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TOP 30 Accounting consultancy services in Wellesley, MA
30 results found
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Brett Swanson - Associate Financial Advisor, Ameriprise Financial Services, LLC
Brett Swanson is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 40 Washington Street in Wellesley, Massachusetts, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. Brett Swanson provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients receive ongoing support, progress tracking, and regular reviews to adjust strategies as life circumstances change. Access to investments and accounts is available securely from any device. Schedule a complimentary initial consultation to learn more about achieving your financial goals. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Brett Swanson is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Reach out to discuss your financial priorities and start planning for a secure future.
Catherine Fitzgerald - Financial Advisor, Ameriprise Financial Services, LLC
Catherine Fitzgerald is a financial advisor at Ameriprise Financial Services, LLC located at 20 Walnut Street in Wellesley, Massachusetts. Catherine offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. She helps clients track their progress towards goals, adjust strategies as life changes, and provides secure access to investments and accounts from any device. Catherine encourages those with questions about retirement planning to explore the Retirement InteractiveSM tool on the Ameriprise website. The tool helps individuals address common retirement concerns such as income longevity, market fluctuations, and inflation impact. Catherine also offers complimentary initial consultations to new clients interested in financial planning concepts.
RMJR Tax and Accounting
RMJR Tax and Accounting is a reputable institution located at 16 Laurel Avenue in Wellesley, Massachusetts. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. From tax preparation and planning to bookkeeping and financial consulting, we strive to meet the unique needs of each client with personalized attention and expertise. Trust RMJR Tax and Accounting for all your financial needs in the heart of Wellesley.
Accurate Accounting Associates
Accurate Accounting Associates is a reputable accounting and finance institution located at 10 Laurel Avenue in Wellesley, Massachusetts, United States. Our team of experienced professionals provides accurate and reliable accounting services to individuals and businesses alike. With a focus on precision and attention to detail, we strive to help our clients achieve their financial goals and make informed decisions. Whether you need assistance with tax preparation, financial planning, or bookkeeping, our dedicated team is here to help. Trust Accurate Accounting Associates for all your accounting needs.
Array Tax Services, LLC
Array Tax Services, LLC is a reputable accounting and finance institution located at 60 Walnut Street in Wellesley, Massachusetts, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our dedicated staff is committed to ensuring that our clients receive accurate and personalized financial guidance to help them achieve their financial goals. Whether you need assistance with tax preparation, planning, or consulting, Array Tax Services, LLC is here to help you navigate the complex world of finance with ease. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
FJV CPA
FJV CPA is a reputable accounting and finance institution located at 888 Worcester Street in Wellesley, Massachusetts, United States. With a team of experienced and knowledgeable professionals, FJV CPA offers a wide range of services including tax preparation, auditing, financial planning, and consulting. Whether you are an individual looking for personal financial advice or a business in need of accounting services, FJV CPA is dedicated to providing top-notch expertise and personalized solutions to meet your needs. Trust FJV CPA for all your accounting and financial needs.
Janice Berner, Financial Advisor, CDFA, CPA
Janice Berner, Financial Advisor, CDFA, CPA is a reputable financial institution located at 100 William Street in Wellesley, Massachusetts, United States. With a focus on providing expert financial advice and services, Janice Berner is a Certified Divorce Financial Analyst (CDFA) and Certified Public Accountant (CPA) who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, managing investments, or going through a divorce, Janice Berner offers personalized and professional financial guidance to meet your individual needs. Trust Janice Berner, Financial Advisor, CDFA, CPA to help you navigate the complexities of finance and secure a stable financial future.
Fillo Financial LLC
Fillo Financial LLC is a reputable accounting and finance institution located at 1 Hollis Street in Wellesley, Massachusetts, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment advice, Fillo Financial LLC is here to assist you every step of the way. Trust us to help you achieve your financial goals and secure a prosperous future.
