TOP 30 Estate planning specialists in Massachusetts
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Lyon Financial Planning
● OpenLyon Financial Planning is a reputable finance institution located at 42 Reservoir Road in Waltham, Massachusetts, United States. Our team of experienced financial planners is dedicated to helping clients achieve their financial goals through personalized and comprehensive planning services. Whether you are looking to save for retirement, invest for the future, or plan for major life events, Lyon Financial Planning is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
42 Reservoir Rd, Waltham, MA 02453, United States -
Cape Cod Estate Plan
● OpenCape Cod Estate Plan is a finance and lawyer institution located at 275 Millway in Barnstable, Massachusetts, United States. Specializing in Wills, Power of Attorney, Health Proxy, Trusts, Estate Planning, Probate of Estate, Mass Health Planning, Asset Protection, and Estate Taxes, they aim to protect and conserve your assets for your loved ones. Attorney Ann M. Grainger, a graduate of UConn School of Law and Yale University, offers complimentary consultations on Barnstable Harbor to help you understand the importance of estate planning and how it can benefit you and your family. Discover the secrets behind estate planning in Massachusetts and be prepared with the essential documents you need for life.
275 Millway, Barnstable, MA 02630, United States -
ONE STOP INSURANCE AND REAL ESTATE INC
● OpenOne Stop Insurance and Real Estate Inc is a reputable insurance agency located at 458 Salem Street in Medford, Massachusetts, United States. Specializing in providing comprehensive insurance solutions for individuals and businesses, we offer a wide range of insurance products to meet our clients' needs. Our dedicated team of experienced agents is committed to providing personalized service and expert advice to help you find the perfect insurance coverage. In addition to insurance services, we also offer real estate assistance to help you find your dream home or investment property. Visit us today to experience the convenience of having all your insurance and real estate needs met in one place.
458 Salem St, Medford, MA 02155, United States -
Real Estate Specialists, Business Law Loan Modifications, Bankruptcy and Estates
● OpenWelcome to Real Estate Specialists, your trusted partner in navigating the complex world of finance and law. Conveniently located at 200 Broadway Woods, Lynnfield, Massachusetts, our firm is dedicated to providing expert legal and financial services tailored to meet your unique needs. With a focus on real estate, business law, loan modifications, bankruptcy, and estate planning, our team of experienced professionals is committed to delivering personalized solutions that ensure your peace of mind and financial security. Whether you are seeking guidance on property transactions, need assistance restructuring a loan, are considering filing for bankruptcy, or require comprehensive estate planning, we are here to help.
200 Broadway Woods, Lynnfield, Massachusetts 01940, United States -
The Leon Merian Real Estate Group, Compass
● OpenWelcome to The Leon Merian Real Estate Group, Compass – your trusted partner in navigating the world of real estate with a focus on global luxury and senior living. Conveniently located at 18 Shipyard Drive, Hingham, Massachusetts, we are proud to serve our community with over 31 years of industry expertise and an unwavering commitment to client satisfaction. Leon Merian, a Hingham native, brings a unique blend of innovative marketing strategies, loyalty, and energy to every client interaction. His philosophy is simple yet profound: understand your needs rather than just selling a property. Leon believes in empowering clients with the knowledge they need to make informed decisions, ensuring a seamless and enjoyable real estate journey.
18 Shipyard Drive, Hingham, Massachusetts 02043, United States -
Debbie Glynn Real Estate
● OpenWelcome to Debbie Glynn Real Estate, your trusted partner in navigating the complex world of real estate. Located at 1112 Washington Street, Hanover, Massachusetts, we are dedicated to providing exceptional client service and expert guidance every step of the way. Whether you're buying or selling a home, our seasoned professionals are committed to making your experience seamless and successful. At Debbie Glynn Real Estate, we understand that real estate transactions are more than just business; they are life-changing experiences. That's why we pride ourselves on building strong relationships with our clients and working tirelessly on their behalf to achieve their real estate dreams. Our team is here to ensure you are well-informed and confident throughout your journey.
1112 Washington Street, Hanover, Massachusetts 02339, United States -
Kensington Real Estate Brokerage
● OpenWelcome to Kensington Real Estate Brokerage, your trusted partner in navigating the dynamic world of real estate. Conveniently located at 214 North Main Street, Attleboro, Massachusetts, our agency is dedicated to providing exceptional service to both buyers and sellers in the local community and beyond. At Kensington Real Estate Brokerage, we pride ourselves on our deep knowledge of the Attleboro area and our commitment to personalized service. Whether you are looking to buy your dream home, sell your current property, or explore investment opportunities, our experienced team is here to guide you every step of the way. We understand that real estate transactions are significant milestones, and we strive to make the process as smooth and rewarding as possible.
