TOP 30 Best Auditing firm in Hingham, Massachusetts
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Mass Wealth Management
● ClosedMass Wealth Management is a leading finance institution located at 99 Derby Street in Hingham, Massachusetts. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their wealth for the future. Whether you are looking to invest, plan for retirement, or protect your assets, we provide personalized and comprehensive financial services to meet your individual needs. Trust Mass Wealth Management to guide you towards financial success and peace of mind.
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Allegiance Financial Services, Inc.
● ClosedAllegiance Financial Services, Inc. is a finance institution located at 99 Derby Street in Hingham, Massachusetts, United States. They offer a wide range of financial services including investment planning, retirement planning, wealth management, and more. With a team of experienced professionals, Allegiance Financial Services, Inc. is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Allegiance Financial Services, Inc. is committed to providing personalized and comprehensive financial solutions to meet your needs.
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Charles Schwab
● ClosedCharles Schwab is a leading finance institution located at 94 Derby Street in Hingham, Massachusetts. Known for its comprehensive range of financial services, Charles Schwab offers investment advice, trading platforms, retirement planning, and wealth management solutions to help clients achieve their financial goals. With a reputation for excellence and a commitment to customer service, Charles Schwab is a trusted partner for individuals and businesses seeking to grow and protect their assets.
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AKD Consultants
● ClosedAKD Consultants is a reputable accounting and finance institution located at 188 Whiting Street in Hingham, Massachusetts. Our team of experienced professionals offers a wide range of services to individuals and businesses, including tax preparation, financial planning, and bookkeeping. With a commitment to providing personalized and high-quality service, AKD Consultants is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
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South Shore Retirement Services
● ClosedSouth Shore Retirement Services is a financial institution located at 25 Recreation Park Drive in Hingham, Massachusetts. They offer a range of services to help individuals and families achieve their ideal retirements. Through their All Hands Analysis®, they assess your current financial situation and provide a custom plan to help you reach your unique retirement goals. They also offer informational live seminars and webinars on retirement income strategies and legacy planning. Additionally, South Shore Retirement Services has a strategic partnership with tax professionals and attorneys to provide tax and legal advice. They offer insurance products through their insurance business, as well as investment advisory services through AE Wealth Management, LLC. Their affiliated company, Rowlette and Associates, LLC DBA: South Shore Retirement Services, is an independent financial services firm offering both insurance and investment services.
25 Recreation Park Dr #104, Hingham, MA 02043, United States -
South Shore Investment Services
● ClosedSouth Shore Investment Services, located at 52 Accord Park Drive in Norwell, Massachusetts, is a finance and legal institution that provides fiduciary advisory services to clients in Massachusetts. Our goal is to protect and preserve your wealth, assets, and legacy for you and your family. As a wealth management firm aligned with an estate planning firm, we work together to create a comprehensive financial plan tailored to meet your specific goals, needs, and priorities. We take into account factors such as risk profile, time horizon, liquidity constraints, charitable giving, legal entities, and taxes to ensure a well-rounded financial landscape.
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Elm Tree Capital, LLC
● ClosedElm Tree Capital, LLC is a finance and insurance agency located at 18 Shipyard Drive in Hingham, Massachusetts, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions and insurance services to meet the unique needs of our clients. With a focus on integrity and excellence, Elm Tree Capital, LLC is committed to helping individuals and businesses achieve their financial goals and protect their assets. Contact us today to learn more about how we can assist you with your financial and insurance needs.
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Merrill Lynch Financial Advisor Christopher B Bean
● ClosedMerrill Lynch Financial Advisor Christopher B Bean is a trusted financial institution located at 101 Derby Street in Hingham, Massachusetts. As a finance institution, they provide expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, Merrill Lynch Financial Advisor Christopher B Bean is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
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Charthouse Capital
● OpenCharthouse Capital is a leading finance institution located at 24 Shipyard Drive in Hingham, Massachusetts. With a strong focus on investment management and financial advisory services, Charthouse Capital is dedicated to helping clients achieve their financial goals and secure their financial future. Our team of experienced professionals provides personalized strategies and solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Charthouse Capital is here to guide you every step of the way. Visit us today to learn more about how we can help you reach your financial goals.
