TOP 30 Charitable giving strategies in Massachusetts

Cornerstone Bank, located at 230 Park Avenue in Worcester, Massachusetts, is a full-service financial institution offering banking, loans, and investing services. With branches in Worcester, Charlton, and Holden, we are dedicated to serving our community and giving back through charitable donations and scholarship programs. Stay informed with the latest news and updates from Cornerstone Bank, where we are more than just a bank - we are a trusted partner in your financial success.

New York Life Insurance Company, located at 201 Jones Road in Waltham, Massachusetts, is a leading insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They provide protection for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. The institution offers bundled investments with low fees, investments to help pay for education expenses, and the option to receive income for as long as needed. Their expert guidance helps you create an investment strategy and plan for future financial needs, including setting up an estate plan to protect your legacy. They also provide insurance options for employees, executives, and business owners, as well as solutions for small businesses to thrive.

New York Life Insurance Company Andrew Jensen is an insurance agency located at 1174 Main Street in Holden, Massachusetts, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as customizable long-term coverage options. Their services include helping to pay for everyday tasks, replacing lost income due to sickness or injury, and professionally managed investments with market potential. They also provide guidance on creating investment strategies, estate planning, and insurance options for individuals, businesses, and employees. The institution is committed to giving back to communities through charitable giving and providing financial support for bereavement, education, and local initiatives. Andrew B. Jensen, a Financial Advisor for Eagle Strategies LLC and NYLIFE Securities LLC, offers personalized financial solutions to help clients achieve their goals and build financial security.

New York Life, located in Westport, Massachusetts, is an insurance agency offering permanent policies with guaranteed death benefits and cash value growth. They provide long-term coverage that is customizable to fit your needs and budget, with the option to invest in the market. The institution helps pay for everyday tasks assistance, replace lost income due to sickness or injury, and offers professionally managed investments with potential market gains. They also offer bundled investments with low fees, education expense payment solutions, and income options with potential additional earnings. New York Life provides guidance on investment strategies, estate planning, and insurance options for employees, executives, and business owners. With over 12,000 agents nationwide, they offer tailored solutions to meet your financial security needs. The institution has been in business since 1845, upholding values of diversity, responsibility, and service. They are committed to giving back to communities through charitable initiatives and volunteer efforts. New York Life aims to help individuals, families, and communities thrive, providing resources, tools, and financial support to prepare for the future.

New York Life is an insurance agency located at 2 Electronics Avenue, Danvers, Massachusetts, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to your needs and budget. Their services include helping to pay for everyday tasks, replacing lost income due to sickness or injury, and professionally managed investments with market potential. They also provide guidance on creating investment strategies, setting up estate plans, and offering insurance options for employees, executives, and small businesses. With over 12,000 agents nationwide, New York Life has been in business since 1845 and is committed to serving their policy owners with integrity, diversity, and responsibility. Their mission is to make the world a better place through charitable giving, community engagement, and financial support. New York Life offers resources and tools to help individuals prepare for their financial future and make informed decisions.

Rith Nou Maldonado, Financial Professional at New York Life, located at 201 Jones Road in Waltham, Massachusetts, is an insurance agency that offers a wide range of financial services. From permanent policies with guaranteed death benefits and cash value growth to long-term coverage that can be customized to fit your needs and budget, Rith Nou Maldonado can help you plan for your financial future. They also offer investments options that can help you pay for college, replace lost income due to sickness or injury, and even provide income for as long as you need it. With expertise and guidance, Rith Nou Maldonado can help you create an investment strategy that meets your goals and helps you plan for the future. They also offer insurance options for employees, executives, and small business owners, as well as estate planning services to protect your legacy. Additionally, they provide financial support for bereavement, education, workplace initiatives, and charitable giving at both a local and national level.

A. Micheline Yacoub, Financial Adviser at New York Life and MY Core Financials, LLC, located at 201 Jones Road in Waltham, Massachusetts, is an insurance agency offering a range of services to help individuals and businesses achieve financial security. Specializing in permanent policies with guaranteed death benefits and cash value growth, the institution also offers long-term coverage that can be tailored to fit specific needs and budgets. Clients have the option to invest their policy's cash value in the market, as well as access professionally managed investments with potential market gains. In addition to insurance solutions, MY Core Financials, LLC provides guidance on estate planning, retirement planning, and education savings. The institution also offers support for businesses, including insurance for employees, executives, and business owners. With a focus on community involvement and charitable giving, the institution aims to make a positive impact at both local and national levels.

