Comprehensive estate planning in Needham, Massachusetts

Welcome to Boston Legacy Planning LLC, a premier law firm dedicated to providing expert estate planning and business transition planning services. Located at 275 Grove Street, Suite 2-400 in Newton, Massachusetts, our firm is strategically positioned just off Route 128, making us easily accessible to clients from Needham, Wellesley, Dover, Westwood, Brookline, and Boston. We also offer the convenience of online meetings to accommodate your busy schedule. At Boston Legacy Planning LLC, we understand that the challenges of probate and trust settlements often stem from human issues rather than legal complexities. Our mission is to provide legacy solutions that address these challenges, ensuring that your family's wealth remains protected from creditors, predators, and excessive taxation.

Welcome to Brier, Marandett & Rossetti LLP, Attorneys at Law, located in the heart of Needham, Massachusetts. Situated at 160 Gould Street, our firm is dedicated to providing exceptional legal services to the local community and beyond. With a strong commitment to excellence and integrity, our experienced team of attorneys specializes in a wide range of legal areas, ensuring comprehensive support for our clients' diverse needs. At Brier, Marandett & Rossetti LLP, we understand that navigating the legal landscape can be challenging. Our attorneys are here to guide you every step of the way, offering personalized attention and tailored solutions to achieve the best possible outcomes. Whether you require assistance with family law, business litigation, estate planning, or any other legal matter, our firm is equipped with the expertise and knowledge to protect your interests.

Welcome to Needham Advisory Corp, your trusted partner in financial planning and management, conveniently located at 7 Hampton Road in the heart of Lexington, Massachusetts. At Needham Advisory Corp, we are committed to helping individuals, families, and businesses achieve their financial goals with tailored strategies and expert guidance. Our team of experienced financial advisors offers a comprehensive range of services, including investment management, retirement planning, tax planning, estate planning, and risk management. We pride ourselves on delivering personalized solutions that are designed to meet the unique needs and aspirations of each client. Whether you are planning for a secure retirement, seeking to grow your wealth, or looking to safeguard your financial future, Needham Advisory Corp is here to provide the insights and support you need. Visit us today and discover how our dedication to excellence and client-focused approach can make a difference in your financial journey.

Welcome to Team Pearlstein Real Estate, located at 936 Great Plain Avenue in the heart of Needham, Massachusetts. As a premier real estate agency, we are dedicated to serving the Greater Boston area with unmatched expertise and a client-focused approach. Our philosophy is simple: we work as a team with you, whether you're buying or selling, always prioritizing your best interests with honesty, trust, and professionalism. At Team Pearlstein, we believe in a hands-on approach to real estate. We personally handle all showings, inspections, and appraisals, ensuring that your home sale or purchase is never passed off to strangers. Our commitment to a comprehensive, aggressive marketing strategy aims to maximize exposure and reach the right audience for your property. We meticulously manage the closing process to ensure every detail is covered, providing you with peace of mind.

Vantage Point Financial LLC is a finance institution located at 175 Highland Avenue in Needham, Massachusetts, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients reach their goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. At Vantage Point Financial LLC, we prioritize building long-lasting relationships with our clients based on trust, integrity, and transparency. Contact us today to learn more about how we can help you achieve financial success.

Centinel Financial Group, LLC. is a finance institution located at 160 Gould Street in Needham, Massachusetts, United States. With a strong focus on providing personalized financial solutions to their clients, Centinel Financial Group, LLC. offers a wide range of services including investment management, retirement planning, estate planning, and insurance services. Their team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Centinel Financial Group, LLC. is committed to providing expert guidance and support every step of the way.

John R. Simeone, a financial advisor at Ameriprise Financial Services, LLC, located at 162 Washington Avenue in Needham, Massachusetts, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, John R. Simeone is well-equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or anyone in need of financial guidance, John R. Simeone has the knowledge and expertise to help you achieve your financial goals. Contact John R. Simeone today to schedule a consultation and take the first step towards securing your financial future.

Orsi Arone Rothenberg Turner, LLP is a prestigious institution located at 160 Gould Street in Needham, Massachusetts, United States. Specializing in accounting, finance, and legal services, our firm is known for our high levels of experience, knowledge, and professionalism in serving clients in the Boston area. We offer the same high caliber legal representation as downtown Boston law firms, but with the convenience and reasonable cost associated with a suburban location. Our attorneys are highly respected advocates and leaders in the legal community, with many having over 20 years of private practice experience at large downtown law firms. Each lawyer has earned an excellent reputation and has expertise in specific areas of law such as business law, real estate, taxation, and elder law. Our multidisciplinary approach allows us to provide comprehensive representation that draws on in-depth knowledge in various legal areas.

The Law Office of Suzan T. Rothschild is a reputable legal firm located at 233 Needham Street in Newton, Massachusetts, United States. Specializing in various areas of law, including family law, estate planning, and real estate law, attorney Suzan T. Rothschild provides dedicated and personalized legal services to her clients. With a strong commitment to achieving the best possible outcomes for her clients, Suzan T. Rothschild is known for her expertise, professionalism, and compassionate approach to legal representation. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, the Law Office of Suzan T. Rothschild is here to help.

