Financial advice in Provincetown, Massachusetts

David Marshall Datz, PC is a premier law firm located at 167 Commercial Street in Provincetown, Massachusetts. Specializing in Real Estate and Estate Planning Law, the firm focuses on ensuring that all aspects of your assets, including digital assets, are accounted for in your estate plan. With the addition of Michael Clancy and Ryan Cunningham to the Real Estate Practice, the firm offers expert advice on navigating the complex real estate market in Massachusetts, especially in the current "seller's market". Estate planning at David Marshall Datz, PC involves both basic and advanced plans to benefit you and your loved ones in the event of incapacity or death. By creating a plan now, you can choose appropriate fiduciaries, control the manner and timing of distributions, and avoid probate and minimize taxes. The firm also helps clients set up revocable living trusts to transfer assets and avoid probate proceedings.

James J Roderick Inc is a reputable institution located at 41 Conwell Street in Provincetown, Massachusetts, United States. Specializing in providing top-quality financial and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to build long-lasting relationships based on trust and integrity. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, James J Roderick Inc is here to help every step of the way.