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Merrill Lynch Financial Advisor David G Capelle
● ClosedMerrill Lynch Financial Advisor David G Capelle is located at 101 Derby Street in Hingham, Massachusetts, United States. As your Merrill advisor, David's focus is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. With an experienced goals-based wealth management group, David provides customized financial strategies tailored to each client's needs. Backed by the resources of Merrill Lynch Wealth Management and Bank of America, David develops personalized recommendations for clients including business owners, entrepreneurs, financial services executives, and corporate executives. David's mission is to exceed expectations with exceptional service and personalized attention, serving as an objective financial resource for clients. With over 22 years of experience in the financial services industry, David holds the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Certified Investment Management Analyst® (CIMA®) certifications. He believes in continuing education to best serve his clients. In his free time, David is actively involved in his community and enjoys spending time with his family. At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities, adapting to your changing needs over time. With access to the investment insights of Merrill and banking solutions from Bank of America, David works with clients to develop a personalized approach to address their financial needs and goals. Meet with David to review your progress and make any necessary adjustments to your financial approach. Let Merrill Lynch Wealth Management Advisors help you navigate the financial landscape and pursue your goals with a customized investment approach.
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LPF Consulting Group, Ltd.
● ClosedLPF Consulting Group, Ltd. is a leading consulting firm located at 800 Hingham Street in Rockland, Massachusetts, United States. With a team of experienced consultants, they offer a wide range of services including business strategy, financial planning, and risk management. Their expertise and dedication to client satisfaction have made them a trusted partner for businesses looking to achieve their goals and maximize their success. Contact LPF Consulting Group, Ltd. today to see how they can help your organization thrive.
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Veritas Boston Wealth Management
● ClosedVeritas Boston Wealth Management is a leading financial institution located at 1050 Hingham Street in Rockland, Massachusetts, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, Veritas Boston Wealth Management is committed to providing the highest level of expertise and guidance to our clients. Contact us today to learn more about how we can help you reach your financial objectives.
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eCratchit
● ClosedeCratchit is a leading accounting and finance institution located at 2 Sharp Street in Hingham, Massachusetts, United States. We specialize in providing comprehensive financial services to businesses of all sizes, helping them manage their accounts, budgets, and taxes efficiently. Our team of experienced professionals is dedicated to delivering top-notch financial solutions tailored to meet the unique needs of each client. With eCratchit, you can trust that your financial matters are in good hands.
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Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 101 Derby Street in Hingham, Massachusetts, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized wealth planning advice and guidance, retirement income planning, investment strategies, and access to estate planning services through Bank of America. The branch is committed to client satisfaction and community involvement, supporting local charities and organizations. Advisors at Merrill Lynch Wealth Management are dedicated to understanding each client's financial goals and creating customized strategies to help them achieve long-term success.
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Cutter Associates
● ClosedCutter Associates is a leading institution located at 1050 Hingham Street in Rockland, Massachusetts, United States. Specializing in business transformation for the investment management industry, Cutter offers a collaborative learning network for leading firms in the field. Members gain access to extensive research, exclusive events, peer benchmarking, and valuable insights from other member firms. With a focus on derivatives and complex financial instruments, Cutter Associates conducts research into the management of these investments amidst changing regulations and market requirements. Key industry professionals such as CJ Jaskoll from Neuberger Berman and Ambika D'Souza from T. Rowe Price are part of Cutter's network, providing expertise and guidance to members.
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Maureen Mattie CPA
● ClosedMaureen Mattie CPA is a trusted accounting and finance institution located at 3 Summer Street in Hingham, Massachusetts, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services to help individuals and businesses manage their financial needs. From tax preparation to financial planning, Maureen Mattie CPA is dedicated to providing personalized and reliable solutions to their clients. Whether you need assistance with bookkeeping, payroll, or budgeting, you can count on Maureen Mattie CPA to deliver exceptional service with integrity and expertise.
