TOP 30 Financial advisor for retirement in Everett, Massachusetts

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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.

H&R Block is a renowned accounting and finance institution located at 523 Broadway in Everett, Massachusetts, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses looking to manage their finances effectively. Their team of experienced professionals is dedicated to helping clients navigate the complexities of taxes and financial planning, ensuring they maximize their returns and achieve their financial goals. Whether you need assistance with tax filing, financial planning, or other accounting services, H&R Block is committed to delivering top-notch expertise and personalized support.

Scalli Murphy Law P.C.: Stephen V. Scalli, Esq. Welcome to Scalli Murphy Law P.C., where our dedicated team of experienced attorneys is committed to securing the best possible outcomes for our clients. Located at 537 Broadway, Everett, Massachusetts, we specialize in personal injury and wrongful death cases, offering compassionate and comprehensive legal support when it matters most.