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TOP 30 Comprehensive tax planning in Orleans, MA
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O'Keefe Wealth Strategies, LLC
O'Keefe Wealth Strategies, LLC is a finance institution located at 25 Pond Road in Orleans, Massachusetts, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, we are here to provide expert guidance and support every step of the way. Trust O'Keefe Wealth Strategies, LLC to help you secure a brighter financial future.
H&R Block
H&R Block is a well-known accounting and finance institution located at 85 Massachusetts 6A in Orleans, Massachusetts. With a reputation for providing top-notch tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients navigate the complexities of taxes and financial planning, ensuring they receive the maximum benefits and savings possible. Whether you need assistance with filing your taxes or developing a comprehensive financial strategy, H&R Block is the go-to institution for all your accounting and finance needs.
David Marshall Datz, PC
David Marshall Datz, PC is a premier law firm located at 179 Massachusetts 6A, Orleans, Massachusetts, United States. Specializing in Real Estate Law and Estate Planning, the firm recognizes the importance of including digital assets in estate plans in today's technology-driven world. With a focus on ensuring that your digital assets are accounted for and passed on to your loved ones, the firm provides guidance on navigating the complexities of the real estate market in Massachusetts. The addition of Michael Clancy and Ryan Cunningham to the firm's Real Estate Practice in Boston further strengthens their expertise in the field. Whether you are looking to create a basic estate plan or delve into more advanced estate planning, the experienced attorneys at David Marshall Datz, PC are here to help. From setting up a revocable living trust to drafting a Durable Power of Attorney, the firm offers comprehensive services to protect your assets and ensure your wishes are carried out.
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