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TOP 30 Estate planning services in Waltham, MA
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Charlesbank Estates
Charlesbank Estates is a premier real estate agency located at 2411 70 Charles River Road in Waltham, Massachusetts. Our experienced team is dedicated to helping clients find their dream home or investment property in the beautiful city of Waltham and beyond. With a focus on personalized service and attention to detail, we strive to make the buying or selling process as smooth and stress-free as possible. Whether you are looking for a cozy apartment, a spacious family home, or a lucrative investment opportunity, Charlesbank Estates is here to help you every step of the way. Contact us today to start your real estate journey!
Windsor Village at Waltham Apartments
Windsor Village at Waltham Apartments is a premier real estate agency located at 976 Lexington Street in Waltham, Massachusetts, United States. Our luxurious apartments offer modern amenities and spacious living areas, perfect for individuals or families looking for a comfortable and convenient place to call home. With a prime location near shopping, dining, and entertainment options, residents can enjoy the best of city living while still having a peaceful retreat to come home to. Our friendly and professional staff are dedicated to providing exceptional service and ensuring that our residents have a positive living experience. Experience the ultimate in apartment living at Windsor Village at Waltham Apartments.
Anthony D Marken - Private Wealth Advisor, Ameriprise Financial Services, LLC
Anthony D Marken is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 303 Wyman Street in Waltham, Massachusetts, United States. He 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 demonstrate his expertise in wealth management, retirement planning, estate planning, investment management, and specialized financial planning for various needs including domestic partnerships, philanthropy, annuities, and military families. Anthony D Marken is committed to providing comprehensive and personalized financial advice to help clients achieve their financial goals.
James F Forcier - Financial Advisor, Ameriprise Financial Services, LLC
James F Forcier is a financial advisor at Ameriprise Financial Services, LLC, located at 303 Wyman Street in Waltham, Massachusetts, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Chartered Advisor in Philanthropy® (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®, James F Forcier is equipped to provide expert financial advice to individuals and businesses. Whether you need assistance with asset management, retirement planning, estate planning, insurance products, or investment opportunities, James F Forcier has the knowledge and expertise to help you navigate the complex world of finance. Contact James F Forcier today to start planning for your financial future.
Kevin Daley - Private Wealth Advisor, Ameriprise Financial Services, LLC
Kevin Daley is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 303 Wyman Street in Waltham, Massachusetts, United States. Kevin 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®, 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 demonstrate Kevin's expertise in areas such as asset management, retirement planning, estate planning, investment management, and more. Kevin is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those with special financial needs. Contact Kevin Daley for expert financial advice and personalized wealth management solutions.
Stephen Coffey - Private Wealth Advisor, Ameriprise Financial Services, LLC
Stephen Coffey is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 230 2nd Avenue in Waltham, Massachusetts, United States. Stephen Coffey specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. He 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®, 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®. Stephen Coffey is committed to upholding the highest standards of ethics and expertise in the field of finance, ensuring that his clients receive personalized and knowledgeable financial advice.
Melissa Indelicato - Private Wealth Advisor, Ameriprise Financial Services, LLC
Located at 230 2nd Avenue in Waltham, Massachusetts, Melissa Indelicato is a Private Wealth Advisor at Ameriprise Financial Services, LLC. With a focus on finance, Melissa 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®. Melissa provides expert advice on investment opportunities, asset management, retirement planning, estate planning, risk management, and more. Specializing in serving veterans, active duty, Reserve, National Guard, and small business owners, Melissa Indelicato is dedicated to helping individuals achieve their financial goals with integrity and professionalism.
Michael Broderick, Managing Member - Atlantic Planning Group, Llc
Michael Broderick, Managing Member of Atlantic Planning Group, LLC, located at 201 Jones Road, Waltham, Massachusetts, United States, is dedicated to serving professional advisors at New York Life. With over three decades of high-net-worth planning experience, the institution offers comprehensive wealth management services to help clients simplify their financial world and align their wealth with their goals and values. The team at Atlantic Planning Group collaborates closely with clients and their trusted advisors to develop integrated financial plans that are executed efficiently and reviewed consistently. They specialize in helping clients make confident decisions, manage their wealth, and support their most ambitious goals, providing education and clarity about finances along the way. The institution is committed to building lasting relationships based on trust, loyalty, and value, guiding clients through every season of life with sincere wisdom. Additionally, Atlantic Planning Group is separately registered as an investment adviser offering financial planning services in Massachusetts. Clients can expect a superior level of competency, integrity, and personalized service when working with Michael Broderick and his team at Atlantic Planning Group.
Hope Elder Law - Estate Planning and Special Needs Planning
Hope Elder Law is a professional law firm located at 182 Main Street in Watertown, Massachusetts, United States. Specializing in Elder Law, Estate Planning, MassHealth/Medicaid Planning, and Special Needs Planning, our attorneys bring care and compassion to their work to achieve our clients' goals. Whether it's long-term care planning, probate, real estate transactions, or other legal matters, you can rely on us for sound advice and efficient services. At Hope Elder Law, we focus on protecting the interests of our clients by looking ahead and planning for the future. We offer a free case evaluation with an attorney to discuss how we can help you secure quality health or long-term care, preserve assets, and ensure your interests are protected. Our goal is to provide comprehensive legal services in a cost-effective manner, offering useful information and referrals to help improve the quality of our clients' lives.
