The 30 Best Estate planning specialists in Wellesley, Massachusetts

Katz Legal Group LLC is a highly reputable law firm located in Wellesley, Massachusetts. Specializing in various areas of law, their team of experienced attorneys provide top-notch legal services to clients in need of expert representation. Conveniently situated at 60 Walnut Street, Katz Legal Group LLC is known for their dedication to achieving the best possible outcomes for their clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Katz Legal Group LLC is the go-to choice for exceptional legal services in Wellesley.

Samuel Lookner is a financial advisor at Ameriprise Financial Services, LLC located at 20 Walnut Street in Wellesley, Massachusetts, United States. Samuel 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®, CFA, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Samuel specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and expertise in asset management, investment strategies, estate planning, retirement planning, insurance products, and tax planning, Samuel is dedicated to helping clients achieve their financial goals. Contact Samuel Lookner for expert financial advice and personalized wealth management solutions.

Stacey B Coffey is a financial advisor at Ameriprise Financial Services, LLC located at 20 Walnut Street in Wellesley, Massachusetts, United States. Stacey holds several 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®. Stacey specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. Stacey is dedicated to upholding the highest standards of professionalism and ethics in the financial industry.

Merrill Lynch Financial Advisor Christine M Droney is located at 45 William Street in Wellesley, Massachusetts. Specializing in finance, the institution offers personalized and collaborative services to help clients achieve their financial objectives. The team at The Hagwood Tomoda Group provides customized advice to affluent families, corporate executives, business owners, institutions, and more. With over 100 years of combined experience, they focus on managing personal financial and investment risks to meet long-term goals. The group operates as a small boutique inside a global bank, offering a range of services for both families and institutions. By providing holistic, objective investment advice, the team aims to help clients create a better future for themselves and their organizations. Registered Senior Wealth Management Client Associate, The Hagwood Tomoda Group is supported by talented specialists committed to guiding investment programs and strategic decision making.

Morgan Stanley-Bryan J White, CAP, CFP is a reputable financial institution located at 45 William Street in Wellesley, Massachusetts, United States. Specializing in wealth management, investment advisory services, and financial planning, our team led by Bryan J White, a Certified Asset Protection Specialist and Certified Financial Planner, is dedicated to helping our clients achieve their financial goals. With a focus on personalized service and expert advice, we strive to provide tailored solutions to meet the unique needs of each individual or business. Trust Morgan Stanley-Bryan J White, CAP, CFP for all your financial needs.

Karpenski & Schmelkin, LLC is a reputable law firm located at 27 Mica Lane in Wellesley, Massachusetts. Specializing in various areas of law, their team of experienced lawyers provide expert legal advice and representation to clients in the United States. With a commitment to excellence and a track record of successful cases, Karpenski & Schmelkin, LLC is dedicated to helping clients navigate the complexities of the legal system.

Fields and Dennis LLP is a prestigious law firm located in Wellesley, Massachusetts. With a prime location at 80 William Street, this institution offers top-notch legal services to clients in need of expert legal representation. Specializing in various areas of law, including family law, estate planning, and business law, the team of skilled attorneys at Fields and Dennis LLP are dedicated to providing personalized and effective legal solutions to meet their clients' needs. With a reputation for excellence and a commitment to delivering exceptional results, Fields and Dennis LLP is a trusted choice for individuals and businesses seeking professional legal advice and representation.

Gilmore, Rees & Carlson, P.C. is a reputable law firm located at 70 Walnut Street in Wellesley, Massachusetts, United States. Specializing in Estate Planning, Trust & Estate Administration, and Probate Litigation, our team of experienced attorneys is dedicated to helping individuals, families, and business owners navigate legal issues both in the present and for the future. With a focus on providing expert legal advice tailored to each client's unique needs, we work diligently to create estate plans that not only meet current requirements but also provide long-term strategies for future generations. Our firm is committed to ensuring a smooth and orderly administration of each estate by working closely with our clients every step of the way. With a combination of litigation skills and in-depth trust and estate knowledge, our attorneys are well-equipped to handle probate and fiduciary disputes effectively. Since 1988, Gilmore, Rees & Carlson has been serving clients in New England, establishing itself as one of the largest boutique trust and estate law firms in the region. Trust our team of experienced professionals to provide you with the guidance and support you need for your legal matters.