Equity Financial Partners
Equity Financial Partners is an independent financial agency located at 36 Washington Street in Wellesley, Massachusetts. We work with over 200 financial companies that have "A" ratings, including prestigious partners such as Fidelity, Nationwide, John Hancock, Prudential, and Pacific Life. Our clients choose us for our wide range of financial solutions and our fee-free services. At Equity Financial Partners, our mission is to provide financial literacy and help middle-income families build multi-generational wealth. We are revolutionizing the financial industry by offering education and personalized investment plans that traditional firms may not provide.
KB Wealth Management Group of Stifel Nicolaus
KB Wealth Management Group of Stifel Nicolaus, located at 20 William Street in Wellesley, Massachusetts, is a finance institution dedicated to managing wealth with a focus on the future. With a team of experienced professionals, including attorneys and accountants, they work closely with clients to create comprehensive wealth management plans that optimize their wealth today and ensure its longevity for future generations. Their personalized services, support, and guidance are designed to make a positive impact on clients' financial goals. The KB Wealth Management Group of Stifel Nicolaus prides itself on a practice built on trust and commitment. They strive to understand each client's unique objectives and develop individualized strategies to help them achieve their financial goals. By becoming an integral part of their clients' lives, they provide the confidence needed to pursue financial success.
Merrill Lynch Financial Advisor Lisa V. Kautz
Merrill Lynch Financial Advisor Lisa V. Kautz, located in Wellesley, Massachusetts, United States, is dedicated to helping clients achieve their financial goals through a personalized and strategic approach. The institution offers a thorough discovery process to understand each client's current situation and works together to build a customized strategy for short term, mid term, and long range goals. The team at Merrill Lynch listens to clients' needs, offers in-depth financial analysis, and develops concise strategic plans based on specific goals and priorities. With a commitment to passion, integrity, and delivering on promises, Merrill Lynch is known for exemplary client service. The team at Merrill Lynch Wealth Management is comprised of experienced individuals who prioritize building strong client relationships based on trust and personalized service. Clients can expect a comprehensive approach to financial planning that takes into account their unique circumstances and priorities. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, clients can receive personalized plans tailored to their goals and preferences.
Matrix Financial
Matrix Financial is a reputable accounting and finance institution located at 60 Walnut Street in Wellesley, Massachusetts, United States. With a team of experienced professionals, Matrix Financial provides a wide range of financial services including bookkeeping, tax preparation, financial planning, and investment management. Whether you are an individual looking to manage your personal finances or a business in need of expert accounting services, Matrix Financial is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and committed to excellence, Matrix Financial is your go-to institution for all your accounting and finance needs.
Merrill Lynch Financial Advisor Eric S Kaplan
Merrill Lynch Financial Advisor Eric S Kaplan, located in Wellesley, Massachusetts, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With a focus on understanding your financial goals and priorities, Kaplan works with you to design and implement a personalized plan to help you pursue your goals while managing investment risk. By utilizing the investment insights of Merrill and banking solutions from Bank of America, Kaplan helps clients address their financial needs and make informed decisions. Through conversations and assessments, Kaplan helps clients refine their investing preferences and stay informed about their financial approach. With tools to track changes in your life and goals, Kaplan helps you make progress towards reaching your financial aspirations. By connecting your life and finances, Kaplan brings fresh perspectives to your financial life and helps you build a clear path forward. With access to BofA Global Research and a range of financial services, Kaplan goes beyond the traditional role of an advisor to help clients achieve financial success. It is important to note that Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so it is recommended to consult with your legal and/or tax advisors before making any financial decisions.
Merrill Lynch Financial Advisor Thomas Okomo
Merrill Lynch Financial Advisor Thomas Okomo is a finance institution located in Wellesley, Massachusetts, United States. Thomas joined Merrill Lynch Wealth Management in 2014 after working in business and product management in the property and casualty insurance industry. His practice focuses on offering a comprehensive approach to managing wealth, starting with listening to clients' needs and ensuring that every strategy is tailored to their goals. Thomas holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification and the Certified Plan Fiduciary Advisor, CFPA designation. He has a background in accounting, finance, and global financial analysis. Thomas is dedicated to providing excellent service and helping clients pursue their financial goals. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on family, goals, and priorities. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. Thomas believes in creating a financial approach that helps clients pursue their goals and manage investment risk. By staying informed about changes in clients' lives and the financial markets, the institution aims to help clients stay on track to achieve their goals. Thomas Okomo is registered to do business in several states and holds the necessary certifications to provide expert financial advice.
