TOP 30 Charitable giving strategies in Massachusetts

Metro Financial Strategies Inc is a leading finance institution located in Chelmsford, Massachusetts. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to help. Visit us at 17 North Road to learn more about how Metro Financial Strategies Inc can assist you in securing your financial future.

Welcome to Ryan Bajjaly, Wealth Advisor - Eagle Strategies, located at 150a Andover Street, Danvers, Massachusetts. As a dedicated financial advisor affiliated with Eagle Strategies, a subsidiary of New York Life Insurance Company, I am committed to providing personalized financial solutions tailored to your unique needs and aspirations. My approach focuses on understanding your current financial situation, future goals, and the legacy you wish to leave behind. At Ryan Bajjaly, Wealth Advisor - Eagle Strategies, we offer a comprehensive range of services to help secure your financial future. Whether you're interested in permanent life insurance policies with guaranteed death benefits and cash value growth, or seeking long-term coverage that aligns with your budget and needs, we can customize a solution for you. Our offerings also include investment opportunities to grow your policy's cash value in the market, helping you achieve potential market gains while managing risk.

Charter Oak Financial: The Holyoke Office is a reputable finance and insurance agency located at 330 Whitney Avenue in Holyoke, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance solutions, Charter Oak Financial: The Holyoke Office is dedicated to providing personalized and expert guidance to meet your needs. Visit their office today to learn more about how they can help you achieve financial success.

Merrill Lynch Wealth Management is a prestigious finance institution located at 1414 Main Street, Springfield, Massachusetts, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer a wide range of financial strategies based on years of combined knowledge and experience in wealth management. Our services go beyond just wealth planning advice, as we can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. Our advisors are dedicated to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives. We are committed to giving back to the community through volunteerism and charitable outreach. As a Merrill client, you have access to industry-skilled advisors supported by Merrill's investing insights, wealth planning platform, and global financial services resources. Our advisors are here to help you pursue your financial and life goals, preparing you for future financial challenges. Whether you are a new or experienced advisor, we provide professional training, mentoring, and technology to support your growth. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering critical skills to assist individuals in pursuing their financial goals. Investing involves risk, and we recommend consulting legal and tax advisors before making financial decisions. Our services include brokerage, investment advisory, and financial planning. We strive to provide personalized investment approaches and wealth management advice tailored to your needs. Merrill Lynch is a registered broker-dealer and investment adviser, offering a broad range of services. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks. You can return to our website or access FINRA's BrokerCheck for more information.

Webb Wealth Management Group is a leading financial institution located at 50 Castle Street in Great Barrington, Massachusetts, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a commitment to integrity and transparency, we strive to provide our clients with the highest level of service and expertise. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Webb Wealth Management Group is here to help you navigate the complex world of finance with confidence and success.

Jim Shuttleworth- Thrivent Financial, located at 200 North Main Street, East Longmeadow, Massachusetts, United States, is a finance institution that believes everyone deserves a financial plan they can be confident about. They offer assistance in matching clients with resources based on their top financial concerns, understanding their unique situation and goals, and identifying strategies to help achieve those goals. Money Canvas™, a free virtual coaching service, empowers clients to build healthier money habits at their own pace. The institution prioritizes creating a financial plan that aligns with what matters most to the client, whether they are just starting out, building a foundation, or nearing retirement. Financial advisors help clients navigate the challenges and opportunities that life presents, and can assist in developing a plan to stay focused on their priorities during difficult times.

Legacy Counsellors, P.C. is a trusted estate planning law firm located at 358 Sewall Street in Ludlow, Massachusetts, United States. Specializing in protecting the assets and legacies of their clients, Legacy Counsellors, P.C. serves individuals and families in Massachusetts, Connecticut, and surrounding areas. Whether you are a married couple like James and Patti, a business owner like Annabel, or someone like Thomas and Gloria who has inherited a substantial estate, Legacy Counsellors, P.C. is dedicated to helping you plan for the future and protect what you have built for your loved ones.

Legacy Counsellors, P.C. is an Estate Planning Law Firm located at 135 Main Street in Sturbridge, Massachusetts. They specialize in helping clients protect their assets and enhance the legacy they leave behind for their loved ones. Whether you are thinking about estate planning, retirement planning, or buying a home, Legacy Counsellors, P.C. can provide expert guidance and assistance. They serve clients in Massachusetts, Connecticut, and surrounding areas, including Easthampton, Southampton, Northampton, Hartford, Tolland, Windham, and more. With a focus on asset protection and preserving wealth for future generations, Legacy Counsellors, P.C. is dedicated to helping clients navigate the complexities of estate planning and financial security. Contact them today for a consultation and explore how they can help you secure your legacy.

