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TOP 30 Corporate advisory in Massachusetts
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John H. Chory
Welcome to the professional legal services of John H. Chory, located at 1000 Winter Street, Waltham, Massachusetts. As a distinguished lawyer with a wealth of experience, John specializes in representing technology and life sciences companies, guiding them through every stage from startup to IPO. Although he retired from the partnership in December 2023, John continues to offer his expertise as of counsel. John has an impressive background, having served as the Global Chair of the Emerging Companies & Growth Practice at his firm. His extensive client portfolio includes renowned companies such as A123 Systems, Akamai, Care.com, Desktop Metal, Wayfair, Zipcar, and many more, demonstrating his vast experience and trusted advisory skills.
Sauer & Sauer - Knowledge is Money in Your Pocket
Welcome to Sauer & Sauer - Knowledge is Money in Your Pocket At Sauer & Sauer, we pride ourselves on providing expert legal services tailored specifically to the construction industry in Massachusetts. Located at 284 Main Street, Walpole, MA, we are dedicated construction lawyers with a wealth of experience and a personalized approach to each case. Our founders, Jonathan and Sally Sauer, bring decades of expertise in construction law, insurance law, and surety issues, ensuring that your legal matters are handled with the utmost professionalism and care.
Polaris Partners
Welcome to Polaris Partners, your trusted financial partner located at 1000 Winter Street, Waltham, Massachusetts. At Polaris Partners, we are dedicated to guiding you through the complex world of finance with expertise and personalized service. Our team of seasoned professionals is committed to helping you achieve your financial goals, whether you're an individual, a small business, or a large corporation. We offer a comprehensive range of financial services tailored to meet your unique needs, including investment management, financial planning, and advisory services. With a focus on innovation and excellence, Polaris Partners stands out as a leader in the finance industry, consistently delivering results that exceed expectations.
Merrill Lynch Financial Advisor Dan Whiting
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.
Eight Feet Wealth Advisors - Ameriprise Financial Services, LLC
Welcome to Eight Feet Wealth Advisors - Ameriprise Financial Services, LLC, your trusted partner in navigating the financial landscape. Located at 4 Central Street in the heart of Foxborough, Massachusetts, we specialize in helping you achieve your financial aspirations, whether it’s planning for retirement, funding education, or making a significant purchase like a second home. Our personalized approach begins with understanding what matters most to you. We offer tailored investment, asset allocation, and portfolio recommendations based on your individual goals and risk tolerance. Our dedicated team ensures that your financial plan is documented, regularly reviewed, and adjusted as life evolves, helping you stay on track towards your objectives.
EIA Global
Welcome to EIA Global, your trusted partner in Credit and Political Risk Insurance since 1979. Located at 65 Common Street in Walpole, Massachusetts, EIA Global stands as a leading independent brokerage firm dedicated exclusively to serving the complex needs of businesses in the finance and insurance sectors. Our decades of experience have enabled us to forge strong, lasting relationships with clients and insurers alike, ensuring that we remain a reliable ally committed to integrity and excellence. Our founder and president, Al, brought his extensive banking and insurance expertise to establish EIA Global, which has since grown into one of the most respected firms in the United States. Alongside Al, our seasoned team includes David, Donna, and Ed—each bringing their own wealth of knowledge and leadership to the firm.
Gaudino & Kutz - Ameriprise Financial Services, LLC
Welcome to Gaudino & Kutz - Ameriprise Financial Services, LLC Located at 10 New England Business Center Drive, Andover, Massachusetts, Gaudino & Kutz is committed to helping you achieve your financial dreams. As a trusted provider of financial services, we offer personalized strategies tailored to your unique needs and goals. Our experienced advisors are here to guide you through the complexities of financial planning, ensuring you have a clear path toward your future.