Dennis Sullivan & Associates, located at 888 Worcester Street in Wellesley, Massachusetts, is a reputable law firm specializing in estate planning and trust administration. After closing its doors, the firm transitioned to Borchers Trust Law, led by experienced attorneys Timothy B. Borchers and Marc J. Cusano. The team at Borchers Trust Law is dedicated to providing top-notch service to clients, ensuring their peace of mind throughout the estate planning process. They offer a free consultation and review meeting to help clients protect their legacies for generations to come. Erika Schaad, TrustSupport Program Administrator and Legal Assistant, is available to assist with any questions or concerns. With offices in Medfield, Massachusetts, and Concord, New Hampshire, Borchers Trust Law is committed to providing personalized and fixed-price legal services to meet the unique needs of each client. Schedule a consultation today to secure your legacy with the help of Borchers Trust Law.

The Law Offices of Steven Ballard is a reputable legal institution located at 354 Washington Street in Wellesley, Massachusetts. Specializing in various areas of law, including personal injury, criminal defense, and family law, Attorney Steven Ballard and his team are dedicated to providing high-quality legal representation and personalized service to their clients. With a commitment to achieving favorable outcomes for their clients, the Law Offices of Steven Ballard is known for their professionalism, expertise, and dedication to justice. Contact them today for expert legal advice and representation.

Selami Law Firm is a reputable lawyer institution located at 40 Grove Street in Wellesley, Massachusetts, United States. Our experienced team of legal professionals is dedicated to providing top-notch legal services to our clients. Whether you are in need of legal representation for personal injury, family law, real estate, or any other legal matter, Selami Law Firm is here to help. Our commitment to excellence and client satisfaction sets us apart from other law firms. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Brown & Laskin is a prestigious law firm located at 177 Worcester Street in Wellesley, Massachusetts, United States. With a team of experienced and dedicated lawyers, Brown & Laskin specializes in providing high-quality legal services to clients in a variety of practice areas. Whether you are in need of assistance with family law, estate planning, real estate transactions, or any other legal matter, the professionals at Brown & Laskin are here to help. Known for their expertise, professionalism, and commitment to achieving the best possible outcomes for their clients, Brown & Laskin is a trusted name in the legal community. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

The Gordon Law Firm LLP is a trusted legal institution located at 57 River Street in Wellesley, Massachusetts. With a team of experienced attorneys, they provide exceptional legal services to clients in the United States. Specializing in various areas of law, including personal injury, family law, and estate planning, The Gordon Law Firm LLP is dedicated to providing personalized and effective legal representation. Whether you are facing a complex legal issue or need guidance on a legal matter, you can trust The Gordon Law Firm LLP to advocate for your rights and best interests. Contact them today to schedule a consultation and discuss your legal needs.

Ginsburg & Leshin is a renowned law firm located at 1 Hollis Street in Wellesley, Massachusetts, United States. With a team of experienced attorneys, they provide exceptional legal services in various practice areas including family law, estate planning, and real estate law. Known for their dedication to client satisfaction and professionalism, Ginsburg & Leshin is a trusted institution in the legal community. Whether you are facing a divorce, need help with estate planning, or require assistance with a real estate transaction, Ginsburg & Leshin is committed to providing top-notch legal representation tailored to your specific needs. Contact them today to schedule a consultation and see how they can help you with your legal needs.

Janefreedmanlaw is a reputable law firm located at 27 Mica Lane, Wellesley, Massachusetts, United States. With a focus on providing high-quality legal services, the institution is known for its expertise in various areas of law including family law, estate planning, and real estate law. Led by experienced attorney Jane Freedman, the firm is dedicated to serving clients with professionalism and integrity. Whether you are facing a legal issue or need guidance on legal matters, janefreedmanlaw is committed to providing personalized and effective solutions to meet your needs.

Harrington Heep LLP is a prestigious law firm located at 40 Grove Street in Wellesley, Massachusetts, United States. With a team of highly skilled attorneys, Harrington Heep LLP specializes in a wide range of legal services including corporate law, real estate law, estate planning, and more. Known for their dedication to providing top-notch legal representation and personalized service to their clients, Harrington Heep LLP is a trusted name in the legal community. Whether you are in need of legal advice for your business or personal matters, you can count on Harrington Heep LLP to deliver exceptional results.

The Law Office of David J. Himmelberger is a reputable legal institution located at 1 Hollis Street in Wellesley, Massachusetts, United States. Specializing in various areas of law, including but not limited to personal injury, family law, and estate planning, Attorney David J. Himmelberger provides expert legal representation and guidance to clients in need. With a strong commitment to professionalism and client satisfaction, this law office is dedicated to achieving the best possible outcomes for their clients. Contact the Law Office of David J. Himmelberger today for top-notch legal services.

Royal Law Firm PC is a prestigious legal institution located at 27 Mica Lane in Wellesley, Massachusetts. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. We specialize in a wide range of legal areas including family law, estate planning, real estate law, and business law. With a commitment to excellence and personalized attention, our firm strives to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.