Estate planning consultation in Wakefield, MA
23 results found
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Archambault & Associates - Tax & Fiduciary Consultants
● OpenArchambault & Associates is a premier tax and fiduciary consulting firm located in Wakefield, Massachusetts. Our team of experienced professionals specializes in providing expert accounting and financial services to individuals and businesses alike. Whether you need assistance with tax planning, estate planning, or trust management, we are here to help. Visit us at our convenient location on Richardson Avenue to learn more about how we can assist you with all of your financial needs.
15 Richardson Ave, Wakefield, MA 01880, United States -
Pallas Capital Advisors
● OpenPallas Capital Advisors is a finance institution located at 701 Edgewater Drive in Wakefield, Massachusetts, United States. Our focus is on wealth management planning for today and tomorrow, helping high net worth clients achieve financial comfort and freeing up their most precious commodity: time. Our team of experienced advisors deliver comprehensive trust and estate strategies through financial modeling, investment solutions, and continuity of coverage. We take a holistic approach, creating personalized blueprints and financial models to help clients uncover new opportunities and achieve their goals. Our transparent advice is unconstrained by standard research, allowing us to pursue more robust ideas and opportunities for our clients. As stewards of your wealth, we are committed to providing the best strategies for your financial freedom. Our mission is to create a comprehensive, tax-efficient plan to protect your estate and family, reviewing and enhancing your approach to insurance, retirement, business needs, and more. At Pallas Capital Advisors, we believe in managing multiple relationships to ensure the success of our clients. Contact us at one of our locations in Wakefield, Braintree, Portsmouth, Park Ridge, or Newport to learn more about how we can help you achieve your financial goals.
701 Edgewater Dr #140, Wakefield, MA 01880, United States -
Isabelle Maria - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenIsabelle Maria - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 401 Edgewater Place, Wakefield, Massachusetts, United States, offers a range of financial services to individuals. Isabelle Maria holds various 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®, 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®. Isabelle Maria is dedicated to providing expert financial advice and assistance to clients, with a focus on asset management, estate planning, retirement planning, and investment strategies.
401 Edgewater Pl Ste 110, Wakefield, MA 01880, United States -
Timothy Corkum - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenTimothy Corkum - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 401 Edgewater Place in Wakefield, Massachusetts, offers a range of financial services to individuals seeking expert advice on asset management, retirement planning, estate planning, and investment opportunities. Timothy Corkum holds various 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®, 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®. With a strong focus on ethical practices and comprehensive knowledge in financial planning, Timothy Corkum is dedicated to providing personalized financial solutions to clients, including seniors, retirees, small business owners, high net worth individuals, and families with special needs. Additionally, Timothy Corkum is trained to assist military personnel and veterans with their unique financial needs. Trust Timothy Corkum - Private Wealth Advisor for expert guidance and strategic financial planning tailored to your specific goals and aspirations.
401 Edgewater Pl Ste 110, Wakefield, MA 01880, United States -
Noble Financial Group, LLC
● OpenNoble Financial Group, LLC is a finance institution located at 301 Edgewater Place in Wakefield, Massachusetts, United States. Specializing in providing a wide range of financial services, Noble Financial Group, LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Noble Financial Group, LLC is committed to providing top-notch service and expertise.
301 Edgewater Pl, Wakefield, MA 01880, United States -
Richard Sgroi - Prudential Financial
● OpenRichard Sgroi - Prudential Financial is a trusted finance and insurance agency located at 20C Del Carmine Street in Wakefield, Massachusetts, United States. With a focus on providing personalized financial solutions and insurance products, our team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, our experienced professionals are here to assist you every step of the way. Contact us today to schedule a consultation and learn more about how we can help secure your financial future.
20C Del Carmine St, Wakefield, MA 01880, United States -
John J. McCarthy, Jr. CPA, Attorney-at-Law
● OpenJohn J. McCarthy, Jr. CPA, Attorney-at-Law is a reputable institution located at 139 Albion Street in Wakefield, Massachusetts. Specializing in accounting and finance, this institution offers expert services to individuals and businesses alike. With a skilled team of professionals, including certified public accountants and experienced attorneys, clients can expect top-notch financial advice and legal guidance. Whether you need help with tax preparation, estate planning, or business consulting, John J. McCarthy, Jr. CPA, Attorney-at-Law is dedicated to providing personalized solutions to meet your needs. Trustworthy and reliable, this institution is committed to helping clients achieve their financial goals.
139 Albion St, Wakefield, MA 01880, United States -
Nigro, Pettepit & Lucas, LLP
● OpenNigro, Pettepit & Lucas, LLP is a reputable law firm located at 649 Main Street in Wakefield, Massachusetts, United States. Our team of experienced lawyers specializes in a wide range of legal services, including but not limited to, personal injury, family law, real estate, and estate planning. We are committed to providing our clients with personalized and effective legal representation to help them navigate through their legal matters with ease. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
649 Main St, Wakefield, MA 01880, United States -
Lucy J. Budman, Esq.
