Best financial services in Bedford, Massachusetts
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Bickling Financial Services
● OpenBickling Financial Services, located at 35 Bedford Street in Lexington, Massachusetts, is a renowned finance institution with a legacy of excellence. Founded in 1984 by Dorothy Bickling, one of the first individuals to earn the CERTIFIED FINANCIAL PLANNER® designation, Bickling Financial Services is dedicated to helping clients achieve financial independence. Specializing in assisting clients with both short-term and long-term financial goals, Bickling Financial Services utilizes advanced software tools to optimize retirement income and ensure that spending reflects personal priorities. From planning for education costs to managing company 401k programs, their team of experts is committed to simplifying complex financial matters for their clients.
35 Bedford St Suite 15, Lexington, MA 02420, United States -
Lexington Financial Group
● OpenLexington Financial Group is a finance institution located at 74 Bedford Street in the charming town of Lexington, Massachusetts, United States. With a focus on providing personalized financial services, our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Lexington Financial Group is here to provide expert guidance and support. Visit us today to learn more about how we can help you secure your financial future.
74 Bedford St, Lexington, MA 02420, United States -
Women's Financial Help
● ClosedWomen's Financial Help, located at 450 Bedford Street in Lexington, Massachusetts, is a finance institution dedicated to helping women make informed financial decisions during life-changing events. Whether you are wondering about maintaining your current lifestyle in retirement, considering college tuition funding options, or navigating inheritance guidance, we are here to support you every step of the way. Our mission is simple: to assist women in making sound financial choices during times of transition. We believe in building meaningful, supportive relationships with our clients and our motto is "Success in Partnership; your future belongs to you!"
450 Bedford St #1100, Lexington, MA 02420, United States -
Maxima Consulting Inc. - Bedford, MA
● ClosedMaxima Consulting Inc. in Bedford, MA is a leading provider of consulting services, specializing in helping businesses achieve their goals through innovative solutions and strategic planning. Located at 165 Middlesex Turnpike, Bedford, Massachusetts, this institution offers a wide range of services including IT consulting, project management, and business process optimization. With a team of experienced professionals, Maxima Consulting Inc. is dedicated to helping clients maximize their potential and succeed in today's competitive market.
165 Middlesex Turnpike STE 205, Bedford, MA 01730, United States -
David Westgate-Medicare and Financial Services
● OpenDavid Westgate-Medicare and Financial Services is a finance institution located at 866 Kempton Street in New Bedford, Massachusetts, United States. Nancy and David Westgate, licensed real estate agents with Hancock Realty, specialize in providing exceptional customer service and cutting-edge marketing technology for buyers and sellers in the South Coast of MA. They offer services such as rental applications, credit report analysis, home value assessments, and information on pre-foreclosure properties. Additionally, they provide a free online presentation on real estate investing, offering valuable insights on creative financing and tax-saving tips for both new and experienced investors. To learn more, contact them at 774-855-6600.
866 Kempton St, New Bedford, MA 02740, United States -
Rolli Financial Inc.
● ClosedRolli Financial Inc. is a trusted finance institution located at 106 Spring Street in New Bedford, Massachusetts, United States. With a strong reputation for providing expert financial services, Rolli Financial Inc. offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance, our experienced team is here to provide personalized guidance and support. Visit us today to discover how Rolli Financial Inc. can help you secure your financial future.
106 Spring St Suite 114, New Bedford, MA 02740, United States -
Christopher Resendes Financial Planner
● OpenChristopher Resendes Financial Planner is a premier financial institution located at 38 Bethel Street in New Bedford, Massachusetts. Our team of experienced professionals is dedicated to providing personalized financial planning services to help our clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or secure your family's financial future, we are here to help. Contact us today to schedule a consultation and take the first step towards financial success.
