TOP 30 Estate planning services offered in Lexington, Massachusetts

Jeremy Moss - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 450 Lexington Street, Newton, Massachusetts, United States, offers a wide range of financial services. Jeremy Moss holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on ethical practices and real-world applications, Jeremy Moss provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with portfolio management, tax planning, insurance products, or retirement income strategies, Jeremy Moss can provide you with the knowledge and tools needed to achieve your financial goals. Contact Jeremy Moss today to schedule a consultation and start planning for your financial future.

Meehan Financial Services is a reputable finance institution located at 1 Cranberry Hill in Lexington, Massachusetts, United States. With a team of experienced financial experts, they offer a wide range of services including investment planning, retirement planning, estate planning, and insurance solutions. Their personalized approach to financial management ensures that each client receives tailored advice and strategies to help them achieve their financial goals. Visit Meehan Financial Services today to secure your financial future.

Bickling Financial Services, located at 200 Broadway in Lynnfield, Massachusetts, is a renowned finance institution with a rich heritage of excellence. Founded in 1984 by Dorothy Bickling, one of the first women to earn the CERTIFIED FINANCIAL PLANNER® designation, the institution is dedicated to helping clients achieve financial independence. Using advanced software tools, they assist clients in optimizing retirement income and planning for future goals. Their services include helping families manage their finances to reflect personal priorities, planning for rising education costs, and simplifying the management of company 401k programs. With locations in Lexington and South Easton, Bickling Financial Services is committed to providing expert financial advice and guidance to their clients.

Bickling Financial Services, located at 45 Bristol Drive in Easton, Massachusetts, is a renowned finance institution with a legacy of excellence. Founded in 1984 by Dorothy Bickling, one of the first women to earn the CERTIFIED FINANCIAL PLANNER® designation, the institution is dedicated to helping clients achieve financial independence. With a focus on both short-term and long-term financial goals, Bickling Financial Services offers sophisticated software tools to optimize retirement income and assist with managing assets. Their services extend to helping families align their spending with personal priorities, planning for rising education costs, and simplifying the management of company 401k programs. The institution is committed to providing clients with expert financial advice and guidance to ensure a secure financial future.

Pardoe Law, P. C. in Lexington, located at 142 Littleton Road in Westford, Massachusetts, is a law firm specializing in family law matters and probate issues. The team at Pardoe Law takes the time to truly understand their clients' objectives and tailor their services accordingly to provide the strongest advocacy in negotiations and litigation. Attorney Pamela Pardoe, known for her exceptional communication skills and legal expertise, is highly recommended for estate and family law matters. The firm offers free consultations to ensure they can meet their clients' needs and expectations. Serving clients throughout Massachusetts, including Middlesex, Essex, Norfolk, and Suffolk counties, Pardoe Law is dedicated to protecting the rights and interests of their clients in every situation.

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.

Welcome to William Raveis Real Estate - Lexington, your trusted partner in real estate, finance, and insurance services. Conveniently located at 1713 Massachusetts Avenue in the heart of historic Lexington, Massachusetts, we are committed to providing exceptional service to our clients. Our dedicated team of experienced professionals is here to guide you through every step of the home buying, selling, or renting process. Whether you are a first-time homebuyer, looking to upgrade, or seeking investment opportunities, we tailor our services to meet your unique needs and goals.

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.

Norfleet Advisory is a renowned finance institution located on Lexington Street in the picturesque town of Weston, Massachusetts, United States. With a team of experienced financial experts, Norfleet Advisory offers a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Clients can trust Norfleet Advisory to provide personalized, strategic advice to help them achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or navigate complex financial decisions, Norfleet Advisory is dedicated to providing top-notch service and guidance every step of the way.

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

Mayflower Advisors is a leading finance institution located at 55 Waltham Street in Lexington, Massachusetts. Our team of experienced advisors offers a wide range of financial services to help clients achieve their goals and secure their financial futures. Whether you are looking for investment advice, retirement planning, or wealth management, our dedicated team is here to provide personalized solutions tailored to your unique needs. With a commitment to excellence and a focus on building long-term relationships with our clients, Mayflower Advisors is the trusted partner you need for all your financial needs.

Wingate Wealth Advisors, LLC is a finance institution located at 450 Bedford Street in Lexington, Massachusetts, United States. Our team of experienced advisors provides comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions tailored to each individual's needs. Trust Wingate Wealth Advisors to guide you towards a secure financial future.