Robert J Kostigen - Merrill Lynch
Welcome to Robert J Kostigen - Merrill Lynch, your trusted financial partner located at 25 Burlington Mall Road, Burlington, Massachusetts. As part of the esteemed Merrill Lynch network, we are dedicated to helping you achieve the life you envision through comprehensive financial services. With over 15,000 financial advisors across all 50 states, our expertise extends nationwide, reaching clients in the District of Columbia and several U.S. territories. At Robert J Kostigen - Merrill Lynch, we understand that your financial journey is unique, and our approach is personalized to fit your individual needs and goals. Whether you are planning for retirement, investing in your future, or managing your assets, our knowledgeable advisors are here to guide you every step of the way.
Houlihan Lokey
Welcome to Houlihan Lokey - Dedham, Massachusetts Located at 3 Allied Drive in the vibrant community of Dedham, Massachusetts, Houlihan Lokey is a premier financial services firm committed to providing exceptional advisory services to clients across the globe. As a leader in the finance industry, we specialize in investment banking, financial restructuring, and valuation services, catering to a diverse clientele that includes corporations, institutions, and governments.
Daniel Wagner - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Daniel Wagner - Financial Advisor, Ameriprise Financial Services, LLC Located at 350 Park Street, North Reading, Massachusetts, Daniel Wagner is your trusted partner in navigating the complex world of finance. With a commitment to excellence and a diverse range of certifications, Daniel Wagner offers personalized financial advisory services tailored to meet the unique needs of each client.
City Square Wealth Management - Ameriprise Financial Services, LLC
Welcome to City Square Wealth Management - Ameriprise Financial Services, LLC, your trusted partner in navigating the world of finance. Conveniently located at 10 City Square, Boston, Massachusetts, we specialize in providing personalized financial planning and wealth management services tailored to meet your unique needs. Our team of experienced financial advisors is dedicated to helping you achieve your financial goals, whether it’s planning for retirement, managing investments, or securing your family's financial future. At City Square Wealth Management, we understand the dynamic nature of the financial markets. In 2024, Big Tech has been a significant driver of stock prices, and our Chief Market Strategist, Anthony Saglimbene, offers insights on when other S&P 500 Index companies, industries, and sectors might also begin to contribute. Our advisors are here to guide you through these changing times with expertise and personalized strategies.
Merrill Lynch Financial Advisor Bob O'Brien
Welcome to Merrill Lynch Financial Advisor Bob O'Brien's office, located at 101 Derby Street, Hingham, Massachusetts. With a rich heritage rooted in financial wisdom and a commitment to personalized service, Bob O'Brien is dedicated to helping clients navigate the complexities of wealth management. Bob's approach is grounded in understanding what matters most to you. By engaging in thoughtful conversations, he aims to design a personalized plan that aligns with your financial goals while managing potential investment risks. As a client, you benefit from Bob's deep understanding of the markets, informed by timely insights from Merrill and banking solutions from Bank of America.
Stephen Savrann - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Stephen Savrann - Financial Advisor at Ameriprise Financial Services, LLC, located at 25 Recreation Park Drive, Hingham, Massachusetts. Our firm is dedicated to providing personalized financial advice to help you achieve your financial goals, both in the short and long term. With over 125 years of history, Ameriprise Financial is committed to building 1-to-1 relationships with clients, ensuring you have a trusted advisor to guide you towards financial success. At Stephen Savrann's office, we understand the importance of tailored financial planning. Whether you're planning for retirement, saving for your child's education, or looking to invest in the market, we offer expert advice and strategies that align with your unique needs. We invite you to schedule a complimentary initial consultation to explore how we can support your financial journey. Please note that this initial meeting will provide an overview of financial planning concepts without written analysis or recommendations.
Erin Sullivan - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Erin Sullivan - Financial Advisor, Ameriprise Financial Services, LLC Located in the heart of Concord, Massachusetts, at 33 Bedford Street, Erin Sullivan is a dedicated financial advisor with Ameriprise Financial Services, LLC, offering a comprehensive suite of financial planning services tailored to meet the unique needs of each client. With a commitment to ethical standards and a focus on real-world application of investment concepts, Erin is equipped to guide individuals through the complexities of asset management, estate planning, and retirement strategies.