Merrill Lynch Financial Advisor David YC Wang
Merrill Lynch Financial Advisor David YC Wang is located at 45 William Street in Wellesley, Massachusetts, United States. David has a background in financial services, having worked at KPMG Financial Advisory and J.P. Morgan Chase before joining Merrill Lynch Wealth Management. As a Vice President Financial Advisor, David focuses on creating personalized wealth management plans and investment strategies for individuals, families, and businesses. He leverages the resources of Merrill Lynch and Bank of America to address client's financial goals and preferences, offering advice on investments, retirement planning, insurance, tax strategies, and lending solutions. David holds a master's degree in accounting and taxation, and is licensed in securities brokerage and investment advising. He is also fluent in Mandarin and enjoys traveling, film making, and electronic music production in his free time. Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial goals by understanding their priorities and connecting them to the right solutions. David's mission is to understand each client's unique situation and design a personalized plan to help them pursue their financial objectives while managing investment risks. By focusing on potential solutions that align with client's goals, David aims to turn aspirations into reality. Through regular conversations and updates, David ensures that the financial approach stays aligned with client's changing life and goals. With access to Merrill's investment insights and Bank of America's banking solutions, David works with clients to develop strategies tailored to their needs. The institution also offers an Investment Personality Assessment to help clients refine their investing preferences and customize their financial approach. By staying informed about changes in client's life and financial markets, David helps clients stay on track to achieve what matters most to them. Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to address client's needs and goals. The institution puts clients first, offering dedicated one-on-one relationships with advisors to guide them along their financial journey. With the right advisor by your side, you can navigate the complexities of your financial life and work towards achieving your goals.
Barrett Margaret M CPA
Barrett Margaret M CPA is a well-established accounting and finance institution located at 148 Linden Street in Wellesley, Massachusetts, United States. With years of experience and expertise in the field, they offer a wide range of services to meet the financial needs of individuals and businesses alike. From tax preparation to financial planning, Barrett Margaret M CPA is dedicated to providing top-notch professional services to help clients achieve their financial goals. Visit them today to see how they can assist you with your accounting and finance needs.
De Grazia & Co
De Grazia & Co is a reputable accounting and finance institution located at 1 Hollis Street in Wellesley, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Their commitment to excellence and attention to detail make them a trusted partner for individuals and businesses alike. Whether you need help with managing your finances or navigating complex tax laws, De Grazia & Co is here to help you achieve your financial goals.
Max V Bauer, CPA PC
Max V Bauer, CPA PC is a trusted accounting and finance institution located in Wellesley, Massachusetts. With a commitment to providing top-notch financial services, Max V Bauer, CPA PC offers expert advice and support to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, the team of professionals at Max V Bauer, CPA PC is dedicated to helping you achieve your financial goals. Conveniently located at 892 Worcester Street, Max V Bauer, CPA PC is ready to assist clients in Wellesley and the surrounding areas with all of their accounting and finance needs.
EBPI | Tax, Bookkeeping & Payroll
EBPI is a leading institution specializing in tax, bookkeeping, and payroll services. Located at 40 Grove Street in Wellesley, Massachusetts, our team of experienced professionals is dedicated to providing top-notch accounting and finance solutions for individuals and businesses alike. Whether you need help with tax preparation, keeping your books in order, or managing payroll, EBPI has the expertise and resources to meet your needs. Trust us to handle your financial matters with precision and efficiency.
Livingston & Haynes, P.C.
