The 30 Best Estate planning for families in Newton, Massachusetts

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Real World Financial Planning, LLC is an independent financial planning firm and registered investment adviser located in Newton, Massachusetts. Serving individuals and families in the Boston area, we understand the challenges of finding time to focus on long-term financial goals. Our evidence-based approach to financial planning aims to educate and empower clients to make informed decisions. As a fiduciary, we provide unbiased advice on an hourly or project basis, ensuring transparency and value for our clients. We do not sell products or receive commissions, allowing us to prioritize your best interests. Serving clients in the Boston Metrowest area and throughout Massachusetts, we are committed to providing personalized and affordable financial planning services. Please note that our presence on this website does not constitute a solicitation for services in jurisdictions where we are not registered. Contact us to discuss your financial goals and learn how we can help you achieve them.

Welcome to Boston Legacy Planning LLC, a premier law firm dedicated to providing expert estate planning and business transition planning services. Located at 275 Grove Street, Suite 2-400 in Newton, Massachusetts, our firm is strategically positioned just off Route 128, making us easily accessible to clients from Needham, Wellesley, Dover, Westwood, Brookline, and Boston. We also offer the convenience of online meetings to accommodate your busy schedule. At Boston Legacy Planning LLC, we understand that the challenges of probate and trust settlements often stem from human issues rather than legal complexities. Our mission is to provide legacy solutions that address these challenges, ensuring that your family's wealth remains protected from creditors, predators, and excessive taxation.

Welcome to Batya & Alex Real Estate Team, your trusted partners in navigating the vibrant property market of Greater Boston. Located at 1229 Centre Street, Newton, Massachusetts, we are a premier real estate agency dedicated to delivering exceptional results tailored to your unique needs. As Greater Boston’s dynamic real estate duo, Batya and Alex bring a wealth of market savvy, innovative marketing strategies, and sharp negotiation skills to every transaction. What truly sets them apart is their unwavering commitment to you. Whether you're searching for your dream home or aiming to secure the best deal on your sale, Batya and Alex provide a level of personalized service that makes you feel like their only client.

Pioneer Financial, Inc. is a reputable institution located at 351 Newton Street in South Hadley, Massachusetts. Specializing in accounting, finance, and insurance services, we pride ourselves on providing quality advice, building strong personal relationships, and upholding extremely high ethical values. Since 1964, our team has been dedicated to serving clients in the Pioneer Valley and throughout Western Massachusetts. Founded by George Wall as Automated Business Services, our firm has evolved over the years to meet the changing needs of our clients. Under the leadership of Edward Wall, an Accountant and Investment Advisor, Pioneer Financial now offers Registered Investment Advising in addition to Accounting Services.

Merrill Lynch Financial Advisor Jenna M Carroll, located at 2221 Washington Street in Newton, Massachusetts, is a prestigious institution recognized for its exemplary client service. Jenna Carroll and her team have received accolades from financial industry publications and Bank of America Corporation, setting the standard for wealth management excellence. The Carroll Group, supported by the global resources of Merrill, is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They cater to accomplished individuals and families, including Private Equity fund managers, attorneys, physicians, corporate executives, and more, both in Massachusetts and nationwide.

Gage Wealth Advisors, located at 450 Lexington Street in Newton, Massachusetts, is a finance institution that focuses on helping clients achieve their financial goals. They offer personalized investment recommendations based on individual goals and risk tolerance, regularly reviewing and updating strategies as life changes. Clients can easily access their investments and accounts from any device and track their progress towards their goals securely. The advisors at Gage Wealth Advisors are backed by the Ameriprise Investment Research Group, providing guidance on market conditions and investment impacts. Risk tolerance is a key factor in determining the appropriate investment strategy, and the advisors work closely with clients to understand their tolerance for market volatility.

Skyeburst Wealth Management - Ameriprise Financial Services, LLC is a top wealth management team located at 275 Grove Street in Newton, Massachusetts. We specialize in working with high net worth individuals and families to help them navigate the complexities of financial planning, retirement, and legacy building. Our comprehensive approach aims to simplify your finances so you can enjoy more time and opportunities with your loved ones. Named after a favorite ski trail in Vermont, Skyeburst Wealth Management is dedicated to helping you reach your financial goals safely, with the support of our experienced team of financial advisors. From market predictions to tips on generational planning and building a legacy, our advisors are here to guide you every step of the way.

Buff Capital Management is a reputable finance institution located at 111 Hyde Street in Newton, Massachusetts, United States. With a team of experienced financial experts, Buff Capital Management offers a wide range of investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, the professionals at Buff Capital Management are dedicated to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and committed to excellence, Buff Capital Management is the go-to choice for individuals seeking expert financial guidance.

Alfred R Drouin is a financial advisor at Ameriprise Financial Services, LLC located at 450 Lexington Street in Newton, Massachusetts. With a focus on providing personalized financial planning and investment strategies, Alfred helps clients achieve their financial goals and secure their financial future. With years of experience in the finance industry, Alfred is dedicated to helping individuals and families make informed decisions about their money. Contact Alfred R Drouin at Ameriprise Financial Services, LLC for expert financial advice and guidance.

