The 30 Best Fiduciary services in Boston, Massachusetts

34 results found

Andrew Keller - UBS Financial Services Inc. is a renowned finance institution located in Boston, Massachusetts, United States. With a strong reputation for providing top-notch financial services, Andrew Keller - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through tailored strategies and expert advice. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Andrew Keller - UBS Financial Services Inc. is committed to providing you with the support and guidance you need. Trust in their expertise and personalized approach to financial planning to help you navigate the complexities of the financial world with confidence.

Harrison Fiduciary Group LLC is a leading finance institution located at 264 Beacon Street in Boston, Massachusetts, United States. With a strong reputation for providing expert fiduciary services, our team of professionals is dedicated to helping clients achieve their financial goals with integrity and transparency. Whether you are seeking wealth management, estate planning, or investment advice, Harrison Fiduciary Group LLC is committed to delivering personalized solutions tailored to your unique needs. Trust us to safeguard your assets and secure your financial future.

James Swallow Jr is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 529 Main Street, Boston, Massachusetts, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment fiduciary practices, portfolio management, and behavioral finance. James Swallow Jr is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with retirement planning, investment strategies, estate planning, or insurance products, James Swallow Jr has the knowledge and experience to help you achieve your financial goals. Contact him today to schedule a consultation and start planning for a secure financial future.

Leilani Germain - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 60 State Street in Boston, Massachusetts, offers a wide range of financial services. Leilani Germain holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, which demonstrate her expertise in asset management, wealth transfers, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. Leilani Germain is also a Chartered Advisor in Philanthropy® and holds certifications in fixed-rate and variable annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more. With a commitment to excellence and a deep understanding of financial planning principles, Leilani Germain is dedicated to providing top-notch financial advice and support to her clients.

Martinelli Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located in Post Office Square, Boston, Massachusetts, United States. With a focus on providing top-tier wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Martinelli Wealth Management - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial solutions tailored to your individual needs. Contact us today to learn more about how we can help you build and preserve your wealth.

Artemis Financial Advisors is a boutique finance institution located at 115 Newbury Street in Boston, Massachusetts, United States. We specialize in highly personalized financial planning, sustainable investing, and wealth management services as an independent, fiduciary, and fee-only firm. Our clients receive the same expertise found in large institutions but with the individual focus and care that only a boutique advisory firm can provide. Each financial plan we create is tailored to the specific needs, goals, and concerns of our clients. Whether you are an individual, couple, professional starting your career, going through a transition, or nearing retirement, we offer targeted recommendations to help you achieve your long-term objectives.

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.

Access Financial Planning, LLC is a finance institution located at 40R Merrimac Street in Newburyport, Massachusetts, United States. Our services are provided by a fee-only CERTIFIED FINANCIAL PLANNER™ and IRS Enrolled Agent, ensuring unbiased guidance without any product sales. We specialize in tax-efficient retirement planning and investment management, helping clients nationwide and in the Boston area. At Access Financial Planning, we focus on designing, building, and protecting your wealth strategy based on your unique needs and values. We work with you to clarify your financial goals and create a personalized plan to achieve them. As a fiduciary, we always put your interests first, providing peace of mind and confidence in your financial future.

Real World Financial Planning, LLC is an independent financial planning firm and registered investment adviser located in Newton, Massachusetts. Serving individuals and families in the Boston area, we understand the challenges of finding time to focus on long-term financial goals. Our evidence-based approach to financial planning aims to educate and empower clients to make informed decisions. As a fiduciary, we provide unbiased advice on an hourly or project basis, ensuring transparency and value for our clients. We do not sell products or receive commissions, allowing us to prioritize your best interests. Serving clients in the Boston Metrowest area and throughout Massachusetts, we are committed to providing personalized and affordable financial planning services. Please note that our presence on this website does not constitute a solicitation for services in jurisdictions where we are not registered. Contact us to discuss your financial goals and learn how we can help you achieve them.

