TOP 20 Best Elder care financial planning in Boston, Massachusetts

McAdam Financial is a finance and insurance agency located at 101 Federal Street in Boston, Massachusetts, United States. Specializing in helping clients achieve an advanced retirement, McAdam offers a simple three-step process to build a custom retirement plan tailored to your goals. Attend one of their informational seminars at various locations across the United States to learn more about retirement income strategies and proven asset management. Securities are offered through Purshe Kaplan Sterling Investments, with headquarters in Albany, New York. McAdam LLC has received recognition from USA Today in 2023, showcasing their commitment to excellence in financial planning. Contact McAdam Financial today to schedule your complimentary consultation and start working towards your ideal retirement.

Welcome to Elder Law Care, Patrick J. Kelleher & Associates, P.C., your trusted partner in navigating the complexities of elder law and estate planning. Located at 1415 Hanover Street, Hanover, Massachusetts, our compassionate team of attorneys is dedicated to helping seniors and their families throughout the Boston area, including Hanover and Quincy, make informed decisions about their future. We understand the stress and uncertainty that come with planning for an unknown future and protecting your life's work. Our mission is to ensure you and your family come first by providing guidance and support in addressing long-term care needs, carrying out loved ones' final wishes, and ensuring the future care of family members with disabilities.

Boston Retirement Group is a leading finance institution located at 130 Turner Street in Waltham, Massachusetts. We specialize in providing expert retirement planning services to help individuals and families secure their financial future. Our team of experienced professionals offers personalized advice and guidance to help clients make informed decisions about their retirement savings. Whether you are just starting to plan for retirement or are nearing the end of your career, Boston Retirement Group is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a comfortable and secure retirement.

Estate Planning/Boston, a division of Gold Law Firm, LLC., is a trusted legal institution specializing in estate planning services. Located at 1 Hollis Street in Wellesley, Massachusetts, this law firm is dedicated to helping individuals and families protect their assets and ensure their wishes are carried out through comprehensive estate plans. With a team of experienced lawyers, Estate Planning/Boston provides personalized guidance and expert advice to clients seeking to secure their financial future and legacy. Trust in Estate Planning/Boston for all your estate planning needs.

Karyn Feinberg Clarke is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 260 Boston Post Road, Wayland, Massachusetts, United States. Karyn holds multiple certifications including 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®, CFP®, 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 Karyn's expertise in various aspects of financial planning, investment management, estate planning, retirement planning, and more. Karyn is dedicated to providing comprehensive and personalized financial advice to her clients, with a focus on meeting their individual needs and goals.

LTC Financial Partners is a comprehensive financial, health, and insurance agency located at 939 Lagrange Street in Boston, Massachusetts, United States. Our team of experts is dedicated to helping individuals and families plan for their long-term care needs, providing personalized solutions and guidance every step of the way. Whether you are looking for insurance coverage, financial planning, or health care options, LTC Financial Partners is here to help you navigate the complex world of long-term care. Contact us today to learn more about how we can assist you in securing your future.

Merrill Lynch Financial Advisor Bradley R Riedl is a finance institution located at 45 William Street, Wellesley, Massachusetts, United States. Every relationship with this institution begins with a conversation to help identify and prioritize your financial goals. Whether you are planning for retirement, saving for a home, or funding education, the institution focuses on understanding your investment preferences through the Investment Personality Assessment. The Riedl Group, led by Rudy and Bradley Riedl, brings a heritage of wealth and asset management experience to clients in Boston and New England. Their team provides personalized care and guidance tailored to each family's unique situation. With access to Merrill's research and Bank of America's banking solutions, they work to develop strategies to address financial needs. The institution offers personalized financial planning centered around your goals and helps you stay on track through life and market changes. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Bradley R Riedl aims to simplify their clients' financial lives and help them achieve their goals.

Leilani Germain - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 60 State Street in Boston, Massachusetts, offers a wide range of financial services. Leilani Germain holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, which demonstrate her expertise in asset management, wealth transfers, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. Leilani Germain is also a Chartered Advisor in Philanthropy® and holds certifications in fixed-rate and variable annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more. With a commitment to excellence and a deep understanding of financial planning principles, Leilani Germain is dedicated to providing top-notch financial advice and support to her clients.