Winthrop Regency Associates is a prestigious institution located at 7 Walden Street in Winthrop, Massachusetts, United States. We offer a wide range of services including financial planning, investment management, and estate planning. Our team of experienced professionals is dedicated to providing personalized solutions to help our clients achieve their financial goals. With a commitment to excellence and integrity, Winthrop Regency Associates is the trusted partner you need to secure your financial future. Contact us today to schedule a consultation and learn more about how we can help you reach your financial goals.

Hanstad Wealth Management is a premier financial institution located at 95 Elm Street in Holliston, Massachusetts. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized wealth management services. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Hanstad Wealth Management to help you secure your financial future.

MOK Financial Planning & Tax, Inc. is a reputable finance institution located at 730 Main Street in Millis, Massachusetts, United States. Specializing in providing comprehensive financial planning and tax services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investment management, tax preparation, or estate planning, we are here to provide personalized solutions tailored to your specific needs. Trust MOK Financial Planning & Tax, Inc. to guide you towards a secure financial future.

Connolly & Associates, Inc is a finance institution located at 65 Holbrook Street in Norfolk, Massachusetts, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our personalized approach and commitment to excellence set us apart in the industry. Whether you need assistance with financial planning, investment management, or retirement planning, Connolly & Associates, Inc is here to help you navigate the complexities of the financial world. Visit us today to learn more about how we can help you secure a more stable financial future.

Merrill Lynch Financial Advisor Jenna M Carroll, located at 2221 Washington Street in Newton, Massachusetts, is a prestigious institution recognized for its exemplary client service. Jenna Carroll and her team have received accolades from financial industry publications and Bank of America Corporation, setting the standard for wealth management excellence. The Carroll Group, supported by the global resources of Merrill, is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They cater to accomplished individuals and families, including Private Equity fund managers, attorneys, physicians, corporate executives, and more, both in Massachusetts and nationwide.

Beacon Pointe Advisors is a leading finance institution located at 400 Totten Pond Road in Waltham, Massachusetts. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Boston, MA, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Our team of experienced investment advisors and financial planners in Boston offer full-service financial planning and research-driven investments. At Beacon Pointe, we take our fiduciary responsibility to our clients seriously, with a holistic allWEALTH® approach that addresses all aspects of financial well-being. This includes wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.

Raymond James Financial Services is a leading finance institution located at 2345 Washington Street in Newton, Massachusetts, United States. With a strong reputation for providing comprehensive financial services and investment solutions, Raymond James is dedicated to helping clients achieve their financial goals. Whether you are looking for retirement planning, wealth management, or investment advice, the experienced professionals at Raymond James are here to provide personalized solutions tailored to your individual needs. Trust Raymond James Financial Services to help you navigate the complexities of the financial world and secure your financial future.

Oldrid Financial, located at 236 New Boston Road in Fall River, Massachusetts, is a reputable finance institution dedicated to providing top-notch investment solutions to individuals, estates, trusts, charitable foundations, and small businesses. With over 27 years of experience, we prioritize integrity and professionalism in all our services. Our offerings include retirement planning, cash flow management, college savings strategies, insurance solutions, and more. We strive to help you understand your financial situation and offer high-quality information, services, and products to guide you towards financial success. Securities are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. Please note that our services are available in specific states only. When you visit our website, you can explore various calculators to assist you in making informed financial decisions. When you access third-party websites through our site, you assume full responsibility for any risks or issues that may arise. Feel free to check the background of our investment professional for added peace of mind.

Carr Financial Group is a premier financial planning and wealth management institution located at 20 Park Avenue in Worcester, Massachusetts, United States. With a team of experienced professionals, we offer personalized financial solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our experts are here to provide you with tailored strategies and guidance. Trust Carr Financial Group to help you secure your financial future.

Bartholomew & Company, Inc. is a well-established finance institution located at 370 Main Street in Worcester, Massachusetts. With a strong reputation for providing expert financial services, Bartholomew & Company, Inc. offers a range of investment options, wealth management strategies, and financial planning solutions to meet the diverse needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Trust Bartholomew & Company, Inc. to provide personalized and reliable financial guidance in the heart of Worcester.

Moneta Group | Boston Investment Advisors is a leading finance and insurance agency located at 1 Mercantile Street in Worcester, Massachusetts, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive insurance solutions. With a focus on building long-term relationships and providing top-notch service, we strive to deliver exceptional results for our clients. Contact us today to learn more about how Moneta Group | Boston Investment Advisors can help you secure your financial future.

