Business financial strategies in Barnstable, MA
25 results found
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Thorne Financial Partners
● OpenThorne Financial Partners is a finance institution located at 100 Independence Drive in Barnstable, Massachusetts, United States. Whether you are in the accumulation phase or already retired, their approach to business wealth management aims to uncover opportunities and risks for your future. They focus on protecting you, your loved ones, and your assets against unexpected events through sound financial planning. Their services also include minimizing tax liabilities associated with various taxes and helping with estate planning goals. Thorne Financial Partners understands the importance of finding the right financial planner to secure your hard-earned money for your retirement years. They also provide advice on protecting your personal information from identity theft and offer strategies to reduce tax liability. Securities are offered through LPL Financial and investment advice through Flagship Harbor Advisors. Thorne Financial Partners and Flagship Harbor Advisors are separate entities from LPL Financial. The LPL Financial representative associated with their website can only conduct securities business with residents of Florida, Massachusetts, Ohio, and Texas.
100 Independence Dr Suite 7-707, Hyannis, MA 02601, United States -
Merrill Lynch Financial Advisor Carrie Woods
● ClosedMerrill Lynch Financial Advisor Carrie Woods is a prestigious financial institution located at 1545 Iyannough Road in Barnstable, Massachusetts. As a trusted advisor, Carrie Woods offers expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a strong reputation for excellence and integrity, Merrill Lynch Financial Advisor Carrie Woods is dedicated to providing top-notch financial services to individuals and businesses in the Barnstable area. Contact them today to learn how they can help you secure your financial future.
1545 Iyannough Rd, Hyannis, MA 02601, United States -
Centinel Financial Group
● OpenCentinel Financial Group is a leading finance institution located at 901 Main Street in Barnstable, Massachusetts, United States. With a strong focus on providing personalized financial solutions for individuals and businesses, Centinel Financial Group offers a wide range of services including investment planning, retirement planning, estate planning, and wealth management. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to see how Centinel Financial Group can help you reach your financial objectives.
901 Main St, Osterville, MA 02655, United States -
Jackman Professional Accounting & Financial Services
● ClosedJackman Professional Accounting & Financial Services is a trusted institution located in the heart of Barnstable, Massachusetts. Our team of experienced professionals is dedicated to providing top-notch accounting and financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we have the expertise to guide you towards financial success. Visit us at 569 Main Street to learn more about how we can help you achieve your financial goals.
569 Main St Suite 10, Hyannis, MA 02601, United States -
RBS - Raineri Business Solutions
● OpenRBS - Raineri Business Solutions is a renowned institution located at 393 Lincoln Road Extension, Barnstable, Massachusetts, United States. Specializing in accounting and finance, we offer a wide range of services including Accounting, Fiscal, Financial BPO, Bookkeeping, and Business Financial Planning and Advisory. Our internationally certified team of accountants and experts provide personalized solutions to meet your specific needs. At RBS Solutions, we strive to simplify bureaucratic issues and save you time by offering specialized services such as tax planning, income tax preparation, and financial consultancy. With over 25 years of experience, we ensure a solid and accurate financial foundation for your business to thrive stress-free. Our mission is to give our clients back time and peace of mind by handling all aspects of accounting and tax matters with professionalism and efficiency.
393 Lincoln Rd Ext, Hyannis, MA 02601, United States -
Merrill Lynch Financial Advisor Dimitar S Arabadzhiev
● ClosedMerrill Lynch Financial Advisor Dimitar S Arabadzhiev is a leading financial institution located at 1545 Iyannough Road in Barnstable, Massachusetts, United States. Specializing in finance, they offer expert advice and personalized investment strategies to help clients achieve their financial goals. With a strong reputation for professionalism and integrity, Merrill Lynch Financial Advisor Dimitar S Arabadzhiev is committed to providing top-notch financial services to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, their team of experienced advisors is dedicated to helping you succeed. Contact them today to learn more about how they can assist you in reaching your financial objectives.