Mark Kelley is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 60 State Street in Boston, Massachusetts. With years of experience in the finance industry, Mark offers personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Mark Kelley can provide expert guidance and support every step of the way. Trust Ameriprise Financial Services, LLC to help you secure a stable financial future.

Merrill Lynch Financial Advisor Brian Hanseth is a reputable finance institution located at 100 Federal Street in Boston, Massachusetts. As a trusted financial advisor, Brian Hanseth provides personalized financial planning and investment advice to clients in the United States. With a focus on long-term wealth management and strategic financial solutions, clients can rely on Merrill Lynch Financial Advisor Brian Hanseth for expert guidance in achieving their financial goals.

Smart Family Trusts is a premier Massachusetts estate planning law firm with offices in Boston, Gloucester, and Plymouth. Our experienced attorneys provide trustworthy advice and excellent value to help you achieve your estate planning goals. We are dedicated to being a lifetime advisor to you and your family, offering guidance through life, business, and financial decisions. Our Managing Partner, Troy Sullivan, has over 20 years of legal experience and is known for his expertise in estate planning and probate administration. He is committed to serving clients in the Greater Boston Area, South Shore, Cape Cod & Islands, and all of the North Shore and Essex County.

United Services of America is a renowned institution located at One Beacon Street in the bustling city of Boston, Massachusetts, United States. With a strong commitment to providing top-notch services to the community, the institution offers a wide range of programs and resources to support individuals and families in need. Whether it's assistance with healthcare, housing, employment, or education, United Services of America is dedicated to making a positive impact on the lives of those it serves. With a team of dedicated professionals and a history of excellence, United Services of America is a trusted resource for those seeking help and support in the Boston area.

Artika Angel, Attorney at Law Welcome to Artika Angel, Attorney at Law, your trusted partner for estate and elder law planning in Massachusetts. Conveniently located at 300 Market Street, Boston, MA 02135, our firm is dedicated to providing comprehensive legal services that help you secure your future and that of your loved ones.

Orsi Arone Rothenberg Turner, LLP is a prestigious institution located at 160 Gould Street in Needham, Massachusetts, United States. Specializing in accounting, finance, and legal services, our firm is known for our high levels of experience, knowledge, and professionalism in serving clients in the Boston area. We offer the same high caliber legal representation as downtown Boston law firms, but with the convenience and reasonable cost associated with a suburban location. Our attorneys are highly respected advocates and leaders in the legal community, with many having over 20 years of private practice experience at large downtown law firms. Each lawyer has earned an excellent reputation and has expertise in specific areas of law such as business law, real estate, taxation, and elder law. Our multidisciplinary approach allows us to provide comprehensive representation that draws on in-depth knowledge in various legal areas.

Fisher Law LLC is a reputable law firm located at 121 Central Street in Norwood, Massachusetts, United States. Specializing in estate planning, probate, and elder law, our dedicated team provides individualized solutions in a friendly and client-oriented environment. Led by firm founder Linda K. Fisher, who holds advanced degrees in business and law, we offer a high level of personal attention and commitment to meet client objectives. Our experienced team takes a professional, diligent approach to estate planning and elder law, ensuring that all aspects of your estate are handled with talent and skill. Whether you are single, married, have young children, or are nearing retirement, Fisher Law LLC is here to provide practical advice and strategic assistance tailored to your specific needs and circumstances. At Fisher Law LLC, we understand the importance of planning for the future of your family and loved ones. That's why we offer a full range of elder law services, including Medicaid planning and guardianships/conservatorships, to help you navigate the legal issues that come with aging. Our goal is to ensure that you and your family are well taken care of, whether it's qualifying for Medicaid to access long-term care benefits or setting up a guardianship/conservatorship to protect yourself or a loved one.

