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TOP 30 Financial advisors firm in Massachusetts
337 results found
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Neiman & Associates Financial Services
Neiman & Associates Financial Services is a fee-only firm located at 22 Mill Street in Arlington, Massachusetts. Specializing in accounting and finance, we offer a wide range of financial planning and investment advisory solutions for individuals and families, including those within the LGBTQ community, non-traditional couples and families, and those passionate about making a positive impact on the environment and their community. Our founder, Debra Neiman, is a CERTIFIED FINANCIAL PLANNER™ with expertise in investment, retirement, and tax planning. With over 30 years of experience, Debra is dedicated to helping clients build wealth, knowledge, and confidence in their financial success. She co-authored the book "Money Without Matrimony: The Unmarried Couple's Guide to Financial Security" and is actively involved in supporting LGBTQ equality in the workplace.
VENTURE ADVISORS
Venture Advisors is a premier consulting firm located at 144 North Road, Sudbury, Massachusetts, United States. We specialize in providing expert advice and guidance to startups and established businesses looking to grow and succeed in today's competitive market. Our team of experienced advisors offers personalized solutions tailored to each client's unique needs, helping them navigate challenges and seize opportunities for growth. Whether you're looking for strategic planning, financial analysis, or market research, Venture Advisors has the expertise and resources to help you achieve your business goals. Contact us today to learn more about how we can support your success.
Northstar Advisors LLC
Northstar Advisors LLC is a financial advisory firm located at 880 Winter Street in Waltham, Massachusetts. With a team of experienced professionals, Northstar Advisors LLC provides personalized investment strategies and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Northstar Advisors LLC offers expert guidance and support. Trustworthy, reliable, and client-focused, Northstar Advisors LLC is committed to helping you secure your financial future.
Cottage Street Advisors
Cottage Street Advisors is an SEC registered fee-only investment advisory firm located at 9 Cottage Street in Marion, Massachusetts. We specialize in meeting the specific needs of high net worth clients and families, managing over one hundred discreet portfolios for approximately fifty clients. Our services include individualized portfolio management and financial strategy and planning advice, with a focus on long-term, patient, value investing. Our founder and Managing Partner, Michael K. Davis, brings thirty-five years of professional investment management experience to the firm. He is joined by Senior Partner Jason Haviland, a CFA Charterholder with over twenty-five years of financial services and investment management experience. Helen Correale, our Office Manager, is an indispensable member of our team with nearly 15 years of experience at Cottage Street Advisors.
GLBT Financial Planning Gay Lesbian Same-Sex Unmarried Finances
GLBT Financial Planning, located at 22 Mill Street in Arlington, Massachusetts, is a fee-only finance institution that offers comprehensive financial planning and investment advisory services for individuals within the LGBTQ community, non-traditional couples and families, and those passionate about making a positive impact on the environment and their community. Led by Debra Neiman, a CERTIFIED FINANCIAL PLANNER™ with over 30 years of experience, the firm specializes in investment, retirement, and tax planning for both traditional and non-traditional clients. Neiman & Associates takes a personalized approach to financial planning, aiming to empower clients to make informed decisions and achieve their life goals. They have a strong focus on building long-lasting relationships with clients, providing clear and transparent advice in plain English. The firm works closely with Fidelity Investments as their primary custodian, ensuring access to a wide range of products and services for their clients.
Clearvue Advisors
Clearvue Advisors is a reputable financial advisory firm located at 143 Craig Street in Milton, Massachusetts, United States. With a team of experienced professionals, Clearvue Advisors offers personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Clearvue Advisors is dedicated to providing expert guidance and support every step of the way. Trust Clearvue Advisors to help you make informed decisions and secure your financial future.
ING Financial Partners
ING Financial Partners is a finance institution located at 35 Braintree Hill Park in Braintree, Massachusetts, United States. As a leading financial services firm, ING Financial Partners offers a wide range of investment and financial planning services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, ING Financial Partners is dedicated to providing clients with the guidance and support they need to make informed financial decisions. Whether you are looking to invest for the future, plan for retirement, or protect your assets, ING Financial Partners can help you navigate the complex world of finance with confidence.