1545 Iyannough Rd, Hyannis, MA 02601, United States -
Merrill Lynch Financial Advisor Timothy J Willis
● ClosedMerrill Lynch Financial Advisor Timothy J Willis is a finance institution located at 1545 Iyannough Road, Barnstable, Massachusetts, United States. They believe in providing personalized financial guidance to clients during important life transitions such as retirement, inheritance, or business sales. With a focus on creating well-integrated financial strategies, their team, including Henrik and Tim who have decades of experience, aims to simplify the complexities of wealth management. By facilitating family conversations, prioritizing goals, and utilizing a streamlined process to organize financial information, they help clients achieve their desired lifestyle and legacy. Recognized for their exemplary client service, Merrill Lynch Financial Advisor Timothy J Willis is dedicated to supporting clients in pursuing their financial goals and aspirations for the long term.
1545 Iyannough Rd, Hyannis, MA 02601, United States -
Suzanne Crociati - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSuzanne Crociati is a financial advisor at Ameriprise Financial Services, LLC located at 100 Independence Drive in Barnstable, Massachusetts, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, estate planning, investment strategies, and retirement planning. Suzanne is dedicated to providing personalized financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. With a commitment to ethical practices and continuing education, Suzanne is well-equipped to help clients navigate complex financial decisions and achieve their long-term goals.
100 Independence Dr, Hyannis, MA 02601, United States -
Justin Embree - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJustin Embree, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 218 West Main Street, Barnstable, Massachusetts, United States. Justin provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. With over 125 years of history, Ameriprise Financial Services, LLC aims to help clients reach their financial goals in the short and long term through a 1-to-1 relationship with a trusted financial advisor. Clients can track their progress towards their goals securely from any device. Schedule a complimentary initial consultation to begin financial planning with Justin Embree today. Securities are offered through Ameriprise Financial Services, LLC, member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for a list of states where Justin Embree is properly registered.
218 W Main St Ste 2, Hyannis, MA 02601, United States -
Merrill Lynch Financial Advisor Robert J Rice
● ClosedMerrill Lynch Financial Advisor Robert J Rice, located at 1545 Iyannough Road, Barnstable, Massachusetts, United States, is a trusted institution offering personalized wealth management services. Rob Rice, a Senior Vice President and Wealth Management Advisor with over 35 years of experience, leads a dedicated team committed to building strong client relationships based on trust and personalized service. Supported by the global resources of Merrill, the team, including business partner Debbie Gwizd and Wealth Management Client Associate Alec Mcleod, focuses on helping clients achieve their financial goals and priorities. Through the Merrill Personal Wealth Analysis™, the team creates personalized plans centered on individual goals and aspirations. The institution believes in a client-first approach, starting with a conversation to understand each client's unique needs and preferences. By utilizing the Investment Personality Assessment, the team gains insight into each client's investing preferences to develop tailored financial strategies. With a focus on long-term financial success, the team helps clients manage, grow, and preserve their wealth, adapting their approach as life and goals evolve. By staying engaged with clients and providing ongoing support, Merrill Lynch Financial Advisor Robert J Rice aims to help clients achieve their financial aspirations and navigate the complexities of the market with confidence.
1545 Iyannough Rd, Hyannis, MA 02601, United States -
Merrill Lynch Financial Advisor Henrik E Gulmann
● ClosedMerrill Lynch Financial Advisor Henrik E Gulmann is a finance institution located at 1545 Iyannough Road, Barnstable, Massachusetts, United States. They specialize in providing personalized financial advice and guidance during important life transitions such as retirement, inheritance, or business sales. Henrik and his team, including experienced client associates, strive to make the financial planning process seamless and stress-free for their clients. They offer a streamlined process for organizing financial information and creating tailored strategies to help clients achieve their goals. With over 40 years of industry experience, Henrik and his team are dedicated to helping clients pursue their desired lifestyle and legacy while minimizing risk. They have received recognition for their exemplary client service and are committed to building strong relationships based on trust and personalized service. Whether you are looking to sustain your income in retirement, build wealth for future generations, or support charitable causes, Merrill Lynch Financial Advisor Henrik E Gulmann can provide the expertise and support you need to achieve your financial goals.
