TOP 10 Estate and tax planning in Boston, MA
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Silvia Manent, CFA, CFP Financial Advisor & Financial Planner | Manent Capital
● ClosedSilvia Manent, CFA, CFP Financial Advisor & Financial Planner | Manent Capital is a boutique wealth management firm located at 867 Boylston Street, Boston, Massachusetts, United States. Specializing in serving female investors and small business owners, we offer comprehensive financial planning, retirement planning, investment management, estate planning, tax planning, and business planning services. Our team of Certified Financial Planners (CFP®) and Financial Advisors are dedicated to optimizing your investments and saving you thousands in taxes, strategically and effectively. Whether you're feeling overwhelmed and uncertain about your financial future or looking to enhance your wealth, we are here to help. From creating a tailored financial roadmap to guiding you through investments with our DIY Investing Courses, we provide expert advice in a jargon-free and approachable manner.
867 Boylston St 5th Floor #1518, Boston, MA 02116, United States -
David Poulin - RBC Wealth Management Financial Advisor
● ClosedDavid Poulin - RBC Wealth Management Financial Advisor is a reputable financial institution located at 53 State Street in Boston, Massachusetts. As a trusted advisor, David Poulin provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, David Poulin offers expert advice and guidance to help individuals and families secure their financial future. With a commitment to excellence and a dedication to client satisfaction, David Poulin - RBC Wealth Management Financial Advisor is a top choice for those seeking professional financial services in the Boston area.
53 State St Suite 3600, Boston, MA 02109, United States -
Merrill Lynch Financial Advisor Alexander E. Nabhan
● ClosedMerrill Lynch Financial Advisor Alexander E. Nabhan, located at 100 Federal Street in Boston, Massachusetts, is a team of highly accomplished and experienced advisors dedicated to providing exceptional wealth management advice to a select group of successful clients. Their mission is to understand each client's unique needs and goals, and to design personalized financial plans to help them pursue their objectives while managing investment risk. The team at Merrill Lynch Wealth Management believes in building tax-efficient, research-intensive portfolios to serve their clients' best interests over the long term. They offer a range of investment options, including alternative investments like private equity and real estate, as well as tailored lending capabilities through Bank of America, N.A. They also collaborate with clients' CPAs, attorneys, and specialists from Bank of America Private Bank to align tax minimization and estate planning strategies.
100 Federal St 17th Floor, Boston, MA 02110, United States -
William Wiseman - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWilliam Wiseman - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious institution located at 60 State Street in Boston, Massachusetts. Specializing in finance, William Wiseman offers a range of services to meet the needs of individuals seeking expert advice on asset management, investment strategies, estate planning, retirement planning, and insurance products. The team at William Wiseman holds various certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, among others. These certifications ensure that the advisors at William Wiseman have the knowledge and expertise to provide comprehensive financial planning services tailored to each client's unique needs.
60 State St Ste 2100, Boston, MA 02109, United States -
Rick Bellew - RBC Wealth Management Financial Advisor
● ClosedRick Bellew - RBC Wealth Management Financial Advisor is a leading financial institution located at 53 State Street in Boston, Massachusetts. As a trusted advisor, Rick Bellew provides a wide range of financial services to help individuals and businesses achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, Rick Bellew offers personalized solutions tailored to each client's unique needs. With a strong track record of success and a commitment to excellence, Rick Bellew - RBC Wealth Management is dedicated to helping clients secure their financial future.
