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TOP 30 Customized business strategies in Newton, MA
17 results found
A convenient service for searching for businesses, places and services
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.
DeVol Insurance & Financial Services
DeVol Insurance & Financial Services is a reputable finance institution located at 62 Harding Street in Newton, Massachusetts, United States. With years of experience in the industry, they specialize in providing top-notch insurance and financial services to individuals and businesses alike. Their team of experts is dedicated to helping clients navigate the complexities of the financial world and find the best solutions to meet their needs. Whether you are looking for insurance coverage or financial planning advice, DeVol Insurance & Financial Services is committed to providing personalized and professional service to help you achieve your goals.
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 Lynch Financial Advisor Colin Thomas Murtha
Merrill Lynch Financial Advisor Colin Thomas Murtha, located at 2221 Washington Street, Newton, Massachusetts, United States, offers personalized financial strategies for individuals, families, and institutions. Colin, a CERTIFIED FINANCIAL PLANNER™, focuses on understanding each client's unique financial situation and goals to create customized plans to help achieve their objectives. With a consultative approach, he addresses investing, fiduciary responsibilities, wealth management, and retirement planning. Colin's team also specializes in working with entrepreneurs and business owners to navigate complex financial needs. By leveraging the resources of Merrill Lynch Wealth Management and Bank of America, Colin helps clients manage and grow their wealth for the long term. With a commitment to excellence and a focus on client goals, Colin strives to provide tailored solutions that turn aspirations into reality. Visit Merrill Lynch Wealth Management to start a conversation about your financial future today.
Merrill Lynch Financial Advisor Vincent T Todd Jr
Merrill Lynch Financial Advisor Vincent T Todd Jr, located at 2221 Washington Street, Newton, Massachusetts, United States, offers over 40 years of experience in providing clients with individually tailored financial and wealth strategies. Vincent Todd is committed to building enduring client relationships through outstanding guidance and service. He advises on wealth accumulation, preservation, and transfer through customized wealth management strategies. Vincent Todd is a graduate of the University of Massachusetts-Amherst, School of Business and is actively involved in volunteering with various organizations in his community. The institution offers personalized financial planning services through Merrill Personal Wealth Analysis™, focusing on client goals and priorities. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Vincent Todd believes in designing and implementing personalized financial plans to help clients pursue their goals while managing investment risk. The institution offers access to investment insights from Merrill and banking solutions from Bank of America to address financial needs. By understanding client goals and priorities, Vincent Todd creates a financial approach that reflects individual personalities and helps clients achieve their goals. As a Merrill Lynch Wealth Management Advisor, Vincent Todd helps clients navigate financial complexities and build customized investment approaches to pursue their goals. The institution emphasizes personalized investment strategies and comprehensive financial solutions to help clients live their best financial life. Vincent Todd Jr is registered to do business in multiple states. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.
Merrill Lynch Financial Advisor Ronald Bernard
Merrill Lynch Financial Advisor Ronald Bernard, located at 2221 Washington Street in Newton, Massachusetts, has over 20 years of experience in finance. Specializing in working with individuals and businesses, Ronald takes a hands-on approach to ensure that client needs are met with the highest level of attention. He believes in building a solid foundation for clients to make confident financial decisions and achieve their goals. Ronald is dedicated to participating in the community and volunteers with local organizations. Merrill Personal Wealth Analysis™ is offered to help clients build a personalized financial plan centered on their goals. By starting with a conversation to identify priorities and aspirations, Ronald helps clients navigate through life changes and market fluctuations. Through the Investment Personality Assessment, he gains a deeper understanding of clients' investing preferences to customize their financial approach.
Jacqueline Blau - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jacqueline Blau - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 275 Grove Street, Newton, Massachusetts, offers a range of financial services to individuals seeking personalized wealth management solutions. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jacqueline Blau is equipped to address various financial needs, from asset management to retirement planning and estate planning. Specializing in domestic partnerships, estate planning, and investment fiduciary practices, Jacqueline Blau provides expert advice and guidance to help clients achieve their financial goals. Additionally, with certifications in behavioral financial advising, philanthropy, and exit planning, Jacqueline Blau is committed to helping clients make informed decisions and secure their financial future. Whether you are looking for advice on annuities, retirement planning, or investment management, Jacqueline Blau is dedicated to providing comprehensive and tailored financial solutions to meet your needs.
Edward Jones - Financial Advisor: Kelley A Bangs
Edward Jones - Financial Advisor: Kelley A Bangs is a reputable finance institution located at 130 Rumford Avenue in Newton, Massachusetts. As a trusted financial advisor, Kelley A Bangs provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Kelley A Bangs is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.
