TOP 30 Estate planning services providers in Acton, Massachusetts

9 results found

Kurt M Carlson is a financial advisor at Ameriprise Financial Services, LLC located at 30 Nagog Park in Acton, 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 various areas of financial planning and management, including asset management, retirement planning, estate planning, investment strategies, and more. Kurt M Carlson is dedicated to providing personalized and comprehensive financial advice to his clients, helping them navigate the complexities of their financial goals and needs.

The Parents Estate Planning Law Firm, PC is a legal institution located at 31 Nagog Park, Acton, Massachusetts, United States. Specializing in estate planning for parents, the firm understands the importance of securing your child's future. From designating trusted individuals to raise and provide for your children financially, to ensuring a seamless transition for empty nesters, the firm offers tailored services for every stage of life. With experienced team members, The Parents Estate Planning Law Firm emphasizes the necessity of having a proper legal plan in place to protect your family's future. The firm offers transparent, flat fees for their services and maintains regular communication with clients to ensure a lifelong partnership. Whether you're a new parent, an empty nester, or planning for retirement, The Parents Estate Planning Law Firm is there to guide you in building and maintaining a lifetime wealth management plan. Don't leave your family's future to chance - let The Parents Estate Planning Law Firm assist you in creating a reliable estate plan that you and your loved ones can depend on for a lifetime.

Edward Jones - Financial Advisor: Gerald H Breen is a trusted financial institution located at 77 Great Road in Acton, Massachusetts. As a dedicated financial advisor, Gerald H Breen offers personalized financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, Gerald H Breen can provide expert guidance and tailored solutions to meet your needs. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Gerald H Breen is the go-to destination for all your financial planning needs in Acton.

Coughlin Sheff & Assoc PC is a reputable accounting and finance institution located at 125 Nagog Park in Acton, Massachusetts, United States. With a team of skilled professionals, they provide a wide range of financial services to individuals and businesses. Their expertise in accounting and finance allows them to offer tailored solutions to meet their clients' needs and help them achieve their financial goals. Whether you need help with tax planning, investment management, or estate planning, Coughlin Sheff & Assoc PC is committed to providing top-notch service and personalized advice.

Generations Law Group, located at 111 Boston Post Road in Sudbury, Massachusetts, is a reputable law firm specializing in estate planning, probate, and trust administration. They offer valuable resources and online events to educate the community on important topics that affect families and individuals. From creating trusts to navigating long-term care planning, their team provides personalized and caring legal services to ensure that your loved ones are protected. Whether you are facing end-of-life decisions or need assistance with estate administration, Generations Law Group is there to guide you through every step of the process. With a focus on serving the "Sandwich Generation" and individuals in Andover, Acton, and Sudbury, they are dedicated to helping families across multiple generations plan for the future. Attorney Cathleen H. Summers has even been featured on WCVB Channel 5's Chronicle, sharing her expert advice on end-of-life care planning. Trust Generations Law Group to provide you with the support and guidance you need during life's most challenging moments.

Generations Law Group, located at 179 Great Road in Acton, Massachusetts, is a trusted law firm specializing in estate planning, elder law, and probate services. Our team of experienced lawyers is dedicated to helping families navigate legal matters related to wills, trusts, guardianship, and more. With a focus on serving clients of all ages and backgrounds, Generations Law Group is committed to providing personalized and compassionate legal support for every generation. Contact us today to schedule a consultation and protect your family's future.

The Law Office of Deirdre A. O'Brien is a reputable legal institution located at 100 Powder Mill Road in Acton, Massachusetts, United States. Specializing in various areas of law, including family law, estate planning, and real estate law, Attorney Deirdre A. O'Brien provides expert legal advice and representation to clients in the Acton area. With a commitment to excellence and a dedication to achieving the best possible outcomes for her clients, Attorney O'Brien is a trusted advocate in the legal community. Contact the Law Office of Deirdre A. O'Brien today for professional and personalized legal services.

Welcome to Generations Law Group, your trusted partner in estate planning and legal services located at 1500 District Avenue, Burlington, Massachusetts. At Generations Law Group, we believe that estate planning is far more than just drafting a will—it's about ensuring that you maintain control over your life and assets, even in times of crisis. Our compassionate and experienced attorneys work closely with you to create a comprehensive estate plan tailored to your unique needs and goals. We understand that every family is different, and we take the time to get to know you, your family dynamics, financial situation, and personal values. Our goal is to help you leave a lasting legacy while protecting your loved ones across generations. Estate planning is an investment in the future, and we offer a flat-fee structure to cover all consultations and meetings with your attorney throughout the process.

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.