TOP 10 Benefit planning in Boston, Massachusetts

Merrill Lynch Financial Advisor Rory K. Hogan, located at 100 Federal Street, Boston, Massachusetts, United States, is a part of The KCH Wealth Management Group. With a team of 8 members managing over 1.8B in assets, the institution provides customized financial advice to corporate executives, business owners, and affluent families. Ranked #26 on the 2023 Forbes "Best-In-State Wealth Management Teams" list, the institution focuses on developing personalized financial approaches to help clients achieve their goals. With access to the resources of Merrill and Bank of America, the team at Merrill Lynch Financial Advisor Rory K. Hogan works closely with clients to address their financial needs and provide guidance on managing, growing, and preserving wealth. Through conversations and the Investment Personality Assessment, the institution aims to understand clients' goals and preferences to create tailored financial plans. The team is dedicated to building strong client relationships based on trust and personalized service, helping clients navigate the complexities of their financial lives. With a focus on staying informed and adapting to changes in clients' lives and the financial markets, Merrill Lynch Financial Advisor Rory K. Hogan is committed to helping clients achieve their financial goals.

Breed's Hill Capital is a finance institution located at 1 Thompson Square in Boston, Massachusetts, United States. Specializing in tailored wealth management and investment advisory solutions, the institution serves private clients, families, and foundations. Breed's Hill Capital aims to empower clients by providing clarity to their financial lives through their experience, professional network, and cutting-edge technology. Their objective is to exclusively benefit their clients and help them achieve their financial goals.

Exemplar Companies, PBC is a professional knowledge firm located at 10 Post Office Square in Boston, Massachusetts, United States. Our mission is to empower game-changers, revolutionaries, and impact businesses through a holistic approach that integrates services across law, tax, capital, strategy, compliance, and wealth management. At Exemplar, we believe that relationships and caring change outcomes. Our focus goes beyond providing professional services - it's about building a community and making a difference. With over two decades of experience, we have fostered communities that benefit the clients we serve and will continue to build in the future.

TIAA Financial Services is a renowned institution located at 33 Arch Street in Boston, Massachusetts, United States. As a leading bank, finance, and insurance agency, TIAA offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and expertise, TIAA is dedicated to providing top-notch customer service and innovative financial solutions. Whether you are looking for banking services, investment options, or insurance products, TIAA Financial Services is committed to helping you secure a stable financial future.

FleetStar Financial is a leading finance institution located at One Thompson Square in the bustling city of Boston, Massachusetts, United States. Specializing in a wide range of financial services, FleetStar Financial is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a team of experienced professionals, FleetStar Financial offers personalized services tailored to meet the unique needs of each client. Whether you are looking for investment opportunities, loan options, or financial planning advice, FleetStar Financial is your go-to destination for all things finance. Visit us today and let us help you achieve your financial goals.

Walgreens Pharmacy is a trusted health and wellness destination located at 825 Morton Street in Boston, Massachusetts. As a leading pharmacy and store, we provide a wide range of pharmaceutical products, over-the-counter medications, and health care essentials to meet the needs of our customers. Our knowledgeable pharmacists are dedicated to providing personalized service and medication counseling to ensure the best possible outcomes for your health. Visit us at Walgreens Pharmacy for all your health and wellness needs in the heart of Boston.

Crawford Drug Store is a trusted health and pharmacy institution located at 1735 Dorchester Avenue in Boston, Massachusetts. With a wide range of pharmaceutical products and medical supplies, Crawford Drug Store is committed to providing top-quality care and exceptional customer service. Whether you need prescription medications, over-the-counter remedies, or health and wellness products, our knowledgeable staff is here to help. Visit us today for all your health and pharmacy needs.

Stop & Shop Pharmacy is your one-stop destination for all your health and wellness needs. Located at 1100 Massachusetts Avenue in Boston, Massachusetts, our pharmacy offers a wide range of prescription medications, over-the-counter remedies, and health products to help you stay healthy and happy. Our knowledgeable staff is dedicated to providing personalized service and expert advice to ensure you receive the best care possible. Whether you need to refill a prescription, consult with a pharmacist, or pick up a few essentials, Stop & Shop Pharmacy has you covered. Visit us today and experience the convenience and quality care that sets us apart.

