Estate planning strategies in Brookline, Massachusetts

Welcome to Boston Legacy Planning LLC, a premier law firm dedicated to providing expert estate planning and business transition planning services. Located at 275 Grove Street, Suite 2-400 in Newton, Massachusetts, our firm is strategically positioned just off Route 128, making us easily accessible to clients from Needham, Wellesley, Dover, Westwood, Brookline, and Boston. We also offer the convenience of online meetings to accommodate your busy schedule. At Boston Legacy Planning LLC, we understand that the challenges of probate and trust settlements often stem from human issues rather than legal complexities. Our mission is to provide legacy solutions that address these challenges, ensuring that your family's wealth remains protected from creditors, predators, and excessive taxation.

Welcome to Brookline Bank, your trusted partner in financial success, conveniently located at 10 Langley Road, Newton, Massachusetts. As a leading community bank, we are committed to providing exceptional banking services tailored to meet your personal and business financial needs. Our comprehensive range of services includes personal and business banking, loans, mortgages, and investment solutions, all designed to help you achieve your financial goals with ease and confidence. At Brookline Bank, we pride ourselves on our personalized approach, ensuring that every customer receives the attention and expertise they deserve. Our team of experienced professionals is dedicated to offering insightful advice and innovative solutions to support your financial journey. Whether you're opening your first account, planning for retirement, or managing business finances, we are here to guide you every step of the way.

Welcome to Team Pearlstein Real Estate, located at 936 Great Plain Avenue in the heart of Needham, Massachusetts. As a premier real estate agency, we are dedicated to serving the Greater Boston area with unmatched expertise and a client-focused approach. Our philosophy is simple: we work as a team with you, whether you're buying or selling, always prioritizing your best interests with honesty, trust, and professionalism. At Team Pearlstein, we believe in a hands-on approach to real estate. We personally handle all showings, inspections, and appraisals, ensuring that your home sale or purchase is never passed off to strangers. Our commitment to a comprehensive, aggressive marketing strategy aims to maximize exposure and reach the right audience for your property. We meticulously manage the closing process to ensure every detail is covered, providing you with peace of mind.

Welcome to William Raveis Real Estate in Brookline, your trusted partner for all your real estate, finance, and insurance needs. Conveniently located at 191 Grove Street, Brookline, Massachusetts, our agency is dedicated to providing exceptional services to help you navigate the complex world of real estate with ease and confidence. Whether you're buying, selling, or renting, our team of experienced professionals is here to guide you every step of the way. We specialize in offering personalized solutions tailored to meet your unique requirements, ensuring a seamless experience in achieving your property goals. In addition to our real estate services, we offer comprehensive financial and insurance solutions to protect your investments and secure your future.

Welcome to Strategy Street Real Estate, your premier real estate agency located at 75 State Street in the heart of Boston, Massachusetts. At Strategy Street, we believe in the power of strategic thinking because you deserve the best. Our award-winning agency, recognized as one of the Best Real Estate Agencies in Boston for 2023, is dedicated to going the extra mile to help you craft your future. Our commitment to client satisfaction is the cornerstone of our success. Whether you're seeking professional advice on your home's value or navigating the complexities of the real estate market, our experienced team is here to guide you every step of the way. We understand that numerous factors influence the current market value of a property, and our years of experience equip us to provide you with the most accurate insights.

New Silver is a finance institution located at 255 Cypress Street in Brookline, Massachusetts, United States. They offer a 5 minute online approval process, instant term sheets, and many other benefits to help real estate investors succeed. The Advantage program rewards investors with reduced fees and interest rates for partnering with New Silver on Fix and Flip and Ground Up Construction loans. Clients have praised the team at New Silver for their efficiency and dedication to closing deals quickly. With easy financing options and discounts for repeat borrowers, New Silver is a top choice for real estate investors. Experience the convenience and profitability of working with New Silver for your investment needs.

Edward Jones - Financial Advisor is a reputable financial institution located at 216 Washington Street in Brookline, Massachusetts, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and expert guidance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones is committed to providing you with the best possible financial solutions. Visit us today to learn how we can help you secure your financial future.

