Comprehensive estate planning in Middleton, Massachusetts
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BLC Real Estate
● OpenWelcome to BLC Real Estate, your trusted partner in navigating the dynamic world of real estate in Danvers, Massachusetts, and beyond. Conveniently located at 15 Cherry Street, our agency is dedicated to providing exceptional real estate and financial services tailored to meet your unique needs. At BLC Real Estate, we pride ourselves on our deep-rooted knowledge of the local market and our commitment to delivering personalized solutions for buyers, sellers, and investors alike. Whether you are searching for your dream home, looking to sell your property, or seeking investment opportunities, our team of experienced professionals is here to guide you every step of the way.
15 Cherry Street, Danvers, Massachusetts 01923, United States -
Hayden Wealth Management
● OpenHayden Wealth Management is a leading financial institution located at 1 Central Street in Middleton, Massachusetts, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. We offer a wide range of financial solutions tailored to meet the unique needs of each individual or business. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Hayden Wealth Management is here to provide expert guidance and support every step of the way. Trust us to help you secure your financial future and build a solid foundation for long-term success.
1 Central St #103, Middleton, MA 01949, United States -
Todd Darling - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTodd Darling, a Financial Advisor at Ameriprise Financial Services, LLC, located at 35 Village Road in Middleton, Massachusetts, is certified in various areas of finance. With the AAMS™ certification, Todd has demonstrated expertise in asset management, investment strategies, estate planning, and insurance products. He is also an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. Additionally, Todd holds the AEP® designation from the National Association of Estate Planners & Councils, recognizing his expertise in estate planning. As an Accredited Investment Fiduciary® (AIF®), Todd has a comprehensive knowledge of fiduciary practices and adheres to a strict code of ethics. With the APMA™ designation, Todd is well-versed in client assessment, risk/return, and investment objectives. He also holds the AWMA℠ certification, focusing on asset management needs for individuals. Todd is a Certified Divorce Financial Analyst and a Certified Estate Planner™, providing comprehensive financial planning services. With his expertise in fixed-rate and variable annuities, Todd offers expert advice to his clients. He is also a Certified Financial Planner™ (CFP®), recognized for his excellence in personal financial planning. Todd's dedication to continuous learning and professional development is evident in his numerous certifications, making him a trusted and knowledgeable financial advisor.
35 Village Rd Ste 500, Middleton, MA 01949, United States -
Mark Kelley - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMark Kelley is a Financial Advisor at Ameriprise Financial Services, LLC located at 35 Village Road in Middleton, Massachusetts, United States. Mark holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications reflect Mark's expertise in asset management, retirement planning, estate planning, investment management, and more. Mark is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. His commitment to ethical practices and continued education ensures that he can effectively address the diverse financial needs of his clients.
35 Village Rd Ste 500, Middleton, MA 01949, United States -
Mat Fabiani - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMat Fabiani is a Financial Advisor at Ameriprise Financial Services, LLC located at 35 Village Road in Middleton, Massachusetts, United States. Mat holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Mat Fabiani is dedicated to providing comprehensive financial services to individuals and small business owners.
35 Village Rd Ste 500, Middleton, MA 01949, United States -
Kevin Manning - Morgan Stanley
● OpenKevin Manning - Morgan Stanley is a finance institution located at 35 Village Road in Middleton, Massachusetts, United States. As a branch of the renowned Morgan Stanley, they offer a wide range of financial services to help clients achieve their investment goals. With a team of experienced professionals, Kevin Manning - Morgan Stanley provides personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, they are dedicated to helping you navigate the complexities of the financial world with confidence.
35 Village Rd Ste 601, Middleton, MA 01949, United States -
Timothy Nolan - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTimothy Nolan - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious institution located at 35 Village Road, Middleton, Massachusetts, United States. With a focus on finance, Timothy Nolan offers a wide range of services to meet the diverse needs of individuals seeking expert financial advice. Timothy Nolan holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing a commitment to professionalism and expertise in asset management, estate planning, investment strategies, and retirement planning. Additionally, Timothy Nolan offers specialized services such as Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst, ensuring that clients receive tailored financial guidance based on their unique circumstances. Whether you are looking for retirement planning, investment management, estate planning, or advice on fixed-rate and variable annuities, Timothy Nolan is equipped to provide comprehensive financial solutions.
