TOP 30 Estate planning and management in Waltham, Massachusetts

66 results found

Northstar Advisors LLC is a financial advisory firm located at 880 Winter Street in Waltham, Massachusetts. With a team of experienced professionals, Northstar Advisors LLC provides personalized investment strategies and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Northstar Advisors LLC offers expert guidance and support. Trustworthy, reliable, and client-focused, Northstar Advisors LLC is committed to helping you secure your financial future.

Ameriprise Financial is a finance institution located at 275 Wyman Street in Waltham, Massachusetts, United States. They offer a wide range of financial services including wealth management, retirement planning, investment advice, and insurance solutions. With a focus on personalized financial planning, Ameriprise Financial helps individuals and families achieve their financial goals and secure their financial future. Their team of experienced financial advisors are dedicated to providing expert guidance and tailored solutions to meet the unique needs of each client.

Elizabeth O'Boyle - TIAA Financial Consultant is a reputable financial institution located at 130 Turner Street in Waltham, Massachusetts, United States. As a trusted TIAA financial consultant, Elizabeth O'Boyle provides expert financial advice and services to help individuals and families achieve their financial goals. With a focus on personalized financial planning and investment strategies, clients can trust in Elizabeth O'Boyle's expertise to help secure their financial future. Whether you are looking to save for retirement, plan for your children's education, or build your wealth, Elizabeth O'Boyle is dedicated to providing you with the guidance and support you need.

Joshua Bilodeau - TIAA Financial Consultant is a reputable financial institution located at 130 Turner Street in Waltham, Massachusetts, United States. As a trusted TIAA financial consultant, Joshua Bilodeau offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized financial planning and investment strategies, clients can trust Joshua Bilodeau to provide tailored solutions to meet their unique needs. Whether you are planning for retirement, saving for a child's education, or growing your wealth, Joshua Bilodeau is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Wealthy Choices (R) is a prestigious finance institution located at 51 Sawyer Road in Waltham, Massachusetts, United States. Our team of experienced financial advisors is dedicated to helping clients make informed decisions about their wealth management. Whether you are looking to invest, save for the future, or plan for retirement, Wealthy Choices (R) is here to provide personalized guidance and expert advice. Trust us to help you make the right choices for your financial future.

Steve Faberman & Al Filosa is a reputable finance institution located at 300 5th Avenue in Waltham, Massachusetts. With years of experience and expertise in the financial industry, the institution offers a wide range of services to help clients manage and grow their wealth. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Steve Faberman & Al Filosa is dedicated to providing personalized solutions to meet your financial goals. Trustworthy and reliable, this institution is committed to helping clients achieve financial success.

DEAN Financial Group, LLC is a finance institution located at 201 Jones Road in Waltham, Massachusetts, United States. We specialize in providing a wide range of financial services, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how DEAN Financial Group, LLC can help you navigate the complexities of the financial world.

KLR is a leading institution located at 1075 Main Street, Waltham, Massachusetts, United States, specializing in accounting and finance services. Our team offers a comprehensive range of financial and management assurance services to help businesses maximize their potential. Whether you need assistance with tax implications of business decisions, financial due diligence, cybersecurity measures, or estate planning, we have the expertise to support you. Our professionals are trained and accredited in valuation and litigation services, and can provide tailored solutions for international tax and business needs, charitable giving strategies, and compliance with ERISA, DOL, and IRS requirements. We approach assurance services with a "common sense" mindset, focusing on integrity, client-centricity, community, collaboration, and innovation.

Ridgefield Valuation/ Robert J. Gaines, Attorney At Law is a reputable institution located at 1077 Lexington Street in Waltham, Massachusetts. Specializing in accounting and finance services, this establishment offers expert valuation and legal services to individuals and businesses in the area. With a strong focus on providing accurate and reliable financial advice, Robert J. Gaines, Attorney At Law is dedicated to helping clients make informed decisions about their assets and investments. Whether you need assistance with tax planning, estate management, or business valuation, the experienced professionals at Ridgefield Valuation/ Robert J. Gaines, Attorney At Law are here to help.

Grant Financial is a reputable finance institution located at 633 Trapelo Road in Waltham, Massachusetts, United States. With a commitment to providing top-notch financial services, Grant Financial offers a range of solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at Grant Financial are here to help. Trustworthy, reliable, and dedicated to helping you achieve your financial goals, Grant Financial is the go-to institution for all your finance needs.

The Law Offices of Nicole Starck is a reputable legal firm located at 6 Lexington Street in Waltham, Massachusetts. Specializing in various areas of law, including personal injury, family law, and estate planning, Attorney Nicole Starck and her team are dedicated to providing top-notch legal representation and personalized services to their clients. With a strong track record of successful cases and a commitment to achieving the best possible outcomes for their clients, the Law Offices of Nicole Starck is a trusted choice for those in need of expert legal counsel in the Waltham area.

Topkins & Bevans is a prestigious law firm located at 255 Bear Hill Road in Waltham, Massachusetts, United States. With a team of experienced and dedicated lawyers, Topkins & Bevans provides top-notch legal services to clients in various practice areas including corporate law, real estate, estate planning, and litigation. Known for their professionalism and expertise, the firm is committed to achieving the best possible outcomes for their clients. Whether you are in need of legal advice or representation, Topkins & Bevans is the go-to institution for all your legal needs.

