Boston investment advisor in Newton, Massachusetts

Welcome to Merrill Lynch Financial Advisor Dan Whiting's practice, located at 2221 Washington Street, Newton, Massachusetts. As a dedicated financial advisor with Merrill Lynch Wealth Management, Dan Whiting offers a comprehensive suite of investment solutions and banking products through the powerful collaboration between Merrill and Bank of America. Since joining Merrill Lynch in 2018, Dan has been committed to providing personalized financial guidance, drawing on his extensive experience, including eight years at Fidelity Investments. Dan's disciplined and client-focused approach begins with a deep understanding of your unique needs, concerns, and financial priorities. As a CERTIFIED FINANCIAL PLANNER® professional, Dan is passionate about helping you design and implement a customized financial plan aimed at achieving your goals while effectively managing investment risks.

Welcome to Boston Real Property, your trusted partner in real estate located at 1194 Walnut Street, Newton, Massachusetts. As a premier real estate agency, we specialize in providing personalized and professional services to help you navigate the dynamic property market in the Greater Boston area. Whether you are buying, selling, or renting, our team of experienced agents is dedicated to understanding your unique needs and delivering exceptional results. At Boston Real Property, we pride ourselves on our deep local knowledge, extensive network, and commitment to client satisfaction. Our comprehensive services include market analysis, property valuation, and expert negotiation to ensure you make informed decisions. We are passionate about helping you find the perfect home or investment property that aligns with your lifestyle and 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.

Welcome to the practice of Matthew Arakelian, Esq. at Ligris Associates, located at 1188 Centre Street, Newton, Massachusetts. As a dedicated legal professional, Matt specializes in representing individuals, developers, and lenders in all aspects of residential and commercial real estate transactions, including purchases, sales, and refinances. With a keen expertise in facilitating condominium conversions and drafting lease agreements, Matt is committed to guiding his clients through the complexities of real estate law with confidence and ease. Matt's personable approach and extensive experience in the mortgage field make him a trusted advisor, fostering lifelong relationships built on trust and understanding. He takes pride in being an integral part of the home buying and selling process, consulting and educating clients to navigate the intricate maze of real estate transactions.

Welcome to The Needle Group-Sharon, MA Realtors-REAL Broker, your premier real estate agency located at 62 South Main Street, Sharon, Massachusetts. We are dedicated to providing exceptional real estate services to our clients, offering a comprehensive platform for searching homes, condos, land, and foreclosure properties. Our website is your ultimate resource, updated every 15 minutes by the official Realtor® database, ensuring you have access to the most current listings. With easy-to-use features, you can save searches, receive daily email alerts on new listings, and stay informed with market reports. Led by Dianne S. Needle, an award-winning Realtor with over 25 years of experience, our team is committed to helping you achieve your real estate goals. Dianne is renowned for her expert market knowledge and personalized approach, ensuring every client receives remarkable service. Under her leadership, The Needle Group has earned accolades such as being ranked number two in the “TOP 25 SMALL TEAMS-USA” and receiving the prestigious Elite Agent award with REAL Broker annually.

Rubino & Liang Wealth Partners LLC, located in Newton, Massachusetts, is a finance and insurance agency specializing in wealth management and income planning for retirement. With over two decades of experience serving clients in the Boston area, our team of experienced retirement and financial advisors is dedicated to offering real solutions to your financial challenges. Our number-one priority is to ensure that you receive the best financial care possible, allowing you to focus on doing what you love in retirement. Our retirement planning process is personalized to create a strong foundation based on your unique personal and financial situation. From discovery to recommendations and implementation, every step is designed with you in mind, ensuring that your customized 365 Retirement Plan works for you every day of your retirement. Our team approach, including attorney and CPA partners, guarantees that you receive the best advice and strategies tailored to your needs.

Welcome to New Western, your premier real estate agency located in the bustling hub of Newton, Massachusetts, at 134 Rumford Avenue. Specializing in investment-grade opportunities, we offer an exclusive marketplace for discerning investors seeking to capitalize on Boston's dynamic real estate sector. Boston is renowned for its world-class educational institutions, including Harvard, MIT, and Boston College, creating a robust demand for rental properties. Coupled with a thriving job market in technology, finance, and healthcare, the city presents a unique opportunity for investors. With limited expansion space, Boston remains a solid buy-and-hold market, where property values are consistently appreciating. The city's rich architectural history and abundance of pre-war buildings also make it an ideal location for fix-and-flip investments.

Welcome to Transocean Tower Realty, your trusted partner in real estate and finance, conveniently located at 154 Wells Avenue, Newton, Massachusetts. Established in Boston in 2015, we have rapidly expanded our reach, serving clients globally in vibrant cities like New York, Los Angeles, Dubai, Abu Dhabi, Bangkok, Phuket, and beyond. Our full-service real estate brokerage is dedicated to providing exceptional services tailored to the unique needs of residential and commercial clients. At Transocean Tower Realty, we specialize in buying, selling, leasing, management, and value-added real estate development and investment. Whether you're a homebuyer, investor, landlord, tenant, or business owner, our team of experienced agents, consultants, and property managers is committed to helping you find your dream home or investment property anywhere in the world.

Real World Financial Planning, LLC is an independent financial planning firm and registered investment adviser located in Newton, Massachusetts. Serving individuals and families in the Boston area, we understand the challenges of finding time to focus on long-term financial goals. Our evidence-based approach to financial planning aims to educate and empower clients to make informed decisions. As a fiduciary, we provide unbiased advice on an hourly or project basis, ensuring transparency and value for our clients. We do not sell products or receive commissions, allowing us to prioritize your best interests. Serving clients in the Boston Metrowest area and throughout Massachusetts, we are committed to providing personalized and affordable financial planning services. Please note that our presence on this website does not constitute a solicitation for services in jurisdictions where we are not registered. Contact us to discuss your financial goals and learn how we can help you achieve them.

LPL Financial is a leading financial institution located at 233 Needham Street in Newton, Massachusetts, United States. Specializing in finance, LPL Financial offers a wide range of services to help individuals and businesses manage their investments, plan for retirement, and achieve their financial goals. With a team of experienced financial advisors and a commitment to providing personalized solutions, LPL Financial is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.