Family legacy in Worcester, Massachusetts

Suzanne Matheson - TD Wealth Relationship Manager is a finance institution located at 370 Main Street in Worcester, Massachusetts. As a trusted wealth management advisor, Suzanne Matheson provides personalized financial guidance and support to help clients achieve their financial goals. With a focus on building strong relationships and delivering top-notch service, Suzanne Matheson helps individuals and families navigate the complexities of investing, retirement planning, and wealth preservation. Contact Suzanne Matheson today to start your journey towards financial success.

Daniel J Marean is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 975 Merriam Avenue in Leominster, Massachusetts, United States. Daniel J Marean holds various 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 demonstrate Daniel J Marean's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a Private Wealth Advisor, Daniel J Marean provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking to plan for your future, manage your assets, or navigate complex financial situations, Daniel J Marean has the knowledge and experience to help you achieve your financial goals.

Edward Jones - Financial Advisor: Christina G Lashua is a trusted financial institution located at 98 Adams Street in Leominster, Massachusetts. As a dedicated finance professional, Christina G Lashua provides personalized investment and wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your investments, Christina G Lashua is committed to providing expert guidance and tailored solutions to meet your needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Christina G Lashua is the go-to destination for all your financial planning needs in the Leominster area.

Stephen Coffey - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2 Main Street, Milford, Massachusetts, United States, offers a range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Stephen Coffey is equipped to provide expert advice on asset management, retirement planning, estate planning, investment opportunities, and insurance products. Whether you are a retiree, small business owner, high net worth client, or in need of specialized financial planning for domestic partnerships or military personnel, Stephen Coffey has the knowledge and expertise to help you achieve your financial goals. Contact Stephen Coffey today to learn more about how he can assist you with your financial planning needs.

The Winter Street Group - Morgan Stanley is a finance institution located at 112 Worcester Street in Wellesley, Massachusetts, United States. As part of the prestigious Morgan Stanley brand, they offer a wide range of financial services including investment management, wealth planning, and retirement solutions. With a team of experienced financial advisors, they are dedicated to helping clients achieve their financial goals and secure their financial future. Visit them today to learn more about their personalized financial services.

Patrick Curtis - Morgan Stanley is a reputable financial institution located at 112 Worcester Street in Wellesley, Massachusetts, United States. Specializing in financial services, investment strategies, and wealth management, the institution is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, Patrick Curtis - Morgan Stanley offers personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, this institution provides the expertise and resources to help you succeed.

Parker Financial Services Wealth Management is a premier finance institution located at 174 Church Street, Northbridge, Massachusetts, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we provide comprehensive financial solutions tailored to your individual needs. Trust Parker Financial Services Wealth Management to guide you towards financial success and security.

d their families. The CVF certification is designed to help advisors and financial professionals understand the specific needs and requirements of those who have served in the military. The V12 certification is a specialized qualification that gives advisors the knowledge and skills required to provide advice, support and guidance to those who have served in the army, navy, air force or security forces. The CFP certification is a mark of excellence for financial planners and advisors who have completed the necessary education, training and experience. The V12 certification is a recognition of expertise in the field of finance and is awarded to those who have completed a program of study that covers the various aspects of financial planning and investment management. The V12 certification is a qualification that is designed to give advisors the knowledge and skills required to provide advice, support and guidance to those who have served in the military. The CFP certification is a mark of excellence for financial planners and advisors who have completed the necessary education, training and experience. The V12 certification is a recognition of expertise in the field of finance and is awarded to those who have completed a program of study that covers the various aspects of financial planning and investment management. The V12 certification is a qualification that is designed to give advisors the knowledge and skills required to provide advice, support and guidance to those who have served in the military. The CFP certification is a mark of excellence for financial planners and advisors who have completed the necessary education, training and experience. The V12 certification is a recognition of expertise in the field of finance and is awarded to those who have completed a program of study that covers the various aspects of financial planning and investment management. The V12 certification is a qualification that is designed to give advisors the knowledge and skills required to provide advice, support and guidance to those who have served in the military. The CFP certification is a mark of excellence for financial planners and advisors who have completed the necessary education, training and experience. The V12 certification is a recognition of expertise in the field of finance and is awarded to those who have completed a program of study that covers the various aspects of financial planning and investment management. The V12 certification is a qualification that is designed to give advisors the knowledge and skills required to provide advice, support and guidance to those who have served in the military. The CFP certification is a mark of excellence for financial planners and advisors who have completed the necessary education, training and experience. The V12 certification is a recognition of expertise in the field of finance and is awarded to those who have completed a program of study that covers the various aspects of financial planning and investment management. The V12 certification is a qualification that is designed to give advisors the knowledge and skills required to provide advice, support and guidance to those who have served in the military. The CFP certification is a mark of excellence for financial planners and advisors who have completed the necessary education, training and experience. The V12 certification is a recognition of expertise in the field of finance and is awarded to those who have completed a program of study that covers the various aspects of financial planning and investment management. The V12 certification is a qualification that is designed to give advisors the knowledge and skills required to provide advice, support and guidance to those who have served in the military. The CFP certification is a mark of excellence for financial planners and advisors who have completed the necessary education, training and experience. The V12 certification is a recognition of expertise in the field of finance and is awarded to those who have completed a program of study that covers the various aspects of financial planning and investment management. The V12 certification is a qualification that is designed to give advisors the knowledge and skills required to provide advice, support and guidance to those who have served in the military. The CFP certification is a mark of excellence for financial planners and advisors who have completed the necessary education, training and experience. The V12 certification is a recognition of expertise in the field of finance and is awarded to those who have completed a program of study that covers the various aspects of financial planning and investment management. The V12 certification is a qualification that is designed to give advisors the knowledge and skills required to provide advice, support and guidance to those who have served in the military. The CFP certification is a mark of excellence for financial planners and advisors who have completed the necessary education, training and experience. The V12 certification is a recognition of expertise in the field of finance and is awarded to those who have completed a program of study that covers the various aspects of financial planning and investment management. The V12 certification is a qualification that is designed to

Welcome to The Law Offices of James A. Miller, P.C., your trusted partner in estate planning and elder law. Conveniently located at 1500 District Avenue, Burlington, Massachusetts, we specialize in guiding you through the complexities of legacy planning, nursing home planning, probate, and trust administration. Creating an estate plan is a significant and crucial step in securing your future and the future of your loved ones. At our firm, we provide valuable resources to help you make informed decisions, including free estate planning webinars and a comprehensive worksheet that brings you closer to achieving a secure and happy future for your family.