TOP 30 Best Estate planning strategies in Cambridge, Massachusetts

Welcome to Nathan Ingham, Coldwell Banker Realty - Your Trusted Real Estate Partner in Cambridge, MA Located at 1000 Massachusetts Avenue in the heart of Cambridge, Massachusetts, Nathan Ingham, Coldwell Banker Realty, is your local real estate agency dedicated to providing exceptional service and trusted guidance in the real estate market. Our team is built upon strong, trusting relationships and is comprised of warm, engaging connectors who genuinely care about their clients and the communities they serve.

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.

Cambridge Financial Services is a leading finance institution located at 100 Sylvan Road in Woburn, Massachusetts, United States. With a commitment to providing top-notch financial services, our team of experts offers a wide range of financial solutions to meet the needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Cambridge Financial Services is here to help. Our experienced professionals strive to provide personalized service and tailored solutions to help you achieve your financial goals. Contact us today to learn more about how we can help you secure your financial future.

Northeast Planning Associates, Inc is a finance institution located at 1775 Massachusetts Avenue in Cambridge, Massachusetts. With a strong commitment to providing personalized financial planning services, Northeast Planning Associates, Inc helps clients navigate their financial goals and secure their financial future. Their team of experienced professionals offers a wide range of financial services including retirement planning, investment strategies, estate planning, and insurance solutions. By tailoring their services to meet the unique needs of each client, Northeast Planning Associates, Inc strives to build long-lasting relationships based on trust and integrity.

Fisher Financial Strategies is a reputable finance institution located at 245 First Street in Cambridge, Massachusetts, United States. Specializing in providing comprehensive financial planning and investment management services, our experienced team of advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized strategies tailored to each individual's unique needs and circumstances, Fisher Financial Strategies is committed to providing top-notch financial guidance and support. Contact us today to schedule a consultation and take the first step towards a more secure financial future.

Welcome to Jeffrey Meese: Residential Investment Properties, your trusted real estate partner located at 1100 Massachusetts Avenue Compass, Cambridge, Massachusetts. As a premier real estate agency, we specialize in residential, investment, and commercial properties, leveraging our extensive experience and rigorous architectural education to help buyers and sellers achieve their real estate goals. Recognized by the community as "the real estate guy," Jeffrey Meese integrates expertise in design, marketing, and real estate to ensure your property receives the attention it deserves. We employ a strategic blend of modern social media and traditional marketing methods to maximize local, regional, national, and international exposure, effectively catering to multi-generational audiences.

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 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 CENTURY 21 Revolution, your trusted real estate agency located at 625 Massachusetts Avenue, 2nd floor, Cambridge, MA 02139. Since 2008, our dedicated team has been proudly serving Cambridge, Somerville, and the Greater Boston area. Backed by the most recognized name in real estate, we understand the importance and uniqueness of your housing needs. Our approach is custom-tailored to each client as we patiently guide you through the challenging processes of buying, selling, investing, and managing property in one of the country's most competitive markets. At CENTURY 21 Revolution, we are committed to helping you avoid common pitfalls in today's market. Curious about the top mistakes sellers are making and how to ensure they don’t happen to you? We’ve got you covered. Plus, if you’ve been following the housing market trends, you know sellers have had the upper hand recently. Stay informed about what experts are projecting for the housing market as we look ahead to 2025.

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.

TIAA Financial Services is a reputable institution located at 97 Mount Auburn Street in Cambridge, Massachusetts, United States. As a bank, finance, and insurance agency, TIAA offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and expertise in the industry, TIAA is committed to providing top-notch customer service and personalized financial solutions. Whether you are looking for banking services, investment opportunities, or insurance coverage, TIAA Financial Services has you covered. Visit us today to learn more about how we can help you secure your financial future.

Located at 245 First Street in Cambridge, Massachusetts, A&I Financials is a professional accounting and finance institution dedicated to providing top-notch services to businesses. With a team of accounting experts, we offer all the services of an internal accounting department, using software like Oracle, Sage, and QuickBooks to track financial transactions. Our services include managing accounts receivable and payable, reconciling bank statements, and creating financial statements. We also offer cash basis financials, audit support, budget creation, and financial strategy planning.