New York Life Insurance Company, located at 201 Jones Road in Waltham, Massachusetts, is a leading insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They provide protection for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. The institution offers bundled investments with low fees, investments to help pay for education expenses, and the option to receive income for as long as needed. Their expert guidance helps you create an investment strategy and plan for future financial needs, including setting up an estate plan to protect your legacy. They also provide insurance options for employees, executives, and business owners, as well as solutions for small businesses to thrive.

Pion New York Life is an insurance agency located at 201 Jones Road, Waltham, Massachusetts, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, customizable long-term coverage, and the ability to invest policy cash value in the market. Their services include helping with everyday tasks, replacing lost income due to sickness or injury, professionally managed investments, bundled investments with low fees, and investments designed for education expenses. They also offer income solutions, estate planning, insurance for employees and business owners, and various other options to help individuals and businesses thrive. With over 12,000 agents nationwide, they provide tailored solutions to meet individual needs and budget. Pion New York Life has been in business since 1845, upholding values of diversity, responsibility, and service. They are committed to making a positive impact in communities through charitable giving and volunteer work. The New York Life Foundation supports educational enhancement, childhood bereavement, grassroots community efforts, and workplace initiatives. They also announced a $1 billion impact investment initiative to address the racial wealth gap in America. With the highest financial strength ratings and a diverse workforce, Pion New York Life is dedicated to helping families and communities thrive.

Robert Calhoun is a reputable finance and insurance agency located at 201 Jones Road in Waltham, Massachusetts, United States. With a strong focus on providing personalized financial planning and insurance solutions, the institution is dedicated to helping individuals and businesses secure their financial future. The team at Robert Calhoun is comprised of experienced professionals who are committed to delivering top-notch services and tailored strategies to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Robert Calhoun is the go-to institution for all your financial needs.

New York Life: Cawthorne Jr Richard is an insurance agency located at 800 South Street, Waltham, Massachusetts, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term customizable coverage, and the ability to invest policy cash value in the market. Additionally, they provide support for everyday tasks, income replacement due to sickness or injury, professionally managed investments, college savings options, and estate planning services. With over 12,000 agents nationwide, they tailor flexible solutions to meet individual needs and goals. The institution has been in operation since 1845, upholding values of diversity, responsibility, and service. They are committed to making a positive impact on customers, employees, and communities, supporting charitable initiatives and volunteer efforts. New York Life is dedicated to helping families thrive and offers resources to help individuals plan for their financial future.

Rith Nou Maldonado, Financial Professional at New York Life, located at 201 Jones Road in Waltham, Massachusetts, is an insurance agency that offers a wide range of financial services. From permanent policies with guaranteed death benefits and cash value growth to long-term coverage that can be customized to fit your needs and budget, Rith Nou Maldonado can help you plan for your financial future. They also offer investments options that can help you pay for college, replace lost income due to sickness or injury, and even provide income for as long as you need it. With expertise and guidance, Rith Nou Maldonado can help you create an investment strategy that meets your goals and helps you plan for the future. They also offer insurance options for employees, executives, and small business owners, as well as estate planning services to protect your legacy. Additionally, they provide financial support for bereavement, education, workplace initiatives, and charitable giving at both a local and national level.

Stanley David, Financial Professional at New York Life, located at 201 Jones Road in Waltham, Massachusetts, is dedicated to helping women take control of their finances and plan for their future. With the understanding that 9 out of 10 women will be solely responsible for their finances at some point in their lives, Stanley David offers personalized financial advice and strategies tailored to each individual's needs and goals. Whether you are looking to protect your assets, plan for retirement, or navigate major life changes such as marriage or divorce, Stanley David is here to provide guidance and support. As a licensed agent with New York Life Insurance Company, Stanley has the knowledge and experience to help you make informed decisions about your financial future.

A. Micheline Yacoub, Financial Adviser at New York Life and MY Core Financials, LLC, located at 201 Jones Road in Waltham, Massachusetts, is an insurance agency offering a range of services to help individuals and businesses achieve financial security. Specializing in permanent policies with guaranteed death benefits and cash value growth, the institution also offers long-term coverage that can be tailored to fit specific needs and budgets. Clients have the option to invest their policy's cash value in the market, as well as access professionally managed investments with potential market gains. In addition to insurance solutions, MY Core Financials, LLC provides guidance on estate planning, retirement planning, and education savings. The institution also offers support for businesses, including insurance for employees, executives, and business owners. With a focus on community involvement and charitable giving, the institution aims to make a positive impact at both local and national levels.

Welcome to Thomas LLC, your trusted general contractor located in the heart of Waltham, Massachusetts. Situated at 51 Sawyer Road, we proudly serve the community by offering a comprehensive range of construction and renovation services tailored to meet your unique needs. At Thomas LLC, we specialize in both residential and commercial projects, delivering quality craftsmanship and exceptional customer service. Whether you're planning a new construction, a major remodel, or a small renovation, our team of experienced professionals is dedicated to bringing your vision to life with precision and care.