1545 Iyannough Rd, Hyannis, MA 02601, United States -
Fairway Financial, Inc
● ClosedFairway Financial, Inc is a reputable insurance agency located at 540 Main Street in Barnstable, Massachusetts, United States. With a team of experienced professionals, Fairway Financial, Inc offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, you can trust Fairway Financial, Inc to provide you with personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help protect what matters most to you.
540 Main St STE 9, Hyannis, MA 02601, United States -
Jay Woerdeman - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJay Woerdeman is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 218 West Main Street in Barnstable, Massachusetts, United States. Jay 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®, 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 Jay's expertise in asset management, estate planning, investment strategies, retirement planning, and more. Jay is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with investment opportunities, insurance products, or financial and medical end-of-life planning, Jay Woerdeman is here to help you achieve your financial goals.
218 W Main St Ste 2, Hyannis, MA 02601, United States -
The Chapin Group - UBS Financial Services Inc.
● OpenThe Chapin Group - UBS Financial Services Inc. is a reputable financial institution located at 1471 Iyannough Road in Barnstable, Massachusetts. As a part of UBS Financial Services Inc., they offer a wide range of financial services including investment management, wealth planning, and retirement planning. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, The Chapin Group is a trusted partner for individuals and businesses seeking expert financial guidance.
1471 Iyannough Rd #132, Hyannis, MA 02601, United States -
SCORE
● ClosedSCORE is a finance institution located at 5 Patti Page Way in Barnstable, Massachusetts, United States. Our team of over 50 volunteers, spread across Cape Cod, Martha's Vineyard, and Nantucket, consists of experienced business professionals and successful entrepreneurs who offer no-cost mentoring and advice to individuals with start-up ideas, existing businesses, or non-profits. In addition to supporting small businesses, SCORE Cape Cod & the Islands also provides assistance to non-profit organizations in the community. Our services include helping organizations build effective boards, providing executive director coaching, chair mentoring, and facilitating fund development planning and strategic plans.
5 Patti Page Way, Centerville, MA 02632, United States -
Heritage Group Planners
● OpenHeritage Group Planners is a renowned travel agency located at 396 Main Street in Barnstable, Massachusetts, United States. With a focus on preserving and celebrating cultural heritage, this institution specializes in creating unique and unforgettable travel experiences that showcase the rich history and traditions of various destinations around the world. Whether you're interested in exploring ancient ruins, sampling traditional cuisine, or immersing yourself in local customs, Heritage Group Planners can help you plan the trip of a lifetime. Their team of experienced travel experts is dedicated to providing personalized service and insider knowledge to ensure that every aspect of your journey is tailored to your interests and preferences. Discover the world's heritage with Heritage Group Planners.
396 Main St #12, Hyannis, MA 02601, United States -
Asset Management Resources, LLC
● ClosedAsset Management Resources, LLC is a leading finance institution located at 1060 Falmouth Road in Barnstable, Massachusetts, United States. Specializing in asset management, the company offers a range of services to help individuals and businesses grow and protect their wealth. With a team of experienced professionals, Asset Management Resources, LLC provides personalized investment strategies tailored to meet the unique goals and needs of each client. Whether you are looking to plan for retirement, save for a major purchase, or build a diversified investment portfolio, this institution is dedicated to helping you achieve financial success. Contact them today to learn more about how they can help you reach your financial goals.
1060 Falmouth Rd, Hyannis, MA 02601, United States -
G. Robert King
● OpenG. Robert King is a reputable finance institution located at 804 Main Street in Barnstable, Massachusetts, United States. With a strong focus on providing top-notch financial services to individuals and businesses, G. Robert King is known for its expertise in investment strategies, wealth management, and financial planning. The institution prides itself on its commitment to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or secure a loan, G. Robert King is dedicated to providing personalized and professional financial solutions tailored to meet your specific needs.
804 Main St, Osterville, MA 02655, United States -
LE Bookkeeping Inc
● ClosedLE Bookkeeping Inc is a trusted partner in bookkeeping and HR services located at 135 Barnstable Road, Barnstable, Massachusetts, United States. Established in 2016, we have over a decade of experience in the field and specialize in providing comprehensive financial solutions tailored to the needs of small business owners. Our services include day-to-day bookkeeping, tax preparation, employee onboarding and offboarding, financial strategy, and risk management. We are dedicated professionals who stay up-to-date with industry trends and regulations to ensure accurate and reliable support for your business. With a personalized approach to every client, we build strong relationships based on trust and open communication. Our expertise in serving small businesses with 1 to 50 employees allows us to navigate complex financial landscapes and optimize resources to drive your business forward. Contact us at info@lebookkeeping.com or (508) 367-3868 to learn more about how we can support your business growth.