38 Bethel St, New Bedford, MA 02740, United States -
Keeping It Balanced Bookkeeping Services
● OpenKeeping It Balanced Bookkeeping Services, located at 213 Orchard Street in New Bedford, Massachusetts, offers accounting and finance services to small and medium-sized businesses. Whether you need help balancing your company books, are a new business owner struggling to keep up with your finances, or simply want to free up time to focus on growing your business, Keeping It Balanced is here to help. With services available on site or remotely, including weekly, bi-weekly, monthly, or annual options, we can handle your bookkeeping needs efficiently and cost-effectively. Our mission is to provide friendly, personal service and reliable, knowledgeable information to help you succeed in building your business. Let us take care of the bookkeeping so you can focus on what you do best.
213 Orchard St, New Bedford, MA 02740, United States -
Paiva Financial Services
● ClosedPaiva Financial Services is a reputable accounting and finance institution located at 1181 Rockdale Avenue in New Bedford, Massachusetts. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. Trust Paiva Financial Services for all your accounting and finance needs in the New Bedford area.
1181 Rockdale Ave, New Bedford, MA 02740, United States -
Diane Lopes Tax & Accounting Service
● ClosedDiane Lopes Tax & Accounting Service is a reputable institution located at 43 Nash Road in New Bedford, Massachusetts, United States. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch assistance to individuals and businesses alike. With years of experience and expertise in tax preparation, bookkeeping, and financial planning, we strive to help our clients achieve their financial goals and maximize their returns. Trust Diane Lopes Tax & Accounting Service for all your financial needs.
43 Nash Rd, New Bedford, MA 02746, United States -
Richard Tax Services
● OpenRichard Tax Services is a trusted accounting and finance institution located at 441 Prescott Street in New Bedford, Massachusetts. We specialize in developing strategies for both business and individual clients, offering personalized solutions to meet their financial needs. Our dedicated team works tirelessly, even beyond tax season, to address our clients' most pressing financial issues. Before your tax appointment, we recommend downloading our Appointment Checklist to ensure you have all the necessary documents and information ready. This checklist serves as a helpful guide for gathering the "must haves" and serves as a reminder of items to bring with you. Trust Richard Tax Services to provide expert financial guidance and support for all your accounting needs.
441 Prescott St, New Bedford, MA 02745, United States -
Edward Jones - Financial Advisor: Glen F Duffy, AAMS™
● OpenEdward Jones - Financial Advisor: Glen F Duffy, AAMS™ is a trusted financial institution located at 110 Great Road in Bedford, Massachusetts. As a dedicated financial advisor, Glen F Duffy, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of investment options and retirement planning solutions. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Glen F Duffy, AAMS™ is committed to helping you navigate the complexities of the financial world with confidence. Contact Edward Jones today to schedule a consultation and take the first step towards securing your financial future.
110 Great Rd, Bedford, MA 01730, United States -
Robert Dolliver - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRobert Dolliver - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 33 Bedford Street in Concord, Massachusetts, is dedicated to providing comprehensive financial services to individuals. Robert Dolliver holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and other financial services. Robert Dolliver is committed to upholding a high standard of ethics and providing personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or navigating complex financial decisions, Robert Dolliver is here to help you every step of the way.
33 Bedford St 2nd Flr, Concord, MA 01742, United States -
Gavin & Dolliver Wealth Advisors - Ameriprise Financial Services, LLC
● OpenGavin & Dolliver Wealth Advisors - Ameriprise Financial Services, LLC is a highly reputable finance institution located at 33 Bedford Street in Concord, Massachusetts, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, our team of financial advisors are dedicated to helping clients navigate the complexities of wealth management and estate planning. We work closely with attorneys and CPAs to ensure that your financial legacy is preserved and passed on to the next generation in a tax-efficient manner. Our personalized advice and tailored financial planning services are designed to help clients reach their financial goals and achieve peace of mind. Whether you are looking to grow your wealth, plan for retirement, or navigate the current market trends, our advisors are here to guide you every step of the way.
