The Best Corporate financial advisory in Scituate, Massachusetts

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.

Margaret Sullivan Tax Services is a trusted accounting and finance institution located at 6 Bound Brook Court in Scituate, Massachusetts. With years of experience and expertise in tax services, they provide reliable and professional assistance to individuals and businesses in managing their financial affairs. Whether you need help with tax preparation, planning, or resolving tax issues, Margaret Sullivan Tax Services is dedicated to providing personalized solutions tailored to your specific needs. Trust in their knowledge and commitment to excellence for all your accounting and financial needs.

Joseph P Reilly Inc is a reputable accounting and finance institution located at 88 Front Street in Scituate, Massachusetts, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can trust Joseph P Reilly Inc for expert advice and personalized solutions to meet their financial needs.