Family wealth planning in Newton, Massachusetts

Merrill Lynch Financial Advisor Edward A. Darragh, located at 2221 Washington Street in Newton, Massachusetts, is part of the McAuliffe Darragh & Associates team dedicated to helping clients achieve their financial goals through personalized service. The team combines a distinct process with global resources to place clients at the center of the wealth management process. As Merrill Lynch Wealth Management financial advisors, they offer advice and guidance based on individual goals and priorities, focusing on the investor rather than the market. The team's wealth management philosophy is centered on understanding clients' lives to recommend appropriate financial strategies, track progress, and adjust strategies over time. They believe in a one-on-one relationship with clients, prioritizing their needs and goals. Advisors are committed to helping clients pursue their goals through a transparent, comprehensive approach aligned with what matters most to them. The team, supported by Merrill's resources, is experienced and dedicated to building strong client relationships based on trust. Financial Advisor Edward A. Darragh, with over 23 years of industry experience, works directly with clients on personalized investment planning. Lisa, a Wealth Management Associate, plays an integral role in the team's operations. The team offers the Merrill Personal Wealth Analysis™ to help build personalized plans centered on goals. They understand that life and financial markets change, and regularly check in with clients to ensure their financial approach aligns with their evolving needs and goals. Meetings are held to review progress and make adjustments as needed. The team's commitment to helping clients reach their goals begins with getting to know them personally and understanding what matters most to them.

Edward Jones - Financial Advisor: Kelley A Bangs is a reputable finance institution located at 130 Rumford Avenue in Newton, Massachusetts. As a trusted financial advisor, Kelley A Bangs provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Kelley A Bangs is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

Merrill Lynch Financial Advisor Michael Oliveri, located at 2221 Washington Street in Newton, Massachusetts, is a trusted finance institution dedicated to simplifying and organizing the financial lives of families. As a licensed Financial Advisor since 2013 and a graduate of Westfield State University, Michael Oliveri offers personalized Wealth Plans that include investment management strategies, estate planning services, tax optimization, and risk mitigation. With a focus on building a solid foundation for clients to make confident financial decisions, Michael and his team provide ongoing communication and utilize state-of-the-art planning tools to develop customized investment advice. By leveraging the extensive research capabilities of Merrill, they help clients grow and preserve their investment capital in a tax-efficient manner. With a commitment to community involvement and a belief in the power of personalized financial planning, Merrill Lynch Financial Advisor Michael Oliveri is dedicated to helping clients achieve their financial goals and pursue their passions.

Merrill Lynch Financial Advisor William F Keeney is a finance institution located at 2221 Washington Street, Newton, Massachusetts, United States. The institution serves a majority of clients who are achievers, successful business owners, and affluent families who value prudent strategy and calculated risk. The Keeney Group within Merrill Lynch Wealth Management is dedicated to helping clients pursue financial objectives and build wealth through a disciplined wealth management process. The team deeply understands clients' goals, lives, and interests to develop customized strategies for long-term financial success. They offer a range of brokerage, investment advisory, and other services to cater to clients' needs. The team also specializes in working with entrepreneurs looking to sell their businesses and invest the proceeds wisely. Additionally, they offer strategies for optimizing retirement plans for employees and reviewing investment policies for cost-effectiveness. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. They offer a personalized financial plan through Merrill Personal Wealth Analysis™ and regularly review and adjust strategies to help clients achieve their goals. As Merrill Lynch Wealth Management Advisors, they provide a customized investment approach to address clients' needs and pursue their goals. The team puts clients first and offers the latest investment insights, tips, and strategies to help clients live their best financial life. They also hold certifications such as CFP®, CDFA®, and CPWA® to provide expert financial advice. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions. The institution offers a range of services and strives to understand and meet clients' unique financial needs and priorities.

