TOP 30 Best Estate tax planning advice in Cambridge, Massachusetts

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.

Merrill Lynch Financial Advisor Matthew D. Pimental is a trusted institution located at 92 Ames Street, Cambridge, Massachusetts, United States. With a team of talented and experienced individuals, they are committed to providing exemplary client service based on trust and personalized service. Recognized as Forbes “Best-in-State Wealth Management Teams” in 2024 and 2023, they offer a comprehensive approach to wealth management that focuses on your goals and priorities, whether it's growing, preserving, or transferring wealth. By getting to know you personally and understanding your investment style, they create a customized financial strategy to help you achieve your goals at every stage of your life. The Pimental Radler Group advisors offer advice and guidance based on your unique needs and priorities, placing you at the center of their focus. With tools like the Merrill Personal Wealth Analysis™, they can help you build and document a personalized plan centered on what you want to achieve. Their goal is to help you stay on track and adjust your financial approach as needed to reflect changes in your life and the financial markets. Whether you're planning for retirement, saving for a home, or funding education, Merrill Lynch Financial Advisor Matthew D. Pimental is dedicated to helping you achieve your financial goals.

Merrill Lynch Wealth Management, located at 92 Ames Street in Cambridge, Massachusetts, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The branch is dedicated to giving back to the community through volunteerism and charitable outreach, supporting economic, social, and cultural initiatives in the area. With a team of experienced advisors and access to the resources of Merrill Lynch and Bank of America, clients can receive tailored financial strategies and guidance on retirement planning, investment management, estate planning, and more. The advisors at Merrill Lynch Wealth Management are committed to putting clients' interests first and helping them pursue their financial and life goals.

Merrill Lynch Financial Advisor Albert Dobrushkin, located at 1414 Massachusetts Avenue, Cambridge, Massachusetts, United States, is dedicated to preserving and growing client assets to protect their present and enable their future. The institution focuses on simplifying and enriching clients' financial lives by delivering exceptional service and personalized solutions to achieve their goals. The team works closely with clients to identify and define their goals, creating a financial strategy that reflects their investment style and life plan. Whether clients are focused on growing, preserving, or transferring wealth, the team is committed to helping address financial goals at every stage of life. The institution believes in achieving financial success by making investment-related decisions that align with personally meaningful goals. Drawing upon research in behavioral finance, Merrill developed the Investment Personality Assessment to gain a deeper understanding of clients as investors and customize financial approaches accordingly. The team offers a wide range of potential solutions for individuals, families, and businesses, collaborating with colleagues to provide customized insights and strategies.

Stephanie Casey - TIAA Wealth Management Advisor is a trusted financial institution located at 97 Mount Auburn Street in Cambridge, Massachusetts. As a Wealth Management Advisor with TIAA, Stephanie Casey offers personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on wealth management and investment strategies, Stephanie Casey provides expert guidance and tailored solutions to individuals and families seeking to build and preserve their wealth. Contact Stephanie Casey - TIAA Wealth Management Advisor today to schedule a consultation and take the first step towards a more secure financial future.

Hind Azzaoui is a finance institution located at 30 Brattle Street in the heart of Cambridge, Massachusetts. Our team of experienced financial experts is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or grow your wealth, we are here to guide you every step of the way. At Hind Azzaoui, we prioritize transparency, integrity, and client satisfaction. Contact us today to schedule a consultation and take control of your financial future.

Bernard DeCunha - TIAA Financial Consultant is a renowned financial institution located at 97 Mount Auburn Street in Cambridge, Massachusetts, United States. As a trusted TIAA consultant, Bernard DeCunha provides expert financial advice and guidance to individuals, families, and businesses looking to secure their financial future. With a focus on personalized service and tailored solutions, Bernard DeCunha helps clients navigate the complexities of financial planning, retirement savings, investment management, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Bernard DeCunha is dedicated to helping you achieve your financial goals.