MWA Asset Management is a leading finance institution located at 5 Militia Drive in Lexington, Massachusetts, United States. With a strong reputation for providing expert financial advice and managing assets for individuals and businesses, MWA Asset Management offers a wide range of investment services tailored to meet the unique needs of each client. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how MWA Asset Management can help you make the most of your investments.

Summit Financial Corporation is a leading financial institution located at 91 Hartwell Place in Lexington, Massachusetts, United States. Specializing in finance, Summit Financial Corporation offers a wide range of services including investment management, wealth planning, and retirement solutions. With a team of experienced professionals, Summit Financial Corporation is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about our services and how we can help you reach your financial objectives.

Seamans Capital Management is a finance institution located at 80 Hayden Avenue in Lexington, Massachusetts, United States. They specialize in providing investment management services for individuals and businesses looking to grow and protect their wealth. With a team of experienced financial professionals, Seamans Capital Management offers personalized investment strategies tailored to meet the unique needs and goals of each client. Whether you are looking to plan for retirement, save for a major purchase, or build a diversified investment portfolio, Seamans Capital Management can help you achieve your financial objectives. Contact them today to schedule a consultation and start building a brighter financial future.

Edward Jones - Financial Advisor: Todd Miller, CEPA®, located at 442 Marrett Road in Lexington, Massachusetts, is a trusted financial institution offering personalized financial planning services. With a focus on helping clients achieve their financial goals, Todd Miller, a Certified Exit Planning Advisor, provides expert advice and guidance on investment strategies, retirement planning, and wealth management. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Todd Miller and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world and secure your financial future.

Leo Varriale - TD Wealth Relationship Manager is a financial institution located in Lexington, Massachusetts. As a trusted advisor, Leo Varriale provides personalized wealth management services to help clients achieve their financial goals. With a focus on building strong relationships and understanding each client's unique needs, Leo Varriale offers expert advice and guidance on investment strategies, retirement planning, and wealth preservation. Whether you are looking to grow your wealth or protect your assets, Leo Varriale is dedicated to helping you navigate the complex world of finance with confidence and peace of mind. Visit Leo Varriale - TD Wealth Relationship Manager at 1840 Massachusetts Avenue for a personalized and comprehensive approach to managing your finances.

Stone & Co is a reputable accounting and finance institution located at 57 Bedford Street in Lexington, Massachusetts, United States. With a team of experienced professionals, Stone & Co offers a wide range of financial services to individuals and businesses. From tax preparation and planning to investment advice and financial consulting, Stone & Co is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, Stone & Co is a trusted partner for all your accounting and finance needs.

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.

Chatham Vacation Properties is a reputable real estate agency located at 1429 Massachusetts Avenue in Lexington, Massachusetts. Specializing in vacation properties, they offer a wide range of rental and sales options for those looking to experience the beauty of Cape Cod. With a team of experienced agents, Chatham Vacation Properties is dedicated to providing top-notch service and helping clients find their perfect vacation home. Whether you're looking for a quaint cottage by the beach or a luxurious waterfront estate, Chatham Vacation Properties has something for everyone. Visit their office today to start planning your dream vacation in Cape Cod.

Nicholson Sreter & Gilgun is a prestigious law firm located at 33 Bedford Street in Lexington, Massachusetts, United States. Specializing in Real Estate, Estate Planning and Probate, Land Use and Development, Civil Litigation, and Corporate Services, the institution offers expert legal advice and representation to clients in a variety of legal matters. With a team of highly experienced and knowledgeable lawyers, Nicholson Sreter & Gilgun is dedicated to providing top-notch service and achieving the best possible outcomes for their clients.

Balikian Law is a reputable law firm located at 922 Waltham Street in Lexington, Massachusetts, United States. Specializing in various areas of law, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with real estate transactions, or require help with estate planning, Balikian Law is here to offer expert guidance and representation. Trust us to handle your legal matters with professionalism and integrity.

Capital Biz Solutions, Inc. is a finance institution located at 10 Lexington Road, Northborough, Massachusetts, United States. Specializing in various types of loans including real estate, cannabis, and investment banking loans, Capital Biz Solutions offers a complimentary consultation to determine the best funding options for your business. With over twenty-five years of experience as business loan brokers, the team at Capital Biz Solutions is dedicated to finding the most suitable financing options for their clients by leveraging their extensive network of lenders and financial institutions nationwide. The institution offers services such as alternative lending/funding, hard money lending, real estate loans, cannabis loans, MCA funding, compromised credit solutions, start-up business unsecured term loans & lines of credit, business loans for women, and bridge loans. With a focus on transparency and client success, Capital Biz Solutions ensures that their clients understand the entire process and provide an engagement agreement that outlines the compensation in detail. The institution's guarantee is to return the engagement fee if the business does not qualify for funding. With a commitment to building a mutually beneficial relationship, Capital Biz Solutions is here to assist with your loan request and ensure your success today and in the future.