Paige Valchuis Mroz is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 450 Lexington Street in Newton, Massachusetts. With a focus on personalized financial planning and investment management, Paige helps clients achieve their financial goals and secure their financial future. With years of experience in the finance industry, Paige provides expert advice and guidance to individuals and families looking to grow and protect their wealth. Contact Paige Valchuis Mroz today to start planning for a secure financial future.

Paul Romano is a Financial Advisor at Ameriprise Financial Services, LLC located at 275 Grove Street in Newton, Massachusetts, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing personalized financial advice and guidance, Paul Romano helps individuals and small business owners navigate the complexities of financial planning. Whether you are looking to retire comfortably, plan for your children's education, or protect your assets, Paul Romano can help you achieve your financial goals. Contact him today to schedule a consultation and take the first step towards securing your financial future.

Jacqueline Blau - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 275 Grove Street, Newton, Massachusetts, offers a range of financial services to individuals seeking personalized wealth management solutions. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jacqueline Blau is equipped to address various financial needs, from asset management to retirement planning and estate planning. Specializing in domestic partnerships, estate planning, and investment fiduciary practices, Jacqueline Blau provides expert advice and guidance to help clients achieve their financial goals. Additionally, with certifications in behavioral financial advising, philanthropy, and exit planning, Jacqueline Blau is committed to helping clients make informed decisions and secure their financial future. Whether you are looking for advice on annuities, retirement planning, or investment management, Jacqueline Blau is dedicated to providing comprehensive and tailored financial solutions to meet your needs.

Merrill Lynch Financial Advisor Michael Oliveri, located at 2221 Washington Street in Newton, Massachusetts, is a trusted finance institution dedicated to simplifying and organizing the financial lives of families. As a licensed Financial Advisor since 2013 and a graduate of Westfield State University, Michael Oliveri offers personalized Wealth Plans that include investment management strategies, estate planning services, tax optimization, and risk mitigation. With a focus on building a solid foundation for clients to make confident financial decisions, Michael and his team provide ongoing communication and utilize state-of-the-art planning tools to develop customized investment advice. By leveraging the extensive research capabilities of Merrill, they help clients grow and preserve their investment capital in a tax-efficient manner. With a commitment to community involvement and a belief in the power of personalized financial planning, Merrill Lynch Financial Advisor Michael Oliveri is dedicated to helping clients achieve their financial goals and pursue their passions.

Merrill Lynch Financial Advisor Delphine G Morrill is a finance institution located at 2221 Washington Street in Newton, Massachusetts, United States. Delphine is a Senior Financial Advisor with a background in sales and financial planning. She specializes in business development, relationship management, and financial planning, working closely with clients to create customized wealth management strategies. Delphine holds various licenses and certifications, including the Certified Divorce Financial Analyst® designation. She is actively involved in her community and volunteer work, and has a passion for helping clients achieve their financial goals. Through personalized planning, investment management, and asset allocation, Delphine strives to provide goals-based solutions for every individual's needs. The institution offers a personalized approach to financial planning, focusing on the client's aspirations and priorities. Delphine and her team at Merrill Lynch Wealth Management work to help clients stay on track and address changes in their financial situation. With access to the investment insights of Merrill and banking solutions from Bank of America, they strive to develop an approach designed to address each client's unique financial needs. The institution values a one-on-one relationship with clients, offering personalized investment strategies and comprehensive financial solutions. Delphine Morrill is registered to do business in multiple states and is committed to helping clients live their best financial life.

Dennis Sexton - TIAA Wealth Management Advisor is a finance institution located at 275 Grove Street in Newton, Massachusetts, United States. As a trusted advisor, Dennis Sexton provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and creating tailored investment strategies, Dennis Sexton is committed to helping clients navigate the complexities of financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Dennis Sexton - TIAA Wealth Management Advisor is dedicated to providing expert guidance and support every step of the way.

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.

Leonid Kvitnitsky - TIAA Wealth Management Advisor is a financial institution located at 275 Grove Street in Newton, Massachusetts. As a trusted advisor, Leonid Kvitnitsky provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Leonid Kvitnitsky offers comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Leonid Kvitnitsky can help you navigate the complexities of the financial world and make informed decisions for your future.

George V Anastopoulos Jr is a financial advisor at Ameriprise Financial Services, LLC located at 275 Grove Street in Newton, Massachusetts, United States. George holds multiple 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. He specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. George is committed to upholding the highest ethical standards and continuously expanding his knowledge and expertise in the field of finance to better serve his clients.

LTG Capital, LLC is a finance institution located at 275 Grove Street in Newton, Massachusetts, United States. With a strong reputation for providing expert financial services, LTG Capital, LLC specializes in investment management, financial planning, and wealth management. Their team of experienced professionals work closely with clients to create customized strategies to help them achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, LTG Capital, LLC is dedicated to providing top-notch financial solutions tailored to your specific needs.