135 Barnstable Rd STE 2, Hyannis, MA 02601, United States -
Wealthramp
● OpenWealthramp is a prestigious finance institution located at 51 Oak Lane in Barnstable, Massachusetts, United States. Our team of expert financial advisors are dedicated to helping clients achieve their wealth management goals through personalized strategies and investment solutions. With a focus on transparency, integrity, and client satisfaction, Wealthramp is committed to providing top-tier financial services to individuals and families seeking to grow and protect their wealth. Contact us today to schedule a consultation and start planning for a secure financial future.
51 Oak Ln, Osterville, MA 02655, United States -
Talita Camilo Professional Services
● ClosedTalita Camilo Professional Services is a reputable accounting and finance firm located at 100 West Main Street in Barnstable, Massachusetts, United States. Our team of experienced professionals is dedicated to providing top-notch financial 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 Talita Camilo Professional Services for all your accounting and finance needs.
100 W Main St STE 4, Hyannis, MA 02601, United States -
KBS Tax Services
● ClosedKBS Tax Services, located at 760 Main Street in Barnstable, Massachusetts, is a trusted institution specializing in accounting and finance services. With a dedicated team of professionals, KBS Tax Services offers expert support in accounting, payroll, and bookkeeping to help clients manage their financial needs effectively. With a strong track record of representing clients in audits with the IRS and State, KBS Tax Services stays up-to-date on the latest tax laws to provide reliable solutions for even the most complex financial situations. Whether you are a business owner or an individual, KBS Tax Services develops customized strategies to address your unique financial challenges.
760 Main St Unit 5, 2nd Floor, Hyannis, MA 02601, United States -
The tax chick
● OpenThe Tax Chick is a trusted tax preparation and financial services institution located at 1645 Falmouth Road in Barnstable, Massachusetts. With a team of experienced professionals, The Tax Chick is dedicated to helping individuals and businesses navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax planning, filing, or financial consulting, The Tax Chick is committed to providing personalized and reliable services to meet your specific needs. Visit us today to experience top-notch tax services with a personal touch.
1645 Falmouth Rd unit 3a, Centerville, MA 02632, United States -
Ivy Wall Consult
● OpenIvy Wall Consult is a reputable institution located at 161 Lovell's Lane in Barnstable, Massachusetts, offering expert services in accounting, finance, and legal matters. Principal Steven Innis, a licensed CPA in Massachusetts, specializes in divorce mediation and financial analysis. With a focus on minimizing financial damage and providing tools for a fresh start, Ivy Wall Consult helps clients navigate the complexities of divorce with empathy and expertise. Steven's calming presence and personalized approach have earned praise from clients, who appreciate his support and guidance throughout the process. By prioritizing fairness and sound financial reasoning, Ivy Wall Consult aims to facilitate amicable agreements and help individuals move on to a healthy, productive life. With over 30 years of experience, Steven Innis is committed to offering a modern and efficient alternative to traditional divorce proceedings. Whether you need assistance with divorce mediation, financial analysis, or tax preparation, Ivy Wall Consult is dedicated to providing valuable support and guidance. Contact us today to start the conversation and find your way to a positive resolution.
161 Lovell's Ln, Marstons Mills, MA 02648, United States -
Met Life
● OpenMetLife is a reputable insurance agency located at 15 Square Rigger Lane in Barnstable, Massachusetts, United States. With a strong presence in the insurance industry, MetLife offers a wide range of insurance products and services to meet the needs of individuals and businesses. Their team of knowledgeable professionals are dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for life insurance, health insurance, or retirement planning, MetLife is committed to helping you protect what matters most. Visit their office in Barnstable today to learn more about their offerings and how they can assist you with your insurance needs.
15 Square Rigger Ln, Hyannis, MA 02601, United States
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