● OpenLucy J. Budman, Esq. is a highly respected law firm located at 1 Common Street in Wakefield, Massachusetts. Specializing in various areas of law, including family law, estate planning, and real estate law, Lucy J. Budman, Esq. provides expert legal services to clients throughout the United States. With a reputation for professionalism, integrity, and dedication to client advocacy, this institution is committed to achieving the best possible outcomes for their clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Lucy J. Budman, Esq. is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
1 Common St, Wakefield, MA 01880, United States -
Mc Grail Brian D
● OpenMc Grail Brian D is a well-established law firm located at 607 North Avenue in Wakefield, Massachusetts, United States. Specializing in various legal services, the institution is known for its expertise in handling a wide range of legal matters. With a team of experienced and dedicated lawyers, Mc Grail Brian D is committed to providing high-quality legal representation and personalized service to its clients. Whether you are in need of assistance with a personal injury case, family law matter, or estate planning, the professionals at Mc Grail Brian D are here to help. Contact them today to schedule a consultation and discuss your legal needs.
Door #18, 607 North Ave, Wakefield, MA 01880, United States -
Knudsen Burbridge, P.C.
● OpenKnudsen Burbridge, P.C. is a reputable law firm located at 401 Edgewater Place in Wakefield, Massachusetts, United States. Specializing in various areas of law, the firm offers expert legal services to individuals and businesses in need of professional representation. With a team of experienced attorneys, Knudsen Burbridge, P.C. is dedicated to providing personalized and effective solutions to their clients' legal issues. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, the skilled lawyers at Knudsen Burbridge, P.C. are here to help. Contact them today to schedule a consultation.
401 Edgewater Pl, Wakefield, MA 01880, United States -
Law Office of Jennifer L. DiCarlo
● OpenThe Law Office of Jennifer L. DiCarlo is a reputable legal institution located in Wakefield, Massachusetts, United States. With a strong focus on providing personalized and expert legal representation, Attorney Jennifer L. DiCarlo is dedicated to helping clients navigate through various legal issues with confidence and ease. Specializing in areas such as family law, real estate law, and estate planning, the firm offers comprehensive legal services tailored to meet the unique needs of each client. With a commitment to excellence and integrity, the Law Office of Jennifer L. DiCarlo is a trusted partner in achieving favorable legal outcomes.
Wakefield, MA 01880, United States -
Singer & Singer PC
● OpenWelcome to Singer & Singer PC, your trusted legal partners located in the heart of Wakefield, Massachusetts. Situated at 607 North Avenue, our practice is dedicated to providing exceptional legal services to individuals, families, and businesses in our community and beyond. With a commitment to excellence and a personalized approach, our seasoned attorneys specialize in a wide range of legal areas, ensuring tailored solutions to meet your unique needs. At Singer & Singer PC, we understand that navigating the legal landscape can be daunting. That's why our team is here to offer expert guidance, whether you require assistance with family law, real estate transactions, estate planning, business law, or civil litigation. Our decades of experience and deep-rooted knowledge of the legal system empower us to advocate effectively on your behalf.
607 North Avenue, Wakefield, Massachusetts 01880, United States -
Danielle A. Brouder Law Office
● OpenWelcome to Danielle A. Brouder Law Office, where your legal needs are our top priority. Conveniently located at 607 North Avenue in Wakefield, Massachusetts, our law firm is dedicated to providing exceptional legal services with a personal touch. Specializing in a wide range of legal areas, we are committed to delivering tailored solutions that meet the unique needs of each client. At Danielle A. Brouder Law Office, we understand that navigating the legal system can be complex and overwhelming. Our experienced team is here to guide you through every step of the process, offering expert advice and compassionate support. Whether you're dealing with family law matters, estate planning, real estate transactions, or other legal issues, we are here to help.
607 North Avenue, Wakefield, Massachusetts 01880, United States -
DeMoura|Smith LLP
● OpenWelcome to DeMoura|Smith LLP, your trusted legal partner located in the heart of Wakefield, Massachusetts. Situated at 607 North Avenue, our firm is dedicated to providing exceptional legal services to individuals, families, and businesses in the community and beyond. At DeMoura|Smith LLP, we pride ourselves on our commitment to excellence, personalized attention, and a client-centered approach. Our team of experienced attorneys specializes in a wide range of practice areas, including family law, real estate, business law, estate planning, and civil litigation. We understand that each client's situation is unique, and we strive to deliver tailored solutions that meet your specific needs and goals.
607 North Avenue, Wakefield, Massachusetts 01880, United States -
Fallman Edward J
● OpenWelcome to the Law Office of Fallman Edward J, your trusted legal partner in Wakefield, Massachusetts. Conveniently located at 607 North Avenue, we are committed to providing exceptional legal services tailored to meet your unique needs. With years of experience and a deep understanding of the law, attorney Edward J. Fallman is dedicated to offering personalized and effective legal solutions. Whether you need assistance with family law, estate planning, real estate, or any other legal matter, our office is here to guide you every step of the way. At Fallman Edward J, we pride ourselves on our integrity, professionalism, and unwavering dedication to achieving the best possible outcomes for our clients. Contact us today to schedule a consultation and discover how we can assist you with your legal needs.