Diane H Gold Law Office is a reputable law firm located in Needham, Massachusetts. Specializing in various legal services, including family law, estate planning, and real estate transactions, our experienced team of lawyers is dedicated to providing professional and personalized assistance to our clients. With a commitment to excellence and a focus on achieving the best possible outcomes for our clients, Diane H Gold Law Office is a trusted partner for all of your legal needs. Contact us today at 200 Highland Avenue to schedule a consultation.

The Coyle Company is an insurance agency located at 160 Gould Street in Needham, Massachusetts, United States. We specialize in designing and managing sophisticated life insurance portfolios for ultra-affluent families, helping them distribute their wealth and assets as they intend. Our guiding principles focus on protecting and preserving what matters most to our clients, ensuring their children and grandchildren are well taken care of. With nearly four decades of experience, we have built a premier service model that leverages our collective expertise and comprehensive reporting systems. Our insurance planning and life insurance solutions are tailored to meet the estate, income tax, and asset preservation needs of our clients. Whether transferring a business to future generations, providing liquidity, or fulfilling philanthropic goals, we listen to our clients' wishes and structure personalized insurance solutions. Our goal is to offer practical solutions that ensure the soundest possible wealth transfer strategy based on our clients' objectives.

William Lippincott - Prudential Financial is a reputable finance and insurance agency located at 5 Bristol Drive in Easton, Massachusetts, United States. With a strong focus on providing personalized financial solutions and insurance products, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, we are committed to providing top-notch service and expertise to meet your needs. Contact us today to learn more about how we can help secure your financial future.

Tailored Wealth Management Located at 75 2nd Ave, Needham, MA 02494, Tailored Wealth Management is a premier financial services firm dedicated to providing personalized financial planning and investment management solutions. Our mission is to help individuals, families, and businesses achieve their financial goals through comprehensive and customized strategies.

Welcome to RK Dedham, your ultimate destination for comprehensive real estate and construction solutions in Needham, Massachusetts. Conveniently located at 50 Cabot Street, our multifaceted business combines the expertise of a general contractor, the insight of a real estate agency, and the allure of a shopping mall, all under one roof. At RK Dedham, we pride ourselves on delivering exceptional service tailored to meet your specific needs. As a trusted general contractor, our experienced team is dedicated to bringing your construction projects to life with precision and efficiency. Whether you are planning a new build, renovation, or expansion, we ensure quality craftsmanship and attention to detail in every project.

Welcome to Alpert Associates Located in the heart of Needham, Massachusetts, Alpert Associates is a premier law firm dedicated to providing exceptional legal services to our community. Situated at 105 Chestnut Street, our firm is committed to delivering personalized and professional legal assistance tailored to meet the unique needs of each client.

Welcome to RingelLaw, PC At RingelLaw, PC, we are committed to providing exceptional legal services tailored to meet the unique needs of our clients. Conveniently located at 399 Chestnut Street in the heart of Needham, Massachusetts, our firm specializes in delivering comprehensive legal solutions across a wide range of practice areas.

Welcome to the Law Office of James F. Walker, your trusted partner in navigating the complexities of the legal system. Conveniently located at 60 Dedham Avenue in the heart of Needham, Massachusetts, our firm is dedicated to providing personalized and comprehensive legal services to meet the diverse needs of our clients. At the Law Office of James F. Walker, we specialize in a wide range of legal areas, including family law, estate planning, real estate law, and business law. Our experienced team is committed to delivering exceptional legal counsel and representation, ensuring that your rights and interests are protected every step of the way.

Welcome to O'Brien & Associates, your trusted legal partner located in the heart of Needham, Massachusetts. Situated at 10 Kearney Road, our firm is dedicated to providing exceptional legal services to individuals, families, and businesses throughout the region. With a commitment to excellence and a client-centered approach, our experienced team of attorneys is here to guide you through a wide range of legal matters. At O'Brien & Associates, we understand that navigating the legal landscape can be daunting. Our knowledgeable lawyers specialize in various areas of law, ensuring you receive comprehensive and personalized legal solutions tailored to your unique needs. Whether you require assistance with family law, real estate transactions, estate planning, business law, or litigation, we are here to provide expert guidance and representation.

Welcome to Eugene Magier Law Offices, your trusted legal partner located at 687 Highland Avenue, Needham, Massachusetts. With a commitment to providing exceptional legal services, our office specializes in a wide range of practice areas to meet the diverse needs of our clients. At Eugene Magier Law Offices, we understand that navigating the legal landscape can be complex and overwhelming. Our dedicated team is here to offer personalized, comprehensive legal counsel and representation tailored to your specific circumstances. Whether you require assistance with family law, estate planning, real estate transactions, or any other legal matter, we are equipped with the expertise and experience to guide you every step of the way. Our mission is to deliver clear, effective solutions and to build lasting relationships with our clients based on trust and integrity. Contact us today to schedule a consultation and discover how Eugene Magier Law Offices can help you achieve your legal goals with confidence.

