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TOP 30 Estate planning services in Middleton, MA
24 results found
Search for local businesses, places and services near you
Todd Darling - Financial Advisor, Ameriprise Financial Services, LLC
Todd Darling, a Financial Advisor at Ameriprise Financial Services, LLC, located at 35 Village Road in Middleton, Massachusetts, is certified in various areas of finance. With the AAMS™ certification, Todd has demonstrated expertise in asset management, investment strategies, estate planning, and insurance products. He is also an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. Additionally, Todd holds the AEP® designation from the National Association of Estate Planners & Councils, recognizing his expertise in estate planning. As an Accredited Investment Fiduciary® (AIF®), Todd has a comprehensive knowledge of fiduciary practices and adheres to a strict code of ethics. With the APMA™ designation, Todd is well-versed in client assessment, risk/return, and investment objectives. He also holds the AWMA℠ certification, focusing on asset management needs for individuals. Todd is a Certified Divorce Financial Analyst and a Certified Estate Planner™, providing comprehensive financial planning services. With his expertise in fixed-rate and variable annuities, Todd offers expert advice to his clients. He is also a Certified Financial Planner™ (CFP®), recognized for his excellence in personal financial planning. Todd's dedication to continuous learning and professional development is evident in his numerous certifications, making him a trusted and knowledgeable financial advisor.
Mark Kelley - Financial Advisor, Ameriprise Financial Services, LLC
Mark Kelley is a Financial Advisor at Ameriprise Financial Services, LLC located at 35 Village Road in Middleton, Massachusetts, United States. Mark 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®. These certifications reflect Mark's expertise in asset management, retirement planning, estate planning, investment management, and more. Mark is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. His commitment to ethical practices and continued education ensures that he can effectively address the diverse financial needs of his clients.
Mat Fabiani - Financial Advisor, Ameriprise Financial Services, LLC
Mat Fabiani is a Financial Advisor at Ameriprise Financial Services, LLC located at 35 Village Road in Middleton, Massachusetts, United States. Mat 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Mat Fabiani is dedicated to providing comprehensive financial services to individuals and small business owners.
Timothy Nolan - Financial Advisor, Ameriprise Financial Services, LLC
Timothy Nolan - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious institution located at 35 Village Road, Middleton, Massachusetts, United States. With a focus on finance, Timothy Nolan offers a wide range of services to meet the diverse needs of individuals seeking expert financial advice. Timothy Nolan holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing a commitment to professionalism and expertise in asset management, estate planning, investment strategies, and retirement planning. Additionally, Timothy Nolan offers specialized services such as Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst, ensuring that clients receive tailored financial guidance based on their unique circumstances. Whether you are looking for retirement planning, investment management, estate planning, or advice on fixed-rate and variable annuities, Timothy Nolan is equipped to provide comprehensive financial solutions.
Jennifer Blank - Financial Advisor, Ameriprise Financial Services, LLC
Jennifer Blank is a Financial Advisor at Ameriprise Financial Services, LLC, located at 35 Village Road in Middleton, Massachusetts, United States. Jennifer holds various certifications such as 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications reflect Jennifer's expertise in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Jennifer is committed to upholding the highest ethical standards and continuously expanding her knowledge to better serve her clients.
Linda K Bruce - Financial Advisor, Ameriprise Financial Services, LLC
Linda K Bruce is a Financial Advisor at Ameriprise Financial Services, LLC located at 35 Village Road in Middleton, Massachusetts, United States. Linda has a range of 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®, CFP®, 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®. These certifications demonstrate Linda's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and more. Linda is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
Middleton Law office
Middleton Law Office is a reputable law firm located at 7 Christy's Drive in Brockton, Massachusetts, United States. Specializing in various legal matters, our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. Whether you are in need of assistance with personal injury claims, family law matters, or criminal defense cases, Middleton Law Office is here to help. Our commitment to professionalism and client satisfaction sets us apart from other law firms in the area. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
McLane Middleton, Professional Association
McLane Middleton, Professional Association is a prestigious law firm located at 300 Tradecenter Drive in Woburn, Massachusetts, United States. With a team of highly skilled and experienced attorneys, they provide a wide range of legal services to individuals, businesses, and organizations. Their practice areas include corporate law, real estate law, litigation, estate planning, and more. Clients can expect personalized attention and expert guidance to help them navigate complex legal issues. With a strong reputation for excellence and a commitment to client satisfaction, McLane Middleton is a trusted partner for all legal needs.