53 State St Suite 3600, Boston, MA 02109, United States -
Merrill Lynch Financial Advisor Aviv Hod
● ClosedMerrill Lynch Financial Advisor Aviv Hod, located at 100 Federal Street in Boston, Massachusetts, is a Vice President and Senior Financial Advisor at the Merrill Lynch Wealth Management Boston Financial Center. With a belief that each individual's financial situation is unique, Aviv practices Goals Based Wealth Management to provide a customized approach tailored to your specific circumstances and life goals. Specializing in Environmental and Social Governance issues, Aviv helps clients make a positive impact with their investments by building diversified Socially Responsible portfolios that align with their long-term financial goals. As a Senior Portfolio Advisor, Aviv can provide traditional advice and guidance while also managing custom investment strategies to help clients achieve their objectives. With a focus on risk management and personalized service, Aviv prioritizes client needs such as retirement income, education planning, and estate and tax minimization. Holding Series 7 and Series 66 registrations, as well as licenses in Life, Long-Term Care Insurance, and annuities, Aviv is dedicated to providing the attention and expertise clients deserve to help them achieve their financial goals. Partnering with Merrill Lynch Wealth Management, Aviv's team is committed to building strong client relationships based on trust and personalized service, with a focus on helping clients pursue their goals and priorities throughout their lives.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Commonwealth Financial Group
● ClosedCommonwealth Financial Group is a leading finance and insurance agency located at 280 Congress Street in Boston, Massachusetts. With a strong presence in the United States, Commonwealth Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Their team of experienced professionals provides personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or insurance coverage, Commonwealth Financial Group is dedicated to helping you secure your financial future. Contact them today to learn more about their services and how they can assist you in reaching your financial objectives.
280 Congress St #1300, Boston, MA 02210, United States -
Darrow Wealth Management
● ClosedDarrow Wealth Management is a leading financial institution located at 22 Boston Wharf Road in Boston, Massachusetts, United States. Our team of experienced professionals provides comprehensive wealth management services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are dedicated to helping you create a personalized financial plan that meets your unique needs. Contact us today to learn more about how we can help you secure your financial future.
22 Boston Wharf Rd 7th floor, Boston, MA 02210, United States -
E F Financial
● OpenE F Financial is a leading finance institution located at 118 Milk Street in the heart of Boston, Massachusetts. Our team of experienced financial experts is dedicated to providing top-notch financial services to individuals and businesses alike. From investment management to retirement planning, we offer a wide range of services tailored to meet the unique needs of our clients. Trust E F Financial to help you achieve your financial goals and secure your financial future. Visit us today to learn more about how we can assist you with all your financial needs.
118 Milk St, Boston, MA 02109, United States -
Merrill Lynch Financial Advisor James B. McIntyre
● ClosedMerrill Lynch Financial Advisor James B. McIntyre is a multi-generational team of highly accomplished and experienced advisors located at 100 Federal Street in Boston, Massachusetts. Their mission is to deliver exceptional wealth management advice and guidance to a limited number of successful clients. With a focus on building tax-efficient, research-intensive portfolios, they aim to create customized wealth-building and wealth-preservation strategies for their clients. The team at The Boston Harbor Team has earned the trust and respect of many client families over decades, serving successful, often multi-generational families who have created significant wealth. They work closely with clients to craft highly customized, forward-looking strategies that align with their goals and values. With deep knowledge and a commitment to excellence, Merrill Lynch Financial Advisor James B. McIntyre provides superior wealth management services, tailored lending capabilities, and personalized estate planning strategies to help clients achieve their financial goals. Their team is dedicated to building strong client relationships based on trust and personalized service, ensuring that clients receive the attention to detail and customization they deserve.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Merrill Lynch Financial Advisor John L. Ruminski
● ClosedMerrill Lynch Financial Advisor John L. Ruminski is located at 100 Federal Street in Boston, Massachusetts, United States. Supported by the global resources of Merrill, the team at this institution is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. They provide financial advice and services, focusing on family, goals, and priorities, adapting to changes over time. With five decades of collective experience, the team aims to understand clients on a personal level, helping them achieve their most important goals. They offer personalized financial strategies, taking into account each client's unique situation and aspirations. Services include wealth management, investment strategies, trust and estate planning, and consultation on equity compensation for executives. The institution does not provide legal, tax, or accounting advice, but works with clients' professional advisors to ensure the best outcomes. The team at Merrill Lynch Wealth Management Advisors is dedicated to helping clients achieve their financial goals and navigate life's changes with confidence.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Merrill Lynch Financial Advisor Christopher J. Henderson
