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TOP 30 Business succession planning in Newton, MA
18 results found
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Financial Planning Solutions, LLC
Financial Planning Solutions, LLC is a leading finance institution located at 134 Rumford Avenue in Newton, Massachusetts, United States. As a university specializing in financial planning, we offer a wide range of services and resources to help individuals and businesses achieve their financial goals. Our team of experienced professionals provides expert guidance and personalized solutions to help our clients navigate the complexities of financial planning. Whether you are looking to invest for the future, save for retirement, or manage your assets, Financial Planning Solutions, LLC is here to help you every step of the way. Contact us today to learn more about how we can assist you in achieving financial success.
Family Business Resource Center
The Family Business Resource Center is a leading institution dedicated to providing support and resources for families in business together. Located at 10 Langley Road in Newton, Massachusetts, this center offers a wide range of services to help families navigate the complexities of running a business while maintaining strong family relationships. From workshops and seminars to individual counseling and coaching, the Family Business Resource Center is committed to helping families thrive both professionally and personally. Whether you are looking to improve communication, succession planning, or conflict resolution within your family business, this center is here to support you every step of the way.
Pioneer Financial, Inc.
Pioneer Financial, Inc. is a reputable institution located at 351 Newton Street in South Hadley, Massachusetts. Specializing in accounting, finance, and insurance services, we pride ourselves on providing quality advice, building strong personal relationships, and upholding extremely high ethical values. Since 1964, our team has been dedicated to serving clients in the Pioneer Valley and throughout Western Massachusetts. Founded by George Wall as Automated Business Services, our firm has evolved over the years to meet the changing needs of our clients. Under the leadership of Edward Wall, an Accountant and Investment Advisor, Pioneer Financial now offers Registered Investment Advising in addition to Accounting Services.
Jaclyn Stanley - Financial Advisor, Ameriprise Financial Services, LLC
Jaclyn Stanley is a Financial Advisor at Ameriprise Financial Services, LLC located at 275 Grove Street in Newton, Massachusetts, United States. Jaclyn holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. She is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Jaclyn specializes in asset management, investment strategies, estate planning, and retirement planning. With a strong focus on ethics and professionalism, Jaclyn ensures that her clients receive expert advice tailored to their specific financial goals and needs. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Jaclyn Stanley is here to help you achieve financial success.
Merrill Lynch Financial Advisor William F Keeney
Merrill Lynch Financial Advisor William F Keeney is a finance institution located at 2221 Washington Street, Newton, Massachusetts, United States. The institution serves a majority of clients who are achievers, successful business owners, and affluent families who value prudent strategy and calculated risk. The Keeney Group within Merrill Lynch Wealth Management is dedicated to helping clients pursue financial objectives and build wealth through a disciplined wealth management process. The team deeply understands clients' goals, lives, and interests to develop customized strategies for long-term financial success. They offer a range of brokerage, investment advisory, and other services to cater to clients' needs. The team also specializes in working with entrepreneurs looking to sell their businesses and invest the proceeds wisely. Additionally, they offer strategies for optimizing retirement plans for employees and reviewing investment policies for cost-effectiveness. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. They offer a personalized financial plan through Merrill Personal Wealth Analysis™ and regularly review and adjust strategies to help clients achieve their goals. As Merrill Lynch Wealth Management Advisors, they provide a customized investment approach to address clients' needs and pursue their goals. The team puts clients first and offers the latest investment insights, tips, and strategies to help clients live their best financial life. They also hold certifications such as CFP®, CDFA®, and CPWA® to provide expert financial advice. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions. The institution offers a range of services and strives to understand and meet clients' unique financial needs and priorities.
Merrill Lynch Financial Advisor Patrick S Ryan
Merrill Lynch Financial Advisor Patrick S Ryan, located at 2221 Washington Street, Newton, Massachusetts, United States, is a finance institution that offers insights, observations, and ideas to help clients pursue their financial goals. With over a decade of experience, Patrick and his team work with seasoned executives, business owners, and families to identify, plan for, and accomplish their dreams. By combining their team of professionals with a service model designed for families, they aim to preserve and grow their client's wealth. Patrick's greatest joy is seeing his client's hard work come to fruition, whether it's helping children go to college, retiring to a dream home, or leaving a lasting legacy to their family. As a Merrill Lynch Wealth Management Advisor, Patrick understands that financial success can be achieved by making investment-related decisions that align with personally meaningful goals. By getting to know each client and their investing preferences through the Investment Personality Assessment, Patrick can customize a financial approach to help clients pursue what matters most to them. He believes in focusing on potential solutions that can turn goals into reality and helps clients stay on track by regularly reviewing and adjusting their financial approach.
Merrill Lynch Financial Advisor Matthew S Whiting
Merrill Lynch Financial Advisor Matthew S Whiting, located at 2221 Washington Street, Newton, Massachusetts, United States, offers personalized wealth management strategies tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Matthew Whiting focuses on understanding your financial picture and developing a flexible strategy to navigate changing market conditions. As a dedicated advisor, he believes in building a strong relationship with clients, providing transparency on potential risks and opportunities, and adjusting financial plans as needed to help you pursue your goals. Whether you're planning for retirement, saving for a home, or funding a child's education, Matthew Whiting is committed to helping you achieve financial success by creating a plan that reflects your investment personality and life priorities. With a focus on ongoing communication and adjustments, he aims to guide you through life's ups and downs to help you manage, grow, and preserve your wealth for years to come. Matthew Whiting is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. and The College for Financial Planning. Contact Merrill Lynch Financial Advisor Matthew S Whiting to start planning for your financial future today.