Alice Chung is a premier health and pharmacy institution located at 59 Boston Street in Salem, Massachusetts. Offering a wide range of pharmaceutical products and health services, Alice Chung is dedicated to providing top-notch care and support to its customers. With a convenient location and a friendly staff, Alice Chung is your one-stop shop for all your health and wellness needs.

Atrius Health Medford Pharmacy is a comprehensive health institution located at 26 City Hall Mall in Medford, Massachusetts, United States. Offering a wide range of medical and surgical specialties, our practice has been serving the residents of Medford, Malden, Melrose, Winchester, Saugus, and surrounding areas since 1982. Conveniently situated just off Route 93, across from Medford City Hall, our practice provides primary care for adults and children, as well as a full range of medical and surgical specialty care. Our preferred hospital partners include Mount Auburn Hospital, Beth Israel Deaconess Medical Center, Winchester Hospital, Boston Children's Hospital, and New England Baptist Hospital. We are open Monday to Friday from 8:00am to 6:00pm, with walk-in lab and pharmacy services available during these times. The optical shop is open Monday to Friday from 8:30am to 5:00pm, closed for lunch from 12:30pm to 1:30pm. No appointment is necessary, but we recommend calling ahead as hours may vary slightly by department.

Yana Minzberg is a reputable health and pharmacy institution located at 1260 River Street in Boston, Massachusetts. Our store is dedicated to providing top-quality healthcare products and services to our customers. From prescription medications to over-the-counter remedies, our knowledgeable staff is here to assist you with all your healthcare needs. Visit Yana Minzberg for a friendly and professional pharmacy experience.

LTC Financial Partners is a comprehensive financial, health, and insurance agency located at 939 Lagrange Street in Boston, Massachusetts, United States. Our team of experts is dedicated to helping individuals and families plan for their long-term care needs, providing personalized solutions and guidance every step of the way. Whether you are looking for insurance coverage, financial planning, or health care options, LTC Financial Partners is here to help you navigate the complex world of long-term care. Contact us today to learn more about how we can assist you in securing your future.

Daniel Hall is a Financial Advisor at Ameriprise Financial Services, LLC located at 60 State Street in Boston, Massachusetts, United States. Daniel holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing tailored financial advice to individuals, Daniel is dedicated to upholding a high standard of ethics and professionalism in his practice. Whether you are a retiree, small business owner, or high net worth client, Daniel Hall is equipped to help you navigate the complexities of financial planning and investment management.

Tom Duval is a dedicated Financial Advisor at Ameriprise Financial Services, LLC, located at 121 Mount Vernon Street in Boston, Massachusetts. As an Ameriprise Platinum Financial Services® Advisor, Tom offers personalized financial advice to help clients prepare for their financial goals, whether it's saving for college, planning for retirement, or making smart investments. Tom takes the time to truly understand what is important to each client, providing a comprehensive overview of financial planning concepts during the initial consultation. While he cannot guarantee future financial results, Tom's expertise and guidance can help clients feel more confident, connected, and in control of their financial lives.

Merrill Lynch Financial Advisor Jason A Adamic, located at 100 Federal Street in Boston, Massachusetts, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With a focus on understanding client values and goals, the Adamic Wolford Group provides personalized wealth management strategies to address unique financial needs. Their holistic approach goes beyond investments to help clients pursue what is most important to them and their families. With expertise in retirement benefits consulting and corporate retirement plans, the team is dedicated to helping clients navigate the complexities of the financial landscape. By offering personalized investment approaches tailored to individual concerns and goals, they aim to provide clients with the tools to build a secure financial future. Merrill Lynch Financial Advisor Jason A Adamic brings fresh perspectives to financial decision-making, connecting life and finances to help clients make informed choices as they pursue their goals.

Leilani Germain - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 60 State Street in Boston, Massachusetts, offers a wide range of financial services. Leilani Germain holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, which demonstrate her expertise in asset management, wealth transfers, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. Leilani Germain is also a Chartered Advisor in Philanthropy® and holds certifications in fixed-rate and variable annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more. With a commitment to excellence and a deep understanding of financial planning principles, Leilani Germain is dedicated to providing top-notch financial advice and support to her clients.

