Estate planning services in Needham, Massachusetts
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John R. Simeone - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn R. Simeone, a financial advisor at Ameriprise Financial Services, LLC, located at 162 Washington Avenue in Needham, Massachusetts, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, John R. Simeone is well-equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or anyone in need of financial guidance, John R. Simeone has the knowledge and expertise to help you achieve your financial goals. Contact John R. Simeone today to schedule a consultation and take the first step towards securing your financial future.
162 Washington Ave, Needham, MA 02492, United States -
Boston Legacy Planning LLC
● OpenWelcome 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.
275 Grove Street, Newton, Massachusetts 02466, United States -
Brier, Marandett & Rossetti LLP, Attorneys at Law, Needham, MA
● OpenWelcome to Brier, Marandett & Rossetti LLP, Attorneys at Law, located in the heart of Needham, Massachusetts. Situated at 160 Gould Street, our firm is dedicated to providing exceptional legal services to the local community and beyond. With a strong commitment to excellence and integrity, our experienced team of attorneys specializes in a wide range of legal areas, ensuring comprehensive support for our clients' diverse needs. At Brier, Marandett & Rossetti LLP, we understand that navigating the legal landscape can be challenging. Our attorneys are here to guide you every step of the way, offering personalized attention and tailored solutions to achieve the best possible outcomes. Whether you require assistance with family law, business litigation, estate planning, or any other legal matter, our firm is equipped with the expertise and knowledge to protect your interests.
160 Gould Street, Needham, Massachusetts 02494, United States -
Needham Advisory Corp
● OpenWelcome to Needham Advisory Corp, your trusted partner in financial planning and management, conveniently located at 7 Hampton Road in the heart of Lexington, Massachusetts. At Needham Advisory Corp, we are committed to helping individuals, families, and businesses achieve their financial goals with tailored strategies and expert guidance. Our team of experienced financial advisors offers a comprehensive range of services, including investment management, retirement planning, tax planning, estate planning, and risk management. We pride ourselves on delivering personalized solutions that are designed to meet the unique needs and aspirations of each client. Whether you are planning for a secure retirement, seeking to grow your wealth, or looking to safeguard your financial future, Needham Advisory Corp is here to provide the insights and support you need. Visit us today and discover how our dedication to excellence and client-focused approach can make a difference in your financial journey.
7 Hampton Road, Lexington, Massachusetts 02421, United States -
Montivista Real Estate Boston
● OpenWelcome to Montivista Real Estate Boston, your trusted partner in the journey of finding your dream home in the Greater Boston area. Conveniently located on Highland Avenue in Needham, Massachusetts, our independently owned and operated real estate agency is dedicated to providing exceptional service to both buyers and sellers. Our experienced team, led by the highly recommended Amelie, is committed to understanding your unique needs and guiding you through every step of the real estate process. Whether you're a first-time homebuyer or a seasoned investor, we offer personalized support from house selection and pricing estimates to offer bidding, final inspections, and deal closing. Our proactive approach and weekly check-ins ensure that your house-hunting experience is efficient and targeted, significantly reducing the time it takes to find the perfect property.
Highland Avenue, Needham, Massachusetts 02494, United States -
Team Pearlstein Real Estate
● OpenWelcome to Team Pearlstein Real Estate, located at 936 Great Plain Avenue in the heart of Needham, Massachusetts. As a premier real estate agency, we are dedicated to serving the Greater Boston area with unmatched expertise and a client-focused approach. Our philosophy is simple: we work as a team with you, whether you're buying or selling, always prioritizing your best interests with honesty, trust, and professionalism. At Team Pearlstein, we believe in a hands-on approach to real estate. We personally handle all showings, inspections, and appraisals, ensuring that your home sale or purchase is never passed off to strangers. Our commitment to a comprehensive, aggressive marketing strategy aims to maximize exposure and reach the right audience for your property. We meticulously manage the closing process to ensure every detail is covered, providing you with peace of mind.
936 Great Plain Avenue, Needham, Massachusetts 02492, United States -
Batya & Alex Real Estate Team
● OpenWelcome 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.
