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TOP 30 Estate planning services in Boston, MA
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North Bridge Wealth Management Group - Morgan Stanley
North Bridge Wealth Management Group is a branch of Morgan Stanley located at 28 State Street in Boston, Massachusetts. As a finance institution, they provide comprehensive wealth management services to individuals, families, and businesses. With a team of experienced financial advisors, they offer personalized investment strategies, retirement planning, estate planning, and more to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, North Bridge Wealth Management Group is dedicated to providing expert guidance and support every step of the way.
Belmont Financial
Belmont Financial is a reputable finance institution located at 197 8th Street in the bustling city of Boston, Massachusetts, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Belmont Financial offers a wide range of services including wealth management, investment advisory, retirement planning, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Visit us today and let us help you navigate the complex world of finance with confidence and peace of mind.
Merrill Lynch Financial Advisor Mary B Mullin
Merrill Lynch Financial Advisor Mary B Mullin, located at 100 Federal Street in Boston, Massachusetts, is a goals-based wealth management team dedicated to serving ultra high net worth families, business owners, family offices, foundations, and endowments. Named to the 2024 Forbes “Best-in-State Wealth Management Teams” list, the team provides comprehensive planning and investment advice tailored to help clients achieve their financial goals. With a holistic approach to wealth management, the team at Mullin & Associates takes the time to understand the values, needs, goals, and concerns of their clients to provide a personalized and exceptional client experience. Mary and her team have pursued advanced designations and certifications to enhance their expertise in key areas such as investment management, retirement planning, estate planning, and more. With over 100 years of combined experience, the team is passionate about delivering exceptional advice, guidance, and service to help clients live their lives fully and with purpose.
Silvia Manent, CFA, CFP Financial Advisor & Financial Planner | Manent Capital
Silvia Manent, CFA, CFP Financial Advisor & Financial Planner | Manent Capital is a boutique wealth management firm located at 867 Boylston Street, Boston, Massachusetts, United States. Specializing in serving female investors and small business owners, we offer comprehensive financial planning, retirement planning, investment management, estate planning, tax planning, and business planning services. Our team of Certified Financial Planners (CFP®) and Financial Advisors are dedicated to optimizing your investments and saving you thousands in taxes, strategically and effectively. Whether you're feeling overwhelmed and uncertain about your financial future or looking to enhance your wealth, we are here to help. From creating a tailored financial roadmap to guiding you through investments with our DIY Investing Courses, we provide expert advice in a jargon-free and approachable manner.
Edward Jones - Financial Advisor: J Neil Parsons
Edward Jones - Financial Advisor: J Neil Parsons is a reputable financial institution located at 419 Boylston Street in Boston, Massachusetts. As a trusted advisor, J Neil Parsons provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building relationships and understanding each client's unique needs, Edward Jones - Financial Advisor: J Neil Parsons offers expert guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, J Neil Parsons is committed to providing top-notch financial advice and support. Visit their office in Boston to start planning for a secure financial future today.
David Poulin - RBC Wealth Management Financial Advisor
David Poulin - RBC Wealth Management Financial Advisor is a reputable financial institution located at 53 State Street in Boston, Massachusetts. As a trusted advisor, David Poulin provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, David Poulin offers expert advice and guidance to help individuals and families secure their financial future. With a commitment to excellence and a dedication to client satisfaction, David Poulin - RBC Wealth Management Financial Advisor is a top choice for those seeking professional financial services in the Boston area.
Merrill Lynch Financial Advisor Alexander E. Nabhan
Merrill Lynch Financial Advisor Alexander E. Nabhan, 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 select group of successful clients. Their mission is to understand each client's unique needs and goals, and to design personalized financial plans to help them pursue their objectives while managing investment risk. The team at Merrill Lynch Wealth Management believes in building tax-efficient, research-intensive portfolios to serve their clients' best interests over the long term. They offer a range of investment options, including alternative investments like private equity and real estate, as well as tailored lending capabilities through Bank of America, N.A. They also collaborate with clients' CPAs, attorneys, and specialists from Bank of America Private Bank to align tax minimization and estate planning strategies.
Flagship Harbor Advisors
Flagship Harbor Advisors is a finance institution located at 346 Commercial Street in Boston, Massachusetts. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, our advisors are here to help you navigate the complexities of the financial world. With a focus on building long-term relationships based on trust and integrity, Flagship Harbor Advisors is committed to helping you secure a stable financial future.
David Almquist - RBC Wealth Management Financial Advisor
David Almquist - RBC Wealth Management Financial Advisor is a renowned financial institution located at 53 State Street in Boston, Massachusetts. As a trusted advisor, David Almquist provides expert financial guidance and wealth management services to individuals and businesses alike. With a strong focus on personalized solutions and client satisfaction, David Almquist helps clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or estate planning services, David Almquist is dedicated to providing top-notch financial expertise tailored to your specific needs. Trust David Almquist - RBC Wealth Management Financial Advisor to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
Kevin MacIntyre - RBC Wealth Management Financial Advisor
Kevin MacIntyre - RBC Wealth Management Financial Advisor is a trusted financial institution located at 53 State Street in Boston, Massachusetts. As a dedicated financial advisor, Kevin MacIntyre 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, Kevin MacIntyre offers expert guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, Kevin MacIntyre - RBC Wealth Management Financial Advisor is committed to providing top-notch financial advice and solutions tailored to your individual needs.
