Business strategy advisors in Everett, 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.

TaxPrep2Go is a trusted accounting and finance institution located at 201 Main Street in Everett, Massachusetts, United States. When life brings challenging tax situations your way, our team of professionals is here to provide you with expert tax advice and planning. We understand the importance of building and preserving your personal wealth, which is why we offer one-on-one guidance and comprehensive financial plans to help manage and improve your financial performance. In addition to tax services, we also help you protect your family in case of disability by analyzing your insurance coverage and ensuring you have enough money in your emergency fund. Our proactive approach goes beyond tax compliance to recommend strategies that maximize your after-tax income.