominium experience.
Give us a call today to discuss how we can serve you best.
Contact: Christopher Walker,
Condominium Specialty Lender
CWalker@southshorebank.com
781.682.3274
Management Companies
The Dartmouth Group, An Associa
Company, AAMC
Combining the benefits of local expertise with the backing of international
resources, The Dartmouth Group, an Associa® Company, provides the best
of both worlds. Our professional staff members receive best-in-class training
to become experts in Massachusetts management practices and state law,
giving you the security that comes with knowing you have nothing to worry
about. We offer Full Service Management, Comprehensive Project and
Construction Management Services, Signature Lifestyle Services, Small scale
" Community Assist " services, Developer Services and Transitions for newly
established communities.
Laura Schmitt
4 Preston Court, Ste. 101
Bedford, MA 01730
781-533-7246
lschmitt@thedartmouthgroup.com * www.TheDartmouthGroup.com
Reserve Studies
Pemaquid Reserves
PemaquidTM
Allied Property Management
Collecting monthly assessments on time is extremely important to
maintaining a healthy property. Our company emphasizes prompt
collection of monthly fees, and closely monitors any unpaid amounts,
administering late fees where necessary. Our clients can expect to receive
clean, concise financial data. Monthly reports will be issued, covering
Budget Reports, Bank Reconciliations, Collection and Delinquency
Statements, Balance Sheets, Income Statements and Expense Reports.
Allied Property Management works closely with our clients to ensure the
" complete " property management experience is exceeded.
Allied Property Management
PO Box 315
North Billerica, MA 01862
800-436-7348
Fax: 978-452-7718
info@APManages.com
www.APManages.com
Management Companies
Meridian Realty Group, LLC
Meridian Realty Group is a Boston - Worcester based real estate company
specializing in Property Management. We pride ourselves on the person
to person relationship with each association we represent whether it be
on a full service 24/7 property management or administrative, billing and
back office services. As the two company executive principals (Keith Shirley
and Valerie Post) we have managed property since 1979. Meridian prides
itself on its ability to provide our clients with personalized attention and
cost-effective solutions.
Your Investment, Our Priority.
Keith Shirley, President
46 Gloucester St.
Boston, MA 02115
617-517-0854
Fax: 617-517-0849
keith@mrgproperty.com
www.mrgproperty.com
Reserve Studies
Reserves Planner is a portal application dedicated to Reserves
Planning available 7x24x365. The architect and owner of PemaquidTM
Reserves Planner designed this application leveraging a finance degree,
Big 4 work experience and 5 years of actual HOA living experience as a
Board member and Finance committee contributor.
The application provides calculations based on cost/door or cost/sq.foot.
See your finance dashboard, your baseline plus 2 different what if scenarios.
All 3 options calculate Cash Flow and Percent Funded with charts and graphs.
Reports and graphs are PDFs for immediate downloading and sharing.
PO Box 892
Kennebunk, ME 04043
207-232-8859
info@pemaquidreserves.com
www.pemaquidreserves.com
Michael Lockhart
844-701-9884
michael.lockhart@reserveadvisors.com
www.reserveadvisors.com
Reserve Advisors
Reserve Advisors provides the most comprehensive reserve studies
by working closely with Community Association Managers and Trustees
to understand your special requirements and provide property-specific
recommendations based on our on-site inspection, as well as our
knowledge of local conditions and project costs. Our reports include
a 100% Assurance Guarantee that our team will do whatever it takes
to ensure you have complete confidence in applying the results of your
study. Let us put our long-term thinking and expertise to work for you.
50 CONDOMEDIA July 2022
http://www.southshorebank.com http://www.apmanages.com http://www.apmanages.com http://www.thedartmouthgroup.com http://www.mrgproperty.com http://www.thedartmouthgroup.com http://www.mrgproperty.com http://www.reserveadvisors.com http://www.pemaquidreserves.com http://www.pemaquidreserves.com http://www.reserveadvisors.com
Condo Media - July 2022

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