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TOP 30 Dedicated accounting support in Newton, MA
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Gage Wealth Advisors
Gage Wealth Advisors, located at 450 Lexington Street in Newton, Massachusetts, is a finance institution that focuses on helping clients achieve their financial goals. They offer personalized investment recommendations based on individual goals and risk tolerance, regularly reviewing and updating strategies as life changes. Clients can easily access their investments and accounts from any device and track their progress towards their goals securely. The advisors at Gage Wealth Advisors are backed by the Ameriprise Investment Research Group, providing guidance on market conditions and investment impacts. Risk tolerance is a key factor in determining the appropriate investment strategy, and the advisors work closely with clients to understand their tolerance for market volatility.
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 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 Erik Morland
Merrill Lynch Financial Advisor Erik Morland is a trusted institution located at 2221 Washington Street, Newton, Massachusetts, United States. As part of Merrill Lynch Wealth Management, The Cafaro Group offers personalized advice and guidance tailored to your individual goals and priorities. Their wealth management philosophy focuses on putting the investor at the center, rather than the market, to help you pursue your financial objectives. The team at Merrill Lynch will work with you to develop appropriate financial strategies, track your progress, and adjust your approach over time as needed. They believe in a personalized approach to wealth management, taking into account your unique preferences, risk tolerance, and long-term goals. Their advisors are dedicated to helping you achieve your financial goals, using thoughtful investment guidance aligned with what matters most to you. By utilizing the Investment Personality Assessment, they aim to understand your investing preferences and customize a financial approach that aligns with your individual goals. The team at Merrill Lynch has received recognition from prestigious financial industry publications, showcasing their commitment to exemplary client service.
Thomas Tax & Legal Services and Consulting
Thomas Tax & Legal Services and Consulting is a boutique firm located at 65 Staniford Street in Newton, Massachusetts, United States. Specializing in accounting, finance, and legal services, we offer expert guidance to individuals, families, and small businesses to navigate the complexities of tax, legal, and business growth issues. Our founder, Lynn Thomas, JD, has over 30 years of experience in tax law and is dedicated to helping clients pay less taxes, grow their businesses, and achieve peace of mind. At Thomas Tax & Legal Services and Consulting, we provide personalized solutions tailored to meet your specific needs. From tax returns to estate planning, budgeting to business growth strategies, we are committed to making tax and legal matters more manageable and less daunting for our clients. With a positive outlook and a focus on finding innovative solutions, we help you confidently move forward towards your financial goals.
Monique Kornfeld
Monique Kornfeld is a highly experienced immigration attorney located at 189 Wells Avenue in Newton, Massachusetts. With a focus on navigating the complexities of United States immigration law, Attorney Kornfeld ensures that her clients comply with the many restrictions placed on foreigners coming to the United States or changing immigration status while in the country. She has successfully handled cases in all areas of immigration law, helping clients secure nonimmigrant status to work and study in the US, as well as legal permanent residency through employment and family. With proven strategies and a wealth of knowledge in US Immigration laws, Attorney Kornfeld makes the process as smooth and fast as possible for her clients.
Lasell University Business Office
The Lasell University Business Office, located at 49 Seminary Avenue in Newton, Massachusetts, is a vital part of the institution's financial operations. Under the leadership of Vice President of Finance and Operations, Andrew W. Maylor, the Business Office provides essential services to students, faculty, staff, and the wider Lasell Community. Services offered include Accounts Payable, Cash Management, Financial Planning and Reporting, Payroll, Purchasing, and Risk Management. The Business Office is committed to upholding the financial stewardship of Lasell University while maintaining a professional and supportive environment. The team includes experts such as Eric Knox, Judy Weinman, and Nancy Gitlin, who ensure the smooth operation of financial services. Additionally, the institution's Risk Management policies aim to protect the university's resources, both human and financial.
Boston Showcase Company
Boston Showcase Company is a family-owned store located at 66 Winchester Street in Newton, Massachusetts. Since 1913, we have been the go-to destination for restaurant and foodservice design, equipment, tabletop, furniture, and supplies in Greater Boston and beyond. Our mission is to help businesses run their operations efficiently and successfully. Whether you are opening a new restaurant, updating your tabletop settings, or in need of kitchen equipment, we have you covered with our extensive inventory of over 3,000 items. Our Account Executives are dedicated to working with customers every day, ensuring top-notch service and satisfaction. We offer daily deliveries throughout Greater Boston and take pride in our commitment to excellence. Visit our showroom or contact us via phone, email, or fax to experience the Boston Showcase Company difference.
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