Streetlight Financial, located at 8 Main Street in Northampton, Massachusetts, offers comprehensive financial services tailored to meet the individual needs of our clients. With a focus on client advocacy, customization, and bespoke financial solutions, we provide services such as life insurance, disability income insurance, investment strategies, retirement plans, estate planning, and business transition planning. Our proactive review schedule ensures that our clients receive regular updates and support to help them achieve their financial goals. We prioritize communication and transparency, and our team is dedicated to protecting the data and privacy of our clients. Streetlight Financial is affiliated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., ensuring that our clients receive top-quality investment advisory and brokerage services. Trust Streetlight Financial to guide you towards financial stability and success.

Edward Jones - Financial Advisor: Anthony J Trofimow, ChFC®|AAMS™ is a reputable financial institution located at 304 Cambridge Road in Woburn, Massachusetts, United States. As a Certified Financial Planner, Anthony J Trofimow offers personalized financial planning services to help clients achieve their financial goals. With a focus on providing comprehensive financial advice and investment solutions, clients can trust Edward Jones to help them navigate the complexities of the financial world with confidence.

Juleby Hirsch - TIAA Wealth Management Advisor is a reputable financial institution located at 97 Mount Auburn Street in Cambridge, Massachusetts, United States. Specializing in wealth management services, our team of experienced advisors are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, we strive to provide our clients with the guidance and expertise needed to make informed decisions and build a strong financial foundation. Trust Juleby Hirsch - TIAA Wealth Management Advisor to help you navigate the complexities of the financial world and create a customized plan tailored to your unique needs and objectives.

The Law Office of Kristina Rampl, P.C. is a reputable legal institution located at 111 Rice Street in Cambridge, Massachusetts. Specializing in accounting, finance, and legal services, our team of experienced lawyers is dedicated to providing expert guidance and representation for a variety of legal matters. Whether you are in need of assistance with tax issues, estate planning, business transactions, or any other legal concern, our firm is here to help. Trust in the Law Office of Kristina Rampl, P.C. for professional, personalized, and effective legal solutions.

Bridgeway Law is a reputable legal institution located at 1 Mifflin Place in Cambridge, Massachusetts, United States. Our team of experienced attorneys is dedicated to providing expert legal services to clients in need of assistance with a wide range of legal matters. From family law and estate planning to business law and real estate transactions, Bridgeway Law is committed to guiding our clients through the complexities of the legal system with professionalism and integrity. Contact us today to schedule a consultation and learn how we can help you navigate your legal challenges.

Welcome to Galluccio & Watson, your trusted legal partners located in the heart of Cambridge, Massachusetts. Situated at 10 Pleasant Street, our firm is dedicated to providing exceptional legal services tailored to meet the diverse needs of our clients. With years of experience and a commitment to excellence, Galluccio & Watson specializes in a wide range of legal areas, ensuring personalized attention and expert guidance for every case. Whether you're facing a complex legal challenge or seeking advice on legal matters, our team of skilled attorneys is here to help you navigate the intricacies of the law with confidence and ease. At Galluccio & Watson, we pride ourselves on our integrity, professionalism, and unwavering dedication to achieving the best possible outcomes for our clients. Contact us today to schedule a consultation and discover how we can assist you with your legal needs.

Welcome to Frank J. Ciano Law Offices, your trusted legal partner located in the heart of Cambridge, Massachusetts. Situated conveniently at 230 Monsignor O'Brien Highway, our firm is dedicated to providing expert legal services with a personal touch. At Frank J. Ciano Law Offices, we specialize in delivering comprehensive legal solutions tailored to meet the unique needs of each client. Our experienced team is committed to guiding you through complex legal matters with professionalism and integrity. Whether you require assistance with personal, business, or litigation issues, we are here to offer reliable advice and representation. Discover the difference of working with a law office that values your trust and prioritizes your success. Contact Frank J. Ciano Law Offices today to schedule a consultation and take the first step towards resolving your legal challenges.

Welcome to Burlington Community Financial Center Located at 83 Cambridge Street, Burlington, Massachusetts, Burlington Community Financial Center (BCFC) is your trusted partner in navigating the complexities of personal finance. We understand that many individuals face challenges when it comes to managing money effectively, which can lead to decisions that impact their financial well-being. At BCFC, we believe that with the right education and resources, anyone can overcome these challenges and achieve a stable and secure financial future.

