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TOP 30 Estate tax strategies in Waltham, MA
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Beacon Pointe Advisors
Beacon Pointe Advisors is a leading finance institution located at 400 Totten Pond Road in Waltham, Massachusetts. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Boston, MA, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Our team of experienced investment advisors and financial planners in Boston offer full-service financial planning and research-driven investments. At Beacon Pointe, we take our fiduciary responsibility to our clients seriously, with a holistic allWEALTH® approach that addresses all aspects of financial well-being. This includes wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
Argent Wealth Management, LLC
Argent Wealth Management, LLC, located at 200 5th Avenue in Waltham, Massachusetts, is a client-centric wealth advisor offering comprehensive and personal wealth management services. With a focus on investment management, estate planning, tax strategies, and financial planning, our experienced team is dedicated to finding the best solutions for our clients. Our culture of teamwork and shared learning allows us to provide creative and effective solutions tailored to each client's unique needs. With decades of specialized experience in wealth management, our advisors work together to deliver integrated plans that encompass investments, retirement, taxes, and estate planning.
KLR
KLR is a leading institution located at 1075 Main Street, Waltham, Massachusetts, United States, specializing in accounting and finance services. Our team offers a comprehensive range of financial and management assurance services to help businesses maximize their potential. Whether you need assistance with tax implications of business decisions, financial due diligence, cybersecurity measures, or estate planning, we have the expertise to support you. Our professionals are trained and accredited in valuation and litigation services, and can provide tailored solutions for international tax and business needs, charitable giving strategies, and compliance with ERISA, DOL, and IRS requirements. We approach assurance services with a "common sense" mindset, focusing on integrity, client-centricity, community, collaboration, and innovation.
McCarthy Bouley Barry + Morgan, P.C.
McCarthy Bouley Barry Morgan, P.C. is a prestigious law firm located at 400 5th Avenue in Waltham, Massachusetts, United States. With a team of highly skilled and experienced attorneys, they provide top-notch legal services to their clients in a wide range of practice areas. Known for their dedication to excellence and commitment to achieving the best possible outcomes for their clients, McCarthy Bouley Barry Morgan, P.C. is a trusted name in the legal community. Whether you need assistance with business law, real estate transactions, estate planning, or any other legal matter, you can count on the team at McCarthy Bouley Barry Morgan, P.C. to provide you with the expert guidance and representation you need.
List of businesses, places and services in Massachusetts
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