Beacon Wealth Advisors, LLC is a finance and insurance agency located at 1330 Beacon Street in Brookline, Massachusetts, United States. Founded by Daniel Wallach and Jonathan Stearns, with over 30 years of experience, the institution aims to help clients achieve their financial goals and dreams. Operating as independent advisors, they prioritize integrity and mutual trust in establishing long-lasting relationships with clients. Offering services such as financial planning, investment management, corporate benefit plans, and insurance strategies, the team at Beacon Wealth Advisors focuses on the needs and objectives of their clients rather than product-driven recommendations. Their core competency lies in financial planning, with a process that includes comprehensive investment strategies, risk management, and estate planning. Visit their Wellesley location or contact them via phone or email for more information.

Charles Schwab is a well-known finance institution located at 1262 Boylston Street in Brookline, Massachusetts, United States. With a focus on providing a wide range of financial services, Charles Schwab offers investment advice, brokerage services, and wealth management solutions to individuals and businesses. Their experienced team of financial professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest in the stock market, plan for retirement, or simply manage your finances more effectively, Charles Schwab is committed to providing personalized and reliable financial guidance.

LGA, LLP - CPAs & Business Advisors is a reputable accounting and finance institution located at 1330 Boylston Street in Brookline, Massachusetts. Our team of experienced professionals is dedicated to providing top-notch financial services and advice to individuals and businesses alike. Whether you need help with tax preparation, auditing, or financial planning, our experts are here to assist you every step of the way. Trust LGA, LLP to be your trusted partner in achieving your financial goals.

Marcos Lopez, CFP®, RICP®, EA is a reputable finance institution located at 42 Clinton Road in Brookline, Massachusetts, United States. With a team of experienced professionals holding certifications in financial planning, retirement income planning, and enrolled agent status, the institution offers a range of services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, tax preparation, or estate planning, Marcos Lopez and his team are dedicated to providing personalized solutions tailored to your unique needs. Trust Marcos Lopez, CFP®, RICP®, EA to guide you towards a secure financial future.

733Park is a finance institution located at 110 Cypress Street in Brookline, Massachusetts, United States. Our team of experienced professionals offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, we are dedicated to providing personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure a brighter financial future.

George Young is a reputable finance institution located at 315 Harvard Street in Brookline, Massachusetts, United States. With a focus on providing top-notch financial services to individuals and businesses, George Young is known for its expertise in investment management, financial planning, and wealth management. The institution prides itself on its commitment to helping clients achieve their financial goals through personalized and strategic advice. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, George Young is dedicated to providing the guidance and support you need.

Via Global Advisors LLC is a leading finance institution located at 1318 Beacon Street in Brookline, Massachusetts, United States. With a team of experienced financial advisors, they provide expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Via Global Advisors LLC is dedicated to providing top-notch service and support. Trust in their expertise to navigate the complexities of the financial world and secure your financial future.

Nathan Falso is a reputable finance institution located at 1330 Boylston Street in Brookline, Massachusetts, United States. With a strong focus on providing personalized financial solutions, Nathan Falso offers a wide range of services including investment management, retirement planning, and estate planning. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Nathan Falso today to take the first step towards financial success.

Ryan Connors is a leading finance institution located at 1330 Boylston Street in Brookline, Massachusetts. With a strong reputation for excellence in financial services, Ryan Connors offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial advice to individuals and businesses alike. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, Ryan Connors is committed to helping you succeed. Visit us today to learn more about how we can help you achieve your financial goals.

Merrill Lynch Wealth Management, located at 1319 Beacon Street in Brookline, Massachusetts, United States, is a finance institution that offers a wide range of brokerage, investment advisory, and other financial services. Your journey to connecting with an advisor begins by providing your name and location. Please note that investing involves risk, and there is always the potential to lose money. Merrill Lynch does not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making any financial decisions. The institution offers various investment, insurance, and annuity products, as well as trust and fiduciary services. Merrill Lynch is a registered broker-dealer, registered investment adviser, and a wholly owned subsidiary of Bank of America Corporation. The institution aims to provide clients with information about products and services that may be of interest. Please be aware that by clicking on certain links, you may be redirected to external websites with separate terms and privacy policies. Merrill Lynch is committed to providing quality financial services and guiding clients towards their financial goals.

Daniel Wallach is a finance institution located at 1330 Beacon Street in Brookline, Massachusetts, United States. Specializing in financial services, Daniel Wallach offers a range of investment options and financial planning solutions to help clients achieve their financial goals. With a team of experienced professionals, Daniel Wallach is dedicated to providing personalized and comprehensive financial advice to individuals and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Daniel Wallach is here to help you every step of the way.