Wenping Jin, Financial Services Professional - New York Life
Welcome to Wenping Jin, Financial Services Professional - New York Life, located at 201 Jones Road, Waltham, Massachusetts. As a dedicated financial advisor with Eagle Strategies, a subsidiary of New York Life Insurance Company, I am committed to providing personalized advisory services and financial solutions tailored to meet your unique needs and goals. Whether you're looking for permanent policies with guaranteed benefits, customizable long-term coverage, or investment strategies designed to secure your financial future, I am here to guide you every step of the way. My services include life, long-term care, and disability insurance, as well as professionally managed investments with potential market gains, all aimed at protecting your family, assets, or business from life's unexpected events.
Bay Financial Associates LLC
Bay Financial Associates LLC is a reputable finance institution located at 51 Sawyer Road in Waltham, Massachusetts, United States. With a team of experienced financial professionals, Bay Financial Associates LLC specializes in providing personalized financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Bay Financial Associates LLC 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.
Beacon Pointe Advisors
Beacon Pointe Advisors is a leading finance institution located at 400 Totten Pond Road in Waltham, Massachusetts. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Boston, MA, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Our team of experienced investment advisors and financial planners in Boston offer full-service financial planning and research-driven investments. At Beacon Pointe, we take our fiduciary responsibility to our clients seriously, with a holistic allWEALTH® approach that addresses all aspects of financial well-being. This includes wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
1st Line Financial, LLC
1st Line Financial, LLC is a finance institution located at 51 Sawyer Road in Waltham, Massachusetts. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and estate planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, 1st Line Financial, LLC is here to provide personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and take the first step towards financial success.
Argent Wealth Management, LLC
Argent Wealth Management, LLC, located at 200 5th Avenue in Waltham, Massachusetts, is a client-centric wealth advisor offering comprehensive and personal wealth management services. With a focus on investment management, estate planning, tax strategies, and financial planning, our experienced team is dedicated to finding the best solutions for our clients. Our culture of teamwork and shared learning allows us to provide creative and effective solutions tailored to each client's unique needs. With decades of specialized experience in wealth management, our advisors work together to deliver integrated plans that encompass investments, retirement, taxes, and estate planning.
Haddad Financial
Haddad Financial is a reputable finance institution located at 201 Jones Road in Waltham, Massachusetts, United States. With a strong commitment to helping individuals and businesses achieve their financial goals, Haddad Financial offers a wide range of financial services including investment management, retirement planning, estate planning, and more. Their team of experienced professionals provides personalized and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Haddad Financial is dedicated to providing expert guidance and support every step of the way.
Commonwealth Financial Network
Commonwealth Financial Network is a finance institution located at 29 Sawyer Road in Waltham, Massachusetts, United States. As a leading financial services firm, they provide comprehensive wealth management solutions to individuals and businesses. With a team of experienced financial advisors, Commonwealth Financial Network offers personalized investment strategies, retirement planning, estate planning, and more. Their commitment to excellence and client satisfaction sets them apart in the industry. Visit Commonwealth Financial Network today to secure your financial future.
Wealthy Choices (R)
Wealthy Choices (R) is a prestigious finance institution located at 51 Sawyer Road in Waltham, Massachusetts, United States. Our team of experienced financial advisors is dedicated to helping clients make informed decisions about their wealth management. Whether you are looking to invest, save for the future, or plan for retirement, Wealthy Choices (R) is here to provide personalized guidance and expert advice. Trust us to help you make the right choices for your financial future.
Steve Faberman & Al Filosa
Steve Faberman & Al Filosa is a reputable finance institution located at 300 5th Avenue in Waltham, Massachusetts. With years of experience and expertise in the financial industry, the institution offers a wide range of services to help clients manage and grow their wealth. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Steve Faberman & Al Filosa is dedicated to providing personalized solutions to meet your financial goals. Trustworthy and reliable, this institution is committed to helping clients achieve financial success.
KLR
KLR is a leading institution located at 1075 Main Street, Waltham, Massachusetts, United States, specializing in accounting and finance services. Our team offers a comprehensive range of financial and management assurance services to help businesses maximize their potential. Whether you need assistance with tax implications of business decisions, financial due diligence, cybersecurity measures, or estate planning, we have the expertise to support you. Our professionals are trained and accredited in valuation and litigation services, and can provide tailored solutions for international tax and business needs, charitable giving strategies, and compliance with ERISA, DOL, and IRS requirements. We approach assurance services with a "common sense" mindset, focusing on integrity, client-centricity, community, collaboration, and innovation.
