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TOP 30 Corporate advisory services in Newton, MA
12 results found
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West Newton Consulting LLC
West Newton Consulting LLC is a finance institution located at 83 Wyman Street in Newton, Massachusetts, United States. Specializing in providing expert financial consulting services, West Newton Consulting LLC offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, they work closely with individuals and businesses to develop strategic financial plans tailored to their specific needs. Whether you are looking to invest, manage your assets, or plan for retirement, West Newton Consulting LLC is dedicated to providing top-notch financial guidance and support.
Bakken Newton CPA
Bakken Newton CPA is a reputable accounting and finance institution located at 8 Aldrin Road in Plymouth, Massachusetts, United States. With a team of experienced and knowledgeable Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, and financial consulting. Their dedication to accuracy and professionalism has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial guidance, Bakken Newton CPA is committed to helping you achieve your financial goals.
Financial & Taxation Services Inc.
Financial & Taxation Services Inc. is a trusted accounting and finance institution located at 1930 Washington Street in Newton, Massachusetts, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, bookkeeping, and more. Our goal is to provide our clients with personalized and efficient financial solutions to help them achieve their goals. Whether you are an individual or a business owner, we are here to assist you with all your financial and taxation needs. Visit us today to learn more about how we can help you secure a stable financial future.
Pioneer Financial, Inc.
Pioneer Financial, Inc. is a reputable institution located at 351 Newton Street in South Hadley, Massachusetts. Specializing in accounting, finance, and insurance services, we pride ourselves on providing quality advice, building strong personal relationships, and upholding extremely high ethical values. Since 1964, our team has been dedicated to serving clients in the Pioneer Valley and throughout Western Massachusetts. Founded by George Wall as Automated Business Services, our firm has evolved over the years to meet the changing needs of our clients. Under the leadership of Edward Wall, an Accountant and Investment Advisor, Pioneer Financial now offers Registered Investment Advising in addition to Accounting Services.
Merrill Edge
Merrill Edge is a finance institution located at 303 Walnut Street, Newton, Massachusetts, United States. At Merrill, we have the people, tools, and personalized advice and guidance to help turn your ambitions into action. A Merrill Advisor can help you pursue your goals and plan for what matters most to you – and can meet with you in the way that works best. We strive to provide you with information about products and services you might find interesting and useful. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Merrill offers a broad range of brokerage, investment advisory, and other services. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Additional information is available in our Client Relationship Summary.
ETHOS Strategic Partners
ETHOS Strategic Partners is a leading finance institution located in Newton, Massachusetts. Our team of experts specializes in providing strategic financial solutions tailored to meet the unique needs of our clients. With a focus on building long-term partnerships and delivering exceptional results, we strive to help our clients achieve their financial goals. Visit us at 180 Wells Avenue to learn more about how ETHOS Strategic Partners can help you navigate the complexities of the financial world.
Merrill Lynch Financial Advisor Christopher P Bunnell
Merrill Lynch Financial Advisor Christopher P Bunnell is located at 2221 Washington Street in Newton, Massachusetts, United States. The institution serves a wide range of clients, including business owners, affluent families, professionals, and corporate executives who are looking for wealth management, advice, and guidance. The Keeney Group, a wealth management team within Merrill Lynch Wealth Management, is dedicated to helping clients pursue their financial objectives and build wealth through a disciplined wealth management process. They work closely with clients to understand their goals, interests, and passions in order to develop a customized strategy for making life-long financial decisions. The Keeney Group also offers strategies for entrepreneurs looking to sell all or part of their business, as well as assistance in designing and administering qualified retirement plans for employees. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ can help clients build and document a personalized financial plan centered on their goals. The team regularly checks in with clients to discuss any changes in their life or financial approach to help them stay on track to achieve their goals.
New York's 529 Advisor
New York's 529 Advisor is a college savings program located at 95 Wells Avenue in Newton, Massachusetts. The program offers a variety of investment options for individuals looking to save for higher education expenses. The Investor Service Center can be reached at 1-800-774-2108, and the Advisor Service Center at 1-855-JPM-6657. The program is administered by the Comptroller of the State of New York and the New York State Higher Education Services Corporation. Ascensus Broker Dealer Services, LLC serves as the Program Manager, with J.P. Morgan Investment Management Inc. as the Investment Manager. JPMorgan Distribution Services, Inc. markets and distributes the program.
Archstone Law Group
Archstone Law Group, located at 275 Grove Street in Newton, Massachusetts, is a trusted institution that provides legal advice to large and small businesses, start-ups, non-profit organizations, executives, and medical and dental professionals. Specializing in industries such as health care and higher education, the experienced attorneys at Archstone Law Group offer practical and creative solutions for complex business transactions and estate planning. With a focus on delivering cost-effective and business-minded advice, the team at Archstone Law Group is dedicated to helping their clients thrive and grow. Trusted as advisors in various industries including health care, commercial real estate, publishing, food services, and estate planning, Archstone Law Group is known for their integrity, expertise, and high-quality service.
Hoffman Alvary & Co
Hoffman Alvary & Co is a reputable law firm located at 7 Wells Avenue in Newton, Massachusetts. With a team of experienced lawyers, they specialize in various areas of law including corporate law, real estate law, and estate planning. Clients can expect personalized and professional legal services to meet their individual needs. Contact Hoffman Alvary & Co today for expert legal representation in the United States.
Strategic Insurance Solutions
Strategic Insurance Solutions is a leading insurance agency located at 2000 Commonwealth Avenue in Newton, Massachusetts. Our team of experienced professionals is dedicated to providing tailored insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have the expertise to help you find the right coverage at the right price. With a focus on personalized service and a commitment to excellence, Strategic Insurance Solutions is your trusted partner for all your insurance needs. Contact us today to learn more about how we can help protect what matters most to you.
Sapers & Wallack
Sapers & Wallack is a trusted insurance agency located at 313 Washington Street in Newton, Massachusetts, United States. Our team of accredited professionals is dedicated to helping you achieve financial security, whether you are an individual, a family estate, or a business entity. We offer robust and versatile insurance products to protect your assets and supplement your financial plans. Our holistic approach focuses on building strong and resilient financial outcomes that exceed your goals. From executive benefits to legacy planning, we provide tailored solutions to meet your specific needs. As a third-generation family business, values, relationships, and service are deeply-rooted in our organization. We strive to develop lasting relationships with our clients, helping them achieve their financial goals and lead the life they want. Contact us today to learn more about how we can help you unlock your financial potential and secure your future.
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