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TOP 30 Estate and tax planning in Needham, MA
10 results found
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Carson Wealth
Carson Wealth, located at 16 Chestnut Street in Foxborough, Massachusetts, is a finance institution that provides personalized retirement and financial planning services to families, individuals, and business owners. Their team specializes in workplace retirement plan consulting, financial planning for small business owners, and estate planning. They aim to help clients feel secure in their financial futures and pursue their dreams through proper planning. The institution offers services in areas such as Foxborough, Needham, Hopkinton, Dedham, and more. Carson Wealth has received accolades such as the Forbes Best-in-State Wealth Advisor award for Paul West in 2018 and 2021. Securities are offered through Cetera Advisor Networks LLC and investment advisory services are provided through CWM, LLC. It is important to note that not all advisors affiliated with Carson Wealth offer securities through Cetera Advisor Networks LLC or investment advisory services through CWM, LLC. For more information about the institution and their advisors, visit www.adviserinfo.sec.gov or https://brokercheck.finra.org/.
Vantage Point Financial LLC
Vantage Point Financial LLC is a finance institution located at 175 Highland Avenue in Needham, Massachusetts, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients reach their goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. At Vantage Point Financial LLC, we prioritize building long-lasting relationships with our clients based on trust, integrity, and transparency. Contact us today to learn more about how we can help you achieve financial success.
Centinel Financial Group, LLC.
Centinel Financial Group, LLC. is a finance institution located at 160 Gould Street in Needham, Massachusetts, United States. With a strong focus on providing personalized financial solutions to their clients, Centinel Financial Group, LLC. offers a wide range of services including investment management, retirement planning, estate planning, and insurance services. Their team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Centinel Financial Group, LLC. is committed to providing expert guidance and support every step of the way.
John R. Simeone - Financial Advisor, Ameriprise Financial Services, LLC
John R. Simeone, a financial advisor at Ameriprise Financial Services, LLC, located at 162 Washington Avenue in Needham, Massachusetts, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, John R. Simeone is well-equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or anyone in need of financial guidance, John R. Simeone has the knowledge and expertise to help you achieve your financial goals. Contact John R. Simeone today to schedule a consultation and take the first step towards securing your financial future.
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.
LMHS, P.C. (West)
Located at 280 Hillside Avenue in Needham, Massachusetts, LMHS, P.C. (West) is a trusted institution specializing in accounting and finance services. Whether you are a business in need of accounting and tax solutions or an individual seeking assistance with personal tax and estate planning, the LMHS team is here to help. Our knowledgeable team members provide unmatched customer service excellence, offering a wide range of accounting, tax, and business advisory services. From audit and compilation services to corporate state and federal income tax preparation, our experts have the expertise you need to succeed in today's ever-changing business landscape. As you accumulate personal wealth, our professionals can assist you in developing personal financial strategies to minimize tax payments and optimize savings. Our team serves a diverse range of businesses across various industries, including construction, manufacturing, professional service firms, and non-profit organizations. We stay up-to-date on evolving industry trends and regulations to provide you with the best possible solutions.
Law Office of Suzan T. Rothschild
The Law Office of Suzan T. Rothschild is a reputable legal firm located at 233 Needham Street in Newton, Massachusetts, United States. Specializing in various areas of law, including family law, estate planning, and real estate law, attorney Suzan T. Rothschild provides dedicated and personalized legal services to her clients. With a strong commitment to achieving the best possible outcomes for her clients, Suzan T. Rothschild is known for her expertise, professionalism, and compassionate approach to legal representation. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, the Law Office of Suzan T. Rothschild is here to help.
Rothenberg Eric P
Rothenberg Eric P is a law firm located in Needham, Massachusetts. Attorney Eric P. Rothenberg specializes in tax law, including partnerships, tax-free exchanges, bitcoin/crypto currency taxes, sales of businesses, individual tax planning, estate and gift tax planning, and tax return preparation. He represents clients before various tax authorities and provides counsel on corporate tax planning, professional corporations, and fringe benefits. Mr. Rothenberg also handles business-related matters such as wills and trusts, partnership and corporate agreements, real estate transactions, and syndications. He has extensive experience in cryptocurrency tax matters and has represented clients in complex cryptocurrency transactions. Mr. Rothenberg is a highly respected attorney with a background in accounting and finance. He has received numerous accolades for his expertise in tax law, including being named a "Massachusetts Super Lawyer" for 20 consecutive years. He has also been recognized as a top attorney in tax law by prestigious publications. With a strong academic background and years of experience, Attorney Rothenberg is well-equipped to handle a wide range of tax-related issues for his clients.
The Coyle Company
The Coyle Company is an insurance agency located at 160 Gould Street in Needham, Massachusetts, United States. We specialize in designing and managing sophisticated life insurance portfolios for ultra-affluent families, helping them distribute their wealth and assets as they intend. Our guiding principles focus on protecting and preserving what matters most to our clients, ensuring their children and grandchildren are well taken care of. With nearly four decades of experience, we have built a premier service model that leverages our collective expertise and comprehensive reporting systems. Our insurance planning and life insurance solutions are tailored to meet the estate, income tax, and asset preservation needs of our clients. Whether transferring a business to future generations, providing liquidity, or fulfilling philanthropic goals, we listen to our clients' wishes and structure personalized insurance solutions. Our goal is to offer practical solutions that ensure the soundest possible wealth transfer strategy based on our clients' objectives.
William Lippincott - Prudential Financial
William Lippincott - Prudential Financial is a reputable finance and insurance agency located at 5 Bristol Drive in Easton, Massachusetts, United States. With a strong focus on providing personalized financial solutions and insurance products, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, we are committed to providing top-notch service and expertise to meet your needs. Contact us today to learn more about how we can help secure your financial future.
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