Estate tax planning in Bridgewater, Massachusetts

Semper Financial Group, LLC is a comprehensive financial institution located at 2 Lakeshore Center in Bridgewater, Massachusetts, United States. Specializing in finance, insurance, and legal services, our team of experts is dedicated to helping clients achieve their financial goals and protect their assets. Whether you need assistance with investments, insurance policies, or legal matters, Semper Financial Group, LLC is here to provide personalized solutions tailored to your specific needs. Trust us to guide you through the complexities of the financial world and ensure a secure future for you and your loved ones.

NEXT Financial Group, Inc is a finance institution located at 410 Laurel Street in Bridgewater, Massachusetts, United States. With a strong emphasis on providing personalized financial solutions for individuals and businesses, NEXT Financial Group, Inc offers a wide range of services including investment management, retirement planning, and wealth preservation. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, NEXT Financial Group, Inc is committed to delivering tailored solutions to meet your unique needs.

Creative Wealth Solutions is a leading finance institution located at 1 Lakeshore Center in Bridgewater, Massachusetts. Our team of experienced financial experts is dedicated to providing innovative and personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Creative Wealth Solutions is here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

Brian P. O'Leary, RICP is a finance and insurance agency located at 2 Lakeshore Center in Bridgewater, Massachusetts, United States. As a dedicated partner of New York Life, they are committed to serving professional advisors and helping individuals secure their financial future through life insurance and voluntary benefits programs. The institution, led by founder and Marine Corps Veteran Brian O'Leary, believes in guiding honest, hardworking people towards financial security and peace of mind. With a focus on personalized coaching and a values-driven approach, Brian P. O'Leary, RICP aims to empower clients to take control of their financial future and enjoy life to the fullest. Services offered include insurance products, securities, and investment advisory services in select states. Consultation with a tax, legal, or accounting professional is recommended before making any financial decisions.

Skyeburst Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 700 West Center Street in West Bridgewater, Massachusetts, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. During the initial consultation, we discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are dedicated to helping you achieve your financial objectives. Please visit our website for important disclosures and information on website rules and regulations. We appreciate referrals and look forward to helping your friends and family members with their financial goals. Contact us today to schedule a meeting and let us assist you in planning for your financial future.

Edward Jones - Financial Advisor: Albert C Mui is a trusted financial institution located at 180 Winter Street in Bridgewater, Massachusetts, United States. As a dedicated finance professional, Albert C Mui offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for your children's education, or grow your wealth, Edward Jones - Financial Advisor: Albert C Mui can provide expert guidance and support every step of the way. With a commitment to exceptional customer service and a focus on building long-term relationships, clients can trust in the expertise and integrity of Albert C Mui and the Edward Jones team.

Stephen Adams is a Financial Advisor at Ameriprise Financial Services, LLC located at 700 West Center Street in West Bridgewater, Massachusetts, United States. Stephen holds various certifications, including the 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®, CFP®, 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 demonstrate Stephen's expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. As a trusted advisor, Stephen is committed to providing personalized financial solutions to individuals, retirees, small business owners, and high net worth clients. Contact Stephen Adams today for comprehensive financial planning services.

Jaclyn Stanley is a Financial Advisor at Ameriprise Financial Services, LLC located at 700 West Center Street, West Bridgewater, Massachusetts, United States. Jaclyn Stanley holds several 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Jaclyn Stanley offers comprehensive financial planning services and specializes in asset management, estate planning, retirement planning, investment strategies, and insurance products. With a strong commitment to ethics and continuing education, Jaclyn Stanley provides expert advice and personalized solutions for clients' financial needs.

New York Life, located at 2 Lakeshore Center in Bridgewater, Massachusetts, is a finance and insurance agency dedicated to serving professional advisors. They offer life insurance to help individuals leave a legacy of love and financial security. Additionally, they provide affordable voluntary benefits programs for businesses. Semper Financial Group, a part of New York Life, focuses on helping everyday people become masters of their financial future. Their founder, Brian O'Leary, a Marine Corps Veteran, instills values of integrity and service in the firm. They offer insurance and securities products and services to individuals in specific states. Semper Financial Group does not provide tax, legal, or accounting advice, and individuals are encouraged to consult their own professionals before making decisions.