Merrill Lynch Financial Advisor William F Keeney
Merrill Lynch Financial Advisor William F Keeney is a finance institution located at 2221 Washington Street, Newton, Massachusetts, United States. The institution serves a majority of clients who are achievers, successful business owners, and affluent families who value prudent strategy and calculated risk. The Keeney Group within Merrill Lynch Wealth Management is dedicated to helping clients pursue financial objectives and build wealth through a disciplined wealth management process. The team deeply understands clients' goals, lives, and interests to develop customized strategies for long-term financial success. They offer a range of brokerage, investment advisory, and other services to cater to clients' needs. The team also specializes in working with entrepreneurs looking to sell their businesses and invest the proceeds wisely. Additionally, they offer strategies for optimizing retirement plans for employees and reviewing investment policies for cost-effectiveness. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. They offer a personalized financial plan through Merrill Personal Wealth Analysis™ and regularly review and adjust strategies to help clients achieve their goals. As Merrill Lynch Wealth Management Advisors, they provide a customized investment approach to address clients' needs and pursue their goals. The team puts clients first and offers the latest investment insights, tips, and strategies to help clients live their best financial life. They also hold certifications such as CFP®, CDFA®, and CPWA® to provide expert financial advice. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions. The institution offers a range of services and strives to understand and meet clients' unique financial needs and priorities.
Merrill Lynch Financial Advisor Delphine G Morrill
Merrill Lynch Financial Advisor Delphine G Morrill is a finance institution located at 2221 Washington Street in Newton, Massachusetts, United States. Delphine is a Senior Financial Advisor with a background in sales and financial planning. She specializes in business development, relationship management, and financial planning, working closely with clients to create customized wealth management strategies. Delphine holds various licenses and certifications, including the Certified Divorce Financial Analyst® designation. She is actively involved in her community and volunteer work, and has a passion for helping clients achieve their financial goals. Through personalized planning, investment management, and asset allocation, Delphine strives to provide goals-based solutions for every individual's needs. The institution offers a personalized approach to financial planning, focusing on the client's aspirations and priorities. Delphine and her team at Merrill Lynch Wealth Management work to help clients stay on track and address changes in their financial situation. With access to the investment insights of Merrill and banking solutions from Bank of America, they strive to develop an approach designed to address each client's unique financial needs. The institution values a one-on-one relationship with clients, offering personalized investment strategies and comprehensive financial solutions. Delphine Morrill is registered to do business in multiple states and is committed to helping clients live their best financial life.
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.
Merrill Lynch Financial Advisor Robert Chiacchio
Merrill Lynch Financial Advisor Robert Chiacchio, located at 2221 Washington Street, Newton, Massachusetts, United States, offers personalized wealth management advice and guidance tailored to your goals and priorities. The team at The Cafaro Group believes in placing the investor at the center of their focus, not the market, to help you pursue your financial goals. With a deep understanding of your life and priorities, the team recommends appropriate financial strategies and works with you to adjust them over time. They use the Investment Personality Assessment to customize your financial approach and help you make informed decisions. Recognized by Forbes and Barron's for exemplary client service, the team is dedicated to helping you reach your financial goals. With access to the global resources of Merrill Lynch, the team is committed to building strong client relationships based on trust and personalized service. By understanding what matters most to you, they can help you create a financial approach that reflects your personality and priorities. Whether you're planning for retirement, saving for a home, or funding education, the team at Merrill Lynch is here to help you achieve your goals.
Merrill Lynch Financial Advisor Matthew S Whiting
Merrill Lynch Financial Advisor Matthew S Whiting, located at 2221 Washington Street, Newton, Massachusetts, United States, offers personalized wealth management strategies tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Matthew Whiting focuses on understanding your financial picture and developing a flexible strategy to navigate changing market conditions. As a dedicated advisor, he believes in building a strong relationship with clients, providing transparency on potential risks and opportunities, and adjusting financial plans as needed to help you pursue your goals. Whether you're planning for retirement, saving for a home, or funding a child's education, Matthew Whiting is committed to helping you achieve financial success by creating a plan that reflects your investment personality and life priorities. With a focus on ongoing communication and adjustments, he aims to guide you through life's ups and downs to help you manage, grow, and preserve your wealth for years to come. Matthew Whiting is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. and The College for Financial Planning. Contact Merrill Lynch Financial Advisor Matthew S Whiting to start planning for your financial future today.
Henley Enterprises
Henley Enterprises is a reputable car repair and maintenance store located at 54 Jaconnet Street in Newton, Massachusetts, United States. With a team of skilled technicians and state-of-the-art equipment, Henley Enterprises offers top-notch services to keep your vehicle running smoothly. Whether you need a routine oil change, brake repair, or engine diagnostics, you can trust Henley Enterprises to provide reliable and efficient solutions for all your automotive needs. Visit us today and experience the quality service that sets us apart from the rest.
Jamie Cohen
Jamie Cohen is a reputable health institution located at 313 Washington Street in Newton, Massachusetts, United States. Specializing in primary care and family medicine, Dr. Cohen provides top-notch medical services to patients of all ages. With a focus on preventive care and overall wellness, the institution offers comprehensive health assessments, treatment plans, and ongoing support to help individuals achieve and maintain optimal health. Patients can expect compassionate and personalized care from Dr. Cohen and the dedicated team at this esteemed institution.
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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