Family wealth planning in Lee, Massachusetts

Boston Standard Wealth Management is a finance institution located at 31 Church Street in Winchester, Massachusetts, United States. Our firm is dedicated to providing intellectually honest financial advice that combines cutting-edge technology with time-tested principles to help investors build wealth for generations. Whether you are planning for retirement, saving for your child's education, or simply looking to protect your assets, we can help you organize your finances to meet your life goals. At Boston Standard Wealth Management, we understand that every individual is unique, which is why we take the time to listen to your needs and objectives to create a customized financial plan that suits your specific situation. Our boutique approach means you have a dedicated Certified Financial Planner™ to guide you through life's financial challenges, providing unbiased advice in an environment of trust and confidentiality.

Lee Capital Management is a renowned finance institution located at 100 Cummings Center in Beverly, Massachusetts, United States. With a strong reputation for providing top-notch financial services, Lee Capital Management is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers expert advice and personalized solutions to meet the unique needs of each client. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, Lee Capital Management is committed to delivering exceptional results. Trust Lee Capital Management to guide you towards a secure financial future.

Welcome to Lee Bank - Your Trusted Financial Partner in Stockbridge Located at 3 Elm Street, Stockbridge, Massachusetts, Lee Bank is your local, community-focused financial institution dedicated to providing exceptional banking services to individuals and businesses alike. As a trusted name in the finance industry, we offer a wide range of services tailored to meet your financial needs.

Welcome to Lee Bank, your trusted financial partner located at 450 Pittsfield Road, Lenox, Massachusetts. Serving the community with dedication and integrity, Lee Bank offers a comprehensive range of banking and financial services tailored to meet the unique needs of individuals, families, and businesses. Our commitment to providing exceptional customer service is at the core of everything we do. Whether you're looking to open a personal checking account, secure a loan for your dream home, or explore investment opportunities, our team of experienced professionals is here to guide you every step of the way. At Lee Bank, we combine the personalized attention of a local bank with the innovative solutions of a modern financial institution. Visit us today and discover how we can help you achieve your financial goals with confidence and ease.

Welcome to Lee Bank, your trusted financial partner located at 180 South Street, Pittsfield, Massachusetts. As a community-focused bank, we are dedicated to providing personalized banking and financial services to individuals, families, and businesses in the heart of the Berkshires. With a strong commitment to customer satisfaction, Lee Bank offers a comprehensive range of services including personal and business banking, loans, mortgages, and investment solutions tailored to meet your unique financial needs. Our experienced team of professionals is here to guide you every step of the way, ensuring that you achieve your financial goals with confidence. Visit us today and experience the difference of a bank that truly cares about its community. At Lee Bank, your success is our priority.

Welcome to the Law Office of Jacqueline Voss Lees Located at 27 Congress Street, Salem, Massachusetts, the Law Office of Jacqueline Voss Lees is dedicated to providing comprehensive legal services with a focus on estate planning, probate, elder and disability law, and real estate transactions. With over 33 years of experience in the Probate Court, Attorney Jacqueline Voss Lees is committed to guiding her clients through life’s transitions with confidence and clarity.

Welcome to Dean Financial Group, LLC, where your financial future is our top priority. Led by our esteemed President, Lee Dean, we are a trusted financial services firm located in the heart of Waltham, Massachusetts. Situated at 201 Jones Road, our team is dedicated to providing comprehensive financial solutions tailored to meet your unique needs and goals. At Dean Financial Group, LLC, we specialize in a wide range of financial services including investment management, retirement planning, estate planning, and more. Our commitment to excellence and personalized service ensures that whether you are an individual, a family, or a business, you will receive the highest level of expertise and attention.

October Mountain Financial Advisors is a trusted finance institution located at 103 West Park Street in Lee, Massachusetts, United States. Our team is a collaboration between two well-established companies, Lee Bank and St. Germain Investment Management, who share a commitment to serving our community and clients with integrity and expertise. With a history of guiding thousands of clients towards their financial goals, we understand the importance of asset allocation, security selection, and diversification in today's ever-evolving financial landscape. Led by Managing Director and Financial Advisor Gary M. Schiff, our team believes in the timeless principles of patience and strategic planning when it comes to achieving financial success. Whether you are in Sheffield, Williamstown, or beyond Berkshire County, October Mountain Financial Advisors is here to assist you in creating a personalized plan to help you reach your financial objectives. Contact us today to begin your journey towards a secure financial future.

Peabody River Asset Management is a reputable finance institution located at 37 Lee Street in Cambridge, Massachusetts, United States. With a focus on providing expert financial advice and management services, Peabody River Asset Management is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, the experienced team at Peabody River Asset Management is here to help. Trust in their expertise and personalized approach to financial planning.

Welcome to Dr. Robert Holub's practice, located at 710 Stockbridge Road, Lee, Massachusetts. As part of the esteemed Berkshire Health Systems, we are dedicated to providing exceptional healthcare services to our community. Our practice focuses on family medicine, offering a comprehensive range of services to ensure the well-being of our patients. At Berkshire Urgent Care, we provide convenient access to care for minor illnesses and injuries. With our on-site lab and X-ray services, you can receive your results in minutes, allowing you to begin the healing process promptly. As part of our integrated system of care, we collaborate with Berkshire Medical Center Trauma Center to ensure that our patients receive advanced emergency care when needed.

Welcome to Berkshire Financial Services Inc., your trusted partner in financial excellence located in the heart of the Berkshires at 75 Park Street, Lee, Massachusetts. At Berkshire Financial Services, we are committed to guiding you towards a secure financial future with our comprehensive range of financial solutions tailored to meet your unique needs. Our team of experienced professionals is dedicated to providing personalized financial advice and services, including investment management, retirement planning, tax strategies, and estate planning. We understand that every client has distinct financial goals, and we strive to deliver customized strategies that align with your aspirations.