Rick Bellew - RBC Wealth Management Financial Advisor
Rick Bellew - RBC Wealth Management Financial Advisor is a leading financial institution located at 53 State Street in Boston, Massachusetts. As a trusted advisor, Rick Bellew provides a wide range of financial services to help individuals and businesses achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, Rick Bellew offers personalized solutions tailored to each client's unique needs. With a strong track record of success and a commitment to excellence, Rick Bellew - RBC Wealth Management is dedicated to helping clients secure their financial future.
Valor Wealth Partners
Valor Wealth Partners is a finance institution located at 100 Cambridge Street in Boston, Massachusetts. Our experienced team of financial experts is dedicated to helping our clients achieve their financial goals and secure their wealth for the future. We offer a wide range of financial services including investment management, retirement planning, estate planning, and more. At Valor Wealth Partners, we prioritize personalized attention and tailored solutions for each client to ensure their financial success. Visit us today to learn how we can help you build and preserve your wealth.
Merrill Lynch Financial Advisor Aviv Hod
Merrill Lynch Financial Advisor Aviv Hod, located at 100 Federal Street in Boston, Massachusetts, is a Vice President and Senior Financial Advisor at the Merrill Lynch Wealth Management Boston Financial Center. With a belief that each individual's financial situation is unique, Aviv practices Goals Based Wealth Management to provide a customized approach tailored to your specific circumstances and life goals. Specializing in Environmental and Social Governance issues, Aviv helps clients make a positive impact with their investments by building diversified Socially Responsible portfolios that align with their long-term financial goals. As a Senior Portfolio Advisor, Aviv can provide traditional advice and guidance while also managing custom investment strategies to help clients achieve their objectives. With a focus on risk management and personalized service, Aviv prioritizes client needs such as retirement income, education planning, and estate and tax minimization. Holding Series 7 and Series 66 registrations, as well as licenses in Life, Long-Term Care Insurance, and annuities, Aviv is dedicated to providing the attention and expertise clients deserve to help them achieve their financial goals. Partnering with Merrill Lynch Wealth Management, Aviv's team is committed to building strong client relationships based on trust and personalized service, with a focus on helping clients pursue their goals and priorities throughout their lives.
Commonwealth Financial Group
Commonwealth Financial Group is a leading finance and insurance agency located at 280 Congress Street in Boston, Massachusetts. With a strong presence in the United States, Commonwealth Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Their team of experienced professionals provides personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or insurance coverage, Commonwealth Financial Group is dedicated to helping you secure your financial future. Contact them today to learn more about their services and how they can assist you in reaching your financial objectives.
Bank of America Private Client Advisor Donald K. Jones
Bank of America Private Client Advisor Donald K. Jones is a premier financial institution located at 100 Federal Street in Boston, Massachusetts. As a trusted advisor, Donald K. Jones provides personalized financial guidance and wealth management services to high-net-worth individuals and families. With a focus on building long-term relationships and helping clients achieve their financial goals, Bank of America Private Client Advisor Donald K. Jones offers a comprehensive range of banking, investment, and estate planning solutions tailored to each client's unique needs. Experience the expertise and dedication of Donald K. Jones and the Bank of America team at their prestigious Boston location.
Darrow Wealth Management
Darrow Wealth Management is a leading financial institution located at 22 Boston Wharf Road in Boston, Massachusetts, United States. Our team of experienced professionals provides comprehensive wealth management services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are dedicated to helping you create a personalized financial plan that meets your unique needs. Contact us today to learn more about how we can help you secure your financial future.
E F Financial
E F Financial is a leading finance institution located at 118 Milk Street in the heart of Boston, Massachusetts. Our team of experienced financial experts is dedicated to providing top-notch financial services to individuals and businesses alike. From investment management to retirement planning, we offer a wide range of services tailored to meet the unique needs of our clients. Trust E F Financial to help you achieve your financial goals and secure your financial future. Visit us today to learn more about how we can assist you with all your financial needs.
Merrill Lynch Financial Advisor James B. McIntyre
Merrill Lynch Financial Advisor James B. McIntyre is a multi-generational team of highly accomplished and experienced advisors located at 100 Federal Street in Boston, Massachusetts. Their mission is to deliver exceptional wealth management advice and guidance to a limited number of successful clients. With a focus on building tax-efficient, research-intensive portfolios, they aim to create customized wealth-building and wealth-preservation strategies for their clients. The team at The Boston Harbor Team has earned the trust and respect of many client families over decades, serving successful, often multi-generational families who have created significant wealth. They work closely with clients to craft highly customized, forward-looking strategies that align with their goals and values. With deep knowledge and a commitment to excellence, Merrill Lynch Financial Advisor James B. McIntyre provides superior wealth management services, tailored lending capabilities, and personalized estate planning strategies to help clients achieve their financial goals. Their team is dedicated to building strong client relationships based on trust and personalized service, ensuring that clients receive the attention to detail and customization they deserve.
