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TOP 30 Estate and tax planning in Massachusetts
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Powder Point Financial LLC
Powder Point Financial LLC is a reputable financial institution located at 61 Ridge Road in Marshfield, Massachusetts, United States. Specializing in finance, Powder Point Financial LLC is registered with the U.S. Securities and Exchange Commission and is a member of FINRA, the Municipal Securities Rulemaking Board, and SIPC. With a commitment to providing top-notch financial services and expertise, Powder Point Financial LLC is a trusted partner for individuals and businesses seeking financial guidance and support.
William H Sheehan CPA JD
William H Sheehan CPA JD is a reputable institution located at 32 Presidential Circle in Marshfield, Massachusetts. Since 1985, Bill has been offering financial and legal services to individuals and closely held businesses on the South Shore. As an accountant, Bill can help with the preparation of tax filings for individuals, trusts, partnerships, and corporations. Additionally, as a lawyer, he specializes in estate planning, including the drafting of wills and trust documents. Bill can also provide assistance with estate settlement responsibilities through working with the Probate Court. For more information, you can contact the institution at wsheehan@whsheehan.com or by phone at 781-837-2106.
Cornerstone Asset Management
Cornerstone Asset Management is a leading finance institution located at 30 Tremont Street in the beautiful town of Duxbury, Massachusetts, United States. We specialize in providing expert financial planning and investment management services to help our clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, we strive to be the cornerstone of our clients' financial success.
Justin Embree - Financial Advisor, Ameriprise Financial Services, LLC
Justin Embree, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 218 West Main Street, Barnstable, Massachusetts, United States. Justin provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. With over 125 years of history, Ameriprise Financial Services, LLC aims to help clients reach their financial goals in the short and long term through a 1-to-1 relationship with a trusted financial advisor. Clients can track their progress towards their goals securely from any device. Schedule a complimentary initial consultation to begin financial planning with Justin Embree today. Securities are offered through Ameriprise Financial Services, LLC, member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for a list of states where Justin Embree is properly registered.
Mcguire Kenneth J
McGuire Kenneth J is a finance institution located at 349 Massachusetts 28 in Yarmouth, Massachusetts. The institution offers a range of financial services and expertise to individuals and businesses in the area. With a team of experienced professionals, McGuire Kenneth J provides personalized financial solutions tailored to meet the unique needs and goals of each client. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, McGuire Kenneth J is dedicated to helping you achieve financial success.
Fairway Financial, Inc
Fairway Financial, Inc is a reputable insurance agency located at 540 Main Street in Barnstable, Massachusetts, United States. With a team of experienced professionals, Fairway Financial, Inc offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, you can trust Fairway Financial, Inc to provide you with personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help protect what matters most to you.
Bruce Work - Financial Advisor, Ameriprise Financial Services, LLC
Bruce Work is a Financial Advisor at Ameriprise Financial Services, LLC located at 800 Main Street, Dennis, Massachusetts, United States. Bruce 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 Bruce's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Financial Advisor, Bruce is committed to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and professionalism, Bruce Work is dedicated to helping clients achieve their financial goals and secure their financial future.
Patrick Murphy - UBS Financial Services Inc.
Patrick Murphy - UBS Financial Services Inc. is a reputable finance institution located at 1471 Massachusetts 132 in Barnstable, Massachusetts, United States. With a team of experienced financial advisors, Patrick Murphy - UBS Financial Services Inc. offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, retirement planning, or estate planning, the professionals at this institution are dedicated to providing personalized solutions tailored to your specific needs. Trust Patrick Murphy - UBS Financial Services Inc. to help you navigate the complexities of the financial world and secure a prosperous future.
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.
Merrill Lynch Financial Advisor John L. Ruminski
Merrill 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.
Merrill Lynch Financial Advisor Christopher J. Henderson
Merrill 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.
Merrill Lynch Financial Advisor Danyil S. Medvedev
Merrill 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.
West Branch Capital LLC
West Branch Capital LLC is an independent fee-only, SEC Registered Investment Adviser located at 99 Derby Street, Hingham, Massachusetts. Recognized by the Financial Times 300 Top Registered Investment Advisers and investor.com as a Trusted Firm, we offer a full range of investment management services for individuals, institutions, and corporate retirement plan sponsors. Our team of fiduciary advisors is committed to always acting in the best interests of our clients, providing personalized financial plans tailored to address current and future financial needs. Whether you are just starting to invest or have a solid retirement plan in place, we are here to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you in securing your financial future.