Linda Sternberg, Esquire is a trusted law firm located in Watertown, Massachusetts, specializing in family law matters. With over 35 years of experience, Attorney Linda Sternberg provides expert legal guidance in guardianship, conservatorship, and health care proxies. Whether you need to obtain legal custody of an elderly person, a mentally ill individual, a disabled adult child, or a minor, Linda Sternberg can help navigate the complex legal process with compassion and understanding. Guardianships and conservatorships are crucial legal tools to care for loved ones who are unable to care for themselves. Linda Sternberg is dedicated to helping families in the Boston and Watertown area protect the interests of their vulnerable family members. From personal decision-making to financial control, Linda Sternberg can assist in drafting the necessary legal documents to ensure your loved one's well-being is safeguarded.

Welcome to Citizens, your trusted partner in financial solutions, located at 338 Congress Street, Boston, Massachusetts. At Citizens, we understand that you're dedicated to keeping things in check, and so are we. Our comprehensive range of financial services is designed to support your life’s journey and beyond. We believe in the unlimited potential of your earnings, offering tailored solutions to help you maximize your financial opportunities. Preparing for college can be overwhelming, but with the right funding, it doesn’t have to be. Our streamlined application process can ease the burden, potentially covering every school year.

Dr. James Sheehy is a reputable healthcare institution located at 120 Boston Road in Groton, Massachusetts, United States. As a dedicated doctor, Dr. Sheehy provides top-quality medical care and personalized treatment plans to his patients. With a focus on promoting overall health and well-being, Dr. Sheehy offers a wide range of services to address various medical concerns. Patients can trust in the expertise and professionalism of Dr. James Sheehy for their healthcare needs.

Welcome to the practice of Dr. Margarita Castro-Zarraga, where compassionate care meets medical excellence. Conveniently located at 545A Centre Street in the heart of Boston, Massachusetts, our clinic is dedicated to providing top-quality healthcare services to the local community. Dr. Castro-Zarraga specializes in a comprehensive range of medical services, ensuring personalized treatment plans tailored to meet the unique needs of each patient. With a patient-centric approach, Dr. Castro-Zarraga and her experienced team are committed to fostering a warm and welcoming environment, where every patient feels heard and valued. Whether you're seeking preventive care, diagnosis, or treatment, our practice is equipped with the latest medical technologies and a deep-rooted commitment to your health and well-being.

Welcome to Generations Law Group, your trusted partner in estate planning and legal services located at 1500 District Avenue, Burlington, Massachusetts. At Generations Law Group, we believe that estate planning is far more than just drafting a will—it's about ensuring that you maintain control over your life and assets, even in times of crisis. Our compassionate and experienced attorneys work closely with you to create a comprehensive estate plan tailored to your unique needs and goals. We understand that every family is different, and we take the time to get to know you, your family dynamics, financial situation, and personal values. Our goal is to help you leave a lasting legacy while protecting your loved ones across generations. Estate planning is an investment in the future, and we offer a flat-fee structure to cover all consultations and meetings with your attorney throughout the process.

Welcome to Beliveau Law Group, LLC, your trusted legal partner located at 175 Andover Street, Danvers, Massachusetts. With a commitment to protecting your family, business, and assets, we offer comprehensive legal services to individuals, families, and businesses across Florida, Massachusetts, and New Hampshire. At Beliveau Law Group, we pride ourselves on being more than just lawyers—we are a dedicated legal team that takes the time to understand you and your legal challenges. Our goal is to achieve the best possible outcome for our clients, ensuring peace of mind and security.

Welcome to Social Security, your trusted insurance agency located in the heart of Boston, Massachusetts. Conveniently situated at 4238-4244 Washington Street, we are dedicated to serving the insurance needs of our community with professionalism and care. Our experienced team specializes in providing comprehensive insurance solutions tailored to protect what matters most to you. Whether you're seeking life, health, or disability insurance, we offer personalized services and expert guidance to help you make informed decisions. At Social Security, we prioritize your peace of mind by ensuring you have the right coverage for every stage of life. Visit us today and discover how we can assist you in securing a brighter, more secure future.