Delcarme Francois-LeFort - TIAA Wealth Management Advisor is a reputable finance institution located at 97 Mount Auburn Street in Cambridge, Massachusetts, United States. Specializing in wealth management services, they provide expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, Delcarme Francois-LeFort and their team are dedicated to helping individuals and families build and preserve their wealth for the future. Whether you are planning for retirement, investing for the future, or managing your assets, Delcarme Francois-LeFort - TIAA Wealth Management Advisor is committed to providing top-notch financial services to meet your needs.

Mariner Wealth Advisors is a leading finance institution located at 245 First Street in Cambridge, Massachusetts, United States. With a focus on providing comprehensive wealth management services, Mariner Wealth Advisors offers personalized financial solutions to help clients achieve their financial goals. Their team of experienced advisors are dedicated to providing expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to build wealth, plan for retirement, or protect your assets, Mariner Wealth Advisors can help you create a customized financial plan tailored to your unique needs.

Merrill Lynch Financial Advisor Todd M Kobelski is a finance institution located at 1414 Massachusetts Avenue in Cambridge, Massachusetts, United States. Todd Kobelski believes in managing wealth by understanding your full financial picture and creating a flexible strategy tailored to your needs. With access to Merrill's investment insights and Bank of America's banking solutions, Todd can help you pursue your goals through personalized wealth management strategies. Todd Kobelski is committed to serving the community and volunteers with local organizations. Through Merrill Personal Wealth Analysis™, Todd can help you build a personalized plan centered on your goals. By getting to know you and your family, Todd focuses on what matters most to you and offers advice and guidance to help you achieve your financial aspirations.

Sandra Cullen - TIAA Wealth Management Advisor is a reputable financial institution located at 97 Mount Auburn Street in Cambridge, Massachusetts. As a trusted advisor, Sandra Cullen helps clients navigate the complexities of wealth management, providing personalized financial solutions tailored to their unique goals and circumstances. With a focus on long-term financial planning and investment strategies, Sandra Cullen offers expert guidance to help clients achieve financial security and success. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Sandra Cullen is dedicated to helping you make informed decisions and secure your financial future.

Matthew Grygiel is a Wealth Management Advisor at TIAA, located in Cambridge, Massachusetts. With a focus on helping individuals and families achieve their financial goals, Matthew provides personalized financial planning and investment advice. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Matthew Grygiel can help create a customized strategy to meet your needs. Visit the office at 97 Mount Auburn Street to learn more about how Matthew Grygiel and TIAA can help you secure your financial future.

Brian Bossman is a reputable finance institution located at 616 Main Street in Cambridge, Massachusetts, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Brian Bossman is known for its expertise in financial planning, investment management, and wealth preservation. Clients can expect top-notch service and tailored financial strategies to help them achieve their goals and secure their financial future. Trust Brian Bossman for all your financial needs.

Don Law Co is a prestigious law firm based in Cambridge, Massachusetts, United States. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a focus on professionalism, integrity, and excellence, we strive to achieve the best possible outcomes for our clients. Whether you are in need of legal advice, representation in court, or assistance with a contract, Don Law Co is here to help. Contact us today to schedule a consultation.

The Law Offices at 127 Cambridge Street in Burlington, Massachusetts, United States, is a reputable institution specializing in providing legal services. Our team of experienced lawyers is dedicated to representing clients in various legal matters, including personal injury, family law, criminal defense, and more. With a commitment to excellence and a focus on achieving the best possible outcomes for our clients, the Law Offices is a trusted choice for those in need of legal assistance. Contact us today to schedule a consultation and learn how we can help with your legal needs.

Zafar Khan Law LLC, located at 633 Trapelo Road in Waltham, Massachusetts, is committed to providing top-notch legal services to give you the peace of mind you deserve. Serving clients in Barnstable County, Berkshire County, Bristol County, Essex County, Hampden County, Hampshire County, Middlesex County, Norfolk County, Plymouth County, Suffolk County, and Worcester County, our experienced team is dedicated to meeting all your legal needs. Whether you are in Waltham, Boston, Worcester, Lowell, Cambridge, New Bedford, Brockton, Quincy, Lynn, Plymouth, Salem, Medford, Watertown, Ipswich, or Weymouth, Zafar Khan Law LLC is here to help you navigate the legal system with confidence.

