TOP 30 Audit & Consulting in Newton, Massachusetts

166 results found

Merrill Lynch Financial Advisor Robert Chiacchio, located at 2221 Washington Street, Newton, Massachusetts, United States, offers personalized wealth management advice and guidance tailored to your goals and priorities. The team at The Cafaro Group believes in placing the investor at the center of their focus, not the market, to help you pursue your financial goals. With a deep understanding of your life and priorities, the team recommends appropriate financial strategies and works with you to adjust them over time. They use the Investment Personality Assessment to customize your financial approach and help you make informed decisions. Recognized by Forbes and Barron's for exemplary client service, the team is dedicated to helping you reach your financial goals. With access to the global resources of Merrill Lynch, the team is committed to building strong client relationships based on trust and personalized service. By understanding what matters most to you, they can help you create a financial approach that reflects your personality and priorities. Whether you're planning for retirement, saving for a home, or funding education, the team at Merrill Lynch is here to help you achieve your goals.

Merrill Lynch Financial Advisor Matthew S Whiting, located at 2221 Washington Street, Newton, Massachusetts, United States, offers personalized wealth management strategies tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Matthew Whiting focuses on understanding your financial picture and developing a flexible strategy to navigate changing market conditions. As a dedicated advisor, he believes in building a strong relationship with clients, providing transparency on potential risks and opportunities, and adjusting financial plans as needed to help you pursue your goals. Whether you're planning for retirement, saving for a home, or funding a child's education, Matthew Whiting is committed to helping you achieve financial success by creating a plan that reflects your investment personality and life priorities. With a focus on ongoing communication and adjustments, he aims to guide you through life's ups and downs to help you manage, grow, and preserve your wealth for years to come. Matthew Whiting is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. and The College for Financial Planning. Contact Merrill Lynch Financial Advisor Matthew S Whiting to start planning for your financial future today.

Leonid Kvitnitsky - TIAA Wealth Management Advisor is a financial institution located at 275 Grove Street in Newton, Massachusetts. As a trusted advisor, Leonid Kvitnitsky provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Leonid Kvitnitsky offers comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Leonid Kvitnitsky can help you navigate the complexities of the financial world and make informed decisions for your future.

Richard Baum - Financial Advisor, Ameriprise Financial Services, LLC, located at 2221 Washington Street in Newton, Massachusetts, is a trusted institution specializing in finance. Richard Baum offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular progress reviews and updates to adapt to life changes, clients can track their financial journey securely from any device. Clients can schedule a complimentary initial consultation to discuss retirement, education, or major purchase goals. Richard Baum is registered in states where securities business is conducted, as indicated on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC cannot guarantee future financial results.

George V Anastopoulos Jr is a financial advisor at Ameriprise Financial Services, LLC located at 275 Grove Street in Newton, Massachusetts, United States. George holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. He specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. George is committed to upholding the highest ethical standards and continuously expanding his knowledge and expertise in the field of finance to better serve his clients.

Daniel J Marean - Ameriprise Financial Services, LLC is a finance institution located at 275 Grove Street, Newton, Massachusetts, United States. The institution offers a variety of certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics, ensuring that advisors are well-equipped to assist clients with their investment and estate planning needs. The institution is committed to providing high-quality financial services to individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and risk management.

New York's 529 Advisor is a college savings program located at 95 Wells Avenue in Newton, Massachusetts. The program offers a variety of investment options for individuals looking to save for higher education expenses. The Investor Service Center can be reached at 1-800-774-2108, and the Advisor Service Center at 1-855-JPM-6657. The program is administered by the Comptroller of the State of New York and the New York State Higher Education Services Corporation. Ascensus Broker Dealer Services, LLC serves as the Program Manager, with J.P. Morgan Investment Management Inc. as the Investment Manager. JPMorgan Distribution Services, Inc. markets and distributes the program.

E. S. Schwartz and Company, Inc. is a reputable finance institution located at 450 Lexington Street in Newton, Massachusetts, United States. With a strong track record of providing expert financial services to clients, they offer a wide range of investment options and financial planning solutions. The experienced team at E. S. Schwartz and Company, Inc. is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, E. S. Schwartz and Company, Inc. is committed to providing personalized and professional guidance every step of the way.

LTG Capital, LLC is a finance institution located at 275 Grove Street in Newton, Massachusetts, United States. With a strong reputation for providing expert financial services, LTG Capital, LLC specializes in investment management, financial planning, and wealth management. Their team of experienced professionals work closely with clients to create customized strategies to help them achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, LTG Capital, LLC is dedicated to providing top-notch financial solutions tailored to your specific needs.