214 North Main Street, Attleboro, Massachusetts 02703, United States -
Vincent Petrangelo - Branch Manager, Ameriprise Financial Services, LLC
● OpenVincent Petrangelo - Branch Manager at Ameriprise Financial Services, LLC, located at 1414 Main Street, Springfield, Massachusetts, United States, offers a wide range of financial services. Vincent Petrangelo 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®. Vincent Petrangelo is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, estate planning, investment strategies, and risk management, Vincent Petrangelo is committed to helping clients achieve their financial goals. Vincent Petrangelo also specializes in working with veterans, active duty, Reserve, National Guard and their families through the Certified Military Financial Advisor® (CFMA®) designation.Vincent Petrangelo is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, estate planning, investment strategies, and risk management, Vincent Petrangelo is committed to helping clients achieve their financial goals. Vincent Petrangelo also specializes in working with veterans, active duty, Reserve, National Guard and their families through the Certified Military Financial Advisor® (CFMA®) designation.
1414 Main St Ste 1800, Springfield, MA 01144, United States -
Burgess, Robb, & Grassetti, P.C.
● OpenBurgess, Robb, & Grassetti, P.C. is a highly collaborative accounting and finance firm located at 2 Center Square in East Longmeadow, Massachusetts, United States. With a client-focused perspective, we offer direct access to our staff and have been proudly serving the Pioneer Valley for over 35 years. Our traditional assurance services provide organizations with reliable business data, while our tax planning and preparation services help clients navigate the ever-changing tax environment to achieve maximum savings. We assist business owners in identifying opportunities and avoiding pitfalls in today's dynamic business environment. Contact us at 413.525.0025 or visit BRGCPA.COM to learn more.
2 Center Square, East Longmeadow, MA 01028, United States -
Curtin Thomas A
● OpenCurtin Thomas A is a financial institution located at 17 Mahaiwe Street in Great Barrington, Massachusetts. As an ATM and finance provider, Curtin Thomas A offers convenient access to banking services for local residents and visitors alike. With a focus on providing efficient and reliable financial solutions, Curtin Thomas A is committed to meeting the needs of its customers in the community. Whether you need to withdraw cash or manage your finances, Curtin Thomas A is here to help.
17 Mahaiwe St, Great Barrington, MA 01230, United States -
Daryl deVillier - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDaryl deVillier - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1414 Main Street, Springfield, Massachusetts, United States. Daryl deVillier is a certified financial advisor with expertise in asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Daryl deVillier 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®, CFP®, 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®. Daryl deVillier is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice such as military personnel and those with special needs. Contact Daryl deVillier - Financial Advisor, Ameriprise Financial Services, LLC for expert financial guidance and support.
1414 Main St Ste 1800, Springfield, MA 01144, United States -
Charlie Alvanos - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenCharlie Alvanos is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1349 Springfield Street, Agawam, Massachusetts, United States. Charlie 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 Charlie's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for specific demographics such as domestic partners, retirees, small business owners, and high net worth clients. With a commitment to ethical practice and continuous education, Charlie Alvanos provides comprehensive financial services to help clients achieve their financial goals.
1349 Springfield St, Feeding Hills, MA 01030, United States -
Duncan Financial
● OpenDuncan Financial is a reputable finance institution located at 70 Stonehill Road in East Longmeadow, Massachusetts, United States. With a strong commitment to providing top-notch financial services, Duncan Financial offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Duncan Financial is dedicated to helping you achieve your financial goals. Trust in Duncan Financial to provide expert guidance and personalized service to help you navigate the complexities of the financial world.
70 Stonehill Rd, East Longmeadow, MA 01028, United States -
Irene M Garand - Financial Advisor, Ameriprise Financial Services, LLC
● OpenIrene M Garand is a Financial Advisor at Ameriprise Financial Services, LLC, located at 113 Main Street, Sturbridge, Massachusetts, United States. Irene 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®. Irene specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. She is dedicated to upholding the highest ethical standards and continuously expanding her knowledge and expertise in the field of finance. Contact Irene M Garand for expert advice on investment strategies, estate planning, retirement planning, insurance products, and more.