Still River Financial Planning is a finance institution located at 289 Old Farm Way in Ayer, Massachusetts, United States. Specializing in financial planning for young families and professionals in their 30s-40s, our goal is to help clients optimize their finances, prioritize their goals, and reduce financial stress. Founded in 2021, Still River Financial Planning offers fee-only, fiduciary financial planning services to clients in the Boston area and across the country. Our services aim to assist clients in managing their growing careers, busy personal schedules, and increasing financial complexity. Schedule an obligation-free consultation today to discuss your unique financial planning needs with us. Please note that Still River Financial Planning LLC is a registered investment advisor offering services in Massachusetts and other jurisdictions where exempted. Opinions expressed on our website are solely those of Still River Financial Planning LLC, and all information provided should be discussed with a financial advisor, accountant, or legal counsel before implementation.

Welch & Forbes LLC is a prestigious finance institution located at 45 School Street in Boston, Massachusetts, United States. With a focus on providing personalized services, Welch & Forbes operates in the tradition of a family office, offering a wide range of financial services including trust management, tax planning, estate planning, fiduciary services, and customized investment management. Clients can trust Welch & Forbes to provide expert guidance and support in managing their wealth and achieving their financial goals.

CAPTRUST, located at 1 Liberty Square in Boston, Massachusetts, is a finance institution that offers expert investment advisory and wealth management services to clients of all types. Our Boston-based advisors are available Monday through Thursday from 8:30 am to 5:30 pm and Friday from 8:30 am to 4:00 pm to provide services such as committee education, donor development, OCIO services, performance reporting, and investment management to our nonprofit clients. Whether you are seeking wealth planning, portfolio management, family governance assistance, philanthropic strategies, or other financial services, our team of financial advisors is ready to assist you. We support thousands of employer organizations through various services including fiduciary partnerships, plan design optimization, financial wellness programs, and more.

Merrill Lynch Financial Advisor Driscoll M DoCanto, located at 440 Boylston Street in Boston, Massachusetts, offers personalized wealth management services to a select group of affluent clients. With over 16 years of experience in the investment management industry, Driscoll is dedicated to providing clients with an institutional money management approach to investing. He holds a Bachelor of Science degree from Babson College, a Chartered Financial Analyst® CFA® designation, and a Certified Plan Fiduciary Advisor® certification. Driscoll works closely with clients to establish deep and valued relationships, understand their needs and goals, and create customized wealth strategies designed to help them meet their long-term financial goals. With a team of talented individuals, Driscoll offers a range of services including portfolio construction and management, retirement and educational planning, and wealth preservation and transfer services. By focusing on potential solutions that can help turn goals into reality, Driscoll helps clients manage, grow, and preserve their wealth while considering the impact it can have for years to come. Through the personalized Merrill Personal Wealth Analysis™, clients can build a personalized financial plan centered on their goals and priorities. Driscoll believes that financial success can be achieved by making investment-related decisions that align with personally meaningful goals, and he is committed to helping clients navigate the complexities of their financial lives to pursue their aspirations.

David Poulin - RBC Wealth Management Financial Advisor is a reputable financial institution located at 53 State Street in Boston, Massachusetts. As a trusted advisor, David Poulin provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, David Poulin offers expert advice and guidance to help individuals and families secure their financial future. With a commitment to excellence and a dedication to client satisfaction, David Poulin - RBC Wealth Management Financial Advisor is a top choice for those seeking professional financial services in the Boston area.

Merrill Lynch Financial Advisor Mark S Joyce, located at 100 Federal Street in Boston, Massachusetts, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Their mission is to understand each client's individual needs and financial goals in order to create a personalized plan to help manage investment risk and achieve those goals. With access to the investment insights of Merrill and banking solutions from Bank of America, they work to develop an approach designed to address each client's unique financial needs. Their team goes beyond the traditional role of an advisor, providing valuable insights and guidance to help clients make informed decisions as they pursue their financial goals. Additionally, they offer a broad range of brokerage, investment advisory, and other services to meet the diverse needs of their clients. Trust, fiduciary, and investment management services are also available through Bank of America, N.A. and its affiliated banks. Banking products are provided by Bank of America, N.A. and affiliated banks, offering a comprehensive suite of financial services to help clients achieve their financial aspirations.