Welcome to CS Luxury Group | Keller Williams Realty, your premier real estate agency located at 607 Boylston Street, Boston, Massachusetts. Founded and led by Cam Chesley, and supported by the expertise of Melody and Raiya, our team is committed to delivering exceptional real estate services. With a diverse background in corporate strategy, finance, and creative marketing, we offer a unique perspective on marketing and negotiation for buyers and sellers alike. Our team is deeply rooted in the communities we serve, believing that neighborhood expertise is essential for providing clients with valuable and actionable insights. We invite you to explore our latest market report to stay informed about the developments in your neighborhood.

Joseph F. De Leo Attorney At Law is a reputable legal institution located at 777 Concord Avenue in Cambridge, Massachusetts. Specializing in various areas of law, Joseph F. De Leo offers expert legal services to clients in need of professional representation. With a track record of success and a commitment to providing personalized attention to each case, Joseph F. De Leo Attorney At Law is dedicated to achieving the best possible outcome for their clients. Whether you are facing a complex legal issue or simply need legal advice, Joseph F. De Leo Attorney At Law is here to help.

Welcome to Ferraro James, your trusted legal partner located at 200 Monsignor O'Brien Highway, Cambridge, Massachusetts. As a distinguished law practice, we are dedicated to providing exceptional legal services to individuals and businesses in the Cambridge area and beyond. Our team of experienced attorneys specializes in a wide range of legal fields, ensuring that we can meet all your legal needs with professionalism and expertise. At Ferraro James, we understand that navigating the legal system can be complex and overwhelming. That’s why we are committed to offering personalized attention and tailored solutions to each of our clients. Whether you require assistance with personal injury cases, family law matters, business litigation, or any other legal issue, our knowledgeable lawyers are here to guide you every step of the way.

Edward Jones - Financial Advisor: Tom Crowley is a well-respected financial institution located at 1692 Massachusetts Avenue in Cambridge, Massachusetts, United States. As a trusted advisor, Tom Crowley offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones - Financial Advisor: Tom Crowley is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Tom Crowley is committed to providing expert guidance and support every step of the way. Visit Edward Jones - Financial Advisor: Tom Crowley today to start planning for a brighter financial future.

Heather Martin - TIAA Financial Consultant is a reputable financial institution located at 97 Mount Auburn Street in Cambridge, Massachusetts. As a trusted TIAA financial consultant, Heather Martin provides expert advice and personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Heather Martin is dedicated to helping you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take control of your financial future.

Welcome to CRG Brokers, your trusted partner in finance and real estate located in the heart of Cambridge, Massachusetts. Situated at 705 Cambridge Street, our agency is dedicated to providing exceptional real estate and financial services tailored to meet your unique needs. With a team of experienced professionals, we specialize in helping clients navigate the complexities of the property market, whether you are buying, selling, or investing. At CRG Brokers, we pride ourselves on our commitment to integrity, transparency, and personalized service. Discover the difference of working with a local expert who truly understands the Cambridge community and the dynamic real estate landscape. Visit us today and let us help you achieve your financial and real estate goals with confidence.

Bradyco Financial is a leading finance institution located in the heart of Cambridge, Massachusetts. With a focus on providing top-notch financial services, Bradyco Financial is dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to delivering personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Bradyco Financial has the expertise to guide you every step of the way. Visit us at 16 Sargent Street and let us help you secure your financial future.

Crown Financial Services is a reputable finance institution located at 170 Cambridge Street in Burlington, Massachusetts, United States. With a strong focus on providing top-notch financial services, Crown Financial Services offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our team of experienced professionals is dedicated to providing personalized and expert guidance. Trust Crown Financial Services to help you navigate the complexities of the financial world and secure a prosperous future.

G9 Financial is a finance institution located at 9E West Central Street, Franklin, Massachusetts, United States. We specialize in helping our clients move from a state of financial confusion, frustration, or inaction to a place of clarity, control, and confidence. Our personalized services and expertise cater to every stage of life, providing guidance on how to protect and grow your financial future through the nine stages of your financial life. Our team, including Daniel Girard, Michael Crotty, and Elisa Chan, offer securities through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC, and advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. We are committed to providing our clients with the best possible financial advice and support. Contact us at 508-865-9599 or via email to learn more about how we can help you achieve your financial goals.

Pinney & Scofield, Inc. is a prestigious finance institution located at 22 Hilliard Street in Cambridge, Massachusetts, United States. With a long-standing reputation for excellence in the financial industry, Pinney & Scofield, Inc. offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Pinney & Scofield, Inc. is committed to helping you navigate the complex world of finance with confidence and peace of mind.