Merrill Lynch Financial Advisor William C. McConnell III
Merrill Lynch Financial Advisor William C. McConnell III is a renowned finance institution located at 100 Federal Street in Boston, Massachusetts, United States. Specializing in providing expert financial advice and services, the institution offers personalized investment strategies tailored to meet the unique needs and goals of each client. With a focus on wealth management and financial planning, Merrill Lynch Financial Advisor William C. McConnell III is dedicated to helping individuals and businesses achieve their financial objectives and secure their financial future.
Merrill Lynch Financial Advisor Paul D Murray
Merrill Lynch Financial Advisor Paul D Murray, located at 100 Federal Street in Boston, Massachusetts, is part of The Murray Hanseth Group, a goals-based wealth management team dedicated to serving high net worth families, business owners, executives, and corporate retirement plans. With a comprehensive approach to planning and investment advice, the team provides customized strategies to help clients achieve their financial goals. The team is committed to understanding the values, needs, goals, and concerns of clients to provide an exceptional client experience. Paul and Brian, with over 40 years of combined experience, have pursued advanced designations and certifications to enhance their skills in investment management, cash flow strategies, retirement planning, estate planning, insurance, and corporate 401(k) plan management. The team believes in the value of advanced training and staff enrichment to better serve clients.
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 George N. Silvester
Merrill Lynch Financial Advisor George N. Silvester, located at 100 Federal Street in Boston, Massachusetts, is a finance institution supported by the global resources of Merrill. The team is made up of talented and experienced individuals who are dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities, adapting to your changing needs over time. With five decades of collective experience, they work to help you achieve what matters most to you by developing personalized financial strategies. The team provides consultation on equity compensation, stock ownership, wealth management, reinvestment strategies, trust and estate planning services, and more. They offer a personalized approach to financial planning, taking into account your unique goals and aspirations. With a focus on building a long-term relationship, they are committed to helping you achieve your financial goals and navigate life's changes.
J. Ali Alimi CFP, CDFA, APMA, CRPS, Seacoast Financial
J. Ali Alimi CFP, CDFA, APMA, CRPS, Seacoast Financial is a finance institution located at 127 Main Street, Boston, Massachusetts, United States. The institution offers a wide range of certifications and designations to its advisors, ensuring they have the knowledge and expertise to provide top-notch financial services to their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, advisors at Seacoast Financial are well-equipped to handle various financial needs. Additionally, the institution offers certifications in areas such as estate planning, retirement planning, and investment management, ensuring that clients receive comprehensive and personalized financial advice. With a commitment to ethics and professionalism, Seacoast Financial is dedicated to helping individuals achieve their financial goals.
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.
Merrill Lynch Financial Advisor Jeffrey P Keough
Merrill Lynch Financial Advisor Jeffrey P Keough is a distinguished finance institution located at 100 Federal Street, Boston, Massachusetts, United States. The KCH Wealth Management Group, led by an 8-member team, specializes in providing tailored advice and guidance to corporate executives, business owners, and affluent families. With over 1.8B in assets under management as of March 2024, the group has been ranked #26 on the 2023 Forbes "Best-In-State Wealth Management Teams" list. The team believes in creating personalized financial plans to help clients manage, grow, and preserve their wealth for the long term. By leveraging the investment insights of Merrill and banking solutions from Bank of America, they aim to address each client's unique financial needs and goals. The team at Merrill Lynch Wealth Management Advisors is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. With a focus on understanding clients' goals and priorities, the team offers personalized investment strategies and comprehensive financial solutions to help clients achieve their financial objectives. Through ongoing communication and regular reviews, the team helps clients stay on track to meet their goals despite changes in the financial markets or personal circumstances. The institution is dedicated to providing clients with the latest investment insights, tips, and strategies to help them live their best financial life.
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.
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.
David J Singleton, CPA
David J Singleton, CPA is a well-established accounting and finance institution located at 66 West Street in Leominster, Massachusetts, United States. With over 30 years of experience, David J Singleton, CPA, MST offers a wide range of accounting services for individuals, business owners, and non-profit organizations. These services include personal tax, corporate tax, payroll, state and local tax, valuation, estate planning, due diligence, secession planning, and merger and acquisition assistance. The institution prides itself on its friendly and highly trained staff, who are considered the single best asset. They adhere to the highest ethical standards and provide services with utmost integrity. With the ever-changing tax laws and rules for deductions and credits, David J Singleton, CPA can help clients maximize their refunds and avoid missing out on opportunities.
eTax Professional Accounting
eTax Professional Accounting is a trusted institution located at 48 Maverick Square in Boston, Massachusetts. Specializing in accounting, finance, insurance, and real estate services, our team of professionals is dedicated to providing top-notch solutions for individuals and businesses alike. Whether you need help with tax preparation, financial planning, insurance coverage, or real estate transactions, we have the expertise to guide you through every step of the process. Visit us today and let us help you achieve your financial goals.
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