Merrill Lynch Financial Advisor Matthew P. Hart is a finance institution located at 100 Federal Street in Boston, Massachusetts, United States. With a focus on helping clients achieve sustainable financial independence, Matt joined Merrill Lynch Wealth Management in 2005 and has since developed a personalized approach to financial planning. He works with private clients, families, entrepreneurs, founders, and key associates at public and private companies to prioritize goals and implement strategies that adapt to evolving life circumstances. Matt is a CERTIFIED FINANCIAL PLANNER (CFP) certificant and holds the Certified Plan Fiduciary Advisor (CPFA) designation. He collaborates with clients' other professional advisors to develop integrated strategies that aim to mitigate tax liabilities and preserve legacies. With a team of experienced professionals at Merrill Lynch, Matt focuses on building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, he helps clients document personalized plans centered on their goals and aspirations. By understanding what matters most to each individual, Matt designs and implements personalized plans to help manage investment risk and pursue financial goals. He believes in an approach that turns goals into reality, addressing issues such as future health care expenses, college planning, business ownership, and wealth transfer. With access to the resources of Merrill and Bank of America, Matt works with clients to develop financial approaches tailored to their specific needs. The institution offers personalized financial solutions, regular reviews to track progress, and adjustments to financial approaches as clients' lives and goals change. Through ongoing conversations, the team at Merrill Lynch Wealth Management strives to help clients achieve their financial goals and address fluctuations in the market.

Robert S. Grodberg, Esq. is a reputable law firm located at 111 Perkins Street in Boston, Massachusetts. Specializing in various legal services, the institution is led by experienced attorney Robert S. Grodberg. With a commitment to providing high-quality representation and personalized attention to each client, Robert S. Grodberg, Esq. is dedicated to achieving favorable outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, the team at Robert S. Grodberg, Esq. is here to help. Contact them today to schedule a consultation.

The Jacobs Law, LLC is a highly reputable law firm located at 36 Bromfield Street in Boston, Massachusetts. Specializing in business law and litigation, we offer top-notch legal services to a wide range of clients, including businesses, entrepreneurs, in-house legal departments, and individuals. Our mission is to establish long-lasting professional relationships with our clients, serving as problem solvers rather than problem makers. We understand the importance of responsiveness and efficiency in legal matters, and strive to provide practical solutions to our clients' legal needs. Our team of Boston Business Lawyers is dedicated to representing all types of business entities in disputes and lawsuits, including claims for fraud, breach of contract, breach of fiduciary duty, false advertising, wage and overtime disputes, consumer claims, and other commercial issues. With a focus on understanding our clients' businesses and providing tailored legal solutions, we aim to minimize unnecessary losses in revenue and efficiency.

First Republic Bank, located at 160 Federal Street in Boston, Massachusetts, is a full-service institution offering ATM, banking, and financial services. With a focus on customization and exceptional service, they are committed to providing responsive solutions to meet their clients' needs. Deposit products and services are provided by JPMorgan Chase Bank, N.A., with a firm dedication to FDIC protection and equal housing opportunity. Investing through J.P. Morgan Wealth Management carries market risks, and there is no guarantee of achieving investment objectives. Trust, fiduciary, and insurance services are also available through affiliated companies under the control of JPMorgan Chase & Co. Please note that investment and insurance products are not FDIC insured and may involve risks, including potential loss of principal.

Welcome to the Bank of America Heritage Center, located at 100 Federal Street, Boston, Massachusetts. As a unique museum experience, the Heritage Center offers visitors an insightful journey through the rich history and legacy of one of the world's leading financial institutions. Discover how Bank of America has evolved over 240 years, driven by a commitment to help individuals, companies, and communities achieve their financial goals. Our story is grounded in a simple yet profound question: “What would you like the power to do?” This query has guided our mission to empower clients and communities, fostering connections that drive progress and success. At the Heritage Center, explore exhibits that highlight our dedication to responsible growth and the positive impact we strive to make in society.

Welcome to David Marshall Datz P.C., your premier law firm specializing in Real Estate and Estate Planning Law, conveniently located at 530 Tremont Street, Boston, Massachusetts, and Provincetown, Massachusetts. Our experienced attorneys are dedicated to providing comprehensive legal services tailored to meet your unique needs in both real estate transactions and estate planning. At David Marshall Datz P.C., we understand that estate planning is more than just managing tangible assets like jewelry, artwork, and real estate. In today's digital age, it's crucial to also consider your digital assets, such as online accounts, cryptocurrency, and digital memorabilia. Our expert estate planning attorneys will guide you in creating a robust plan that ensures your digital and physical assets are seamlessly passed on to your loved ones, while maintaining your privacy and minimizing the risk of identity theft.

