Estate tax planning in Cambridge, Massachusetts

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.

Cambridge Lawyers Group, LLC is a prestigious law firm located at 340 Main Street in Worcester, Massachusetts, United States. Our team of experienced lawyers is dedicated to providing high-quality legal services to clients in need of expert representation. With a focus on professionalism, integrity, and personalized attention, we strive to achieve the best possible outcomes for our clients. Contact us today for all your legal needs.

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.

Adaptive Financial Solutions is a leading finance institution located at 245 First Street in Cambridge, Massachusetts. We specialize in providing personalized financial solutions to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through innovative strategies and expert guidance. Whether you are looking to invest, save for the future, or plan for retirement, Adaptive Financial Solutions is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial objectives.

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.

WPA Inc is a reputable finance institution located at 19 Follen Street in Cambridge, Massachusetts, United States. With a strong track record of providing top-notch financial services, WPA Inc is known for its commitment to excellence and customer satisfaction. Whether you are looking for investment advice, wealth management services, or financial planning assistance, WPA Inc has a team of experienced professionals ready to help you achieve your financial goals. Visit us today to learn more about how we can assist you with your financial needs.

Merrill Lynch Financial Advisor Xiao-Xia Erica Zhen is a finance institution located at 92 Ames Street, Cambridge, Massachusetts, United States. With a focus on managing your wealth, Xiao-Xia Erica Zhen offers personalized wealth management strategies tailored to your goals and priorities. By combining the investment insights of Merrill and the banking solutions of Bank of America, she can help you navigate today's changing market conditions. With a deep understanding of your financial picture, she can create a flexible strategy to help you pursue your financial goals. Xiao-Xia Erica Zhen follows the Merrill tradition of community service, volunteering with organizations in the local community. She offers Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. By getting to know you and your family, she can provide advice and guidance to help you stay informed and make informed financial decisions.

Merrill Lynch Financial Advisor Brendan Callahan is a reputable finance institution located at 1414 Massachusetts Avenue in Cambridge, Massachusetts. With a strong focus on providing personalized financial advice and guidance, Brendan Callahan and his team offer a comprehensive range of services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Brendan Callahan is dedicated to providing expert assistance and support every step of the way. Visit their office today to learn more about how they can help you secure your financial future.

Lambay Advisors is a prestigious financial institution located at 50 Church Street in Cambridge, Massachusetts, United States. With a team of experienced advisors, Lambay offers a wide range of financial services to help clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management, Lambay Advisors is dedicated to providing personalized solutions tailored to meet your specific needs. Contact us today to schedule a consultation and start planning for a brighter financial future.

Merrill Lynch Wealth Management is a prestigious financial institution located at 1414 Massachusetts Avenue in Cambridge, Massachusetts, United States. As a leading provider of wealth management services, Merrill Lynch offers personalized investment strategies, financial planning, and advisory services to help clients achieve their financial goals. With a team of experienced financial advisors and access to a wide range of investment options, Merrill Lynch is dedicated to helping clients build and preserve their wealth for the future.

Puneet Singh is a reputable finance institution located at 30 Brattle Street in Cambridge, Massachusetts, United States. With a focus on providing top-notch financial services to individuals and businesses, Puneet Singh is known for its expertise and dedication to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Puneet Singh has a team of experienced professionals ready to assist you. Trust Puneet Singh for all your financial needs.

Transkept is a leading financial institution located at 11 Peabody Terrace in Cambridge, Massachusetts. We specialize in providing comprehensive financial services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized strategies and expert guidance. Whether you need assistance with investments, retirement planning, or wealth management, Transkept is committed to delivering exceptional service and results. Visit us today to learn more about how we can help you secure your financial future.

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.

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.

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.

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.

G B Financial Group is a leading finance institution located at 810 Memorial Drive in Cambridge, Massachusetts, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with investments, retirement planning, or estate planning, we are here to assist you every step of the way. Trust G B Financial Group to help you achieve your financial goals and secure a stable future.

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.

Merrill Lynch Financial Advisor Leon Fridmar, located at 92 Ames Street in Cambridge, Massachusetts, offers personalized wealth management strategies tailored to your specific financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Leon Fridmar can help you navigate today's changing market conditions and plan for the future. By participating in the community and volunteering with local organizations, Leon Fridmar embodies the Merrill tradition of serving the needs of those around him. Through the Merrill Personal Wealth Analysis™, Leon Fridmar can create a personalized plan centered on your aspirations, helping you pursue your financial goals with confidence. By understanding your unique investment personality and preferences, Leon Fridmar can develop a financial approach designed to align with what matters most to you. With a focus on ongoing communication and adjustments to your financial plan as your life evolves, Leon Fridmar is committed to helping you achieve your goals and secure your financial future. Contact Leon Fridmar today to start a conversation about how he can help you reach your financial objectives.

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.

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.

James Moore - TIAA Financial Consultant is a leading financial institution located at 97 Mount Auburn Street in Cambridge, Massachusetts. As a trusted advisor, James Moore offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on retirement planning, wealth management, and investment strategies, James Moore is dedicated to providing expert guidance and support to clients in the Cambridge area. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, James Moore - TIAA Financial Consultant is here to help you navigate the complex world of finance with confidence and peace of mind.

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.

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.