Loretta M. McClary Esquire LLC
Loretta M. McClary Esquire LLC is a professional institution located in Waltham, Massachusetts, specializing in accounting, finance, and legal services. Led by experienced attorney Loretta M. McClary, Esq., the firm offers expert advice and representation in a variety of legal matters, including business law, estate planning, and real estate transactions. With a commitment to providing personalized and efficient service, Loretta M. McClary Esquire LLC is dedicated to helping clients navigate complex legal issues with confidence and peace of mind.
Ridgefield Valuation/ Robert J. Gaines, Attorney At Law
Ridgefield Valuation/ Robert J. Gaines, Attorney At Law is a reputable institution located at 1077 Lexington Street in Waltham, Massachusetts. Specializing in accounting and finance services, this establishment offers expert valuation and legal services to individuals and businesses in the area. With a strong focus on providing accurate and reliable financial advice, Robert J. Gaines, Attorney At Law is dedicated to helping clients make informed decisions about their assets and investments. Whether you need assistance with tax planning, estate management, or business valuation, the experienced professionals at Ridgefield Valuation/ Robert J. Gaines, Attorney At Law are here to help.
GARDINILAW - ATTORNEYS
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.
Harris & Murphy LLP
Harris & Murphy LLP is a prominent law firm located at 922 Waltham Street in Lexington, Massachusetts. Specializing in various legal services, our team of experienced lawyers is dedicated to providing top-notch representation for our clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, our firm is here to help. With a focus on professionalism and client satisfaction, Harris & Murphy LLP is committed to achieving the best possible outcomes for those we represent. Contact us today to schedule a consultation and learn more about how we can assist you with your legal needs.
Beliveau Law Group, LLC
Beliveau Law Group, LLC is a reputable law firm located at 2 Winter Street in Waltham, Massachusetts, United States. Specializing in various legal areas such as Business Law, Civil Litigation, Elder Law, Estate Planning, Family Law, Probate & Trust, Real Estate, and Tax, our dedicated team of attorneys is committed to protecting your family, business, and assets. We take the time to understand your unique legal needs and work tirelessly to achieve the best possible outcome for our clients. Whether you require assistance with Supplemental Needs Trusts, Revocable Trusts, Irrevocable Life Insurance Trusts, or Crummey Irrevocable Trusts, we have the expertise to guide you through the complexities of estate planning.
Hale & McCaul PLLC
Hale & McCaul PLLC is a reputable law firm located at 260 Bear Hill Road in Waltham, Massachusetts. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses in the United States. Specializing in areas such as family law, real estate, estate planning, and business law, Hale & McCaul PLLC is dedicated to providing high-quality legal representation and personalized attention to their clients. Whether you are in need of legal advice, representation in court, or assistance with complex legal matters, Hale & McCaul PLLC is here to help. Contact them today to schedule a consultation.
Lupo & Associates
Lupo & Associates is a reputable law firm located at 721 Main Street in Waltham, Massachusetts. 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 cases, family law matters, or estate planning, we are here to help. With a focus on personalized attention and effective representation, Lupo & Associates is committed to achieving the best possible outcome for our clients. Contact us today to schedule a consultation.
Law Offices Of Nicole Starck
The Law Offices of Nicole Starck is a reputable legal firm located at 6 Lexington Street in Waltham, Massachusetts. Specializing in various areas of law, including personal injury, family law, and estate planning, Attorney Nicole Starck and her team are dedicated to providing top-notch legal representation and personalized services to their clients. With a strong track record of successful cases and a commitment to achieving the best possible outcomes for their clients, the Law Offices of Nicole Starck is a trusted choice for those in need of expert legal counsel in the Waltham area.
Topkins & Bevans
Topkins & Bevans is a prestigious law firm located at 255 Bear Hill Road in Waltham, Massachusetts, United States. With a team of experienced and dedicated lawyers, Topkins & Bevans provides top-notch legal services to clients in various practice areas including corporate law, real estate, estate planning, and litigation. Known for their professionalism and expertise, the firm is committed to achieving the best possible outcomes for their clients. Whether you are in need of legal advice or representation, Topkins & Bevans is the go-to institution for all your legal needs.
Leclair & Leclair PC
Leclair & Leclair PC is a reputable law firm located at 135 Beaver Street in Waltham, Massachusetts, United States. With a team of experienced lawyers, they specialize in various legal services such as personal injury, family law, estate planning, and more. Clients can expect personalized attention and expert representation to help them navigate through legal challenges. The firm is dedicated to providing top-notch legal assistance and achieving favorable outcomes for their clients. Contact Leclair & Leclair PC for all your legal needs.
Faber Daeufer & Itrato PC
Faber Daeufer & Itrato PC is a reputable law firm located at 890 Winter Street in Waltham, Massachusetts, United States. Specializing in a variety of legal services, including corporate law, litigation, and estate planning, the experienced team at Faber Daeufer & Itrato PC is dedicated to providing top-notch legal representation to clients in the Waltham area and beyond. With a commitment to excellence and a track record of success, this firm is a trusted partner for individuals and businesses seeking expert legal advice and advocacy.
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