Babineau CPA
Babineau CPA, located at 160 Speen Street in Framingham, Massachusetts, is an accounting and finance institution specializing in small business and individual tax preparation services. With over 25 years of experience, our team at Babineau CPA takes the stress out of filing taxes by guiding you through the entire process. Our founders established the firm in 2005 with a focus on providing accurate and efficient tax preparation services for individuals and small businesses. We offer personalized guidance on adjusting payroll withholdings to avoid surprises at tax deadlines and utilize top-of-the-line computer software to meticulously review and file tax returns electronically. Our services also include tax planning for various clients, such as sole proprietors, investors, students, and individuals from different industries. We are well-versed in QuickBooks and payroll management, catering to businesses in sectors like food service, medical, retail, real estate, and more.
Goldberg & Associates, CPAs
Goldberg & Associates, CPAs is a reputable accounting and finance institution located at 661 Highland Avenue in Needham, Massachusetts, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Goldberg & Associates for professional and personalized financial guidance to help them achieve their financial goals.
Paul Dion CPA
Paul Dion CPA is a top-notch accounting and finance institution located at 22 West Street in Millbury, Massachusetts, United States. Unlike other firms, we go beyond simply projecting your tax liability - we proactively plan your tax strategy to save you money both now and in the future. Our team is dedicated to providing exceptional results in financial advising, offering traditional tax and accounting services as well as innovative, customized tax strategies to help you legally minimize your tax burden and reduce the risk of audits. We work with business owners and real estate investors to create proactive tax plans that stop unnecessary spending on taxes each year. Our no-obligation free tax diagnosis is the first step in discovering hidden tax loopholes and strategies tailored specifically for you. Take advantage of our 5-step program or sign up for a Free Tax Analysis to learn more about how we can help you save thousands of dollars.
Brenda M. Bianculli, CPA, LLC
Brenda M. Bianculli, CPA, LLC is a reputable accounting and finance institution located in Worcester, Massachusetts, United States. Specializing in assisting families and professionals with tax, accounting, and administrative services related to estates, trusts, fiduciaries, and beneficiaries, Brenda M. Bianculli, CPA, LLC offers personalized attention and high-quality service to all clients. The principal of the firm, Brenda M. Bianculli, CPA, MST, holds a Bachelor of Science Degree in Business from Nichols College and a Masters of Science Degree in Taxation from Bentley College. With eight years of experience in public accounting before establishing her own practice in 1997, Brenda is actively involved in her community and is a member of various professional organizations.
Janet Kim McCormick - Morgan Stanley
Janet Kim McCormick - Morgan Stanley is a finance institution located at 112 Worcester Street in Wellesley, Massachusetts, United States. Our team of experienced professionals provides a wide range of financial services and investment strategies to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to provide personalized solutions tailored to your unique needs. Trust in our expertise and dedication to help you secure a strong financial future.
Alexander Wealth Advisors, LLC
Alexander Wealth Advisors, LLC is a financial institution located at 284 Ayer Road in Harvard, Massachusetts, United States. Specializing in accounting and finance, our team of professionals with diverse credentials and industry experience can assist you with tax documentation, interpretation, and representation. We offer a range of tax preparation services, from individual tax planning to estate and trust tax preparation, ensuring that your financial situation is tax-optimized to help you keep more of what you earn. In addition to tax services, we also provide accounting, business advisory, financial statement, tax preparation, and retirement planning services for businesses. With our expertise, we can oversee all of your financial needs and help you achieve your financial goals. Securities are offered through Avantax Investment Services and investment advisory services through Avantax Advisory Services. Insurance services are offered through 1st Global Insurance Services. Our licensed professionals can offer securities in multiple states across the country. Contact us today to schedule an appointment and learn more about how we can help you with your financial needs.
Total Counsel Law Group
Total Counsel Law Group is a reputable law firm located in Natick, Massachusetts. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of assistance with family law, estate planning, business law, or any other legal matter, our skilled attorneys are here to help. We pride ourselves on delivering personalized and professional representation to each and every client. Visit us at 5 Commonwealth Road to learn more about how Total Counsel Law Group can assist you with your legal needs.