● ClosedMerrill Lynch Financial Advisor Christopher J. Henderson is a Senior Vice President and Senior Financial Advisor located at 100 Federal Street in Boston, Massachusetts. With a focus on advising families, entrepreneurs, and select institutional clients, Chris and his team provide comprehensive wealth management services. Chris leverages the firm's intellectual capital, balance sheet, and investment access to support clients in navigating their personal, charitable, and business operating needs. With experience in investing, credit, estate planning strategies, and tax efficiency, Chris offers a personalized approach to help clients achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, Chris prioritizes understanding his clients' individual needs and goals. Through a personalized financial plan centered on family, goals, and priorities, Chris helps clients navigate the ever-changing financial landscape. By regularly reviewing progress and adjusting investment strategies as needed, Chris ensures that clients stay on track to achieve their objectives.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Merrill Lynch Financial Advisor Danyil S. Medvedev
● ClosedMerrill Lynch Financial Advisor Danyil S. Medvedev, located at 100 Federal Street in Boston, Massachusetts, is a team of highly accomplished and experienced advisors dedicated to providing exceptional wealth management advice to a limited number of successful clients. The Boston Harbor Team has built long-standing relationships with client families, offering customized wealth building and preservation strategies. Clients, who are often multi-generational families with significant wealth, are referred to the team by other satisfied clients, attorneys, and accountants who are familiar with their approach. The team's philosophy focuses on tax-efficient, research-intensive portfolios, including alternative investments when appropriate, to serve clients' best interests over the long run. With access to tailored lending capabilities and coordination with clients' other advisors, the team aims to align tax minimization and estate planning strategies for each individual client. Their dedication to detail, hard work, and customization ensures a positive wealth management experience that leads to the outcomes clients envision for themselves and their families. Recognized by financial industry publications for exemplary client service, the team prides itself on reliability and accessibility. With a tradition of helping successful individuals make financial decisions that enhance their lifestyles and legacies, the team is committed to building strong client relationships based on trust and personalized service.
100 Federal St 17th Floor, Boston, MA 02110, United States -
John Schachter + Associates, Inc.
● ClosedJohn Schachter Associates, Inc. is a renowned accounting and finance institution located at 297 Newbury Street in Boston, Massachusetts, United States. Since 1993, we have been dedicated to helping clients make informed financial, tax, and business decisions. Our expert team takes the stress out of dealing with the IRS and state revenue departments by providing top-notch tax preparation, planning, and representation services. Our clientele includes successful individuals with complex tax situations, families in need of multigenerational planning, and new and growing businesses such as partnerships, corporations, trusts, estates, and LLCs. We offer support to business owners at every stage of their enterprise's life cycle, guiding them through stock options, equity compensation, and other wealth-building strategies. Our tax advisors are well-versed in the intricate rules governing US taxation of international income and assets.
297 Newbury St #41, Boston, MA 02115, United States -
Cloud9 Advisory, Inc.
● ClosedCloud9 Advisory, Inc. is a financial advisory firm located in Boston, Massachusetts, United States. Specializing in accounting and finance, we offer a wide range of services to simplify your life. Our strategic alliances with enterprise class service providers allow us to provide unlimited business solutions, from cloud migration to application development. We specialize in guiding companies through the shift from product-based to service-oriented approaches, unlocking enhanced customer value and establishing predictable revenues. Stay connected to your construction projects with instant access to crucial accounting information, no matter where you are.
One Beacon St 14th Floor, Boston, MA 02108, United States -
David J Singleton, CPA
● OpenDavid J Singleton, CPA is a well-established accounting and finance institution located at 66 West Street in Leominster, Massachusetts, United States. With over 30 years of experience, David J Singleton, CPA, MST offers a wide range of accounting services for individuals, business owners, and non-profit organizations. These services include personal tax, corporate tax, payroll, state and local tax, valuation, estate planning, due diligence, secession planning, and merger and acquisition assistance. The institution prides itself on its friendly and highly trained staff, who are considered the single best asset. They adhere to the highest ethical standards and provide services with utmost integrity. With the ever-changing tax laws and rules for deductions and credits, David J Singleton, CPA can help clients maximize their refunds and avoid missing out on opportunities.