33 Bedford St 2nd Flr, Concord, MA 01742, United States -
Bickling Financial Services
● ClosedBickling Financial Services, located at 45 Bristol Drive in Easton, Massachusetts, is a renowned finance institution with a legacy of excellence. Founded in 1984 by Dorothy Bickling, one of the first women to earn the CERTIFIED FINANCIAL PLANNER® designation, the institution is dedicated to helping clients achieve financial independence. With a focus on both short-term and long-term financial goals, Bickling Financial Services offers sophisticated software tools to optimize retirement income and assist with managing assets. Their services extend to helping families align their spending with personal priorities, planning for rising education costs, and simplifying the management of company 401k programs. The institution is committed to providing clients with expert financial advice and guidance to ensure a secure financial future.
45 Bristol Dr, South Easton, MA 02375, United States -
Gavin & Dolliver Wealth Advisors - Ameriprise Financial Services, LLC
● ClosedGavin & Dolliver Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 33 Bedford Street in Concord, Massachusetts, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. While we cannot guarantee future financial results, we are committed to helping you achieve your financial goals. Our initial consultation offers an overview of financial planning concepts, although no written analysis or recommendations will be provided at this time. We adhere to strict website rules and regulations to ensure the privacy and security of our clients. As a member of FINRA and SIPC, we strive to help your friends and family members with their financial needs as well. Thank you for considering Gavin & Dolliver Wealth Advisors - Ameriprise Financial Services, LLC for your financial planning needs.
33 Bedford St Second Floor, Concord, MA 01742, United States -
Constellation Financial Strategies
● OpenConstellation Financial Strategies is a reputable finance institution located at 420 Bedford Street in Lexington, Massachusetts, United States. Our team of experienced financial experts is dedicated to providing personalized financial planning and investment services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Constellation Financial Strategies is here to help you navigate the complexities of the financial world and make informed decisions. Contact us today to schedule a consultation and take the first step towards a secure financial future.
420 Bedford St, Lexington, MA 02420, United States -
Lincoln Financial
● OpenLincoln Financial is a leading financial institution located at 265 Middlesex Turnpike in Bedford, Massachusetts, United States. Specializing in finance, Lincoln Financial offers a wide range of services including wealth management, retirement planning, insurance, and investment solutions. With a team of experienced professionals, Lincoln Financial is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Visit us today to learn more about our comprehensive financial services.
265 Middlesex Turnpike, Bedford, MA 01730, United States -
Ruth Chicca, Financial Planner
● OpenRuth Chicca, Financial Planner is a reputable finance and insurance agency located at 158 Charles L McCombs Boulevard in New Bedford, Massachusetts, United States. With a focus on helping individuals and families achieve their financial goals, Ruth Chicca offers expert financial planning services tailored to each client's unique needs. Whether you are looking to save for retirement, invest in the stock market, or protect your assets with insurance, Ruth Chicca is dedicated to providing personalized and professional advice to help you secure your financial future. Trust in Ruth Chicca, Financial Planner to guide you towards financial success.
158 Charles L McCombs Blvd 2nd floor, New Bedford, MA 02745, United States -
Edward Jones - Financial Advisor: Laurence Lutvak
● OpenEdward Jones - Financial Advisor: Laurence Lutvak is a reputable financial institution located at 700 Pleasant Street in New Bedford, Massachusetts. As a trusted advisor, Laurence Lutvak provides personalized financial services to help clients achieve their investment goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial solutions tailored to meet the unique needs of each individual. Whether you are planning for retirement, saving for education, or investing for the future, Laurence Lutvak and Edward Jones are dedicated to helping you reach your financial goals.
700 Pleasant St Suite 525, New Bedford, MA 02740, United States -
Nelson Linhares: Primerica - Financial Services
● OpenNelson Linhares: Primerica - Financial Services is a reputable finance and insurance agency located at 128 Union Street in New Bedford, Massachusetts. With a focus on providing comprehensive financial services to individuals and families, Nelson Linhares and his team are dedicated to helping clients achieve their financial goals and secure their futures. From investment planning to insurance coverage, they offer a range of services to meet the unique needs of each client. Trust Nelson Linhares: Primerica - Financial Services for expert guidance and personalized solutions to help you navigate the complexities of the financial world.