35 Village Rd Ste 500, Middleton, MA 01949, United States -
Jennifer Blank - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJennifer Blank is a Financial Advisor at Ameriprise Financial Services, LLC, located at 35 Village Road in Middleton, Massachusetts, United States. Jennifer holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications reflect Jennifer's expertise in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Jennifer is committed to upholding the highest ethical standards and continuously expanding her knowledge to better serve her clients.
35 Village Rd Ste 500, Middleton, MA 01949, United States -
Linda K Bruce - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLinda K Bruce is a Financial Advisor at Ameriprise Financial Services, LLC located at 35 Village Road in Middleton, Massachusetts, United States. Linda has a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Linda's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and more. Linda is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
35 Village Rd Ste 500, Middleton, MA 01949, United States -
The Law Offices of Richard Alan Gaudet
● OpenThe Law Offices of Richard Alan Gaudet, located at 35 Village Road in Middleton, Massachusetts, is a reputable law firm specializing in bankruptcy relief services. With additional locations in Lawrence, Danvers, and various other cities across Massachusetts, the firm is dedicated to helping individuals navigate the complexities of bankruptcy law. As a debt relief agency, they assist clients in filing for bankruptcy and offer expert legal guidance throughout the process. Please note that the information on their website is for general informational purposes only and does not constitute legal advice. No attorney-client relationship is established through the use of their website.
35 Village Rd Suite 100, Middleton, MA 01949, United States -
Finn Law Office
● ClosedFinn Law Office, located at 14 North Main Street in Middleton, Massachusetts, specializes in Wills, Trusts, and Custom Estate Plans. Attorney Finn, a lifelong resident of the North Shore, has a wealth of business experience in real estate, law, and more. With a background in auctioneering, real estate, and business, Attorney Finn is well-equipped to handle motions and litigation practice. The office is conveniently located next to the Middleton Fire Station on Route 114. They offer flexible scheduling options, including early morning, evening, and weekend appointments. To schedule a consultation, call (978) 777-8888.
14 N Main St #203, Middleton, MA 01949, United States -
RABBITT LAW GROUP
● ClosedWelcome to Rabbitt Law Group, your trusted legal partner located at 35 Village Road, Middleton, Massachusetts. At Rabbitt Law Group, we are committed to providing exceptional legal services tailored to meet the unique needs of our clients. Our team of experienced attorneys specializes in a wide range of practice areas, ensuring comprehensive legal support for individuals, families, and businesses alike. Whether you are seeking expert guidance in family law, business law, estate planning, or any other legal matter, Rabbitt Law Group is here to help. We pride ourselves on our personalized approach, taking the time to understand your specific circumstances and objectives. Our goal is to deliver effective, efficient, and compassionate legal solutions that protect your interests and achieve the best possible outcomes.
35 Village Road, Middleton, Massachusetts 01949, United States -
Leo P Varriale - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome to Leo P Varriale - Financial Advisor, Ameriprise Financial Services, LLC, located at 35 Village Road, Middleton, Massachusetts. As a dedicated financial advisor, Leo P Varriale offers a wealth of expertise and personalized financial services to help clients achieve their financial goals. Our firm is committed to providing comprehensive financial planning and investment management services tailored to meet the unique needs of each client. Leo holds several prestigious certifications, ensuring a high standard of professional knowledge and ethical practice. These certifications include the AAMS™ (Accredited Asset Management Specialist™), ADPA™ (Accredited Domestic Partnership Advisor™), AEP® (Accredited Estate Planner®), AIF® (Accredited Investment Fiduciary®), APMA™ (Accredited Portfolio Management Advisor™), and many more.
35 Village Road, Middleton, Massachusetts 01949, United States -
Afarian Realty
● ClosedWelcome to Afarian Realty Located at 18 Waverly Road, North Andover, Massachusetts, Afarian Realty has been proudly serving the Andover community since 1974. Our longstanding presence in the area reflects our commitment to providing personalized and professional real estate services tailored to meet the diverse needs of our clients.
18 Waverly Road, North Andover, Massachusetts 01845, United States
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