Thomas Tax & Legal Services and Consulting is a boutique firm located at 65 Staniford Street in Newton, Massachusetts, United States. Specializing in accounting, finance, and legal services, we offer expert guidance to individuals, families, and small businesses to navigate the complexities of tax, legal, and business growth issues. Our founder, Lynn Thomas, JD, has over 30 years of experience in tax law and is dedicated to helping clients pay less taxes, grow their businesses, and achieve peace of mind. At Thomas Tax & Legal Services and Consulting, we provide personalized solutions tailored to meet your specific needs. From tax returns to estate planning, budgeting to business growth strategies, we are committed to making tax and legal matters more manageable and less daunting for our clients. With a positive outlook and a focus on finding innovative solutions, we help you confidently move forward towards your financial goals.

GARDINILAW - ATTORNEYS is a trusted law firm located at 296 Newton Street in Waltham, Massachusetts, United States. Our team of experienced attorneys provides expert legal services in various practice areas including family law, estate planning, real estate law, and more. With a focus on personalized attention and effective representation, we are dedicated to helping our clients navigate the complexities of the legal system and achieve the best possible outcomes for their cases. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

The Law Office of Stephen S. Brown, LLC is a reputable legal firm located at 187 Newton Street in New Bedford, Massachusetts. Our experienced team of attorneys specializes in various areas of law, including personal injury, criminal defense, family law, and estate planning. We are dedicated to providing our clients with personalized and effective legal representation to help them navigate through their legal challenges. Contact us today for a consultation to discuss your legal needs.

The Law Offices of Lisa A. Ruggieri, P.C. is a highly reputable law firm located at 27 Mica Lane in Newton, Massachusetts. Specializing in various legal matters, including family law, divorce, and estate planning, Attorney Lisa A. Ruggieri and her team provide expert legal representation and personalized guidance to clients throughout the United States. With a commitment to excellence and a track record of successful outcomes, the Law Offices of Lisa A. Ruggieri, P.C. is dedicated to advocating for their clients' best interests and achieving favorable results in every case.

Fogelman Law LLC is a trusted law firm located at 189 Wells Avenue in Newton, Massachusetts, United States. Specializing in various legal matters, our team of experienced lawyers is dedicated to providing personalized and effective legal solutions for our clients. From business law to estate planning, our firm offers a wide range of services to meet your individual needs. With a commitment to excellence and a focus on client satisfaction, Fogelman Law LLC is your go-to destination for professional legal representation. Contact us today to schedule a consultation and see how we can help you navigate the complexities of the legal system.

DangerLaw, LLC is a prestigious law firm located at 383 Elliot Street in Newton, Massachusetts. Specializing in various legal matters, the firm is dedicated to providing top-notch legal services to clients in need. With a team of experienced and knowledgeable lawyers, DangerLaw, LLC is committed to representing clients with professionalism and integrity. Whether you are facing a personal injury case, need assistance with estate planning, or require legal guidance for a business matter, DangerLaw, LLC is here to help. Contact us today to schedule a consultation and let us handle your legal needs with care and expertise.

Mindy Kingston, Esq. is a reputable law firm located at 2020 Commonwealth Avenue in Newton, Massachusetts. Specializing in various areas of law, including family law, personal injury, and estate planning, Mindy Kingston, Esq. provides expert legal services to clients in the greater Boston area. With a team of experienced attorneys dedicated to advocating for their clients' rights, this institution is known for its professionalism, integrity, and commitment to achieving successful outcomes for their clients. Whether you are facing a legal dispute or need assistance with estate planning, Mindy Kingston, Esq. is here to help.

Heine Goodale Law is a premier law firm located at 118 Needham Street in Newton, Massachusetts, United States. Specializing in various areas of law, their team of experienced lawyers provides top-notch legal services to clients in need of expert advice and representation. Whether you are facing a personal injury case, a family law matter, or need assistance with estate planning, Heine Goodale Law is dedicated to helping you navigate the legal system with professionalism and integrity. Trustworthy and reliable, Heine Goodale Law is committed to achieving the best possible outcome for their clients.

Lieberman Law Office is a trusted legal institution located at 300 Washington Street in Newton, Massachusetts. Our team of experienced lawyers is dedicated to providing top-notch legal services to clients in need of representation. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, Lieberman Law Office is here to help. With a focus on personalized service and attention to detail, we strive to achieve the best possible outcome for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Arch Law Group, LLC is a reputable law firm located at 345 Boylston Street, Newton, Massachusetts, United States. Specializing in providing reliable solutions for both individual and business needs, our team of experienced lawyers is dedicated to helping clients navigate through legal challenges in the most efficient way possible. Our approach is tailored to each client, ensuring that we provide personalized and effective representation. We offer virtual appointments, electronic document and payment management systems, and prompt communications to remain accessible to our clients.

Tanowitz Law Office, P.C. is a reputable law firm located at 1340 Centre Street in Newton, Massachusetts, United States. Specializing in various legal matters, the skilled team of lawyers at Tanowitz Law Office, P.C. provide expert legal advice and representation to clients in need. With a commitment to excellence and a dedication to serving their clients' best interests, Tanowitz Law Office, P.C. is a trusted institution in the legal community. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a civil litigation matter, Tanowitz Law Office, P.C. is here to help. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.