Welcome to Beliveau Law Group, LLC, your trusted legal partner located at 175 Andover Street, Danvers, Massachusetts. With a commitment to protecting your family, business, and assets, we offer comprehensive legal services to individuals, families, and businesses across Florida, Massachusetts, and New Hampshire. At Beliveau Law Group, we pride ourselves on being more than just lawyers—we are a dedicated legal team that takes the time to understand you and your legal challenges. Our goal is to achieve the best possible outcome for our clients, ensuring peace of mind and security.

Welcome to Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC, where your financial future is our priority. Situated at 201 Jones Road in Waltham, Massachusetts, we specialize in providing comprehensive financial legacy solutions tailored to your unique needs. With over 20 years of experience, our firm is committed to helping you achieve both your short and long-term financial goals, ensuring that your wealth aligns with what matters most to you. At Koritz Wealth Strategies, we believe in a relationship-centric approach. We take the time to understand your goals, concerns, and risk tolerance, enabling us to offer personalized strategies for securing your family’s future. Our holistic and collaborative process often sees us acting as the 'quarterback,' bringing together your team of advisors to ensure a cohesive financial plan.

Welcome to Brescor Wealth Advisory LLC, your trusted partner in financial management and planning, located at 6 Oakhurst Circle, Needham, Massachusetts. As an independent Registered Investment Advisor (RIA), we specialize in delivering comprehensive wealth management services to individuals, families, trusts, foundations, and family offices. Our mission is to democratize access to high-quality, low-fee financial services, ensuring exceptional value for every client, irrespective of their financial status. At Brescor, we believe that true financial advisory goes beyond standardized investment services. Our approach emphasizes fair pricing based on the value we add, with transparent fees for personalized service. We pride ourselves on our independence, free from the influence of parent companies or exclusive brokerage relationships. This independence allows us to focus solely on our clients, minimizing conflicts and enhancing advisor-client alignment.

Welcome to Citizens Bank ATM, conveniently located at 133 Chapel Street, Needham, Massachusetts 02492. As a trusted financial partner, we are dedicated to helping you keep your finances in check with a wide range of solutions tailored for every stage of life and beyond. Our services are designed to maximize your earning potential and simplify your financial journey. Whether you're preparing for college or looking to optimize your savings, Citizens Bank offers innovative solutions like our college funding application that covers every school year, and our Round Ups‡ feature, which turns your spare change into savings by rounding up debit card purchases to the nearest dollar.

Welcome to The Gatto Agency, your trusted partner in Needham, Massachusetts, for all your general contracting, insurance, and real estate needs. Conveniently located at 85 Chapel Street, our team is dedicated to providing exceptional service and expertise to individuals and businesses in the community. As a premier general contractor, we specialize in delivering high-quality construction and renovation services tailored to your specific requirements. Whether you're planning a residential makeover or a commercial project, our skilled professionals ensure that every detail is handled with precision and care.

Welcome to Citizens, your trusted partner in financial solutions, located at 165 Needham Street, Newton, Massachusetts. At Citizens, we understand that life is about keeping things in check, and we're here to support you every step of the way with tailored financial solutions for your current stage of life and beyond. Whether you're planning for college, seeking to maximize your earning potential, or looking to manage your home equity, we offer a range of services designed to meet your needs. Discover Citizens FastLine®, our streamlined and efficient way to secure a Home Equity Line of Credit without impacting your credit score.

Welcome to Financial Exchange, your trusted source for financial news and insights, conveniently located at 144 Gould Street, Needham, Massachusetts. Our mission is to redefine the way you access financial information, guided by the expertise of our hosts, Barry Armstrong and Chuck Zodda. At Financial Exchange, we offer a comprehensive platform for the latest stock market news and investment strategies. Our collaboration with Armstrong Advisory Group, Inc., an SEC-registered investment adviser, ensures that you receive informed perspectives on the financial landscape. Please note that while we provide valuable information, nothing on our site should be construed as specific investment advice or an offer to buy or sell securities. We strongly encourage you to consult with your own financial advisor, tax consultant, or estate planning attorney to make well-informed investment decisions.

Welcome to Elena Price Real Estate Located at 692 High Street, Westwood, Massachusetts, Elena Price Real Estate is a distinguished real estate agency that is committed to providing exceptional service to buyers and sellers in the Greater Boston area. As a proud member of the Coldwell Banker® Society of Excellence, Elena Price is recognized among the top 1% of agents, and she holds the title of the #1 Coldwell Banker Realty agent in New England for January and February 2024. Her expertise as a Global Luxury Specialist, Certified New Home Specialist, Certified Marketing Specialist, and Certified Relocation Specialist ensures that clients receive the highest level of professionalism and knowledge in their real estate transactions.

Welcome to Michelle Easter Realty Group | William Raveis, your premier real estate agency located at 18 Arlington Street, Boston, Massachusetts. As the official real estate company of the Boston Red Sox, we pride ourselves on delivering exceptional service and expertise in both residential and commercial real estate. Led by Michelle Easter, a seasoned broker with over 21 years of experience, our team is known for its unwavering drive, proven sales success, and dedication to fostering long-term client relationships. Michelle's international upbringing and multilingual skills uniquely position her to assist international buyers and investors in the Boston area.