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 Wei Xue, Registered Representative - New York Life, your trusted partner in navigating the complexities of financial planning and insurance solutions. Conveniently located at 201 Jones Road, 5th Floor, Waltham, Massachusetts 02451, we are dedicated to helping individuals and businesses achieve their financial goals with personalized strategies and expert advice. At Wei Xue, we specialize in providing a wide range of financial services tailored to meet the unique needs of our clients. Whether you're looking for permanent life insurance policies with guaranteed benefits and cash value growth, or long-term coverage that adapts to your budget and needs, we have you covered. Our offerings also include market-invested policy options, income replacement solutions in case of sickness or injury, and professionally managed investments with potential for market gains.

Welcome to Dmitry Frenklakh, Registered Representative with New York Life, located at 201 Jones Road, Waltham, Massachusetts 02451. As a dedicated financial advisor with Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, I am committed to providing personalized financial solutions tailored to meet your unique needs and goals. At our firm, we specialize in creating customized financial strategies that address both your current needs and future aspirations, ensuring a seamless transfer of wealth to the next generation. Whether you're looking to protect your family, grow your investments, or plan for retirement, we offer a wide range of services including life, long-term care, and disability insurance, as well as annuities and investment options.

Welcome to Dean Financial Group, LLC, where your financial future is our top priority. Led by our esteemed President, Lee Dean, we are a trusted financial services firm located in the heart of Waltham, Massachusetts. Situated at 201 Jones Road, our team is dedicated to providing comprehensive financial solutions tailored to meet your unique needs and goals. At Dean Financial Group, LLC, we specialize in a wide range of financial services including investment management, retirement planning, estate planning, and more. Our commitment to excellence and personalized service ensures that whether you are an individual, a family, or a business, you will receive the highest level of expertise and attention.

Welcome to Darvin Acosta Filpo, Financial Professional - New York Life, located at 201 Jones Road, 5th Floor, Waltham, Massachusetts 02451. As a dedicated financial services and insurance agency, we are committed to helping you achieve your financial goals and protect your future. Our range of services includes permanent life insurance policies with guaranteed death benefits and cash value that grows over time. We offer highly customizable long-term coverage options that align with your needs and budget, including the ability to invest your policy’s cash value in the market. Our solutions are designed to help you replace lost income due to sickness or injury, pay for long-term care, and manage everyday expenses.

Welcome to Dustyn Dahn, Financial Professional - New York Life, your trusted partner in financial and insurance services located at 201 Jones Road, 5th Floor, Waltham, Massachusetts. Our mission is to provide you with tailored solutions that meet your unique needs and help secure your financial future. At Dustyn Dahn, we specialize in a comprehensive range of services, including life insurance, long-term care insurance, and investment strategies. Our permanent policies offer guaranteed death benefits and cash value that grows over time, ensuring long-term protection for your family. We understand that financial decisions can be complex, which is why we are committed to helping you navigate your options with ease and confidence.

Cherilyn Lawrence - New York Life Insurance Welcome to Cherilyn Lawrence - New York Life Insurance, your trusted partner in financial security and planning. Located at 201 Jones Road, 5th Floor, Waltham, Massachusetts, we specialize in providing comprehensive insurance and financial services tailored to your unique needs.

Welcome to Wenping Jin, Financial Services Professional - New York Life, located at 201 Jones Road, Waltham, Massachusetts. As a dedicated financial advisor with Eagle Strategies, a subsidiary of New York Life Insurance Company, I am committed to providing personalized advisory services and financial solutions tailored to meet your unique needs and goals. Whether you're looking for permanent policies with guaranteed benefits, customizable long-term coverage, or investment strategies designed to secure your financial future, I am here to guide you every step of the way. My services include life, long-term care, and disability insurance, as well as professionally managed investments with potential market gains, all aimed at protecting your family, assets, or business from life's unexpected events.

Welcome to Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC, where your financial future is our priority. Situated at 201 Jones Road in Waltham, Massachusetts, we specialize in providing comprehensive financial legacy solutions tailored to your unique needs. With over 20 years of experience, our firm is committed to helping you achieve both your short and long-term financial goals, ensuring that your wealth aligns with what matters most to you. At Koritz Wealth Strategies, we believe in a relationship-centric approach. We take the time to understand your goals, concerns, and risk tolerance, enabling us to offer personalized strategies for securing your family’s future. Our holistic and collaborative process often sees us acting as the 'quarterback,' bringing together your team of advisors to ensure a cohesive financial plan.

Welcome to Birch Financial Partners, your trusted financial ally located at 303 Wyman Street, Waltham, Massachusetts. We are a full-service financial planning and investment advisory practice dedicated to providing personalized, all-encompassing financial advice that empowers you to achieve your financial goals. Our approach goes beyond typical wealth management, offering a comprehensive suite of services tailored to meet your unique needs. At Birch Financial Partners, we understand that your financial journey is personal, which is why we focus on building genuine professional and personal relationships with our clients. Whether you're a working professional, business owner, retiree, or pre-retiree, our solutions are customized to fit your career and life aspirations.