607 North Avenue, Wakefield, Massachusetts 01880, United States -
The Law Office of Franceska J. O'Reilly
● OpenWelcome to The Law Office of Franceska J. O'Reilly, where we are dedicated to providing exceptional legal services tailored to meet your unique needs. Conveniently located at 1 Melvin Street, Wakefield, Massachusetts, our firm is committed to serving the legal needs of the local community with professionalism and integrity. At The Law Office of Franceska J. O'Reilly, we understand that navigating the legal system can be overwhelming. Our experienced and compassionate team is here to guide you through each step of the process, ensuring that you receive the personalized attention and expert advice you deserve. Whether you are dealing with family law matters, estate planning, real estate transactions, or other legal concerns, we are here to help you achieve the best possible outcome.
1 Melvin Street, Wakefield, Massachusetts 01880, United States -
Simeola & Simeola
● OpenWelcome to Simeola & Simeola, your trusted legal experts in Wakefield, Massachusetts. Conveniently located at 4 Avon Street, our firm is dedicated to providing exceptional legal services to individuals, families, and businesses in the community. With a commitment to integrity, professionalism, and personalized attention, Simeola & Simeola specializes in a wide range of legal areas, ensuring that your unique needs are met with expertise and care. Whether you require assistance with family law, estate planning, real estate transactions, or business law, our experienced attorneys are here to guide you every step of the way. At Simeola & Simeola, we pride ourselves on building lasting relationships with our clients, offering practical solutions and ensuring peace of mind. Contact us today to schedule a consultation and discover how we can assist you with your legal needs.
4 Avon Street, Wakefield, Massachusetts 01880, United States -
Janice C. Nigro
● OpenWelcome to the Law Office of Janice C. Nigro, where your legal needs are met with professionalism, dedication, and a personal touch. Conveniently located at 649 Main Street in Wakefield, Massachusetts, our practice is committed to providing expert legal services to individuals and businesses in the community. With years of experience and a deep understanding of the law, Janice C. Nigro specializes in offering comprehensive legal solutions tailored to meet the unique needs of each client. Whether you require assistance with family law, estate planning, business law, or real estate transactions, we are here to guide you through every step of the legal process. At the Law Office of Janice C. Nigro, our goal is to ensure that you receive the highest quality representation and support. Contact us today to schedule a consultation and discover how we can assist you with your legal matters.
649 Main Street, Wakefield, Massachusetts 01880, United States -
The Law Office of Jonathan D. Roy, Esq.
● OpenWelcome to The Law Office of Jonathan D. Roy, Esq., where we are dedicated to providing exceptional legal services tailored to meet your individual needs. Conveniently located at 7 Lincoln Street in the heart of Wakefield, Massachusetts, our practice is committed to serving the local community with integrity and professionalism. Jonathan D. Roy, Esq. brings extensive experience and a personalized approach to each case, ensuring that every client receives the attention and expertise they deserve. Whether you are seeking legal assistance in family law, estate planning, real estate, or business law, our office is equipped to guide you through the complexities of the legal system with confidence and care.
7 Lincoln Street, Wakefield, Massachusetts 01880, United States -
Attorney Ellen S. Grossman
● OpenWelcome to Attorney Ellen S. Grossman Located at 27 Water Street in the heart of Wakefield, Massachusetts, Ellen S. Grossman is your trusted legal partner dedicated to providing exceptional legal services. With a commitment to excellence and a personalized approach, Attorney Grossman offers expert legal representation tailored to meet your unique needs.
27 Water Street, Wakefield, Massachusetts 01880, United States -
Arsenault Law, LLC
● OpenWelcome to Arsenault Law, LLC, your trusted legal partner located in the heart of Wakefield, Massachusetts. Situated at 301 Edgewater Place, our firm is dedicated to providing exceptional legal services with a personal touch. At Arsenault Law, LLC, we specialize in a wide range of legal areas, ensuring that our clients receive comprehensive support tailored to their unique needs. Our experienced team is committed to delivering results with integrity, professionalism, and a deep understanding of the law. Whether you require assistance with family law, estate planning, business law, or real estate matters, we are here to guide you every step of the way. Visit us today to discover how Arsenault Law, LLC can help you navigate your legal challenges with confidence and peace of mind.
301 Edgewater Place, Wakefield, Massachusetts 01880, United States -
Afarian Realty
● OpenWelcome to Afarian Realty Located at 18 Waverly Road, North Andover, Massachusetts, Afarian Realty has been proudly serving the Andover community since 1974. Our longstanding presence in the area reflects our commitment to providing personalized and professional real estate services tailored to meet the diverse needs of our clients.
18 Waverly Road, North Andover, Massachusetts 01845, United States
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