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Ryan Gallagher - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRyan Gallagher is a financial advisor at Ameriprise Financial Services, LLC located at 25 Recreation Park Drive in Hingham, Massachusetts, United States. Ryan holds various certifications such as 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 demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, insurance products, and more. Ryan is dedicated to providing comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals.
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Greg O'Brien - TD Wealth Financial Advisor
● ClosedGreg O'Brien - TD Wealth Financial Advisor is a reputable financial institution located at 12 Whiting Street in Hingham, Massachusetts. As a trusted advisor, Greg O'Brien offers expert financial planning services to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Greg O'Brien provides personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Greg O'Brien is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
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South Shore Wealth Management - Ameriprise Financial Services, LLC
● ClosedSouth Shore Wealth Management - Ameriprise Financial Services, LLC, located at 25 Recreation Park Drive in Hingham, Massachusetts, is a finance institution focused on delivering a referable wealth management and financial planning experience to clients, families, and friends. The team at South Shore Wealth Management starts by understanding clients' goals and designing a financial plan tailored to their unique needs. They emphasize outstanding client service through a communication model that provides information and coaching to help clients make informed decisions. The institution has received the Ameriprise Client Experience Award and is dedicated to providing a great experience for clients every day. They offer personalized advice to help clients reach their financial goals and strive to instill confidence in their financial future. Investment products are not insured by the FDIC or any federal agency and involve investment risks.
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Darrel Da Cunha - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDarrel Da Cunha, a financial advisor at Ameriprise Financial Services, LLC, offers expert financial guidance and personalized investment strategies to clients in Hingham, Massachusetts and beyond. Located at 18 Shipyard Drive, Darrel Da Cunha helps individuals and families navigate the complexities of financial planning, retirement planning, wealth management, and more. With a focus on building long-term relationships and delivering tailored solutions, Darrel Da Cunha and his team strive to help clients achieve their financial goals and secure their financial futures. Contact them today to schedule a consultation and take the first step towards financial success.
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Merrill Lynch Financial Advisor Patrick J McAuliffe
● ClosedMerrill Lynch Financial Advisor Patrick J McAuliffe is a finance institution located at 101 Derby Street, Hingham, Massachusetts, United States. The team at this institution believes in fully involving you in planning for your financial future by determining your investment style and addressing individual goals that are meaningful to you. With a comprehensive strategy designed to make the most of your financial resources, they aim to help you pursue your financial goals. By starting with a conversation to understand your aspirations and priorities, they tailor a financial approach to help you manage, grow, and preserve your wealth. The team, supported by the global resources of Merrill and Bank of America, is dedicated to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, they can develop a personalized plan centered on your goals. They understand that life and financial markets change over time, so they check in regularly to discuss any adjustments needed to your financial approach. With a focus on helping you achieve your goals and providing personalized investment strategies, Merrill Lynch Financial Advisor Patrick J McAuliffe is committed to putting you first every day.
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Sharp Wealth Solutions, LLC
● ClosedSharp Wealth Solutions, LLC is a finance institution located at 72 Sharp Street in Hingham, Massachusetts, United States. With years of experience in helping clients prepare for the unknown, we use our trademarked process and patented software to uncover opportunities that are often overlooked by other advisors. As an independent financial services firm, we have relationships with multiple insurance companies, allowing us to access a wide range of products to meet your individual needs. Our comprehensive needs analysis focuses on what is important to you, looking at your entire financial picture to ensure your assets and strategies align with your goals. Our team of advisors, each with over 10 years of experience on average, presents ideas and concepts that many clients may not be aware of. There is no charge or obligation for our advice, and owner John May, a licensed insurance producer for over a decade, is dedicated to helping clients make the best financial decisions regardless of income level. We offer a Social Security report to help identify the optimal timing for taking your benefits, often leading to previously unknown advantages for our clients.
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Michael Welch - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael Welch is a Financial Advisor at Ameriprise Financial Services, LLC, located at 175 Derby Street in Hingham, Massachusetts, United States. Michael holds several 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 demonstrate Michael's expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a focus on ethical practices and comprehensive financial planning, Michael is dedicated to helping individuals and businesses achieve their financial goals.