Merrill Lynch Financial Advisor Delphine G Morrill is a finance institution located at 2221 Washington Street in Newton, Massachusetts, United States. Delphine is a Senior Financial Advisor with a background in sales and financial planning. She specializes in business development, relationship management, and financial planning, working closely with clients to create customized wealth management strategies. Delphine holds various licenses and certifications, including the Certified Divorce Financial Analyst® designation. She is actively involved in her community and volunteer work, and has a passion for helping clients achieve their financial goals. Through personalized planning, investment management, and asset allocation, Delphine strives to provide goals-based solutions for every individual's needs. The institution offers a personalized approach to financial planning, focusing on the client's aspirations and priorities. Delphine and her team at Merrill Lynch Wealth Management work to help clients stay on track and address changes in their financial situation. With access to the investment insights of Merrill and banking solutions from Bank of America, they strive to develop an approach designed to address each client's unique financial needs. The institution values a one-on-one relationship with clients, offering personalized investment strategies and comprehensive financial solutions. Delphine Morrill is registered to do business in multiple states and is committed to helping clients live their best financial life.

Merrill Lynch Financial Advisor Patrick S Ryan, located at 2221 Washington Street, Newton, Massachusetts, United States, is a finance institution that offers insights, observations, and ideas to help clients pursue their financial goals. With over a decade of experience, Patrick and his team work with seasoned executives, business owners, and families to identify, plan for, and accomplish their dreams. By combining their team of professionals with a service model designed for families, they aim to preserve and grow their client's wealth. Patrick's greatest joy is seeing his client's hard work come to fruition, whether it's helping children go to college, retiring to a dream home, or leaving a lasting legacy to their family. As a Merrill Lynch Wealth Management Advisor, Patrick understands that financial success can be achieved by making investment-related decisions that align with personally meaningful goals. By getting to know each client and their investing preferences through the Investment Personality Assessment, Patrick can customize a financial approach to help clients pursue what matters most to them. He believes in focusing on potential solutions that can turn goals into reality and helps clients stay on track by regularly reviewing and adjusting their financial approach.

Wellesley Hills Financial, LLC is a finance institution located at 1087 Beacon Street in Newton, Massachusetts, United States. Our team of experienced financial professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies, retirement planning, and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the highest level of service and expertise. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Christopher P Bunnell is located at 2221 Washington Street in Newton, Massachusetts, United States. The institution serves a wide range of clients, including business owners, affluent families, professionals, and corporate executives who are looking for wealth management, advice, and guidance. The Keeney Group, a wealth management team within Merrill Lynch Wealth Management, is dedicated to helping clients pursue their financial objectives and build wealth through a disciplined wealth management process. They work closely with clients to understand their goals, interests, and passions in order to develop a customized strategy for making life-long financial decisions. The Keeney Group also offers strategies for entrepreneurs looking to sell all or part of their business, as well as assistance in designing and administering qualified retirement plans for employees. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ can help clients build and document a personalized financial plan centered on their goals. The team regularly checks in with clients to discuss any changes in their life or financial approach to help them stay on track to achieve their goals.

ith Bank of America, we will help you build a personalized strategy that reflects your unique goals and priorities. Our team at Merrill Lynch Financial Advisor Joshua A Cotter, located at 2221 Washington Street, Newton, Massachusetts, United States, is committed to providing exemplary client service and building strong relationships based on trust and personalized service. Our advisors have received recognition from financial industry publications and Bank of America Corporation, setting the standard for excellence in wealth management. Whether you are planning for retirement, managing healthcare expenses, or passing on wealth to future generations, we are here to help you navigate the complexities of your financial life. With a focus on high-net-worth individuals and families, we prioritize your seven key priorities - health, home, family, leisure, giving, work, and finance. By working closely with other trusted professionals and leveraging the resources of Merrill and Bank of America, we can help you achieve your financial goals and secure your financial future. Let us help you create a financial approach that is tailored to your needs and designed to help you succeed. Contact us today to schedule a consultation and start planning for a brighter tomorrow.