Ryan, LLC
Welcome to Ryan, LLC – Your Premier Partner in Strategic Tax Advisory and Financial Solutions Located at 200 Summit Drive, Burlington, Massachusetts, Ryan, LLC is a distinguished leader in the realm of accounting and finance. Our mission is to enhance your overall tax performance, helping your business achieve greater profitability, improved cash flow, and enhanced shareholder value. Unlike traditional accounting firms, our strategic advantages are unparalleled, and our services are free from the constraints of the Sarbanes-Oxley Act of 2002, allowing us to advocate for you without cumbersome regulatory restrictions.
LHR and Associates
Welcome to LHR and Associates, your trusted partner in accounting and finance solutions located at 1660 Soldiers Field Road, Boston, Massachusetts. At LHR and Associates, we are dedicated to providing comprehensive financial services tailored to meet the unique needs of our clients. Our team of experienced professionals is committed to delivering personalized and reliable accounting solutions, ensuring that your financial goals are met with precision and care. Whether you are a small business owner, an individual seeking personal finance management, or a corporation in need of strategic financial planning, LHR and Associates offers a wide range of services to support your success. Our expertise includes bookkeeping, tax preparation, financial analysis, payroll management, and advisory services, all designed to optimize your financial health and growth.
Outsource Accounting Solutions
Welcome to Outsource Accounting Solutions, your trusted partner for comprehensive accounting and financial services. Conveniently located at 100 Baldwin Avenue, Woburn, Massachusetts, we specialize in providing tailored solutions to meet the unique financial needs of businesses of all sizes. Our team of experienced professionals is dedicated to delivering accurate, efficient, and reliable financial management, ensuring your business thrives in today's competitive landscape. At Outsource Accounting Solutions, we offer a wide range of services including bookkeeping, tax preparation, payroll management, financial planning, and advisory services. Our commitment to excellence and personalized service ensures that you receive the attention and expertise necessary to make informed financial decisions.
Novogradac
Welcome to Novogradac, your trusted partner in accounting and finance, conveniently located at 120 Water Street, North Andover, Massachusetts. At Novogradac, we specialize in providing comprehensive financial solutions tailored to meet the unique needs of our diverse clientele. Our team of experienced professionals is dedicated to delivering exceptional service in areas such as tax planning, auditing, consulting, and financial advisory. Whether you are an individual, small business, or large corporation, we are committed to helping you achieve your financial goals with precision and integrity. Discover the Novogradac difference today and let us guide you towards a prosperous financial future.
Novarena Consulting - Accounting and Finance Firm
Welcome to Novarena Consulting - Your Trusted Partner in Accounting and Finance Located at 18 Central Street, Woburn, Massachusetts, Novarena Consulting is your premier destination for comprehensive accounting and finance solutions. Our firm is dedicated to providing exceptional services tailored to meet the unique financial needs of individuals, small businesses, and corporations across the United States.
CLA (CliftonLarsonAllen)
Welcome to CLA (CliftonLarsonAllen) - Your Trusted Partner in Accounting and Finance Solutions Located at International Place in the heart of Boston, Massachusetts, CLA (CliftonLarsonAllen) is dedicated to providing exceptional accounting and financial services tailored to meet the unique needs of individuals and businesses. Our team of experienced professionals is committed to delivering personalized solutions that help you achieve your financial goals with confidence.
JMR and Company LLC
Welcome to JMR and Company LLC, your trusted partner in accounting and finance, located at 215 Pleasant Street, Fall River, Massachusetts. With a commitment to excellence and a wealth of experience, we provide extensive and effective accounting, tax, and consulting services tailored to meet the unique needs of your business. Founded by Rose Jardim and Christie Marotta, both Certified Public Accountants with over 15 years of experience, our firm is dedicated to helping small to medium-sized businesses achieve financial success. Rose brings her expertise in public accounting, finance, and corporate taxation from her tenure at PricewaterhouseCoopers, while Christie excels in providing accounting and tax services to closely held businesses, with a focus on efficiency and internal controls.
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