113 Main St Ste 3, Sturbridge, MA 01566, United States -
Brenda Kantor - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBrenda Kantor is a Financial Advisor at Ameriprise Financial Services, LLC located in Springfield, Massachusetts, United States. Brenda 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®. Brenda provides comprehensive financial planning services to individuals and businesses, specializing in asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. With a commitment to ethical standards and continuing education, Brenda Kantor is dedicated to helping clients achieve their financial goals and secure their financial future.
59 Interstate Dr, W #4, Springfield, MA 01089, United States -
Grzelak, Grzelak, & Associates, P.C.
● ClosedGrzelak, Grzelak, & Associates, P.C. is a reputable accounting and finance institution located at 850 High Street in Holyoke, Massachusetts, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all your financial needs.
850 High St STE 3B, Holyoke, MA 01040, United States -
Mills & Born, LLP
● OpenMills & Born, LLP is a reputable law firm located at 33 Chelsea Street in Everett, Massachusetts, United States. Specializing in various areas of law, the experienced team at Mills & Born, LLP is dedicated to providing top-notch legal services to their clients. With a focus on professionalism, integrity, and client satisfaction, Mills & Born, LLP is committed to achieving the best possible outcomes for their clients. Contact them today for expert legal advice and representation.
33 Chelsea St, Everett, MA 02149, United States -
Rachel M. Self, P.C.
● OpenRachel M. Self, P.C. is a reputable law firm located at 6 Beacon Street in Boston, Massachusetts. Specializing in various legal matters, the firm is led by experienced attorney Rachel M. Self who is dedicated to providing high-quality legal services to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Rachel M. Self, P.C. is committed to advocating for your rights and achieving the best possible outcome for your case. With a track record of success and a client-focused approach, this institution is a trusted choice for legal representation in the United States.
6 Beacon St, Boston, MA 02108, United States -
Kalill Glasser & Associates
● OpenKalill Glasser & Associates is a renowned law firm located at 135 State Street in Springfield, Massachusetts. With a team of experienced attorneys specializing in various areas of law, including personal injury, criminal defense, and family law, we are dedicated to providing top-notch legal representation to our clients. Our firm is committed to advocating for our clients' rights and achieving the best possible outcomes for their cases. Whether you are facing a legal issue or seeking legal advice, Kalill Glasser & Associates is here to help you navigate the complexities of the legal system. Contact us today to schedule a consultation.
135 State St, Springfield, MA 01103, United States -
Law Office of Dorene A. Archambault, Esq
● OpenThe Law Office of Dorene A. Archambault, Esq. is a reputable legal institution located at 1227 Elm Street in West Springfield, Massachusetts. Specializing in various areas of law, including estate planning, real estate, and family law, Attorney Dorene A. Archambault provides expert legal counsel and representation to clients in need. With a commitment to professionalism, integrity, and personalized service, this law office is dedicated to helping individuals navigate the complexities of the legal system and achieve favorable outcomes in their cases. Contact the Law Office of Dorene A. Archambault, Esq. today for experienced and reliable legal assistance.
1227 Elm St, West Springfield, MA 01089, United States -
Reid & Gaudet Law Group, LLP
● OpenReid & Gaudet Law Group, LLP is a reputable law firm located at 83 State Street in Springfield, Massachusetts. Specializing in various areas of law, including personal injury, family law, estate planning, and business law, their team of experienced attorneys is dedicated to providing top-notch legal representation and guidance to their clients. With a commitment to excellence and a track record of success, Reid & Gaudet Law Group, LLP is a trusted choice for those in need of legal assistance in the Springfield area.
83 State St, Springfield, MA 01103, United States -
Coderre Nancy J
● OpenCoderre Nancy J is a reputable law firm located at 39 Elm Street in Southbridge, Massachusetts. Specializing in various areas of law, including personal injury, family law, and estate planning, the experienced team at Coderre Nancy J is dedicated to providing high-quality legal services to clients in the Southbridge area. With a commitment to integrity and professionalism, Coderre Nancy J is known for their personalized approach and successful track record in achieving favorable outcomes for their clients. Contact them today for expert legal representation.
39 Elm St #3, Southbridge, MA 01550, United States -
Gail E. Garrett, Attorney
● OpenGail E. Garrett, Attorney is a reputable law firm located at 474 East Street in Mount Washington, Massachusetts. Specializing in various areas of law, including family law, estate planning, and real estate transactions, Gail E. Garrett provides expert legal counsel and representation to clients throughout the United States. With a commitment to personalized service and attention to detail, this firm is dedicated to helping clients navigate the complexities of the legal system with confidence and peace of mind. Whether you are in need of legal advice or representation, Gail E. Garrett, Attorney is here to assist you every step of the way.