H&R Block is a renowned accounting and finance institution located at 755 Bedford Street in Bridgewater, Massachusetts, United States. With a strong reputation for providing top-notch financial services, H&R Block offers expert assistance in tax preparation, financial planning, and other accounting needs. Their team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of financial management with ease and confidence. Visit H&R Block today to experience their exceptional services and expertise firsthand.

Wallace & Holland Company, Inc. is a reputable accounting and finance institution located at 301 West Center Street in West Bridgewater, Massachusetts, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Wallace & Holland Company, Inc. is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Whether you need assistance with bookkeeping, investment management, or retirement planning, you can trust Wallace & Holland Company, Inc. to provide expert guidance and support.

Marie Lordan is a reputable accounting and finance institution located at 14 South Street in West Bridgewater, Massachusetts, United States. With a dedicated team of professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Marie Lordan is committed to providing top-notch expertise and personalized solutions to meet your specific needs. Trustworthy, reliable, and experienced, Marie Lordan is your go-to institution for all your accounting and finance needs.

Liston Financial is a reputable accounting and finance institution located at 76 North Bedford Street in East Bridgewater, Massachusetts. With a team of experienced professionals, Liston Financial offers a wide range of financial services to individuals and businesses in the United States. From tax preparation to financial planning, Liston Financial is dedicated to helping clients achieve their financial goals. Visit their office today to learn more about their services and how they can assist you with your financial needs.

The Law Office of Paula M P Schlosser is a reputable legal institution located at 102 West Center Street in West Bridgewater, Massachusetts. Specializing in various areas of law, including family law, estate planning, and real estate, Attorney Paula M P Schlosser provides expert legal advice and representation to clients in need. With a commitment to professionalism and personalized service, this law office strives to achieve the best possible outcomes for their clients. Whether you are facing a legal issue or need assistance with legal documentation, the Law Office of Paula M P Schlosser is dedicated to providing top-notch legal services to individuals in the West Bridgewater area.

MacLean Law Firm, LLC is a highly respected law firm based in East Bridgewater, Massachusetts. Specializing in various legal matters, the firm is dedicated to providing top-notch legal services to their clients. With a team of experienced and knowledgeable lawyers, MacLean Law Firm, LLC is committed to achieving the best possible outcomes for their clients. Located at 2 Susan's Place, this firm is a trusted choice for those seeking legal representation in the United States.

Lee Garrison, Attorney At Law is a trusted legal firm located at 20 Scotland Boulevard in Bridgewater, Massachusetts, United States. Specializing in various areas of law, Lee Garrison provides expert legal representation and guidance to clients in need. With a strong commitment to achieving favorable outcomes for their clients, the team at Lee Garrison, Attorney At Law is dedicated to providing top-notch legal services with professionalism and integrity. Whether you are facing a legal issue or seeking legal advice, Lee Garrison is here to help.

Clark Balboni & Gildea LLP is a renowned law firm located at 1037 Pleasant Street in Bridgewater, Massachusetts, United States. With a team of experienced attorneys, the firm specializes in various areas of law including personal injury, real estate, estate planning, and business law. Clients can expect top-notch legal representation and personalized service to meet their individual needs. Whether you are seeking legal advice for a personal injury claim or need assistance with a real estate transaction, Clark Balboni & Gildea LLP is dedicated to providing expert guidance and support to help you achieve the best possible outcome.

Welcome to Town Assessors, your trusted partner in accounting, finance, and local government services, conveniently located at 175 Central Street, East Bridgewater, Massachusetts. As a cornerstone of the East Bridgewater community, we are committed to providing transparent, accurate, and efficient assessment services to local residents and businesses. Our experienced team specializes in property assessments, tax evaluations, and financial consulting, ensuring that you receive reliable information and guidance tailored to your needs. At Town Assessors, we pride ourselves on our dedication to public service and our role in fostering a fair and equitable financial landscape within our community. Visit us today to experience our professional and friendly service, and let us assist you in navigating the complexities of local government finance with ease.

Welcome to Perini-Hegarty & Associates, PC, your trusted partner in legal and financial services. Conveniently located at 230 Norlen Park, Bridgewater, Massachusetts, we are committed to providing exceptional service to our clients. Our experienced team specializes in a wide range of services, including estate planning, tax preparation, and business consulting. We pride ourselves on our client-focused approach, ensuring personalized solutions tailored to meet your unique needs. At Perini-Hegarty & Associates, PC, we strive to build lasting relationships, offering expert guidance and support every step of the way. Visit us today and experience the difference of working with a dedicated and professional team.