Leo P Varriale - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Leo P Varriale - Financial Advisor, Ameriprise Financial Services, LLC, located at 35 Village Road, Middleton, Massachusetts. As a dedicated financial advisor, Leo P Varriale offers a wealth of expertise and personalized financial services to help clients achieve their financial goals. Our firm is committed to providing comprehensive financial planning and investment management services tailored to meet the unique needs of each client. Leo holds several prestigious certifications, ensuring a high standard of professional knowledge and ethical practice. These certifications include the AAMS™ (Accredited Asset Management Specialist™), ADPA™ (Accredited Domestic Partnership Advisor™), AEP® (Accredited Estate Planner®), AIF® (Accredited Investment Fiduciary®), APMA™ (Accredited Portfolio Management Advisor™), and many more.
Classified Realty Group Real Estate Agents in Reading, MA
Welcome to Classified Realty Group, your premier real estate agency located at 130 Haven Street, Reading, Massachusetts. Proudly serving Reading, North Reading, Wakefield, Wilmington, Stoneham, and Middleton, MA, we are honored to have been named the Best Real Estate Agency by The Readings magazine for the past six years. As an independent and female-owned business, we take pride in our team of over 45 dedicated real estate agents, all of whom hail from the North Shore and surrounding communities. Founded in 2006 as a boutique alternative to national real estate chains, Classified Realty Group was established with a mission to provide personalized service to the North Reading real estate market. Over the years, we have grown into the leading real estate agency in Reading and North Reading, while expanding our reach across the North Shore of Boston and Southern New Hampshire.
Classified Realty Group Real Estate Agents in North Reading, MA
Welcome to Classified Realty Group, your premier real estate agency located at 234 Park Street, North Reading, Massachusetts. Proudly serving the communities of Reading, North Reading, Wakefield, Wilmington, Stoneham, and Middleton, our agency has been recognized as the Best Real Estate Agency by The Readings magazine for six consecutive years. Founded in 2006, Classified Realty Group was established as a boutique alternative to national chains, with a strong focus on the North Reading real estate market. Over the years, we have grown significantly, becoming the leading real estate agency in Reading and North Reading, and expanding our presence throughout the North Shore of Boston and into Southern New Hampshire.
BLC Real Estate
Welcome to BLC Real Estate, your trusted partner in navigating the dynamic world of real estate in Danvers, Massachusetts, and beyond. Conveniently located at 15 Cherry Street, our agency is dedicated to providing exceptional real estate and financial services tailored to meet your unique needs. At BLC Real Estate, we pride ourselves on our deep-rooted knowledge of the local market and our commitment to delivering personalized solutions for buyers, sellers, and investors alike. Whether you are searching for your dream home, looking to sell your property, or seeking investment opportunities, our team of experienced professionals is here to guide you every step of the way.
Hayden Wealth Management
Hayden Wealth Management is a leading financial institution located at 1 Central Street in Middleton, Massachusetts, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. We offer a wide range of financial solutions tailored to meet the unique needs of each individual or business. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Hayden Wealth Management is here to provide expert guidance and support every step of the way. Trust us to help you secure your financial future and build a solid foundation for long-term success.
Kevin Manning - Morgan Stanley
Kevin Manning - Morgan Stanley is a finance institution located at 35 Village Road in Middleton, Massachusetts, United States. As a branch of the renowned Morgan Stanley, they offer a wide range of financial services to help clients achieve their investment goals. With a team of experienced professionals, Kevin Manning - Morgan Stanley provides personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, they are dedicated to helping you navigate the complexities of the financial world with confidence.
Lynn M Murphy Law Offices
Lynn M Murphy Law Offices is a reputable law firm located at 1 Central Street in Middleton, Massachusetts, United States. Specializing in various legal matters, the firm is known for providing top-notch legal services to clients in need of expert legal representation. With a team of experienced and dedicated lawyers, Lynn M Murphy Law Offices is committed to helping clients navigate the complexities of the legal system and achieve favorable outcomes in their cases. Whether you are facing a personal injury, criminal defense, family law, or any other legal issue, you can trust Lynn M Murphy Law Offices to provide you with the professional legal assistance you need. Contact them today to schedule a consultation and discuss your legal needs.
The Law Offices of Richard Alan Gaudet
The Law Offices of Richard Alan Gaudet, located at 35 Village Road in Middleton, Massachusetts, is a reputable law firm specializing in bankruptcy relief services. With additional locations in Lawrence, Danvers, and various other cities across Massachusetts, the firm is dedicated to helping individuals navigate the complexities of bankruptcy law. As a debt relief agency, they assist clients in filing for bankruptcy and offer expert legal guidance throughout the process. Please note that the information on their website is for general informational purposes only and does not constitute legal advice. No attorney-client relationship is established through the use of their website.