128 Union St Suite 207, New Bedford, MA 02740, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 963 Brock Avenue in New Bedford, Massachusetts, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. Perfect for those with busy lives, you can drop off your tax documents and let a Tax Pro take care of the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are proficient in Spanish and are ready to assist Spanish-speaking clients. While Refund Advance loans are no longer available this year, we did offer Early Refund Advance at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance from January 2, 2024, at most locations until February 11, 2024.
963 Brock Ave, New Bedford, MA 02744, United States -
John Jablonski Business Services
● ClosedJohn Jablonski Business Services is a reputable accounting and finance institution located at 96 Spring Street in New Bedford, Massachusetts, United States. With a dedicated team of financial experts, we provide a wide range of services including tax preparation, bookkeeping, financial planning, and more. Our goal is to help businesses and individuals achieve financial success by offering personalized and professional services tailored to their specific needs. Contact us today to learn more about how we can assist you with all your accounting and finance needs.
96 Spring St, New Bedford, MA 02740, United States -
Nationwide Tax & Business Services, Inc
● ClosedNationwide Tax & Business Services, Inc is a leading accounting and finance institution located at 5 Dover Street in New Bedford, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, payroll services, and financial consulting. Whether you are an individual or a business owner, Nationwide Tax & Business Services, Inc is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.
5 Dover St Ste 103, New Bedford, MA 02740, United States -
Medeiros Tax Service
● ClosedMedeiros Tax Service is a reputable accounting and finance institution located at 109 Rivet Street in New Bedford, Massachusetts. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust in Medeiros Tax Service for all your accounting and finance needs.
109 Rivet St, New Bedford, MA 02744, United States -
Easy Bookkeeping Services
● ClosedEasy Bookkeeping Services is a trusted accounting and finance institution located at 355 Union Street in New Bedford, Massachusetts. Our team of professionals is dedicated to providing top-notch bookkeeping services to individuals and businesses alike. With years of experience in the field, we ensure accurate financial records and timely reporting. Whether you need help with payroll, taxes, or general bookkeeping, we have the expertise to meet your needs. Contact us today to learn more about how Easy Bookkeeping Services can help you manage your finances with ease.
355 Union St # 1, New Bedford, MA 02740, United States -
ATAX - New Bedford, MA
● OpenATAX in New Bedford, MA is a trusted institution located at 1549 Acushnet Avenue, offering top-notch accounting and finance services to individuals and businesses in the area. With a team of experienced professionals, ATAX provides expert advice and assistance with tax preparation, bookkeeping, payroll services, and more. Whether you need help with personal taxes or managing your company's finances, ATAX is dedicated to providing quality service and ensuring your financial needs are met. Contact ATAX in New Bedford for all your accounting and finance needs.
1549 Acushnet Ave, New Bedford, MA 02746, United States -
Dumont Tax Service
● ClosedDumont Tax Service is a trusted accounting and finance institution located in New Bedford, Massachusetts. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Visit us at 199 Phillips Avenue for personalized and reliable financial solutions.
199 Phillips Ave, New Bedford, MA 02746, United States -
Business Service Company
● OpenBusiness Service Company is a leading accounting and finance institution located in the heart of New Bedford, Massachusetts. Our dedicated team of professionals provides a wide range of financial services to businesses of all sizes, including bookkeeping, payroll, tax preparation, and financial consulting. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and maximize their profits. Whether you are a small startup or a large corporation, Business Service Company is here to support your financial needs and help you succeed in today's competitive market.
2796 Acushnet Ave, New Bedford, MA 02745, United States -
Santiago Professional Services LLC.
● ClosedSantiago Professional Services LLC. is a trusted accounting and finance institution located at 1913 Purchase Street in New Bedford, Massachusetts. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the area. From tax preparation and bookkeeping to financial planning and consulting, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.
1913 Purchase St, New Bedford, MA 02740, United States
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