TOP Company accountants in Holden, 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.

"Johnson David L is a reputable accounting and finance institution located at 100 Doyle Road in Holden, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Johnson David L is committed to providing expert guidance and personalized solutions to help you achieve your financial goals."

Love Jarominski & Raymond LLP is a trusted accounting and finance institution located at 1174 Main Street in Holden, Massachusetts, United States. With a team of experienced professionals, they provide a wide range of financial services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, financial planning, or auditing, Love Jarominski & Raymond LLP is dedicated to delivering top-notch service and expert advice to meet your financial needs. Trust them to handle your financial matters with precision and care.