Keenan Financial is a reputable finance, health, and insurance agency located at 11 Beacon Street in Boston, Massachusetts, United States. With years of experience in the industry, our dedicated team of professionals is committed to providing top-notch financial services, health insurance options, and insurance solutions to meet the unique needs of our clients. Whether you are looking to secure your financial future, protect your health, or safeguard your assets, Keenan Financial is here to help you every step of the way. Contact us today to learn more about how we can assist you in achieving your financial and insurance goals.

Merrill Lynch Financial Advisor Donald J. Hannan is a reputable finance institution located at 100 Federal Street in Boston, Massachusetts, United States. With a focus on providing expert financial advice and services, Donald J. Hannan and his team offer personalized investment strategies tailored to meet the unique needs and goals of each client. With a dedication to transparency, integrity, and professionalism, clients can trust Merrill Lynch Financial Advisor Donald J. Hannan to help them navigate the complexities of the financial world and achieve their financial objectives.

Merrill Lynch Financial Advisor Kirk J Wolford, located at 100 Federal Street in Boston, Massachusetts, offers a wide range of investment solutions from Merrill and banking products from Bank of America. The Adamic Wolford Group focuses on understanding client values and helping them prioritize their goals to develop wealth management strategies tailored to their needs. With a holistic approach to wealth management, the team aims to help clients pursue what is most important to them and their families. Specializing in retirement benefits consulting and global institutional consulting, the team has extensive experience in helping clients navigate the complexities of the financial landscape. By providing personalized investment approaches and access to Merrill and Bank of America resources, Merrill Lynch Financial Advisor Kirk J Wolford aims to bring fresh perspectives to clients' financial lives and help them make informed decisions for their future.

Daily Table Grocery in Mattapan is a unique institution located at 474 River Street in Boston, Massachusetts. This food, grocery, and supermarket store offers savings compared to other local grocery stores, making nutritious foods affordable for all. They empower people to eat well by providing a dignified retail exchange, rather than a handout. Conveniently located near public transit and open seven days a week, Daily Table Grocery is there when customers need them. They offer programs like Double Up Food Bucks, which doubles the value of SNAP benefits on fruits and vegetables. The store hires residents from the communities they serve and pays a Living Wage, keeping dollars circulating locally.

Maureen Watson is a reputable health and pharmacy institution located at 1630 Tremont Street in Boston, Massachusetts. With a wide range of products and services available, Maureen Watson is dedicated to providing top-quality healthcare solutions to its customers. Whether you're looking for prescription medications, over-the-counter remedies, or personal care products, Maureen Watson has everything you need to stay healthy and well. Visit us today and experience exceptional service and expert advice from our knowledgeable staff.

Won-Jae Son is a reputable health institution located at 214 Harvard Avenue in Boston, Massachusetts. Specializing in pharmacy services, this institution offers a wide range of medications and health products to meet the needs of the community. With a dedicated team of pharmacists and staff, customers can expect personalized care and expert advice on their medication needs. Whether you are looking for prescription refills, over-the-counter medications, or health supplements, Won-Jae Son is your go-to store for all your health needs. Visit us today and experience top-notch service in a welcoming and professional environment.

Michael W Hurley, Founder - Fort Independence Financial & Insurance is a reputable financial institution located at 201 Jones Road in Waltham, Massachusetts. With a focus on providing top-notch financial and insurance services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to guide you every step of the way. Trust in our expertise and personalized approach to financial planning to ensure a secure and prosperous future for you and your loved ones.

Merrill Lynch Wealth Management Advisor Cary W Florio, located at 100 Federal Street in Boston, Massachusetts, offers a wide range of investment solutions from Merrill and banking products from Bank of America. The Adamic Wolford Group focuses on understanding client values and goals to create tailored wealth management strategies. Their holistic approach puts clients at the center of everything they do, helping them pursue their financial goals. The team, experienced in working with high-net-worth individuals and companies, offers retirement benefits consulting and customized investment approaches. They also specialize in designing and managing employee retirement programs. With access to Merrill and Bank of America resources, they provide guidance on financial planning, investment strategies, and retirement planning. The team at Merrill Lynch strives to bring fresh perspectives to clients' financial lives, offering insights and capabilities to help them make informed decisions and pursue their goals.