1229 Centre Street, Newton, Massachusetts 02459, United States -
FSA Wealth Management
● OpenFSA Wealth Management is a leading finance institution located at 144 Gould Street in Needham, Massachusetts. With a focus on providing personalized wealth management services, FSA Wealth Management helps individuals and families achieve their financial goals through strategic investment planning and risk management. Our team of experienced financial advisors offers a range of services including retirement planning, investment management, estate planning, and more. Trust FSA Wealth Management to guide you towards a secure financial future.
144 Gould St #120, Needham, MA 02494, United States -
Carson Wealth
● OpenCarson Wealth, located at 16 Chestnut Street in Foxborough, Massachusetts, is a finance institution that provides personalized retirement and financial planning services to families, individuals, and business owners. Their team specializes in workplace retirement plan consulting, financial planning for small business owners, and estate planning. They aim to help clients feel secure in their financial futures and pursue their dreams through proper planning. The institution offers services in areas such as Foxborough, Needham, Hopkinton, Dedham, and more. Carson Wealth has received accolades such as the Forbes Best-in-State Wealth Advisor award for Paul West in 2018 and 2021. Securities are offered through Cetera Advisor Networks LLC and investment advisory services are provided through CWM, LLC. It is important to note that not all advisors affiliated with Carson Wealth offer securities through Cetera Advisor Networks LLC or investment advisory services through CWM, LLC. For more information about the institution and their advisors, visit www.adviserinfo.sec.gov or https://brokercheck.finra.org/.
16 Chestnut St Suite 111, Foxborough, MA 02035, United States -
Vantage Point Financial LLC
● OpenVantage Point Financial LLC is a finance institution located at 175 Highland Avenue in Needham, Massachusetts, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients reach their goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. At Vantage Point Financial LLC, we prioritize building long-lasting relationships with our clients based on trust, integrity, and transparency. Contact us today to learn more about how we can help you achieve financial success.
175 Highland Ave #304, Needham, MA 02494, United States -
Centinel Financial Group, LLC.
● OpenCentinel Financial Group, LLC. is a finance institution located at 160 Gould Street in Needham, Massachusetts, United States. With a strong focus on providing personalized financial solutions to their clients, Centinel Financial Group, LLC. offers a wide range of services including investment management, retirement planning, estate planning, and insurance services. Their team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Centinel Financial Group, LLC. is committed to providing expert guidance and support every step of the way.
160 Gould St # 212, Needham Heights, MA 02494, United States -
Northward Financial Group
● OpenNorthward Financial Group is a leading finance institution located at 197 1st Avenue in Needham, Massachusetts. Our team of experienced professionals is dedicated to providing exceptional financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, we are here to help. At Northward Financial Group, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
197 1st Ave #340, Needham, MA 02494, United States -
Beaumont Financial Partners
● OpenBeaumont Financial Partners is a leading finance institution located at 250 1st Avenue in Needham, Massachusetts, United States. With a team of experienced financial experts, Beaumont Financial Partners offers a wide range of financial services including investment management, wealth planning, retirement planning, and estate planning. Whether you are an individual looking to grow your wealth or a business in need of financial guidance, Beaumont Financial Partners is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you secure your financial future.
250 1st Ave #101, Needham, MA 02494, United States -
Goldberg & Associates, CPAs
● OpenGoldberg & Associates, CPAs is a reputable accounting and finance institution located at 661 Highland Avenue in Needham, Massachusetts, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Goldberg & Associates for professional and personalized financial guidance to help them achieve their financial goals.
661 Highland Ave Ste. 101, Needham, MA 02494, United States -
LMHS, P.C. (West)
● OpenLocated at 280 Hillside Avenue in Needham, Massachusetts, LMHS, P.C. (West) is a trusted institution specializing in accounting and finance services. Whether you are a business in need of accounting and tax solutions or an individual seeking assistance with personal tax and estate planning, the LMHS team is here to help. Our knowledgeable team members provide unmatched customer service excellence, offering a wide range of accounting, tax, and business advisory services. From audit and compilation services to corporate state and federal income tax preparation, our experts have the expertise you need to succeed in today's ever-changing business landscape. As you accumulate personal wealth, our professionals can assist you in developing personal financial strategies to minimize tax payments and optimize savings. Our team serves a diverse range of businesses across various industries, including construction, manufacturing, professional service firms, and non-profit organizations. We stay up-to-date on evolving industry trends and regulations to provide you with the best possible solutions.