Merrill Lynch Financial Advisor Jonathan Greer, located at 2221 Washington Street, Newton, Massachusetts, United States, is part of The Cafaro Group, offering personalized advice and guidance based on your individual goals and priorities. With a focus on placing the investor at the center of their philosophy, the team at Merrill Lynch works to recommend appropriate financial strategies designed to help you pursue your goals and adjust your strategy over time as needed. The team believes in getting to know each client on a personal level to tailor their approach to address financial challenges and opportunities. Recognized for their exemplary client service, Merrill Lynch advisors have received accolades from financial industry publications such as Forbes and Barron's. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide comprehensive financial solutions.

Merrill Lynch Financial Advisor Dillon Geelan is a finance institution located at 2221 Washington Street, Newton, Massachusetts, United States. Dillon and his team offer insights, observations, and ideas to help clients pursue their financial goals. With proactive management of concentrated stock holdings and personalized plans through Merrill Personal Wealth Analysis®, they aim to help clients fulfill their vision for their family's financial future. Dillon is a Certified Financial Planner (CFP®) with extensive experience in financial advising and wealth management. He focuses on understanding each client's individual needs and goals, designing personalized plans to help manage investment risk and achieve financial success. With access to the investment insights of Merrill and banking solutions from Bank of America, Dillon works with clients to develop customized approaches tailored to their financial needs. By regularly reviewing and adjusting financial strategies, Dillon ensures clients stay on track to reach their goals. With a focus on building one-on-one relationships and providing personalized investment strategies, Dillon Geelan and his team at Merrill Lynch Wealth Management strive to help clients live their best financial lives.

Merrill Lynch Financial Advisor Robert Chiacchio, located at 2221 Washington Street, Newton, Massachusetts, United States, offers personalized wealth management advice and guidance tailored to your goals and priorities. The team at The Cafaro Group believes in placing the investor at the center of their focus, not the market, to help you pursue your financial goals. With a deep understanding of your life and priorities, the team recommends appropriate financial strategies and works with you to adjust them over time. They use the Investment Personality Assessment to customize your financial approach and help you make informed decisions. Recognized by Forbes and Barron's for exemplary client service, the team is dedicated to helping you reach your financial goals. With access to the global resources of Merrill Lynch, the team is committed to building strong client relationships based on trust and personalized service. By understanding what matters most to you, they can help you create a financial approach that reflects your personality and priorities. Whether you're planning for retirement, saving for a home, or funding education, the team at Merrill Lynch is here to help you achieve your goals.

Richard Baum - Financial Advisor, Ameriprise Financial Services, LLC, located at 2221 Washington Street in Newton, Massachusetts, is a trusted institution specializing in finance. Richard Baum offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular progress reviews and updates to adapt to life changes, clients can track their financial journey securely from any device. Clients can schedule a complimentary initial consultation to discuss retirement, education, or major purchase goals. Richard Baum is registered in states where securities business is conducted, as indicated on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC cannot guarantee future financial results.

George V Anastopoulos Jr is a financial advisor at Ameriprise Financial Services, LLC located at 275 Grove Street in Newton, Massachusetts, United States. George holds multiple 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. He specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. George is committed to upholding the highest ethical standards and continuously expanding his knowledge and expertise in the field of finance to better serve his clients.

E. S. Schwartz and Company, Inc. is a reputable finance institution located at 450 Lexington Street in Newton, Massachusetts, United States. With a strong track record of providing expert financial services to clients, they offer a wide range of investment options and financial planning solutions. The experienced team at E. S. Schwartz and Company, Inc. is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, E. S. Schwartz and Company, Inc. is committed to providing personalized and professional guidance every step of the way.

Thomas Tax & Legal Services and Consulting is a boutique firm located at 65 Staniford Street in Newton, Massachusetts, United States. Specializing in accounting, finance, and legal services, we offer expert guidance to individuals, families, and small businesses to navigate the complexities of tax, legal, and business growth issues. Our founder, Lynn Thomas, JD, has over 30 years of experience in tax law and is dedicated to helping clients pay less taxes, grow their businesses, and achieve peace of mind. At Thomas Tax & Legal Services and Consulting, we provide personalized solutions tailored to meet your specific needs. From tax returns to estate planning, budgeting to business growth strategies, we are committed to making tax and legal matters more manageable and less daunting for our clients. With a positive outlook and a focus on finding innovative solutions, we help you confidently move forward towards your financial goals.