Welcome to Merrill Lynch Financial Advisor Dan Whiting's practice, located at 2221 Washington Street, Newton, Massachusetts. As a dedicated financial advisor with Merrill Lynch Wealth Management, Dan Whiting offers a comprehensive suite of investment solutions and banking products through the powerful collaboration between Merrill and Bank of America. Since joining Merrill Lynch in 2018, Dan has been committed to providing personalized financial guidance, drawing on his extensive experience, including eight years at Fidelity Investments. Dan's disciplined and client-focused approach begins with a deep understanding of your unique needs, concerns, and financial priorities. As a CERTIFIED FINANCIAL PLANNER® professional, Dan is passionate about helping you design and implement a customized financial plan aimed at achieving your goals while effectively managing investment risks.

Welcome to the Bank of America ATM located in Boston, Massachusetts 02130. As a trusted financial service provider, we offer a convenient and secure way to manage your finances on-the-go. Our ATM services allow you to perform a variety of transactions, including cash withdrawals, deposits, and balance inquiries, with ease and efficiency. By providing your mobile number, you consent to receive text messages regarding your transactions and updates; please note that standard text message fees may apply as per your carrier. These messages may be transmitted automatically to ensure timely communication.

Welcome to the Bank of America ATM located at 333 Longwood Avenue, Boston, Massachusetts 02115. Our ATM is designed to meet your financial needs with ease and convenience. Whether you’re a local resident or just passing through, you can rely on our services to manage your finances efficiently. ### Key Features:

Welcome to the Bank of America ATM located at 70 Francis Street, Boston, Massachusetts 02115. Our ATM offers a convenient and secure way to access your finances at any time. Although this ATM does not accept deposits, you can easily withdraw cash and perform other standard ATM functions. For added convenience, instructions are available in multiple languages. Our location features a dedicated business teller to assist with in-person cash deposits, withdrawals, and currency exchanges for business clients. Additionally, you can set up an appointment to meet with a banking representative for personalized assistance.

Bank of America ATM at 800 Boylston Street, Boston, MA Welcome to the Bank of America ATM conveniently located at 800 Boylston Street, Boston, Massachusetts 02199. This ATM offers a range of financial services to meet your needs, including cash withdrawals, deposits, and account balance inquiries. Whether you're a local resident or visiting the vibrant city of Boston, our ATM is here to provide you with quick and easy access to your funds.

Bank of America ATM - 300 1st Avenue, Boston, MA 02129 Welcome to the Bank of America ATM conveniently located at 300 1st Avenue, Boston, Massachusetts. Our ATM offers a variety of financial services tailored to meet your needs. Whether you're looking to withdraw cash or need assistance with business transactions, we are here to help.

Welcome to the Bank of America ATM located at 15 Parkman Street, Boston, Massachusetts 02114. Our convenient ATM services cater to your financial needs, whether you're withdrawing cash or managing your accounts on the go. This ATM offers user-friendly instructions in multiple languages to ensure accessibility for all customers. For business clients, our location features a dedicated business teller to assist with in-person cash deposits, withdrawals, or currency exchanges. You can also schedule a specific time to meet with a banking representative for personalized assistance. Additionally, Merrill Edge Financial Solutions Advisors are available to provide investment advice and guidance to help you achieve your financial goals.

Welcome to the Bank of America ATM located at 11 Porter Street, Boston, Massachusetts 02128. As a convenient financial service point, our ATM offers a range of banking services to meet your everyday needs. Whether you're withdrawing cash, checking your account balance, or managing your finances, our ATM provides a quick and secure way to access your accounts around the clock. At Bank of America, we are committed to helping you navigate your financial journey with confidence. We offer a suite of services designed to support your financial goals, from Better Money Habits® financial education programs to personalized investment advice through Merrill Lynch, Pierce, Fenner & Smith Incorporated. Our Advantage Banking services provide flexibility to adapt to your lifestyle, while the Bank of America Private Bank offers expertise in managing substantial wealth.

Welcome to the Bank of America ATM located at 125 High Street, Boston, Massachusetts 02110. Our ATM is designed to meet your financial needs with convenience and ease. Whether you're withdrawing cash or managing your account, we strive to provide a seamless experience. Features and Services: - Dedicated Business Teller: Ideal for business clients needing in-person assistance with cash deposits, withdrawals, or coin and currency transactions.