Estate planning strategies in Fall River, MA
12 results found
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Old Colony Investments Inc
● OpenOld Colony Investments Inc is a reputable financial institution located at 7 Old Colony Street in Fall River, Massachusetts. With a strong presence in the community, we provide a wide range of investment services to help our clients achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized advice and guidance to ensure the success of our clients' investments. Trust Old Colony Investments Inc to help you secure your financial future.
7 Old Colony St, Fall River, MA 02720, United States -
Oldrid Financial
● ClosedOldrid Financial, located at 236 New Boston Road in Fall River, Massachusetts, is a reputable finance institution dedicated to providing top-notch investment solutions to individuals, estates, trusts, charitable foundations, and small businesses. With over 27 years of experience, we prioritize integrity and professionalism in all our services. Our offerings include retirement planning, cash flow management, college savings strategies, insurance solutions, and more. We strive to help you understand your financial situation and offer high-quality information, services, and products to guide you towards financial success. Securities are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. Please note that our services are available in specific states only. When you visit our website, you can explore various calculators to assist you in making informed financial decisions. When you access third-party websites through our site, you assume full responsibility for any risks or issues that may arise. Feel free to check the background of our investment professional for added peace of mind.
236 New Boston Rd, Fall River, MA 02720, United States -
Jillian Blanchard - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJillian Blanchard is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 275 Martine Street in Fall River, Massachusetts, United States. With a focus on providing personalized financial advice and services, Jillian Blanchard holds several prestigious 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®. These certifications showcase Jillian Blanchard's expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethical practices and continuing education, Jillian Blanchard offers comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and more. Whether you are looking for advice on investments, insurance products, estate planning, or retirement strategies, Jillian Blanchard is dedicated to helping you achieve your financial goals.
275 Martine St # 300, Fall River, MA 02723, United States -
Luke Carter - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenLuke Carter is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 275 Martine Street, Fall River, Massachusetts, United States. With a focus on personalized financial advice, Luke takes the time to understand your goals and help you prepare for the expected and unexpected things in life. Whether it's saving for college, planning for retirement, or making smart investments, Luke can help you feel more confident and in control of your financial future. As a registered investment adviser and member of FINRA and SIPC, Ameriprise Financial Services, LLC offers a range of investment products and services to help you achieve your financial goals. Luke Carter may conduct securities business with residents of states in which he is properly registered, and you can find more information about his background and qualifications on FINRA's BrokerCheck website.
275 Martine St Ste 302, Fall River, MA 02723, United States -
Tom Pavlovich - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTom Pavlovich - Financial Advisor at Ameriprise Financial Services, LLC, located at 275 Martine Street, Fall River, Massachusetts, United States, offers a range of financial services for individuals looking to manage their assets effectively. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, clients can trust in the expertise and ethical standards upheld by Tom Pavlovich. Specializing in areas such as retirement planning, estate planning, investment strategies, and risk management, Tom Pavlovich provides personalized financial advice to cater to the individual needs of retirees, small business owners, and high net worth clients. Whether you are looking to plan for your future, manage your investments, or navigate complex financial decisions, Tom Pavlovich is dedicated to helping you achieve your financial goals.
275 Martine St # 300, Fall River, MA 02723, United States -
Thomas Pippitt - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenThomas Pippitt is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 275 Martine Street in Fall River, Massachusetts, United States. Specializing in finance, Thomas Pippitt holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate expertise in areas such as asset management, estate planning, retirement planning, investment strategies, and insurance products. Additionally, Thomas Pippitt is trained in areas such as behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, and exit planning. With a commitment to excellence and a focus on meeting the unique needs of each client, Thomas Pippitt provides comprehensive financial planning services to individuals and small business owners.
275 Martine St Ste 302, Fall River, MA 02723, United States -
Brian Beauregard - Ameriprise Financial Services, LLC
● OpenBrian Beauregard - Ameriprise Financial Services, LLC is a finance institution located at 275 Martine Street, Fall River, Massachusetts, United States. The institution offers a range of financial services and certifications to meet the needs of individuals in asset management, retirement planning, estate planning, and more. The team at Brian Beauregard - Ameriprise Financial Services, LLC includes professionals with certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate the expertise and commitment of the advisors to providing high-quality financial advice and services. Whether you are looking for assistance with investment strategies, retirement planning, estate planning, or other financial needs, Brian Beauregard - Ameriprise Financial Services, LLC has the knowledge and experience to help you achieve your financial goals.
275 Martine St Ste 302, Fall River, MA 02723, United States -
RHS Associates
● ClosedRHS Associates is a leading finance institution located at 10 North Main Street in Fall River, Massachusetts, United States. With a team of experienced financial professionals, RHS Associates offers a wide range of financial services to individuals and businesses. Whether you need help with investments, retirement planning, or estate planning, RHS Associates is dedicated to providing personalized solutions to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards financial security and success.
10 N Main St, Fall River, MA 02720, United States -
HUB International
● ClosedHUB International, located at 222 Milliken Boulevard in Fall River, Massachusetts, is a leading insurance agency with a strong presence in the New England region. Led by President & CEO Shawn J. McLaughlin, our team of 38 employees is dedicated to providing personalized insurance solutions for both personal and commercial clients. As part of the HUB International network, we have access to a wide range of insurance options and expertise in risk management to ensure our clients are well-protected. Our office, formerly known as The Feitelberg Company, has been serving the community since 1916 and became part of HUB International in 2007. Specializing in industries such as construction, municipalities, auto dealerships, and real estate, our experienced team is available 24/7 to handle over 15,000 claims per year in New England. With a focus on advocacy, tailored solutions, and peace of mind, HUB International is committed to providing superior products and services to our clients.
222 Milliken Blvd, Fall River, MA 02721, 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 -
Elena Price
● OpenWelcome to Elena Price Real Estate Located at 692 High Street, Westwood, Massachusetts, Elena Price Real Estate is a distinguished real estate agency that is committed to providing exceptional service to buyers and sellers in the Greater Boston area. As a proud member of the Coldwell Banker® Society of Excellence, Elena Price is recognized among the top 1% of agents, and she holds the title of the #1 Coldwell Banker Realty agent in New England for January and February 2024. Her expertise as a Global Luxury Specialist, Certified New Home Specialist, Certified Marketing Specialist, and Certified Relocation Specialist ensures that clients receive the highest level of professionalism and knowledge in their real estate transactions.
692 High Street, Westwood, Massachusetts 02090, 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
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