TOP 30 Estate planning services offered in Waltham, Massachusetts

Welcome to Birch Financial Partners, your trusted financial ally located at 303 Wyman Street, Waltham, Massachusetts. We are a full-service financial planning and investment advisory practice dedicated to providing personalized, all-encompassing financial advice that empowers you to achieve your financial goals. Our approach goes beyond typical wealth management, offering a comprehensive suite of services tailored to meet your unique needs. At Birch Financial Partners, we understand that your financial journey is personal, which is why we focus on building genuine professional and personal relationships with our clients. Whether you're a working professional, business owner, retiree, or pre-retiree, our solutions are customized to fit your career and life aspirations.

Welcome to Jeffrey Tomaneng - TIAA Wealth Management Advisor, your trusted partner in financial planning and wealth management, conveniently located at 225 Wyman Street, Waltham, Massachusetts. With years of experience in the finance industry, Jeffrey Tomaneng is dedicated to providing personalized financial advice and strategies tailored to meet your unique needs and goals. At TIAA Wealth Management, we understand that managing your finances can be complex and overwhelming. That's why we offer a comprehensive range of services, including retirement planning, investment management, and risk assessment, to help you navigate your financial journey with confidence. Our commitment to excellence ensures that you receive the highest level of service and expertise, whether you are planning for retirement, saving for your child's education, or looking to grow and protect your wealth.

Welcome to Charles Wheeler, your trusted Bankers Life Agent and Bankers Life Securities Financial Representative, conveniently located at 300 5th Avenue, Waltham, Massachusetts. As a dedicated financial advisor, Charles Wheeler offers a comprehensive range of insurance solutions tailored to meet your needs. Our services include the core products of Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Navigating Medicare options can be complex, but we're here to help. Charles Wheeler can assist you in comparing Medicare Advantage plans, ensuring you find the right coverage for your unique situation. Medicare Advantage (Part C) serves as an all-in-one alternative to Original Medicare Parts A and B, offering similar coverage with the optional benefit of prescription drug coverage (Part D). These plans also feature an annual maximum out-of-pocket limit, with some premiums starting as low as $0 per month.

Welcome to the Citizens Bank ATM located at 716 Main Street, Waltham, Massachusetts 02451. At Citizens, we understand the importance of keeping your finances in check, and we are dedicated to offering financial solutions tailored to every stage of your life and beyond. Our services are designed to maximize your earning potential, offering unlimited opportunities for growth. Planning for college can be overwhelming, but with our comprehensive college funding solutions, we make the process easier, potentially covering every school year with just one application. For homeowners, Citizens FastLine® offers a simpler, faster way to secure a Home Equity Line of Credit with no impact on your credit score.

Welcome to Merrill Edge, your trusted financial partner located in the heart of Waltham, Massachusetts. Situated at 1065 Lexington Street, our office is dedicated to providing comprehensive financial solutions tailored to meet your unique needs. At Merrill Edge, we specialize in offering a wide range of services including investment management, retirement planning, and personalized financial advice. Our team of experienced professionals is committed to helping you achieve your financial goals with confidence and ease. Whether you're planning for the future, managing your investments, or seeking expert advice on your financial journey, Merrill Edge is here to support you every step of the way.

Welcome to Lea Moscariello Financial Services Located at 1065 Lexington Street in the heart of Waltham, Massachusetts, Lea Moscariello Financial Services is your trusted partner in navigating the complex world of finance. We are dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. Our team of experienced professionals is committed to helping you achieve your financial goals through expert advice and comprehensive planning.

Welcome to KLR, Certified Public Accounting Firm Boston, where we are committed to helping your business achieve its full potential. Located at 99 Summer Street, Boston, Massachusetts, our firm specializes in providing a comprehensive range of financial and management assurance services tailored to meet your unique needs. At KLR, we understand that every business and investment decision carries tax implications. Whether you're in need of traditional financial due diligence or navigating complex transaction finance, our expert team is here to assist you. We also specialize in implementing robust policies and procedures to safeguard your business against cyber threats, ensuring your peace of mind.

Welcome to 19SnowCircle.com, your premier real estate agency located at 19 Snow Circle, Waltham, Massachusetts. Nestled in the prestigious MacArthur school district, our agency offers a rare opportunity to own an impeccable, well-maintained Colonial home on a nearly half-acre professionally landscaped cul-de-sac. This spacious property boasts 4 bedrooms, 2.5 bathrooms, and 2,280 square feet of luxurious living space, complete with a modern and functional floor plan. Enjoy the finest quality living in Waltham with a young construction featuring a master bedroom suite, a huge kitchen with a center island, a breakfast nook, and sliders leading to a private rear deck and patio. The home also includes a new furnace and water heater, ensuring comfort and efficiency.

Welcome to Mike Hughes Team Real Estate Agency Located at 275 Grove Street in Newton, Massachusetts, the Mike Hughes Team is your trusted partner in navigating the dynamic Greater Boston real estate market. With a commitment to delivering comprehensive and distinguished services, we specialize in the acquisition and marketing of residential single-family homes, condominiums, multifamily, and distinctive luxury properties.

Welcome to Brian Belliveau - Residential Realtor, Compass Located at 745 South Street, Waltham, Massachusetts 02453, Brian Belliveau is your go-to expert for all your residential real estate needs. As a highly experienced and top-producing full-time Realtor, Brian specializes in representing sellers and is acclaimed by clients as the “complete” Realtor. With an impressive $25,000,000 in residential sales annually, his mission is to help you achieve the best results when selling your home while ensuring a seamless and enjoyable experience.

Welcome to Theresa D'Antuono, Broker/Owner – your trusted real estate agency located at 52 Waltham Street, Lexington, Massachusetts. With a commitment to providing exceptional service, Theresa D'Antuono offers a seamless experience for all your real estate needs. Whether you're buying or selling, stay ahead of the market with our easy-to-use new listing notifications. Dive into the world of real estate with insightful articles from our blog, designed to keep you informed and empowered. Planning your next move? Use our mortgage calculator to estimate your monthly payments based on current rates. Discover a personalized approach to real estate with Theresa D'Antuono, where your property dreams become reality.

Welcome to Advantage Property Team LLC Located at 15 Church Street in the heart of Waltham, Massachusetts, Advantage Property Team LLC is your trusted partner in the real estate market. As a veteran agency with deep roots in the Waltham Real Estate Community, we have been serving the Metrowest area with excellence since 1980. Our seasoned expert, well-known throughout the city, is dedicated to providing unmatched service and expertise to both buyers and sellers.

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.

Welcome to Paintzen, your trusted local painting service located at 371 Dorchester Avenue, Boston, Massachusetts. As a premier painting company, we take pride in transforming the interiors and exteriors of homes across Boston, a city rich in history and architectural diversity. Our team of professional painters, each with over five years of experience, is dedicated to providing top-notch painting services with a focus on quality, safety, and customer satisfaction. Boston's unique blend of American Colonial, Cape Cod, Victorian, and other historic home styles presents exciting opportunities for our skilled painters. We understand the importance of preserving the historical integrity of your home while enhancing its beauty and value. Whether you're looking to refresh your exterior with a modern color palette or maintain a period-appropriate aesthetic, our expert color consultants are here to help you make the right choice.