Merrill Lynch Financial Advisor Kristin S. Polito, located at 100 Federal Street in Boston, Massachusetts, is a trusted institution that offers personalized financial advice and services to clients across the United States. With over 15,000 experienced advisors, Merrill Lynch helps individuals achieve their financial goals and secure their desired lifestyle. Specializing in asset allocation, diversification, and investment strategies, the team at Merrill Lynch is dedicated to providing comprehensive financial planning and guidance. As a subsidiary of Bank of America Corporation, Merrill Lynch offers a wide range of brokerage, investment advisory, and other financial services to meet the diverse needs of their clients. Whether you are looking to invest, plan for retirement, or protect your assets, Merrill Lynch Financial Advisor Kristin S. Polito is here to help you navigate the complexities of the financial world and make informed decisions. Please note that investing involves risk, and it is advisable to consult with legal and tax advisors before making any financial decisions.

Baker Newman Noyes is a top-100 accounting, finance, and advisory firm located at 133 Federal Street, Boston, Massachusetts, United States. They offer assurance, tax, and advisory services that deliver results for their clients. Known for their specialized knowledge, award-winning client service, and collaborative approach, BNN provides timely and thorough advice to help clients make confident decisions. Their team of professionals combines the expertise of a Big 4 firm with the personalized attention of a smaller firm, making each client feel like a priority. At BNN, employees find a supportive and flexible environment for career growth, with a range of benefits and a focus on continuous learning. The firm is dedicated to giving back to the communities they serve, with team members participating in various initiatives to make a meaningful impact. BNN is a special place where teamwork, humanity, and exceptional service come together to create a unique and fulfilling work environment.

David J Singleton, CPA is a well-established accounting and finance institution located at 66 West Street in Leominster, Massachusetts, United States. With over 30 years of experience, David J Singleton, CPA, MST offers a wide range of accounting services for individuals, business owners, and non-profit organizations. These services include personal tax, corporate tax, payroll, state and local tax, valuation, estate planning, due diligence, secession planning, and merger and acquisition assistance. The institution prides itself on its friendly and highly trained staff, who are considered the single best asset. They adhere to the highest ethical standards and provide services with utmost integrity. With the ever-changing tax laws and rules for deductions and credits, David J Singleton, CPA can help clients maximize their refunds and avoid missing out on opportunities.

CP Tax Services is a leading institution specializing in accounting and finance, located at 449 Boston Post Road East in Marlborough, Massachusetts. With additional locations in Leominster, our team of experts is dedicated to maximizing the benefits available to our clients under the tax code. We offer time-tested strategies that are often under-utilized by other tax professionals, ensuring that our clients receive the best possible outcomes. Our services are completely within the letter of the law, backed by legal precedent, and designed to help you achieve your financial, tax, and business goals. Contact us today to learn more about how we can assist you.

RD Tax Solutions is a leading tax consultancy firm located at 1 Washington Street in Boston, Massachusetts. Our team of expert consultants specialize in helping businesses claim Research and Development (R&D) tax credits, maximizing their tax savings and boosting their bottom line. With our in-depth knowledge of tax laws and regulations, we provide personalized solutions tailored to each client's unique needs. Trust RD Tax Solutions to help you navigate the complex world of R&D tax credits and take advantage of all the tax benefits available to your business.

Freedomfolio is a leading accounting and finance institution located in Post Office Square, Boston, Massachusetts, United States. Specializing in maximizing real estate tax efficiency, we have helped our clients save over $2 million in federal tax and $875k in state income tax. Our Certified Tax Planner (CTP) and CPA firm offers tailored tax strategies specifically designed for the intricate world of real estate. What sets us apart is our commitment to individualized tax solutions. Unlike traditional CPAs or accountants who focus solely on compliance, our CTP-Certified Real Estate Tax Strategists and CPAs have received specialized training in the nuances of real estate taxation within the vast IRS tax code. We analyze your financial landscape, past real estate transactions, property holdings, and investment objectives to develop comprehensive tax-saving strategies.