New York Life ANDOVER is an insurance agency located at 10 New England Business Center Drive in Andover, Massachusetts, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage options, and the ability to invest policy cash value in the market. The institution provides financial support for various needs such as paying for everyday tasks, replacing lost income due to illness or injury, and helping to pay for education expenses. They also offer expert guidance on investment strategies, estate planning, and insurance solutions for individuals, employees, executives, and business owners. With a diverse and welcoming workplace, New York Life ANDOVER is dedicated to making a positive impact on communities through charitable giving and volunteer efforts. Their commitment to accountability, diversity, and service has earned them recognition as an industry leader with the highest financial strength ratings. They offer flexible solutions tailored to each individual's needs and budget, with resources such as articles, guides, and calculators to help clarify financial goals. New York Life ANDOVER is on a mission to make the world a better place, contributing to community engagement and supporting families in times of grief and loss.

New York Life is an insurance agency located at 30 Massachusetts Avenue, North Andover, Massachusetts, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, customizable long-term coverage, and the ability to invest policy cash value in the market. They provide coverage for everyday tasks, lost income due to sickness or injury, and professionally managed investments with potential market gains. New York Life also offers guidance for creating an investment strategy, estate planning, and insurance options for employees, executives, and business owners. With a diverse and welcoming workplace, New York Life has been recognized as an industry leader for over 175 years. They are committed to giving back to communities through charitable giving and volunteer efforts. By connecting with an agent in your community, you can create a tailored financial solution to meet your needs and budget. With the highest financial strength ratings and a mission to make the world a better place, New York Life is dedicated to helping individuals, families, and communities thrive.

New York Life, located in Wakefield, Massachusetts, United States, is an insurance agency that offers permanent policies with guaranteed death benefits and cash value growth over time. They provide long-term coverage that is customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. In addition to financial protection, New York Life offers support for everyday tasks, lost income due to illness or injury, and guidance for creating an investment strategy and estate plan. With over 12,000 agents nationwide, they offer best-in-class products and solutions to help grow your financial security and peace of mind. Recognized as an industry leader, New York Life is committed to diversity, responsibility, and service, with a mission to make the world a better place through charitable giving and community engagement. They offer resources and tools to help you prepare for the future and can connect you with an agent who understands your unique needs and priorities. With a focus on doing good since 1845, New York Life is dedicated to helping individuals, families, and communities thrive.

Welcome to The Marques Law Firm, PLLC Located at 867 Boylston Street, 5th Floor, Suite 1881, in the heart of Boston, Massachusetts, The Marques Law Firm, PLLC is your trusted partner in navigating the complexities of estate planning and business law. Our mission is to ensure that your legacy endures for generations, providing you with peace of mind and a secure future for your loved ones.

Welcome to Wei Xue, Registered Representative - New York Life, your trusted partner in navigating the complexities of financial planning and insurance solutions. Conveniently located at 201 Jones Road, 5th Floor, Waltham, Massachusetts 02451, we are dedicated to helping individuals and businesses achieve their financial goals with personalized strategies and expert advice. At Wei Xue, we specialize in providing a wide range of financial services tailored to meet the unique needs of our clients. Whether you're looking for permanent life insurance policies with guaranteed benefits and cash value growth, or long-term coverage that adapts to your budget and needs, we have you covered. Our offerings also include market-invested policy options, income replacement solutions in case of sickness or injury, and professionally managed investments with potential for market gains.

Welcome to Dmitry Frenklakh, Registered Representative with New York Life, located at 201 Jones Road, Waltham, Massachusetts 02451. As a dedicated financial advisor with Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, I am committed to providing personalized financial solutions tailored to meet your unique needs and goals. At our firm, we specialize in creating customized financial strategies that address both your current needs and future aspirations, ensuring a seamless transfer of wealth to the next generation. Whether you're looking to protect your family, grow your investments, or plan for retirement, we offer a wide range of services including life, long-term care, and disability insurance, as well as annuities and investment options.

Welcome to Darvin Acosta Filpo, Financial Professional - New York Life, located at 201 Jones Road, 5th Floor, Waltham, Massachusetts 02451. As a dedicated financial services and insurance agency, we are committed to helping you achieve your financial goals and protect your future. Our range of services includes permanent life insurance policies with guaranteed death benefits and cash value that grows over time. We offer highly customizable long-term coverage options that align with your needs and budget, including the ability to invest your policy’s cash value in the market. Our solutions are designed to help you replace lost income due to sickness or injury, pay for long-term care, and manage everyday expenses.