280 Hillside Ave 2nd floor, Needham, MA 02494, United States -
Krispin Law, PC
● OpenKrispin Law, PC is a reputable law firm located at 50 Chestnut Street in Needham, Massachusetts. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including family law, real estate law, and estate planning, we strive to offer personalized and effective solutions to meet the unique needs of each client. With a commitment to excellence and integrity, Krispin Law, PC is the trusted choice for legal representation in the Needham area. Contact us today to schedule a consultation.
50 Chestnut St 2nd Floor, Needham, MA 02492, United States -
Orsi Arone Rothenberg Turner, LLP
● OpenOrsi Arone Rothenberg Turner, LLP is a prestigious institution located at 160 Gould Street in Needham, Massachusetts, United States. Specializing in accounting, finance, and legal services, our firm is known for our high levels of experience, knowledge, and professionalism in serving clients in the Boston area. We offer the same high caliber legal representation as downtown Boston law firms, but with the convenience and reasonable cost associated with a suburban location. Our attorneys are highly respected advocates and leaders in the legal community, with many having over 20 years of private practice experience at large downtown law firms. Each lawyer has earned an excellent reputation and has expertise in specific areas of law such as business law, real estate, taxation, and elder law. Our multidisciplinary approach allows us to provide comprehensive representation that draws on in-depth knowledge in various legal areas.
160 Gould St Suite 320, Needham Heights, MA 02494, United States -
Canner Law & Associates, P.C.
● OpenCanner Law & Associates, P.C. is a reputable institution located at 200 Highland Avenue in Needham, Massachusetts, United States. Specializing in finance, legal services, and real estate transactions, our team of experienced lawyers and professionals are dedicated to providing top-notch services to our clients. Whether you are in need of legal advice, financial planning, or assistance with real estate transactions, Canner Law & Associates, P.C. is here to help. Contact us today to schedule a consultation and see how we can assist you with your specific needs.
200 Highland Ave #304, Needham, MA 02494, United States -
Heine Goodale Law
● OpenHeine 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.
118 Needham St 2nd floor, Newton, MA 02464, United States -
Parousis Law
● OpenParousis Law is a reputable law firm located at 60 Kendrick Street in Needham, Massachusetts. Specializing in various legal matters, the skilled team of lawyers at Parousis Law are dedicated to providing top-notch legal services to their clients. Whether you are in need of assistance with personal injury cases, real estate transactions, or estate planning, Parousis Law has the expertise and experience to guide you through the legal process. With a commitment to excellence and personalized attention, Parousis Law is the trusted choice for all your legal needs in the United States.
60 Kendrick St, Needham Heights, MA 02494, United States -
Kline & Sanders LLP
● OpenKline & Sanders LLP is a prestigious law firm located at 233 Needham Street in Newton, Massachusetts. Our team of experienced lawyers specializes in a wide range of legal services, including corporate law, real estate law, and estate planning. With a reputation for excellence and a commitment to providing personalized attention to each client, Kline & Sanders LLP is dedicated to achieving the best possible outcomes for our clients. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
233 Needham St # 460, Newton Upper Falls, MA 02464, United States -
Aubrey Law, LLC
● OpenAubrey Law, LLC is a reputable law firm located at 1329 Highland Avenue in Needham, Massachusetts. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including family law, estate planning, and business law, we are committed to helping our clients navigate the complexities of the legal system with professionalism and expertise. Whether you are facing a difficult divorce, need help drafting a will, or require legal advice for your business, Aubrey Law, LLC is here to assist you every step of the way. Contact us today to schedule a consultation.
1329 Highland Ave, Needham, MA 02492, United States -
Susan Rossi Cook
● OpenSusan Rossi Cook is a reputable law firm located at 144 Gould Street in Needham, Massachusetts. With a focus on providing expert legal services, Susan Rossi Cook is dedicated to serving clients in a variety of legal matters. The firm's experienced lawyers are committed to delivering personalized and effective representation to help clients navigate the complexities of the legal system. Whether you are in need of assistance with a personal injury case, estate planning, or business law matters, Susan Rossi Cook is here to help. Trust in their expertise and professionalism to guide you through your legal challenges with confidence.