Hirsch Law LLC is a boutique law firm located at 300 Washington Street in Newton, Massachusetts, United States. Specializing in complex probate and fiduciary litigation and controversies, our team offers sophisticated legal advice with a focus on understanding and addressing the emotional challenges our clients may be facing. Whether you are dealing with a difficult estate dispute or navigating a complex legal issue, Hirsch Law is here to provide expert guidance and support.

The Law Office of Eileen Morrison is a well-respected legal practice located at 288 Walnut Street in Newton, Massachusetts. Specializing in a wide range of legal services, including family law, estate planning, and real estate law, Attorney Eileen Morrison and her team are dedicated to providing personalized and effective legal representation to their clients. With years of experience and a commitment to excellence, the Law Office of Eileen Morrison is a trusted resource for individuals and families in need of expert legal guidance. Contact them today to schedule a consultation and learn how they can assist you with your legal needs.

Helman & Neustadt is a prestigious institution located at 1320 Centre Street in Newton, Massachusetts, United States. Specializing in providing top-notch financial and investment services, Helman & Neustadt is known for its expertise in wealth management, retirement planning, and investment strategies. With a team of experienced professionals dedicated to helping clients achieve their financial goals, Helman & Neustadt is a trusted partner for individuals and businesses seeking personalized financial solutions. Visit their office today to learn more about how they can help you secure your financial future.

Tina Feeley, MD is a reputable medical institution located at 25 Boylston Street in Newton, Massachusetts, United States. Dr. Feeley specializes in providing top-quality healthcare services to patients, focusing on their overall well-being and health. With a strong commitment to patient care and a wealth of experience in the field, Dr. Feeley offers personalized treatment plans and compassionate care to individuals of all ages. Whether you are in need of a routine check-up or seeking treatment for a specific health concern, Tina Feeley, MD is dedicated to helping you achieve optimal health and wellness.

Welcome to Trevor Woodworth, LMHC, your trusted partner in mental health and well-being, located in the heart of Newton, Massachusetts. Nestled at 313 Washington Street, our practice is dedicated to providing compassionate and professional mental health services to individuals and families in the community. With a deep commitment to fostering emotional healing and personal growth, Trevor Woodworth, a Licensed Mental Health Counselor (LMHC), brings a wealth of experience and expertise to every session. We offer a safe and supportive environment where clients can explore their thoughts and feelings, develop coping strategies, and work towards a more fulfilling life. Whether you're dealing with anxiety, depression, relationship challenges, or seeking personal development, we are here to support you on your journey to mental wellness. Contact us today to schedule an appointment and take the first step towards a healthier, happier you.

Welcome to Mansur Law Group, P.C., your trusted legal partner located at 275 Grove Street, Newton, Massachusetts. Our dedicated team of experienced attorneys is committed to providing exceptional legal services tailored to meet your unique needs. Specializing in various areas of law, we pride ourselves on our client-centered approach, ensuring personalized attention and strategic solutions for each case. Whether you require assistance with family law, real estate, business law, or estate planning, Mansur Law Group, P.C. is here to guide you through every step of the legal process with professionalism and integrity. Visit our office or contact us today to schedule a consultation and discover how we can assist you in achieving your legal goals.

Welcome to Horstmann Law Offices, your trusted legal partner located in the heart of Newton, Massachusetts. Situated at 450 Lexington Street, our firm is dedicated to providing exceptional legal services to individuals and businesses in the community and beyond. With a commitment to integrity, professionalism, and personalized attention, Horstmann Law Offices specializes in a wide range of legal areas, ensuring comprehensive support for all your legal needs. Our experienced team of attorneys is well-versed in navigating the complexities of the legal system, offering expert guidance and representation in matters such as family law, estate planning, real estate, business law, and more. At Horstmann Law Offices, we understand that each client’s situation is unique, and we pride ourselves on crafting tailored solutions that meet your specific needs and goals.