Welcome to Dustyn Dahn, Financial Professional - New York Life, your trusted partner in financial and insurance services located at 201 Jones Road, 5th Floor, Waltham, Massachusetts. Our mission is to provide you with tailored solutions that meet your unique needs and help secure your financial future. At Dustyn Dahn, we specialize in a comprehensive range of services, including life insurance, long-term care insurance, and investment strategies. Our permanent policies offer guaranteed death benefits and cash value that grows over time, ensuring long-term protection for your family. We understand that financial decisions can be complex, which is why we are committed to helping you navigate your options with ease and confidence.

Cherilyn Lawrence - New York Life Insurance Welcome to Cherilyn Lawrence - New York Life Insurance, your trusted partner in financial security and planning. Located at 201 Jones Road, 5th Floor, Waltham, Massachusetts, we specialize in providing comprehensive insurance and financial services tailored to your unique needs.

Welcome to Wenping Jin, Financial Services Professional - New York Life, located at 201 Jones Road, Waltham, Massachusetts. As a dedicated financial advisor with Eagle Strategies, a subsidiary of New York Life Insurance Company, I am committed to providing personalized advisory services and financial solutions tailored to meet your unique needs and goals. Whether you're looking for permanent policies with guaranteed benefits, customizable long-term coverage, or investment strategies designed to secure your financial future, I am here to guide you every step of the way. My services include life, long-term care, and disability insurance, as well as professionally managed investments with potential market gains, all aimed at protecting your family, assets, or business from life's unexpected events.

Welcome to Brookwood Financial Partners, LLC, a distinguished private equity real estate investment firm located at 138 Conant Street, Beverly, Massachusetts. Since our inception in 1993, we have been committed to delivering exceptional value to our investor clients through an innovative and contrarian investment approach. Specializing in value-add commercial real estate properties and related operating businesses, we have successfully invested over $1.9 billion in equity, building a diverse portfolio that includes over 203 commercial properties, seven operating companies, and more than 430 gas stations and convenience stores across the United States. Our investment philosophy is rooted in flexibility and adaptability, allowing us to anticipate and navigate changes in economic, credit, and market cycles effectively. Led by Thomas N. Trkla, our Chairman and CEO, our seasoned senior management team boasts extensive experience in managing and investing across various economic and real estate cycles, ensuring stability and cohesive leadership.

Welcome to Nancy McAloon, Financial Professional - New York Life, located at 16 Winthrop Road, Hingham, Massachusetts. As a dedicated financial services and insurance agency, we specialize in offering personalized solutions to meet your financial and insurance needs. At Nancy McAloon, we understand that every client is unique, which is why we provide tailored strategies that align with your specific goals and budget. Our offerings include permanent life insurance policies with guaranteed death benefits and cash value growth, customizable long-term coverage options, and investment opportunities that can enhance your financial portfolio. Whether you're planning for retirement, saving for education, or seeking financial security, we have the solutions to help you succeed.

Welcome to KLR, Certified Public Accounting Firm Boston, where we are committed to helping your business achieve its full potential. Located at 99 Summer Street, Boston, Massachusetts, our firm specializes in providing a comprehensive range of financial and management assurance services tailored to meet your unique needs. At KLR, we understand that every business and investment decision carries tax implications. Whether you're in need of traditional financial due diligence or navigating complex transaction finance, our expert team is here to assist you. We also specialize in implementing robust policies and procedures to safeguard your business against cyber threats, ensuring your peace of mind.

Welcome to Denise Mosher Real Estate, where your property goals become our top priority. Located at 426 Boston Post Road, Weston, Massachusetts, Denise Mosher is the trusted real estate advisor you want on your side. With a unique blend of proprietary marketing techniques, strategic negotiation skills, and an analytical mindset, Denise offers exceptional business judgment that sets her apart in the MetroWest market. Denise's deep understanding of the local real estate landscape, innovative use of technology, and extensive network of trusted service providers give her clients a distinct advantage. Whether you're buying or selling, her market knowledge and solid experience ensure that transactions are smooth and successful. Denise is renowned for her ability to quickly navigate the complexities of the market, securing accepted offers from excellent buyers often within just 30 days of listing.