Smart Tax Corporation
Smart Tax Corporation is a leading accounting and finance institution located at 1007 Chestnut Street in Newton, Massachusetts, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we strive to help our clients make smart financial decisions and maximize their financial success. Trust Smart Tax Corporation for all your accounting and finance needs.
Global Tax Solution Inc.
Global Tax Solution Inc. is a leading finance institution located at 180 Wells Avenue in Newton, Massachusetts, United States. Specializing in tax solutions on a global scale, our team of experts is dedicated to providing comprehensive and personalized financial services to individuals and businesses. With a focus on compliance, planning, and optimization, we strive to help our clients navigate the complex world of taxes with ease and confidence. Trust Global Tax Solution Inc. to be your partner in achieving financial success.
Zayas Fred CPA
Zayas Fred CPA is a reputable accounting and finance institution located at 185 Charlesbank Road in Newton, Massachusetts. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Zayas Fred CPA to provide expert advice and personalized solutions to help them achieve their financial goals. Whether you are an individual or a business owner, this institution is dedicated to providing top-notch service and guidance to ensure your financial success.
CLA (CliftonLarsonAllen)
CLA (CliftonLarsonAllen) is a renowned accounting and finance institution located at 70 Wells Avenue in Newton, Massachusetts, United States. With a strong reputation for providing top-notch financial services, CLA offers expert guidance and solutions to individuals and businesses alike. Their team of skilled professionals is dedicated to helping clients achieve their financial goals and navigate complex financial landscapes. Whether you are in need of tax planning, auditing, or consulting services, CLA is committed to delivering high-quality, personalized solutions tailored to your specific needs. Trust CLA to be your partner in financial success.
Shane Paul T
Shane Paul T is a reputable law firm located at 300 Washington Street in Newton, Massachusetts, United States. Specializing in various areas of law, the institution provides expert legal services to clients in need of professional representation. With a team of experienced lawyers, Shane Paul T is dedicated to achieving successful outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal guidance in a business matter, Shane Paul T is committed to providing top-notch legal counsel and support. Contact them today for a consultation to discuss your legal needs.
CERI
CERI is a stylish and trendy clothing store located at 386 Langley Road in Newton, Massachusetts, United States. Our store offers a wide variety of fashionable clothing items for men and women, including dresses, tops, bottoms, outerwear, and accessories. With a focus on quality and affordability, CERI is the go-to destination for those looking to update their wardrobe with the latest trends. Visit us today to browse our collection and elevate your style!
Management and Organization Department
The Management and Organization Department at this university in Newton, Massachusetts, United States, is dedicated to providing students with a comprehensive education in the fields of management and organizational behavior. Our faculty members are experts in their respective fields and are committed to helping students develop the skills and knowledge needed to succeed in today's competitive business environment. With a focus on real-world applications and hands-on learning experiences, our department prepares students to excel in a variety of leadership roles within organizations of all sizes. Whether you are interested in human resources, strategic planning, or entrepreneurship, the Management and Organization Department is the perfect place to start your journey towards a successful career in business.
Kotin Crabtree & Strong, LLP
Kotin Crabtree & Strong, LLP is a prestigious law firm located at 2223 Washington Street in Newton, Massachusetts, United States. With a team of experienced attorneys, they provide top-notch legal services in various practice areas including business law, real estate law, estate planning, and more. Known for their dedication to client success and commitment to excellence, Kotin Crabtree & Strong, LLP is a trusted ally for individuals and businesses seeking expert legal representation.
Reilley Chang Law
Reilley Chang Law is a reputable law firm located at 44 Mechanic Street in Newton, Massachusetts. Specializing in a wide range of legal services, including personal injury, family law, and real estate law, the experienced team at Reilley Chang Law is dedicated to providing top-notch legal representation to clients in Newton and beyond. With a commitment to excellence and a track record of success, Reilley Chang Law is a trusted resource for individuals and businesses seeking expert legal guidance. Contact them today to schedule a consultation and learn how they can help with your legal needs.
David Jackman
David Jackman is a renowned doctor specializing in health and wellness located at 300 Boylston Street in Newton, Massachusetts, United States. With a focus on providing top-quality medical care and personalized treatment plans, Dr. Jackman is dedicated to helping his patients achieve optimal health and well-being. Whether you are in need of routine check-ups, specialized treatments, or preventative care, David Jackman is committed to providing expert medical care in a comfortable and welcoming environment.
Hammerman Associates
Hammerman Associates is a leading health institution located at 34 Thaxter Road in Newton, Massachusetts. With a commitment to providing top-quality healthcare services, Hammerman Associates offers a wide range of medical treatments and services to meet the needs of patients in the area. The institution prides itself on its team of dedicated healthcare professionals who are passionate about delivering personalized care and improving the overall health and well-being of their patients. Whether you are in need of routine check-ups, specialized treatments, or preventative care, Hammerman Associates is here to help you achieve optimal health. Visit us today to experience the highest standard of healthcare in the United States.
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