Mann & Mann Counselors At Law
Mann & Mann Counselors At Law is a reputable law firm located at 191 South Main Street in Middleton, Massachusetts, United States. Specializing in legal counseling, the firm provides expert legal services and representation for a wide range of legal matters. With a team of experienced lawyers, Mann & Mann Counselors At Law is dedicated to serving their clients with professionalism, integrity, and personalized attention. Whether you are in need of legal advice, representation in court, or assistance with legal documents, Mann & Mann Counselors At Law is committed to helping you navigate the legal system with confidence and peace of mind. Contact them today to schedule a consultation and discuss your legal needs.
Finn Law Office
Finn Law Office, located at 14 North Main Street in Middleton, Massachusetts, specializes in Wills, Trusts, and Custom Estate Plans. Attorney Finn, a lifelong resident of the North Shore, has a wealth of business experience in real estate, law, and more. With a background in auctioneering, real estate, and business, Attorney Finn is well-equipped to handle motions and litigation practice. The office is conveniently located next to the Middleton Fire Station on Route 114. They offer flexible scheduling options, including early morning, evening, and weekend appointments. To schedule a consultation, call (978) 777-8888.
RAYMOND LAW
Raymond Law is a reputable law firm located at 35 Village Road in Middleton, Massachusetts. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in the United States. Specializing in various areas of law such as family law, estate planning, real estate law, and more, we strive to deliver personalized and effective solutions to meet our clients' needs. With a commitment to professionalism and integrity, Raymond Law is here to guide you through any legal matter with expertise and care. Contact us today to schedule a consultation and see how we can assist you.
RABBITT LAW GROUP
Welcome to Rabbitt Law Group, your trusted legal partner located at 35 Village Road, Middleton, Massachusetts. At Rabbitt Law Group, we are committed to providing exceptional legal services tailored to meet the unique needs of our clients. Our team of experienced attorneys specializes in a wide range of practice areas, ensuring comprehensive legal support for individuals, families, and businesses alike. Whether you are seeking expert guidance in family law, business law, estate planning, or any other legal matter, Rabbitt Law Group is here to help. We pride ourselves on our personalized approach, taking the time to understand your specific circumstances and objectives. Our goal is to deliver effective, efficient, and compassionate legal solutions that protect your interests and achieve the best possible outcomes.
Afarian Realty
Welcome 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.
Classified Realty Group Headquarters
Welcome to Classified Realty Group Headquarters, your premier real estate agency located at 130 Haven Street, Reading, Massachusetts. We are proud to serve the vibrant communities of Reading, North Reading, Wakefield, Wilmington, Stoneham, and Middleton, MA. Recognized as the Best Real Estate Agency in The Readings magazine for six consecutive years, Classified Realty Group stands out as an independent, female-owned business with deep roots in the North Shore and surrounding areas. Founded in 2006 as a boutique alternative to national real estate chains, Classified Realty Group has grown from a small community-focused initiative into the leading real estate agency in Reading and North Reading. Our reach is expanding across the North Shore of Boston and into Southern New Hampshire, driven by our commitment to integrity, honesty, and personalized service.
Beatrice Realty Group
Welcome to Beatrice Realty Group, your trusted partner in finance, real estate, and travel, conveniently located at 191 South Main Street, Middleton, Massachusetts. We are dedicated to providing exceptional services tailored to meet your unique needs, whether you're looking to buy or sell a property, manage your financial portfolio, or plan the perfect getaway. At Beatrice Realty Group, our experienced team of professionals is committed to guiding you through every step of the real estate process, ensuring seamless transactions and optimal results. Our finance experts are here to offer personalized advice and strategies to help you achieve your financial goals, while our travel specialists are ready to create unforgettable experiences, tailored just for you.
Vicky Dimino Century 21 North East
Welcome to Vicky Dimino Century 21 North East, your trusted local real estate agency located at 189 South Main Street, Middleton, Massachusetts. Whether you're investing in a new property, selling your current home, or seeking expert advice on anything real estate-related, Vicky Dimino is dedicated to helping you achieve your goals. With over a decade of experience, Vicky is an award-winning, top-producing REALTOR specializing in Luxury Homes, Distressed Homes, and Investment Properties. Her commitment to providing exceptional service is unwavering, regardless of whether you are a high-end client or a smaller investor. Vicky's extensive experience with multiple brokers and global companies has equipped her with the skills and knowledge to lead a local team of highly qualified agents at Century 21 North East. She believes in the power of collaboration and continually seeks to enhance her expertise through ongoing training and networking. Licensed in both Massachusetts and Florida, Vicky is a proud member of the National Association of Realtors, Greater Boston Association of Realtors, and Naples Association of Realtors. Her certification as a real estate negotiation expert further underscores her commitment to excellence.
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