Welcome to the Law Office of Joel Z. Eigerman, where we are committed to providing exceptional legal services tailored to meet your unique needs. Conveniently located at 60 Reservoir Street in the heart of Cambridge, Massachusetts, our practice is dedicated to offering expert legal advice and representation in a variety of areas. With years of experience and a deep understanding of the legal landscape, Joel Z. Eigerman is a trusted advocate for individuals and businesses alike. Our office prides itself on delivering personalized attention, ensuring that each client receives the dedicated support and guidance they deserve. Whether you are facing a complex legal challenge or simply need reliable counsel, we are here to help you navigate the intricacies of the law with confidence.

Welcome to the law office of Deborah C. Masterson, Attorney at Law, where we are committed to providing exceptional legal services with a personal touch. Conveniently located at 53 Foster Street in the heart of Cambridge, Massachusetts, our practice is dedicated to addressing the diverse legal needs of our community with professionalism, integrity, and expertise. Deborah C. Masterson brings years of experience and a deep understanding of the law to every case, ensuring that clients receive comprehensive advice and effective representation. Our practice areas include family law, estate planning, real estate law, and civil litigation, among others. Whether you are navigating a complex legal issue or simply seeking guidance, Deborah is here to provide clear, compassionate, and strategic counsel tailored to your unique situation.

Welcome to Noble & Wickersham, your trusted legal partners located in the heart of Cambridge, Massachusetts. Situated at 131 Mount Auburn Street, we are conveniently positioned to serve clients throughout the region with exceptional legal expertise and personalized service. Our dedicated team of experienced attorneys specializes in providing comprehensive legal solutions tailored to meet the unique needs of each client. At Noble & Wickersham, we pride ourselves on our unwavering commitment to excellence and integrity. Whether you require assistance with corporate law, estate planning, family law, or any other legal matters, we are here to guide you every step of the way. Our client-centered approach ensures that you receive the attention and respect you deserve, as we work diligently to achieve the best possible outcomes for your case.

Welcome to Heuer Law Group, your trusted legal partner located in the heart of Cambridge, Massachusetts. Situated at 124 Mount Auburn Street, we are dedicated to providing exceptional legal services to our community and beyond. As a premier law firm, Heuer Law Group specializes in a wide range of legal areas, ensuring our clients receive the comprehensive and personalized attention they deserve. Our team of experienced attorneys is committed to guiding you through complex legal matters with clarity and professionalism. Whether you require assistance with family law, business law, real estate, or other legal needs, we are here to offer expert advice and effective solutions tailored to your specific situation.

Welcome to the Law Office of Keith W. Michon, PC, where your legal needs are our top priority. Conveniently located at 1105 Massachusetts Avenue in the heart of Cambridge, Massachusetts, our practice is dedicated to providing exceptional legal services tailored to meet the unique needs of each client. With a strong commitment to professionalism and integrity, Attorney Keith W. Michon brings years of experience and a deep understanding of the law to every case. Whether you are seeking guidance in matters of family law, estate planning, real estate, or other legal areas, you can trust our office to offer personalized attention and expert advice. We pride ourselves on building lasting relationships with our clients, ensuring that you receive the support and representation you deserve. Contact us today to schedule a consultation and discover how we can assist you with your legal journey.

Welcome to Christian O'Donnell - TD Wealth Financial Advisor, your trusted partner in financial planning and wealth management. Conveniently located at 235 Alewife Brook Parkway, Cambridge, Massachusetts, we are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. At Christian O'Donnell - TD Wealth Financial Advisor, we understand that navigating the complexities of finance can be daunting. That's why we offer a comprehensive range of services, including investment management, retirement planning, estate planning, and tax-efficient strategies. Our mission is to provide you with the expert guidance and support you need to make informed decisions and secure your financial future.