Estate planning strategies in Bedford, MA
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Bickling Financial Services
● ClosedBickling Financial Services, located at 35 Bedford Street in Lexington, Massachusetts, is a renowned finance institution with a legacy of excellence. Founded in 1984 by Dorothy Bickling, one of the first individuals to earn the CERTIFIED FINANCIAL PLANNER® designation, Bickling Financial Services is dedicated to helping clients achieve financial independence. Specializing in assisting clients with both short-term and long-term financial goals, Bickling Financial Services utilizes advanced software tools to optimize retirement income and ensure that spending reflects personal priorities. From planning for education costs to managing company 401k programs, their team of experts is committed to simplifying complex financial matters for their clients.
35 Bedford St Suite 15, Lexington, MA 02420, United States -
North Shore Advisory Group Inc.
● ClosedNorth Shore Advisory Group Inc. is a finance institution located at 165 Middlesex Turnpike in Bedford, Massachusetts, United States. With a team of experienced financial professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, North Shore Advisory Group Inc. is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and client-focused, they strive to help you achieve your financial goals and secure a stable financial future.
165 Middlesex Turnpike, Bedford, MA 01730, United States -
AMERICAN PRIVATE WEALTH
● ClosedAmerican Private Wealth is a renowned finance institution located at 165 Middlesex Turnpike in Bedford, Massachusetts. With a strong focus on providing personalized wealth management services to individuals and families, American Private Wealth is dedicated to helping clients achieve their financial goals and secure their futures. Our team of experienced professionals offers tailored investment strategies, retirement planning, estate planning, and more to ensure that each client receives the highest level of service and expertise. Trust American Private Wealth to guide you towards financial success and peace of mind.
165 Middlesex Turnpike Suite 101, Bedford, MA 01730, United States -
Bickling Financial Services
● ClosedBickling Financial Services, located at 45 Bristol Drive in Easton, Massachusetts, is a renowned finance institution with a legacy of excellence. Founded in 1984 by Dorothy Bickling, one of the first women to earn the CERTIFIED FINANCIAL PLANNER® designation, the institution is dedicated to helping clients achieve financial independence. With a focus on both short-term and long-term financial goals, Bickling Financial Services offers sophisticated software tools to optimize retirement income and assist with managing assets. Their services extend to helping families align their spending with personal priorities, planning for rising education costs, and simplifying the management of company 401k programs. The institution is committed to providing clients with expert financial advice and guidance to ensure a secure financial future.
45 Bristol Dr, South Easton, MA 02375, United States -
Erin Sullivan - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Erin Sullivan - Financial Advisor, Ameriprise Financial Services, LLC Located in the heart of Concord, Massachusetts, at 33 Bedford Street, Erin Sullivan is a dedicated financial advisor with Ameriprise Financial Services, LLC, offering a comprehensive suite of financial planning services tailored to meet the unique needs of each client. With a commitment to ethical standards and a focus on real-world application of investment concepts, Erin is equipped to guide individuals through the complexities of asset management, estate planning, and retirement strategies.
33 Bedford Street, Concord, Massachusetts 01742, United States -
Citizens Bank
● OpenWelcome to Citizens Bank, your trusted financial partner located at 550 Tarkiln Hill Road, New Bedford, Massachusetts. We are committed to supporting your financial journey with tailored solutions for every stage of life and beyond. Whether you're planning for college, saving for the future, or looking to unlock your home’s equity, Citizens Bank offers a range of services to meet your needs. At Citizens Bank, we believe in the power of keeping things in check. Our innovative financial products, such as Citizens FastLine® for quicker access to a Home Equity Line of Credit, ensure that your financial potential is limitless. With no impact on your credit score to get started, accessing funds has never been easier.
550 Tarkiln Hill Road, New Bedford, Massachusetts 02745, United States -
JMR and Company LLC
● ClosedWelcome to JMR and Company LLC, your trusted partner in accounting and finance, located at 215 Pleasant Street, Fall River, Massachusetts. With a commitment to excellence and a wealth of experience, we provide extensive and effective accounting, tax, and consulting services tailored to meet the unique needs of your business. Founded by Rose Jardim and Christie Marotta, both Certified Public Accountants with over 15 years of experience, our firm is dedicated to helping small to medium-sized businesses achieve financial success. Rose brings her expertise in public accounting, finance, and corporate taxation from her tenure at PricewaterhouseCoopers, while Christie excels in providing accounting and tax services to closely held businesses, with a focus on efficiency and internal controls.
215 Pleasant Street, Fall River, Massachusetts 02721, United States -
Four Points Realty
● ClosedWelcome to Four Points Realty, your trusted real estate partner in West Bridgewater, Massachusetts. Conveniently located at 700 West Center Street, our agency is dedicated to turning your real estate dreams into reality. Whether you are a buyer or a seller, our team of knowledgeable and responsive agents is committed to providing exceptional service at every step of your journey. For Buyers: We share a common goal - to make you a homeowner. Our experienced agents are here to guide you through the home buying process, ensuring you receive professional competence from contract to settlement. With our expertise, we help you secure a great deal and meet all your real estate needs with prompt and personal service.
700 West Center Street, West Bridgewater, Massachusetts 02379, United States -
Lanagan & Co. Inc.
● OpenWelcome to Lanagan & Co. Inc., your trusted partner in real estate located in the heart of New Bedford, Massachusetts. Situated at 35A Union Street, our agency is dedicated to providing exceptional real estate services to both buyers and sellers in the vibrant communities of New Bedford and the surrounding areas. At Lanagan & Co. Inc., we understand that buying or selling a property is more than just a transaction; it’s a significant life decision. Our team of experienced and knowledgeable real estate professionals is committed to guiding you through every step of the process with personalized attention and expert advice. Whether you are looking for your dream home, seeking investment opportunities, or planning to sell your property, we are here to help you achieve your real estate goals.
35A Union Street, New Bedford, Massachusetts 02740, United States
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