The 30 Best Estate planning services offered in Marblehead, Massachusetts

11 results found

UBS Financial Services Inc. is a finance institution located at 2 Town House Square in Marblehead, Massachusetts, United States. Their focus is on helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. They are committed to understanding what wealth means to each individual, offering tailored financial advice that is finely crafted for their specific needs and goals. UBS excels at mastering the details and delivering the expertise needed to turn financial visions into reality. They offer insights on market trends, investment strategies, and the global economy to keep clients ahead of the curve. UBS also provides resources for executives, families, and individuals to pursue their financial goals today, tomorrow, and for generations to come. Their services include investment advisory and brokerage services, with a focus on creating a truly rewarding workplace and connecting clients to experts, insights, and thought leaders around the world. UBS Wealth Way is an approach that incorporates Liquidity, Longevity, and Legacy strategies to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. With a focus on excellence and a commitment to helping clients pursue what's important to them, UBS Financial Services Inc. is dedicated to providing comprehensive financial solutions for individuals, families, and businesses.

Essex Estate Planning, located at 10 Atlantic Avenue in Marblehead, Massachusetts, is a law firm specializing in estate planning and probate administration. Attorney Jim Boudreau focuses on providing affordable and personalized estate planning services to middle-class individuals and couples. Services offered include creating trusts, wills, powers of attorney, health care proxies, and asset protection strategies. The firm also assists with Medicaid planning and special needs trusts. Initial consultations are free, and clients have the option for in-home visits. Pricing for individual and couples' estate plans, including revocable living trusts and Medicaid estate planning, are transparent and competitive. Essex Estate Planning strives to provide unrivaled care and attention to each client's unique needs and circumstances.

Welcome to Linda Hayes Real Estate, your trusted partner in navigating the dynamic real estate markets of Swampscott and Marblehead, Massachusetts. Located at 11 Atlantic Avenue, Marblehead, MA 01945, our agency is dedicated to providing unparalleled service and expertise in all your real estate endeavors. In an unpredictable market like 2024, choosing the right real estate agent is crucial. With over 31 years of experience, Linda Hayes stands out from the rest, ensuring you don't leave money on the table. Linda is known for her strategic negotiation skills and dedication to maximizing your outcomes, whether you're buying or selling. Real estate is one of the most significant financial transactions you'll ever undertake, and the quality of representation can make a difference of tens of thousands of dollars.

Hawthorne Financial Advisors, LLC is a finance institution located at 13 Mystic Road in Marblehead, Massachusetts, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, we offer a range of services including investment management, retirement planning, estate planning, and more. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Crossroads Capital Management is a leading finance institution located at 19 Pond Street in Marblehead, Massachusetts. With a commitment to providing top-tier investment management services, Crossroads Capital Management offers personalized financial solutions to help clients navigate the complexities of the financial markets. Their team of experienced professionals work closely with clients to develop tailored strategies that align with their unique financial goals and objectives. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Crossroads Capital Management is dedicated to helping you achieve financial success.

Moody Aldrich Partners is a renowned finance institution located at 18 Sewall Street in Marblehead, Massachusetts, United States. With a strong reputation for expertise in financial services, investment management, and strategic planning, Moody Aldrich Partners offers comprehensive solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and innovative strategies to ensure long-term success for their clients. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial challenges, Moody Aldrich Partners is committed to delivering exceptional service and results.

Ocean Gate Capital Management is a leading finance institution located at 156 Washington Street in Marblehead, Massachusetts. With a strong focus on investment management and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. From wealth management to retirement planning, we offer a wide range of services tailored to meet the unique needs of each individual. Trust Ocean Gate Capital Management to provide expert advice and guidance to help you navigate the complex world of finance.

Coppola & Coppola is a reputable law firm located at 40 South Street in Marblehead, Massachusetts. With a team of experienced lawyers, they provide expert legal services to clients in various practice areas. Whether you need assistance with personal injury cases, real estate transactions, or estate planning, Coppola & Coppola is dedicated to helping you navigate the legal process with professionalism and expertise. Contact them today for reliable legal representation in Marblehead and beyond.

Welcome to Nanepashemet Project Management, Inc., your trusted partner in construction and real estate services located in the picturesque town of Marblehead, Massachusetts. Situated at 328 West Shore Drive, our firm is dedicated to delivering exceptional general contracting and real estate solutions tailored to meet the unique needs of our clients. As a premier general contractor, we pride ourselves on our commitment to quality, innovation, and customer satisfaction. Our experienced team manages projects of all sizes, ensuring that every detail is meticulously executed from concept to completion. Whether you're planning a new construction, renovation, or expansion, we have the expertise and resources to bring your vision to life.

Welcome to Brian W. LeClair Attorney, your trusted legal partner in Marblehead, Massachusetts. Located at 12 Fox Run Lane, our practice is dedicated to providing expert legal services with a personalized touch. With years of experience in the legal field, Brian W. LeClair is committed to offering comprehensive legal support to meet the diverse needs of our clients. At Brian W. LeClair Attorney, we understand that navigating legal matters can be complex and challenging. That's why we strive to offer clear, straightforward advice and solutions tailored to your unique situation. Whether you need assistance with family law, estate planning, real estate, or civil litigation, we are here to guide you every step of the way.

Welcome to The Needle Group-Sharon, MA Realtors-REAL Broker, your premier real estate agency located at 62 South Main Street, Sharon, Massachusetts. We are dedicated to providing exceptional real estate services to our clients, offering a comprehensive platform for searching homes, condos, land, and foreclosure properties. Our website is your ultimate resource, updated every 15 minutes by the official Realtor® database, ensuring you have access to the most current listings. With easy-to-use features, you can save searches, receive daily email alerts on new listings, and stay informed with market reports. Led by Dianne S. Needle, an award-winning Realtor with over 25 years of experience, our team is committed to helping you achieve your real estate goals. Dianne is renowned for her expert market knowledge and personalized approach, ensuring every client receives remarkable service. Under her leadership, The Needle Group has earned accolades such as being ranked number two in the “TOP 25 SMALL TEAMS-USA” and receiving the prestigious Elite Agent award with REAL Broker annually.