Richard Radesky - Financial Advisor, Ameriprise Financial Services, LLC
Richard Radesky - Financial Advisor at Ameriprise Financial Services, LLC, located at 255 Park Avenue in Worcester, Massachusetts, offers a wide range of financial services to individuals and small business owners. Richard Radesky holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. With a focus on ethical practices and continuous education, Richard Radesky provides personalized financial advice tailored to each client's unique needs and goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Richard Radesky is dedicated to helping you achieve financial success.
Bookkeeping & Business Services
Bookkeeping & Business Services is a professional accounting and finance institution located at 302 Broadway in Methuen, Massachusetts, United States. Our team of experienced professionals is dedicated to providing top-notch bookkeeping and business services to help our clients manage their finances effectively. Whether you need assistance with payroll, tax preparation, or financial planning, we are here to help. Trust Bookkeeping & Business Services to provide reliable and accurate financial solutions for your business needs.
John Schachter + Associates, Inc.
John 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.
CLA (CliftonLarsonAllen)
CLA (CliftonLarsonAllen) is a leading accounting and finance institution located at 4 Batterymarch Park in Quincy, Massachusetts, United States. With a strong reputation for excellence in financial services, CLA offers a wide range of accounting and advisory services to clients across various industries. Their team of experienced professionals is dedicated to providing innovative solutions and strategic guidance to help businesses thrive and succeed. Whether you are a small business owner or a large corporation, CLA is committed to delivering personalized and tailored services to meet your specific needs. Visit CLA today to discover how they can help you achieve your financial goals.
Baker Newman Noyes
Baker Newman Noyes is a top-100 tax, assurance, and advisory firm located at 83 Pine Street in Peabody, Massachusetts, United States. Specializing in accounting and finance, they offer Assurance, Tax, and Advisory Services that deliver results. Known for their specialized knowledge and experience, award-winning client service, and collaborative approach, BNN provides timely and thorough advice to help clients make confident decisions. Their team of smart, curious, and hardworking individuals work together to support each other and provide exceptional service to clients. BNN offers flexible career growth, a supportive network, and a full range of benefits to their employees. Committed to giving back to the community, BNN team members participate in various initiatives to make a meaningful impact in their hometowns.
Attorney Eric P Rothenberg
Attorney Eric P Rothenberg, located at 11 Market Street in Mashpee, Massachusetts, is a top-rated legal institution specializing in accounting, finance, and tax law. With expertise in complex tax returns, cryptocurrency tax returns, tax and estate planning for individuals with significant assets, audits, and IRS tax controversies, Attorney Rothenberg brings a unique blend of financial and legal knowledge to his practice. Whether you are an experienced entrepreneur or a new business owner, Attorney Rothenberg can provide trustworthy and competent legal representation for all your tax and real estate needs. With over 13 years of experience, clients praise his professionalism, knowledge, efficiency, and availability. Attorney Rothenberg's concierge approach to client care sets him apart in the industry. Contact Attorney Eric P Rothenberg for a consultation and experience his exceptional legal services firsthand.
Cloud9 Advisory, Inc.
Cloud9 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.
Kenneth S. Elsner
Kenneth S. Elsner is a reputable law firm located at 385 Court Street in Plymouth, Massachusetts. Specializing in various legal matters, the institution offers top-notch legal services and representation to clients in need. With a team of experienced and dedicated lawyers, Kenneth S. Elsner is committed to providing personalized and professional solutions to help clients navigate through their legal issues effectively. Whether you are in need of assistance with family law, criminal defense, or estate planning, the experts at Kenneth S. Elsner are here to help. Contact them today to schedule a consultation and get the legal support you deserve.
Weiffenbach Law Offices P.C.
Weiffenbach Law Offices P.C. is a reputable legal institution located at 157 Locust Street in Falmouth, Massachusetts, United States. With a team of experienced and dedicated attorneys, Weiffenbach Law Offices P.C. offers a wide range of legal services to clients in the Falmouth area and beyond. Specializing in areas such as personal injury, family law, real estate, and estate planning, the firm is committed to providing high-quality legal representation and personalized attention to each client. Whether you are facing a legal dispute or need assistance with a complex legal matter, Weiffenbach Law Offices P.C. is here to help.
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