Welcome to Steven L Kornstein Law Offices, where we are dedicated to providing exceptional legal services tailored to meet your individual needs. Conveniently located at 2020 Commonwealth Avenue in Newton, Massachusetts, our firm is committed to serving the community with integrity and professionalism. At Steven L Kornstein Law Offices, we understand that legal matters can be complex and stressful. That's why we offer personalized attention and expert guidance to help you navigate the legal landscape with confidence. Our experienced team specializes in a wide range of legal areas, ensuring that you receive comprehensive support and effective solutions.

Welcome to Attorney Wood at Egloff & Wood, LLP Located in the heart of Newton, Massachusetts, Attorney Wood at Egloff & Wood, LLP is dedicated to providing exceptional legal services to our community. Nestled at 246 Walnut Street, our firm is committed to offering personalized and comprehensive legal solutions tailored to meet the unique needs of each client.

Welcome to the Law Office of Anne E. Gillespie, where personalized legal expertise meets compassionate advocacy. Conveniently located at 246 Walnut Street in the heart of Newton, Massachusetts, our practice is dedicated to providing exceptional legal services to individuals and families in the community. At the Law Office of Anne E. Gillespie, we understand that navigating legal matters can be complex and emotionally challenging. With a commitment to transparency, integrity, and professionalism, Attorney Anne E. Gillespie offers a client-centered approach to address your unique legal needs. Whether you require assistance with family law, estate planning, or other legal issues, our goal is to guide you through the process with clarity and confidence.

Welcome to Beliveau Law Group, LLC, your trusted legal partner located at 175 Andover Street, Danvers, Massachusetts. With a commitment to protecting your family, business, and assets, we offer comprehensive legal services to individuals, families, and businesses across Florida, Massachusetts, and New Hampshire. At Beliveau Law Group, we pride ourselves on being more than just lawyers—we are a dedicated legal team that takes the time to understand you and your legal challenges. Our goal is to achieve the best possible outcome for our clients, ensuring peace of mind and security.

Welcome to Castle Hill Financial Group, your trusted partner in navigating the complex world of finance. Conveniently located at 3 Executive Park Drive, Newton, Massachusetts, we are committed to providing top-tier financial services to individuals and businesses alike. Our team of experienced professionals is dedicated to understanding your unique financial needs and helping you achieve your goals. At Castle Hill Financial Group, we offer a comprehensive range of services, including financial planning, investment management, retirement planning, and wealth management. Our personalized approach ensures that each client receives tailored strategies and solutions designed to optimize their financial future.

Welcome to North Atlantic Investment Partners of Raymond James, your trusted financial advisory firm located in the heart of Newton, Massachusetts. Situated at 2345 Washington Street, our team of experienced financial professionals is dedicated to guiding you through every step of your financial journey. Specializing in comprehensive wealth management and investment strategies, we tailor our services to meet the unique needs and goals of each client. Whether you are planning for retirement, building an investment portfolio, or seeking advice on financial planning, our commitment is to provide personalized, insightful, and strategic solutions. At North Atlantic Investment Partners of Raymond James, we pride ourselves on fostering long-term relationships built on trust, integrity, and exceptional service. Visit us today to discover how we can help you achieve financial success and security.

Welcome to Beal Bank USA, your trusted partner in banking and finance, conveniently located at 71 Needham Street, Newton, Massachusetts. Our commitment is to provide you with secure and efficient financial services tailored to meet your needs. Whether you're looking to manage your savings, explore investment opportunities, or require reliable ATM services, Beal Bank USA ensures a seamless experience with personalized attention. Our Newton branch is dedicated to delivering exceptional customer service, providing a range of banking solutions designed to help you achieve your financial goals. With a strong focus on security and customer satisfaction, Beal Bank USA is here to support you every step of the way.