Charitable trust planning in Barnstable, Massachusetts

Michael M. Tulman CPA, CGMA, CVA, MAFF, CEPA is a reputable accounting and finance institution located at 683 Main Street in Barnstable, Massachusetts, United States. With a team of highly qualified professionals, they offer a wide range of services including tax preparation, financial planning, business valuation, forensic accounting, and exit planning. Whether you are an individual or a business owner, their expertise and dedication to client satisfaction make them a trusted partner for all your financial needs.

Sanders, Walsh & Eaton CPAs, LLC is a reputable accounting and finance firm located at 224 Pine Lane in Barnstable, Massachusetts, United States. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to providing high-quality, personalized service to each client sets them apart from other firms in the area. Whether you are an individual looking for help with your taxes or a business in need of financial guidance, Sanders, Walsh & Eaton CPAs, LLC is dedicated to helping you achieve your financial goals.

DDS Tax Service is a reputable accounting and finance institution located at 1 Barnstable Road in Barnstable, Massachusetts, United States. With a team of experienced professionals, DDS Tax Service offers a wide range of tax services to individuals and businesses in the area. From tax preparation and planning to financial consulting, their experts are dedicated to helping clients navigate the complexities of the tax system and achieve their financial goals. Trust DDS Tax Service for all your accounting and finance needs.

New York Life is a reputable insurance agency located at 1555 Iyannough Road, Barnstable, 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. The institution also provides long-term coverage protection with the option to invest your policy's cash value in the market. They offer various solutions to help pay for everyday tasks, replace lost income due to sickness or injury, and invest for education expenses or retirement. With over 12,000 agents nationwide, New York Life is dedicated to helping individuals and families thrive financially. They have a diverse and welcoming workplace, offering personalized solutions to meet your unique needs. The institution has a strong commitment to community engagement and charitable giving, making a positive impact at both local and national levels. With the highest financial strength ratings and a long history of keeping promises to policy owners, New York Life is a trusted partner for financial security and peace of mind. Visit their website to learn more about their offerings and start planning for your future today.

Merrill 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.