Welcome to The Law Office of Marina Dvorkin, your trusted legal partner located in the heart of Lexington, Massachusetts. With a convenient location at 238 Bedford Street, we proudly serve the legal needs of our local community and beyond. Our office is dedicated to providing personalized and comprehensive legal services tailored to meet the unique needs of each client. At The Law Office of Marina Dvorkin, we specialize in a wide range of legal areas, including family law, estate planning, real estate, and business law. Our commitment to excellence is reflected in our client-focused approach, ensuring that you receive the highest level of attention, expertise, and integrity.

Welcome to Horstmann Law Offices, your trusted legal partner located in the heart of Newton, Massachusetts. Situated at 450 Lexington Street, our firm is dedicated to providing exceptional legal services to individuals and businesses in the community and beyond. With a commitment to integrity, professionalism, and personalized attention, Horstmann Law Offices specializes in a wide range of legal areas, ensuring comprehensive support for all your legal needs. Our experienced team of attorneys is well-versed in navigating the complexities of the legal system, offering expert guidance and representation in matters such as family law, estate planning, real estate, business law, and more. At Horstmann Law Offices, we understand that each client’s situation is unique, and we pride ourselves on crafting tailored solutions that meet your specific needs and goals.

Welcome to Lui & Frasca, your trusted legal partners located in the heart of Newton, Massachusetts. Situated at 450 Lexington Street, our firm is dedicated to providing exceptional legal services to individuals, families, and businesses within our community and beyond. At Lui & Frasca, we understand that navigating the legal landscape can be daunting. Our team of experienced attorneys is committed to offering personalized and comprehensive legal solutions tailored to meet your unique needs. Whether you're facing a complex legal challenge or simply seeking advice, we are here to guide you every step of the way.

Welcome to The Law Offices of Marian P. Abraham, P.C., where we are committed to providing exceptional legal services with a personal touch. Conveniently located at 1666 Massachusetts Avenue in the heart of Lexington, Massachusetts, our firm specializes in a wide range of legal areas to meet the diverse needs of our clients. At The Law Offices of Marian P. Abraham, P.C., we understand that navigating the legal system can be overwhelming. That’s why we are dedicated to offering compassionate and professional guidance every step of the way. Our experienced team is here to listen to your concerns, understand your unique situation, and work tirelessly to achieve the best possible outcomes.

Welcome to Trudeau & McAvoy, your trusted legal partners located in the heart of Lexington, Massachusetts. Situated at 15 Muzzey Street, we are committed to providing exceptional legal services to our community and beyond. At Trudeau & McAvoy, we understand that navigating legal matters can be daunting, which is why our experienced team of attorneys is dedicated to offering personalized and comprehensive legal solutions tailored to meet your unique needs. Our firm specializes in a wide range of legal services, ensuring that you receive expert guidance whether you are dealing with family law, estate planning, business law, or real estate issues. We pride ourselves on our client-centered approach, focusing on clear communication, integrity, and achieving the best possible outcomes for our clients.

Welcome to Jacobi & Chamberlain LLP Located at 4 Militia Drive, Lexington, Massachusetts, Jacobi & Chamberlain LLP is your trusted partner for expert legal services. With over 135 years of combined experience, our dedicated team of attorneys specializes in a range of legal areas including litigation, incorporation and business law, family law, real estate, and trusts and estates. Our primary goal is to provide outstanding legal representation that protects your interests at an affordable cost.

Welcome to the Law Office of George E. Foote, P.C., where expertise in accounting, finance, and legal services come together to serve your needs. Conveniently located at 5 Militia Drive in the heart of Lexington, Massachusetts, our practice is dedicated to providing personalized and professional support to individuals, families, and businesses alike. At the Law Office of George E. Foote, P.C., we understand that navigating the complexities of legal and financial matters can be challenging. Our team is committed to offering comprehensive solutions tailored to your unique situation. Whether you require assistance with estate planning, tax law, corporate finance, or any other legal and financial concerns, we are here to guide you every step of the way.