Financial & Taxation Services Inc. is a trusted accounting and finance institution located at 1930 Washington Street in Newton, Massachusetts, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, bookkeeping, and more. Our goal is to provide our clients with personalized and efficient financial solutions to help them achieve their goals. Whether you are an individual or a business owner, we are here to assist you with all your financial and taxation needs. Visit us today to learn more about how we can help you secure a stable financial future.

Integrity Tax & Business Partners is a reputable accounting and finance institution located at 28 Washington Street in Newton, Massachusetts, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial planning, bookkeeping, and business consulting. Our commitment to integrity and excellence sets us apart, ensuring that our clients receive the highest quality service and support for all their financial needs. Contact us today to learn more about how we can help you achieve your financial goals.

Ez Tax Preparation Services is a reputable accounting and finance institution located at 27 Cottage Street in Newton, Massachusetts, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation services to individuals and businesses. With a focus on accuracy and efficiency, we strive to make the tax filing process as easy and stress-free as possible for our clients. Whether you need help with personal tax returns or complex business filings, Ez Tax Preparation Services is here to help. Contact us today to schedule an appointment and experience the convenience of working with our expert team.

Smart Tax Corporation is a leading accounting and finance institution located at 1007 Chestnut Street in Newton, Massachusetts, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we strive to help our clients make smart financial decisions and maximize their financial success. Trust Smart Tax Corporation for all your accounting and finance needs.

H&R Block is a well-established accounting and finance institution located at 294 Walnut Street in Newton, Massachusetts, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us today to experience the trusted expertise and exceptional service that sets H&R Block apart.

Robert Goodman PC: Goodman Robert CPA is a reputable accounting and finance institution located at 1340 Centre Street in Newton, Massachusetts, United States. With years of experience and expertise in the field, the institution offers a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. The team of professionals at Robert Goodman PC is dedicated to providing personalized and high-quality financial solutions to individuals and businesses alike. Whether you need assistance with tax filing or financial analysis, Goodman Robert CPA is committed to helping you achieve your financial goals.

Carl Attardo Bookkeeping Services is a trusted accounting and finance institution located at 73 Lexington Street in Newton, Massachusetts, United States. With years of experience in the industry, our team of professionals provides top-notch bookkeeping services to help businesses manage their finances effectively. Whether you need assistance with payroll, accounts receivable, or financial reporting, we are here to support you every step of the way. Contact us today to learn more about how we can help streamline your financial processes and drive business success.

Self Directed Retirement Account Services is a leading institution located at 180 Wells Avenue in Newton, Massachusetts, United States. We specialize in providing individuals with the tools and resources they need to take control of their retirement savings. Our team of experts offers personalized guidance and support to help clients navigate the complexities of self-directed retirement accounts. Whether you are looking to invest in real estate, precious metals, or alternative assets, we are here to help you achieve your financial goals. Contact us today to learn more about our services and how we can help you secure a stable financial future.

Downey, Pieciak, Fitzgerald & Co., P.C. is a reputable accounting and finance institution located at 488 Newton Street in South Hadley, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Their commitment to excellence and personalized approach to client service sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Downey, Pieciak, Fitzgerald & Co., P.C. is dedicated to helping you achieve your financial goals.

Tax Beasts is a professional tax services and bookkeeping institution located at 275 Grove Street, Newton, Massachusetts. Our team of experienced tax accountants in Boston, Massachusetts provide tax preparation, electronic tax filing, same-day refund advances, and bookkeeping services for businesses. We work with various bank products to ensure quick access to funds from your return. Our certified accountants pride themselves on efficient and accurate tax preparation, helping you get the funds you are owed in a timely manner. Additionally, we offer investment management services, financial reporting, audit protection, and personalized tax planning to help decrease tax liability for future years. Visit Tax Beasts Advisor’s Blog for valuable insights and information on tax preparation and bookkeeping.

Debits & Credits LLC is a reputable accounting and finance institution located at 2345 Washington Street in Newton, Massachusetts, United States. Our services cater to a wide range of clients including individuals, corporations, S-Corporations, estates/trusts, and tax-exempt organizations. We offer a variety of services such as CFO services, personal financial planning, and strategic business planning to help our clients achieve their financial goals. Trust Debits & Credits LLC for all your accounting and finance needs.