Tushar Hazra is a renowned finance institution located at 315 Harvard Street in Brookline, Massachusetts, United States. With a strong focus on providing top-notch financial services and expertise to its clients, Tushar Hazra is known for its commitment to excellence and integrity in the field of finance. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Tushar Hazra is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can assist you in navigating the complexities of the financial world.

Weinberg Financial Group is a leading finance institution located at 822 Boylston Street in Brookline, Massachusetts, United States. With a strong reputation for providing personalized financial solutions, Weinberg Financial Group offers a wide range of services including investment management, retirement planning, estate planning, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Weinberg Financial Group is here to help you every step of the way. Contact us today to schedule a consultation and take control of your financial future.

R.E. Schneider Tax Services is a reputable finance institution located at 68 Harvard Street in Brookline, Massachusetts, United States. With a team of dedicated professionals, they provide expert tax services to individuals and businesses, helping them navigate the complex world of taxes and maximize their financial potential. Whether you need assistance with tax planning, preparation, or filing, R.E. Schneider Tax Services is committed to providing personalized and efficient solutions to meet your needs. Trustworthy and reliable, they are the go-to choice for all your tax-related needs in the Brookline area.

The Law Office of Judy A. Levenson is a reputable legal practice located at 1309 Beacon Street in Brookline, Massachusetts. With a focus on providing expert legal services to clients in the area, Attorney Judy A. Levenson is dedicated to delivering personalized and effective representation in various areas of law. Whether you are in need of assistance with family law matters, real estate transactions, or estate planning, the experienced team at this firm is committed to guiding you through the legal process with professionalism and care. Contact the Law Office of Judy A. Levenson today for reliable legal counsel you can trust.

Olive Tree Mortgage Solutions, Inc is a reputable finance institution located at 235 Cypress Street in Brookline, Massachusetts, United States. Specializing in mortgage solutions, Olive Tree offers a wide range of financial services to help clients achieve their home buying dreams. With a team of experienced professionals, Olive Tree Mortgage Solutions, Inc is dedicated to providing personalized and efficient service to ensure a smooth and stress-free mortgage process for their customers.

Welcome to LundyLegal, LLC, your trusted partner in navigating the complex world of law. Conveniently located at 1309 Beacon Street in the heart of Brookline, Massachusetts, our firm is dedicated to providing exceptional legal services to individuals and businesses throughout the Greater Boston area. At LundyLegal, LLC, we understand that each client's situation is unique, and we pride ourselves on offering personalized, comprehensive legal solutions tailored to meet your specific needs. Our team of experienced attorneys is committed to delivering the highest standard of legal representation, whether you require assistance with family law, business law, real estate transactions, or estate planning.

Welcome to Metro Realty Corp Celebrating 40 years of exceptional service, Metro Realty Corp has been a trusted name in the Greater Boston real estate market since 1984. Located at 9 Babcock Street in the heart of Brookline, Massachusetts, we specialize in providing personalized and comprehensive real estate services tailored to meet your unique needs. Whether you're in the market to buy or rent a home, our dedicated team of knowledgeable and friendly agents is here to guide you every step of the way.

Welcome to Nick Schmalensee - Realtor at Compass, your trusted partner in navigating the real estate market in Cambridge, Massachusetts, and beyond. Conveniently located at 1100 Massachusetts Avenue, Cambridge, MA 02138, Nick Schmalensee is renowned for his professionalism, quality service, responsiveness, and exceptional value. Nick has built a reputation as a reliable and dedicated real estate agent, consistently earning five-star reviews from satisfied clients. Whether you're a first-time home buyer, looking to sell your property, or searching for your dream home, Nick combines his extensive market knowledge with a personalized approach to meet your unique needs.

Welcome to Concept Properties, your premier real estate agency located at 179 Newbury Street in the heart of Boston, Massachusetts. As a full-service real estate brokerage, we proudly serve the greater Boston area, including Brookline, Cambridge, Somerville, and beyond. Our highly experienced and forward-thinking team is dedicated to providing best-in-class advice and solutions tailored to your unique real estate needs. At Concept Properties, we specialize in Buyer/Seller representation, Development Marketing, Investment Sales, and Consulting. Our proven track record as a solutions-driven company is a testament to our commitment to achieving positive outcomes for our clients. Our expertise spans the entire real estate development process, from acquisition and planning to marketing and resale. Developers throughout Boston trust us to bring their projects to market, ensuring they achieve the highest resale value possible.