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Andrew Eaves - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAndrew Eaves is a financial advisor at Ameriprise Financial Services, LLC, located at 99 Derby Street in Hingham, Massachusetts, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. Andrew Eaves can assist you with estate planning, passing wealth to the next generation, and guiding you through the complex financial process. If you are interested in a more confident financial future, you can schedule a complimentary initial consultation with Andrew Eaves. Please note that this offer is only valid in the United States. Investment products involve risks, and investment advisory services are provided through Ameriprise Financial Services, LLC. Andrew Eaves may only conduct securities business in states where he is properly registered. Feel free to refer your friends or family members to Andrew Eaves for help with their financial goals. Your referral will be contacted soon. Visit the Ameriprise Financial website for more information on corporate entities, disclosures, privacy, and security.
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Rob Cowen - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRob Cowen - Financial Advisor at Ameriprise Financial Services, LLC, located at 99 Derby Street in Hingham, Massachusetts, provides a wide range of financial services to individuals and small business owners. Rob Cowen holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuous education, Rob Cowen is dedicated to helping clients achieve their financial goals. Whether you need assistance with portfolio management, retirement planning, or estate planning, Rob Cowen is a trusted financial advisor who can provide expert guidance tailored to your specific needs.
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Harold A Shaw-Financial Services
● OpenHarold A. Shaw Financial Services is a reputable accounting and finance institution located at 102 Station Street in Hingham, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, financial planning, investment management, and retirement planning. Their personalized approach and attention to detail ensure that each client receives tailored solutions to meet their specific financial needs. Trust Harold A. Shaw Financial Services to help you navigate the complexities of the financial world and secure a stable financial future.
102 Station St, Hingham, MA 02043, United States -
Francis A Mc Nulty - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFrancis A Mc Nulty - Financial Advisor, Ameriprise Financial Services, LLC is a prominent finance institution located at 99 Derby Street in Hingham, Massachusetts, United States. The institution offers a range of financial services and expertise, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care program, and Chartered Life Underwriter Designation®. The institution is dedicated to providing comprehensive financial planning and investment services to individuals, small business owners, retirees, and high net worth clients. With a team of highly qualified professionals, Francis A Mc Nulty - Financial Advisor, Ameriprise Financial Services, LLC is committed to upholding the highest standards of ethics and expertise in the field of finance.
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Donovan Wealth Management Group - Ameriprise Financial Services, LLC
● OpenDonovan Wealth Management Group - Ameriprise Financial Services, LLC is a trusted finance institution located at 175 Derby Street in Hingham, Massachusetts, United States. Recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers for 2022, we specialize in providing personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team works closely with you to document your financial objectives, regularly review your progress, and adjust your approach as needed to help you achieve your goals. With secure online access, you can easily track your investments and accounts from any device. Our experienced financial advisors are registered to do business in select U.S. states and are committed to helping you navigate the complexities of financial planning. Whether you are planning for retirement, education, or a major purchase, we offer complimentary initial consultations to discuss your priorities and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are dedicated to helping you make informed decisions to secure your financial future.
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West Branch Capital LLC
● ClosedWest Branch Capital LLC is an independent fee-only, SEC Registered Investment Adviser located at 99 Derby Street, Hingham, Massachusetts. Recognized by the Financial Times 300 Top Registered Investment Advisers and investor.com as a Trusted Firm, we offer a full range of investment management services for individuals, institutions, and corporate retirement plan sponsors. Our team of fiduciary advisors is committed to always acting in the best interests of our clients, providing personalized financial plans tailored to address current and future financial needs. Whether you are just starting to invest or have a solid retirement plan in place, we are here to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you in securing your financial future.
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Gayle Rosewell - UBS Financial Services Inc.
● OpenGayle Rosewell - UBS Financial Services Inc. is a reputable financial institution located at 1099 Hingham Street in Rockland, Massachusetts, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses manage their wealth effectively. With a team of experienced professionals, Gayle Rosewell - UBS Financial Services Inc. is dedicated to providing personalized financial solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or estate planning, this institution strives to help you achieve your financial goals.
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