66 West St, Leominster, MA 01453, United States -
eTax Professional Accounting
● ClosedeTax Professional Accounting is a trusted institution located at 48 Maverick Square in Boston, Massachusetts. Specializing in accounting, finance, insurance, and real estate services, our team of professionals is dedicated to providing top-notch solutions for individuals and businesses alike. Whether you need help with tax preparation, financial planning, insurance coverage, or real estate transactions, we have the expertise to guide you through every step of the process. Visit us today and let us help you achieve your financial goals.
48 Maverick Square 3th Floor, Boston, MA 02128, United States -
Okoli Financial Inc.
● ClosedOkoli Financial Inc. is a reputable accounting and finance institution located at 351 South Huntington Avenue in Boston, Massachusetts, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Our commitment to excellence and client satisfaction sets us apart in the industry. Whether you are an individual or a business, Okoli Financial Inc. is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
351 S Huntington Ave Ste R, Jamaica Plain, MA 02130, United States -
Simon CPAs
● ClosedSimon CPAs is a leading accounting and finance institution located at 361 Newbury Street in Boston, Massachusetts. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, and auditing. We are dedicated to helping individuals and businesses achieve their financial goals through personalized and expert guidance. Contact us today to see how we can assist you with all your accounting and finance needs.
361 Newbury St 5th floor, Boston, MA 02115, United States -
Satran & Associates
● OpenSatran & Associates is a well-established law firm located at 282 Edgartown-Vineyard Haven Road in Edgartown, Massachusetts. Our firm was founded in 1974 in Boston and has since expanded to have offices in Orleans, Nantucket, and Boston. We specialize in a variety of areas including Estates, Wills and Trusts, Elder Law, Estate Administration, Corporate Law, and Business Succession Planning. Our success is attributed to the dedication and expertise of our legal and support staff who work together to achieve the best outcomes for our clients. We provide a pleasant working environment that encourages collaboration and communication, leading to the growth of our client base.
282 Edgartown-Vineyard Haven Rd, Edgartown, MA 02539, United States -
Smart Family Trusts
● OpenSmart 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.
46 Middle St, Gloucester, MA 01930, United States -
David Marshall Datz, PC
● ClosedDavid Marshall Datz, PC is a premier law firm located at 167 Commercial Street in Provincetown, Massachusetts. Specializing in Real Estate and Estate Planning Law, the firm focuses on ensuring that all aspects of your assets, including digital assets, are accounted for in your estate plan. With the addition of Michael Clancy and Ryan Cunningham to the Real Estate Practice, the firm offers expert advice on navigating the complex real estate market in Massachusetts, especially in the current "seller's market". Estate planning at David Marshall Datz, PC involves both basic and advanced plans to benefit you and your loved ones in the event of incapacity or death. By creating a plan now, you can choose appropriate fiduciaries, control the manner and timing of distributions, and avoid probate and minimize taxes. The firm also helps clients set up revocable living trusts to transfer assets and avoid probate proceedings.
167 Commercial St, Provincetown, MA 02657, United States -
Satran & Associates
● ClosedSatran & Associates is a well-established law firm located at 4 Main Street in Orleans, Massachusetts. Since its founding in 1974, the firm has experienced significant growth and now has satellite offices in Edgartown, Nantucket, and Boston. Specializing in areas such as Estates, Wills and Trusts, Elder Law, Estate Administration, Corporate Law, and Business Succession Planning, the firm is dedicated to meeting the specific needs of its clients. The success of Satran & Associates can be attributed to the dedication, hard work, and experience of both the legal and support staff. The firm prides itself on creating a pleasant working environment that fosters constant interaction among staff members, ultimately benefiting their clients. With a diverse clientele that includes public corporations, commercial banks, individual clients, and small business corporations, Satran & Associates is able to handle a wide range of legal matters.
4 Main St, Orleans, MA 02653, United States -
David Marshall Datz, PC
● ClosedDavid Marshall Datz, PC is a premier law firm located at 179 Massachusetts 6A, Orleans, Massachusetts, United States. Specializing in Real Estate Law and Estate Planning, the firm recognizes the importance of including digital assets in estate plans in today's technology-driven world. With a focus on ensuring that your digital assets are accounted for and passed on to your loved ones, the firm provides guidance on navigating the complexities of the real estate market in Massachusetts. The addition of Michael Clancy and Ryan Cunningham to the firm's Real Estate Practice in Boston further strengthens their expertise in the field. Whether you are looking to create a basic estate plan or delve into more advanced estate planning, the experienced attorneys at David Marshall Datz, PC are here to help. From setting up a revocable living trust to drafting a Durable Power of Attorney, the firm offers comprehensive services to protect your assets and ensure your wishes are carried out.