144 Gould St #202, Needham, MA 02494, United States -
Law Office of Suzan T. Rothschild
● OpenThe Law Office of Suzan T. Rothschild is a reputable legal firm located at 233 Needham Street in Newton, Massachusetts, United States. Specializing in various areas of law, including family law, estate planning, and real estate law, attorney Suzan T. Rothschild provides dedicated and personalized legal services to her clients. With a strong commitment to achieving the best possible outcomes for her clients, Suzan T. Rothschild is known for her expertise, professionalism, and compassionate approach to legal representation. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, the Law Office of Suzan T. Rothschild is here to help.
233 Needham St #500, Newton, MA 02464, United States -
Warren Hurwitz Attorney
● OpenWarren Hurwitz Attorney is a trusted law firm located at 75 2nd Avenue in Needham, Massachusetts, United States. With convenient free parking and easy access to public transportation, our offices are open during business hours and we also offer evening and weekend appointments. We specialize in providing high-quality legal services to protect our clients' rights and keep them informed every step of the way. Whether you need assistance with estate planning, bankruptcy, real estate transactions, or disputes, our experienced lawyer is here to help. We offer flexible payment plans and free initial consultations to ensure our services are accessible to all. Please note that the information provided on our website is not legal advice and we encourage you to consult with an attorney for personalized guidance. As a debt relief agency, we are dedicated to helping individuals find financial solutions that work for them.
75 2nd Ave #605, Needham, MA 02494, United States -
Kenneth W Halpern & Associates
● OpenKenneth W Halpern & Associates is a reputable law firm located at 233 Needham Street in Newton, Massachusetts, United States. With a team of experienced lawyers, they provide expert legal services in various practice areas including family law, real estate law, estate planning, and business law. Known for their dedication to client satisfaction and commitment to achieving positive outcomes, Kenneth W Halpern & Associates is a trusted choice for individuals and businesses seeking professional legal representation.
233 Needham St #500, Newton Upper Falls, MA 02464, United States -
Diane H Gold Law Office
● OpenDiane H Gold Law Office is a reputable law firm located in Needham, Massachusetts. Specializing in various legal services, including family law, estate planning, and real estate transactions, our experienced team of lawyers is dedicated to providing professional and personalized assistance to our clients. With a commitment to excellence and a focus on achieving the best possible outcomes for our clients, Diane H Gold Law Office is a trusted partner for all of your legal needs. Contact us today at 200 Highland Avenue to schedule a consultation.
200 Highland Ave # 302, Needham Heights, MA 02494, United States -
Gabriel Cheong
● OpenGabriel Cheong is a highly respected lawyer based in Needham, Massachusetts, United States. Located at 75 2nd Avenue, this institution specializes in providing expert legal services in various areas of law. With a strong reputation for professionalism and dedication to client satisfaction, Gabriel Cheong is known for delivering top-notch legal representation and guidance. Whether you are in need of assistance with family law, estate planning, or any other legal matter, Gabriel Cheong is the institution to trust for reliable and effective legal solutions.
75 2nd Ave #605, Needham, MA 02494, United States -
Badger Law Group LLP
● OpenBadger Law Group LLP is a reputable law firm located at 160 Gould Street in Needham, Massachusetts. As a team of experienced and dedicated lawyers, we specialize in providing high-quality legal services to our clients. Whether you are in need of assistance with personal injury cases, family law matters, estate planning, or business law issues, our skilled attorneys are here to help. With a commitment to excellence and a track record of success, Badger Law Group LLP is the trusted choice for all your legal needs.
160 Gould St Suite 102, Needham, MA 02494, United States -
Uchill Law
● OpenUchill Law is a reputable law firm located at 75 2nd Avenue in Needham, Massachusetts. Specializing in various areas of law, including family law, estate planning, and real estate law, Uchill Law is committed to providing high-quality legal services to clients in the United States. With a team of experienced attorneys, Uchill Law is dedicated to helping individuals navigate the complexities of the legal system and achieve favorable outcomes in their cases. Contact Uchill Law today for expert legal representation.
75 2nd Ave #450, Needham, MA 02494, United States
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