Livingston & Haynes, P.C. is a public accounting, tax, and audit firm located at 40 Grove Street in Wellesley, Massachusetts, United States. We specialize in partnering with Massachusetts organizations and individuals to provide expert financial services. With fruitful and long-standing relationships with our clients, we pride ourselves on being their competent and trustworthy financial partner. From preparing individual tax returns to complex non-profit audits and corporate financial statements, we ensure accuracy and transparency in all our work. Our team of accountants at Livingston & Haynes CPA are dedicated to advising with honesty, integrity, and skill. We value respect and transparency in our relationships with clients, who we consider to be like family. Whether you are seeking professional financial services or looking for a workplace where you can truly make a difference, Livingston & Haynes is the place for you.
Marinelli & Keohane
Marinelli & Keohane is a reputable accounting and finance institution located at 402 Washington Street in Wellesley, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Their expertise includes tax preparation, financial planning, auditing, and consulting. Clients can expect personalized attention and tailored solutions to help them achieve their financial goals. Visit Marinelli & Keohane today for expert advice and top-notch financial services.
Gormican & PC
Gormican & PC is a reputable accounting and finance institution located at 148 Linden Street in Wellesley, Massachusetts, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Gormican & PC for accurate and reliable financial advice to help them achieve their goals.
Simches Michael W CPA
Simches Michael W CPA is a trusted accounting and finance institution located at 372 Washington Street in Wellesley, Massachusetts, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or any other accounting needs, Simches Michael W CPA is dedicated to helping you achieve your financial goals. Their professional team ensures accuracy and efficiency in all their services, making them a reliable choice for all your accounting and finance needs.
Simches & Co
Simches & Co is a reputable accounting and finance institution located at 372 Washington Street in Wellesley, Massachusetts. With a team of highly skilled professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, financial planning, or investment management, Simches & Co is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances.
Peck Associates
Peck Associates is a reputable accounting and finance institution located at 20 Walnut Street in Wellesley, Massachusetts, United States. With a team of experienced professionals, Peck Associates offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. Clients can trust Peck Associates to provide accurate and reliable financial solutions tailored to their specific needs. Whether you are an individual or a business owner, Peck Associates is dedicated to helping you achieve your financial goals.
Grant & Pottackal, P.C
Grant & Pottackal, P.C. is a reputable accounting and finance institution located at 40 Washington Street in Wellesley, Massachusetts, United States. Our team of experienced professionals provides a wide range of financial services, including tax preparation, auditing, bookkeeping, and financial planning. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Prague & Company
Prague & Company is a reputable accounting and finance institution located at 15 Walnut Street in Wellesley, Massachusetts. With a team of experienced professionals, Prague & Company offers a wide range of financial services to individuals and businesses in the United States. Whether you need help with tax preparation, financial planning, or investment management, Prague & Company is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy, reliable, and committed to excellence, Prague & Company is your go-to institution for all your accounting and finance needs.
Barinelli Joseph T
Barinelli Joseph T is a reputable accounting and finance institution located at 40 Grove Street in Wellesley, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, Barinelli Joseph T is dedicated to providing top-notch service and expert advice to help you achieve your financial goals. Trustworthy, reliable, and committed to excellence, Barinelli Joseph T is the go-to institution for all your accounting and finance needs.
MyBookkeeping
MyBookkeeping is a leading accounting and finance institution located at 275 Walnut Street in Wellesley, Massachusetts, United States. Our team of experienced professionals is committed to providing top-notch bookkeeping services for individuals and businesses alike. With a focus on accuracy and attention to detail, we strive to help our clients achieve financial success and peace of mind. Whether you need help with budgeting, payroll, taxes, or financial planning, MyBookkeeping is here to support you every step of the way. Contact us today to learn more about how we can help you reach your financial goals.
Northwestern Mutual Life: Nixon Brian
Northwestern Mutual Life: Nixon Brian is a finance and insurance agency located at 55 William Street in Wellesley, Massachusetts, United States. With a strong focus on providing financial security and peace of mind to its clients, this institution offers a range of insurance and investment products tailored to individual needs. Led by experienced financial advisor Nixon Brian, the team at Northwestern Mutual Life is dedicated to helping clients achieve their financial goals and plan for a secure future. Whether you are looking for life insurance, retirement planning, or investment strategies, Northwestern Mutual Life: Nixon Brian is committed to providing personalized and comprehensive financial solutions.
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