179 MA-6A, Orleans, MA 02653, United States -
Guirado & Cantor Law, P.C.
● ClosedGuirado & Cantor Law, P.C. is a reputable finance institution located at 82 Cummins Highway in Boston, Massachusetts. With a team of experienced and knowledgeable professionals, they offer a wide range of legal services to help individuals and businesses with their financial needs. Whether you are looking for assistance with tax planning, estate planning, or business transactions, Guirado & Cantor Law, P.C. is committed to providing top-notch service and guidance to help you achieve your financial goals.
82 Cummins Hwy, Roslindale, MA 02131, United States -
Koutsis - Mouchlian Law, P.C.
● ClosedKoutsis - Mouchlian Law, P.C. is a reputable estate planning law firm located at 1327 Main Street in Walpole, Massachusetts. Our experienced team serves clients in Walpole, Boston, Hingham, South Shore, and the Greater Boston area, offering a wide range of services including estate planning, elder law, estate tax planning, administration, probate, and asset protection. At Koutsis - Mouchlian Law, P.C., we understand that each client has unique needs and goals. We take the time to listen and tailor our services to meet those individual desires, making the estate planning process as smooth and rewarding as possible. Our clients can rest assured that their legacy goals will be carried out according to their wishes, even after they have passed away.
1327 Main St Unit B, Walpole, MA 02081, United States -
Dolan Connly, P.C.
● OpenDolan Connly, P.C. is a reputable law firm located at 50 Redfield Street in Boston, Massachusetts. Our team of experienced lawyers is dedicated to providing top-notch legal services to clients in need of representation. Specializing in various areas of law, including personal injury, criminal defense, and family law, we are committed to advocating for our clients' rights and achieving the best possible outcomes for their cases. With a track record of success and a strong reputation in the legal community, Dolan Connly, P.C. is the go-to firm for all your legal needs in the Boston area.
50 Redfield St # 202, Boston, MA 02122, United States -
Dionisi, O'Rourke & Bradford LLP
● ClosedDionisi, O'Rourke & Bradford LLP is a prestigious law firm located at 365 Boston Post Road in Sudbury, Massachusetts. With a team of highly experienced and skilled lawyers, they provide a wide range of legal services to clients in various practice areas. Whether you need assistance with personal injury claims, family law matters, real estate transactions, or estate planning, the dedicated attorneys at Dionisi, O'Rourke & Bradford LLP are committed to providing top-notch legal representation and personalized attention to each client. Contact them today for expert legal advice and representation.
365 Boston Post Rd # 214, Sudbury, MA 01776, United States -
Robert S. Grodberg, Esq.
● OpenRobert S. Grodberg, Esq. is a reputable law firm located at 111 Perkins Street in Boston, Massachusetts. Specializing in various legal services, the institution is led by experienced attorney Robert S. Grodberg. With a commitment to providing high-quality representation and personalized attention to each client, Robert S. Grodberg, Esq. is dedicated to achieving favorable outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, the team at Robert S. Grodberg, Esq. is here to help. Contact them today to schedule a consultation.
111 Perkins St, Boston, MA 02130, United States -
Kennan Law Offices
● ClosedKennan Law Offices, located in Sandwich, Massachusetts, is a trusted institution specializing in estate planning and asset protection. With a focus on providing peace of mind to families, the team at Kennan Law Offices helps individuals navigate life changes and unexpected events while preserving wealth and protecting inheritances. Their experienced lawyers pay close attention to each client's unique concerns and customize plans to meet individual needs. Whether you already have a plan in place or need to start from scratch, Kennan Law Offices is ready to assist.
71 Merchants Road 6A, Unit #3, Sandwich, MA 02563, United States
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