AGS Tax Group is a renowned accounting and finance institution located at 1007 Chestnut Street in Newton, Massachusetts, United States. With a team of expert professionals, AGS Tax Group offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, AGS Tax Group is dedicated to providing top-notch financial solutions tailored to meet your specific needs. Trust AGS Tax Group for all your accounting and finance needs.

Global Tax Solution Inc. is a leading finance institution located at 180 Wells Avenue in Newton, Massachusetts, United States. Specializing in tax solutions on a global scale, our team of experts is dedicated to providing comprehensive and personalized financial services to individuals and businesses. With a focus on compliance, planning, and optimization, we strive to help our clients navigate the complex world of taxes with ease and confidence. Trust Global Tax Solution Inc. to be your partner in achieving financial success.

Goodman Carl L is a reputable accounting and finance institution located at 49 Lexington Street in Newton, Massachusetts, United States. With a strong focus on providing expert financial services and advice, Goodman Carl L is dedicated to helping individuals and businesses manage their finances effectively. The institution's team of professionals are highly experienced and knowledgeable in the field, ensuring that clients receive top-notch service and guidance. Whether you need assistance with tax preparation, financial planning, or investment management, Goodman Carl L is the go-to institution for all your accounting and finance needs.

DiDonato & Company CPAs is a reputable accounting and finance institution located at 275 Grove Street in Newton, Massachusetts, United States. With a team of experienced Certified Public Accountants, they provide a wide range of professional services including tax preparation, auditing, financial planning, and consulting. Clients can trust DiDonato & Company CPAs to deliver accurate and reliable financial solutions tailored to their specific needs. Whether you are an individual or a business owner, this institution is dedicated to helping you achieve your financial goals.

blumshapiro is a renowned accounting and finance institution located at 70 Wells Avenue in Newton, Massachusetts, United States. With a strong reputation for providing top-notch financial services, blumshapiro is a trusted partner for individuals and businesses looking for expert advice and guidance in managing their finances. The institution is known for its experienced team of professionals who are dedicated to helping clients achieve their financial goals and navigate complex financial challenges. Whether you are looking for tax planning, auditing, or financial consulting services, blumshapiro is the go-to institution for all your accounting and finance needs.

Kennedy, Hentoff & Patterson LLP is a leading accounting and finance institution located in Newton, Massachusetts. With a strong reputation for excellence and expertise in financial services, they offer a wide range of services to individuals and businesses. The firm is committed to providing personalized and professional financial solutions to help clients achieve their goals. Located at 181 Wells Avenue, Kennedy, Hentoff & Patterson LLP is a trusted partner for all your accounting and finance needs in the United States.

Real Dream Tax is an accounting and finance institution located in Newton, Massachusetts, United States. Our team of three credentialed CPAs and EAs have extensive experience in tax preparation and planning for individuals, business owners, and real estate investors. With a background in corporate finance and real estate investment, we are dedicated to helping our clients retain maximum earnings and profits while ensuring transparency in our workflow systems. Whether you have side income, rental properties, or overseas activities, we can help you navigate the complexities of tax treatments and protect your benefits. Individual tax returns start at $300, while business returns start at $1,000 and are adjusted based on complexity. Our goal is to help you maximize your profit, save you time, and allow you to focus on pursuing your dreams. Contact Real Dream Tax today for an estimate and let us help you achieve your financial goals.

Pope Thomas is a reputable institution located at 381 Elliot Street in Newton, Massachusetts, offering top-notch accounting and finance services. With a team of experienced professionals, Pope Thomas is dedicated to providing expert financial advice and assistance to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, Pope Thomas is the go-to institution for all your accounting and finance needs. Trustworthy, reliable, and committed to excellence, Pope Thomas is the institution you can count on for all your financial needs.

Accounting Tax & Wealth Management is a leading financial institution located in Newton, Massachusetts, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch tax planning, wealth management, and financial consulting to individuals and businesses alike. With a focus on personalized service and attention to detail, we strive to help our clients achieve their financial goals and secure a stable financial future. Trust Accounting Tax & Wealth Management to handle all your financial needs with professionalism and expertise.

Business Boston is a renowned institution located at 76 Rowe Street in Newton, Massachusetts, United States. Specializing in accounting and finance, our institution offers top-notch education and training for aspiring professionals in the business world. Our expert faculty and comprehensive curriculum ensure that students receive the knowledge and skills needed to succeed in the competitive field of finance. With a strong emphasis on practical learning and real-world applications, Business Boston prepares students for a successful career in accounting and finance. Join us and take the first step towards a bright future in the business industry.