Palmerini Wealth Sciences is a leading financial institution located at 2 Burlington Woods Drive in Burlington, Massachusetts, United States. Specializing in wealth management and financial planning, our team of experts offers personalized solutions to help clients achieve their financial goals. With a focus on innovation and cutting-edge technology, Palmerini Wealth Sciences is dedicated to providing top-notch service and expertise to help clients navigate the complexities of the financial world. Trust us to help you secure your financial future.

Larson Financial is a reputable finance institution located at 250 East Main Street in Norton, Massachusetts, United States. With a focus on providing expert financial services to individuals and businesses, Larson Financial offers a wide range of solutions including investment management, retirement planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Larson Financial today to receive personalized and reliable financial guidance.

Aequitas Investment Advisors, LLC is a finance institution located at 175 Derby Street in Hingham, Massachusetts, United States. Our team of experienced advisors provides personalized investment strategies and financial planning services to help our clients achieve their financial goals. With a focus on integrity and transparency, we strive to build long-term relationships based on trust and reliability. Contact us today to learn how we can help you secure your financial future.

One Charles Private Wealth Services, LLC is a premier financial institution located at 99 Derby Street in Hingham, Massachusetts. Our team of experienced professionals is dedicated to providing personalized wealth management services to high-net-worth individuals and families. We offer a comprehensive range of financial planning and investment solutions tailored to meet our clients' unique needs and goals. At One Charles Private Wealth Services, LLC, we strive to build long-lasting relationships based on trust, integrity, and exceptional service. Contact us today to learn more about how we can help you achieve your financial objectives.

South Shore Investment Services, located at 52 Accord Park Drive in Norwell, Massachusetts, is a finance and legal institution that provides fiduciary advisory services to clients in Massachusetts. Our goal is to protect and preserve your wealth, assets, and legacy for you and your family. As a wealth management firm aligned with an estate planning firm, we work together to create a comprehensive financial plan tailored to meet your specific goals, needs, and priorities. We take into account factors such as risk profile, time horizon, liquidity constraints, charitable giving, legal entities, and taxes to ensure a well-rounded financial landscape.

Gary Bruno - RBC Wealth Management Financial Advisor is a leading financial institution located at 53 State Street in Boston, Massachusetts. As a trusted advisor, Gary Bruno provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment advice, Gary Bruno and his team are dedicated to providing exceptional service and expertise to clients in the Boston area and beyond. Contact Gary Bruno - RBC Wealth Management Financial Advisor today to start planning for your financial future.

Buzzards Bay Financial Planning is a reputable finance institution located at 47 North 2nd Street in New Bedford, Massachusetts. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized financial planning strategies. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, our experts are here to guide you every step of the way. Trust Buzzards Bay Financial Planning to provide you with the tools and knowledge needed to secure your financial future.

Merrill Lynch Financial Advisor David B Smith is a reputable finance institution located at 100 Federal Street in Boston, Massachusetts, United States. Specializing in providing expert financial advice and services, the institution offers personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Merrill Lynch Financial Advisor David B Smith is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Dariusz Domanski, located at 100 Federal Street in Boston, Massachusetts, is a trusted institution specializing in finance. With a deep understanding of your financial picture, Dariusz can create a flexible strategy tailored to your specific needs in today's changing market conditions. As a part of Merrill Lynch Wealth Management, Dariusz offers personalized wealth management strategies to help you pursue your goals. Dariusz follows the Merrill tradition of community involvement, volunteering with local organizations. With Merrill Personal Wealth Analysis™, a personalized plan can be built to focus on your goals and aspirations. By engaging in conversations to understand your priorities, Dariusz can assist in planning for retirement, education, home purchases, and more.

John Alessi is a prestigious finance institution located at 420 Granite Avenue in Milton, Massachusetts. With a commitment to excellence and a reputation for providing top-notch financial services, John Alessi is a trusted name in the industry. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the expert team at John Alessi is here to help. With a focus on personalized service and tailored solutions, John Alessi is dedicated to helping clients achieve their financial goals. Visit us today to see how we can assist you in reaching your financial aspirations.

Plimoth Investment Advisors is a finance institution located at 38 Resnik Road in Plymouth, Massachusetts, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies tailored to meet our clients' unique financial goals. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, our team is here to help guide you every step of the way. At Plimoth Investment Advisors, we pride ourselves on our commitment to integrity, transparency, and exceptional client service. Contact us today to schedule a consultation and start building a brighter financial future.