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TOP 30 Efficient tax services in Medfield, MA
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David Simon - Financial Advisor, Ameriprise Financial Services, LLC
David Simon is a Financial Advisor at Ameriprise Financial Services, LLC located at 266 Main Street, Medfield, Massachusetts, United States. David holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate David's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, or high net worth individual, David Simon can provide you with personalized financial advice tailored to your specific needs. Contact David Simon at Ameriprise Financial Services, LLC for comprehensive and professional financial guidance.
Stoddard Financial, LLC
Stoddard Financial, LLC is a finance institution located at 6 Baker Road, Medfield, Massachusetts, United States. At Stoddard, we focus on simplifying financial planning for individuals at all stages of life. Whether you are just starting out in your career or preparing for retirement, we help you identify, plan, and execute strategies to secure your financial future. Our team of professionals will guide you through maximizing your corporate benefits, transitioning income sources with tax efficiency, managing assets based on your risk preferences, and coordinating with tax and estate planning professionals. We understand the importance of making informed decisions about your retirement income, including pensions, 401(k)s, IRAs, and other savings programs.
Razza Law Offices
Razza Law Offices, located at 15 Brook Street in Medfield, Massachusetts, has been serving the Westwood, Norwood, and surrounding communities since 1972. Specializing in estate planning, real estate, and elder law, our team provides reliable legal services tailored to meet the individual needs of each client. Whether you are in need of assistance with Medicaid applications, setting up wills and trusts, or navigating probate court, Razza Law Offices is here to help. Led by Michael Razza, who has been offering legal services to the local community for 50 years, and joined by Jessica Razza in 2003, our team is dedicated to providing compassionate and sensitive interaction with all clients and their families. From drafting wills and trusts to handling corporate filings and business planning, we are committed to providing competent, efficient, and affordable services to our clients.
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