474 East St, Mt Washington, MA 01258, United States -
Peter J Brewer
● OpenPeter J Brewer is a reputable law firm located at 38 Mahaiwe Street in Great Barrington, Massachusetts. Specializing in various areas of law, the institution is known for its experienced lawyers who provide expert legal advice and representation to clients. With a strong commitment to professionalism and client satisfaction, Peter J Brewer is dedicated to helping individuals navigate the complexities of the legal system. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, the skilled attorneys at Peter J Brewer are ready to assist you. Contact them today for a consultation.
38 Mahaiwe St, Great Barrington, MA 01230, United States -
McCormick, Murtagh & Marcus
● OpenMcCormick, Murtagh & Marcus is a reputable law firm located at 390 Main Street in Great Barrington, Massachusetts. With a team of experienced and knowledgeable lawyers, they provide top-notch legal services to clients in need of representation. Specializing in various areas of law, including personal injury, real estate, and estate planning, the firm is dedicated to helping individuals navigate the complex legal system with professionalism and expertise. Clients can trust McCormick, Murtagh & Marcus to provide them with the legal support and guidance they need to achieve a successful outcome in their cases.
390 Main St #2, Great Barrington, MA 01230, United States -
Cain Hibbard & Myers PC
● OpenCain Hibbard & Myers PC is a prestigious law firm located at 309 Main Street in Great Barrington, Massachusetts. With a team of experienced attorneys, the firm provides comprehensive legal services to individuals and businesses in the area. Specializing in a wide range of practice areas including real estate, estate planning, business law, and litigation, Cain Hibbard & Myers PC is dedicated to providing top-notch legal representation and personalized attention to each client. Whether you are facing a complex legal issue or simply need guidance on a legal matter, the skilled attorneys at Cain Hibbard & Myers PC are here to help. Contact them today to schedule a consultation.
309 Main St, Great Barrington, MA 01230, United States -
Susan M. Smith, Esq.
● OpenSusan M. Smith, Esq. is a prestigious finance and legal institution located at 38 Mahaiwe Street in Great Barrington, Massachusetts, United States. Led by the highly skilled and experienced attorney Susan M. Smith, the institution offers top-notch legal services in various areas including finance, estate planning, business law, and more. With a strong commitment to providing personalized and effective legal solutions, Susan M. Smith, Esq. is dedicated to helping clients navigate complex legal matters and achieve their financial goals.
38 Mahaiwe St, Great Barrington, MA 01230, United States -
Cohen Kinne Valicenti & Cook LLP
● OpenCohen Kinne Valicenti & Cook LLP is a prestigious law firm located at 244 Main Street in Great Barrington, Massachusetts, United States. Specializing in various areas of law, including business, real estate, and estate planning, the firm is known for its exceptional legal services and dedication to achieving the best possible outcomes for its clients. With a team of experienced and knowledgeable lawyers, Cohen Kinne Valicenti & Cook LLP is committed to providing top-notch legal representation and guidance to individuals and businesses alike. Whether you are in need of legal advice, representation in court, or assistance with a complex legal matter, you can trust the professionals at Cohen Kinne Valicenti & Cook LLP to handle your case with skill and expertise.
244 Main St, Great Barrington, MA 01230, United States -
Dunn & Phillips, P.C.
● OpenDunn & Phillips, P.C. is a reputable law firm located at 59 Arnold Street in Westfield, Massachusetts, United States. Specializing in various areas of law, their experienced team of lawyers provide expert legal services to clients in need of representation and counsel. With a commitment to excellence and a dedication to achieving the best possible outcomes for their clients, Dunn & Phillips, P.C. is a trusted institution in the legal community. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business matter, Dunn & Phillips, P.C. is here to help. Contact them today to schedule a consultation and discuss your legal needs.
59 Arnold St, Westfield, MA 01085, United States -
Slnlaw Hilltown Law Office
● OpenSlnlaw Hilltown Law Office is a reputable legal institution located at 26 Main Street in Chester, Massachusetts, United States. Our team offers expert legal services to clients facing a variety of issues. At Slnlaw Hilltown Law Office, we understand that facing legal challenges can be overwhelming. That's why we offer a Solutions Roadmap, a quick and confidential way to share your situation and receive preliminary feedback from our experienced team.
26 Main St suite b, Chester, MA 01011, United States
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