North Gate Advisors Ltd
North Gate Advisors Ltd is a leading accounting and finance institution located at 23 County Road in Mattapoisett, Massachusetts, United States. With a team of experienced professionals, we provide expert financial advice and services to individuals and businesses in the area. Our commitment to excellence and customer satisfaction sets us apart as a trusted partner in managing your financial needs. Whether you are looking for tax preparation, investment guidance, or business consulting, North Gate Advisors Ltd is here to help you achieve your financial goals.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 30 Western Avenue in Gloucester, Massachusetts, United States. As a leading financial services firm, they offer a wide range of investment and wealth management services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Raymond James is dedicated to providing personalized and comprehensive financial solutions to their clients. Whether you are looking to invest, plan for retirement, or manage your assets, Raymond James Financial Services is committed to helping you navigate the complex world of finance with confidence and peace of mind.
Financial Advisor Placement Services
Financial Advisor Placement Services is a leading institution located at 36 Brownville Avenue in Ipswich, Massachusetts, United States. Our team of experienced professionals specializes in connecting financial advisors with top firms in the industry. Whether you are a seasoned advisor looking for a new opportunity or a recent graduate eager to kickstart your career in finance, our placement services can help you find the perfect match. With a strong network of contacts and a commitment to personalized service, we strive to ensure a successful and fulfilling placement for both advisors and firms. Contact us today to learn more about how we can assist you in achieving your career goals in the financial services sector.
The Sullivan Firm PC
The Sullivan Firm PC is a reputable law firm located at 46 Middle Street in Gloucester, Massachusetts. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing top-notch legal representation and personalized service to their clients. With a strong track record of success, The Sullivan Firm PC is committed to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, you can trust The Sullivan Firm PC to handle your case with professionalism and expertise. Contact them today to schedule a consultation.
New York's 529 Advisor
New York's 529 Advisor is a college savings program located at 95 Wells Avenue in Newton, Massachusetts. The program offers a variety of investment options for individuals looking to save for higher education expenses. The Investor Service Center can be reached at 1-800-774-2108, and the Advisor Service Center at 1-855-JPM-6657. The program is administered by the Comptroller of the State of New York and the New York State Higher Education Services Corporation. Ascensus Broker Dealer Services, LLC serves as the Program Manager, with J.P. Morgan Investment Management Inc. as the Investment Manager. JPMorgan Distribution Services, Inc. markets and distributes the program.
Mirus Capital Advisors Inc
Mirus Capital Advisors Inc is a finance institution located at 200 Summit Drive in Burlington, Massachusetts, United States. Specializing in providing expert financial advisory services, Mirus Capital Advisors Inc offers a range of strategic solutions to help clients achieve their financial goals. With a dedicated team of professionals and a commitment to excellence, Mirus Capital Advisors Inc is a trusted partner for individuals and businesses seeking personalized financial guidance.
Merrill Lynch Financial Advisor Jason L Silverman
Merrill Lynch Financial Advisor Jason L Silverman is a reputable institution located at 100 Federal Street in Boston, Massachusetts, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. With years of experience navigating market fluctuations, the advisors at Merrill Lynch Wealth Management focus on understanding your family, goals, and priorities to develop a personalized investment strategy tailored to your lifestyle goals. Through the Investment Personality Assessment, they gain insight into your investing preferences to customize a financial approach that aligns with what matters most to you. The Silverman Han Group, based in Boston, specializes in serving busy professionals and their families, offering a comprehensive approach to wealth management, philanthropy, and wealth transfer needs. With a focus on portfolio risk control, responsiveness to market opportunities, and access to top-ranked firm-wide resources, the team provides guidance on income and asset preservation, retirement income strategies, tax-efficient investing, and more. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals, while regular check-ins ensure that your financial approach evolves with changes in your life and the markets. By prioritizing your goals and understanding your unique needs, Merrill Lynch advisors help you navigate financial complexities and pursue your aspirations with a customized investment approach.
Merrill Lynch Financial Advisor Christopher J. Henderson
Merrill Lynch Financial Advisor Christopher J. Henderson is a Senior Vice President and Senior Financial Advisor located at 100 Federal Street in Boston, Massachusetts. With a focus on advising families, entrepreneurs, and select institutional clients, Chris and his team provide comprehensive wealth management services. Chris leverages the firm's intellectual capital, balance sheet, and investment access to support clients in navigating their personal, charitable, and business operating needs. With experience in investing, credit, estate planning strategies, and tax efficiency, Chris offers a personalized approach to help clients achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, Chris prioritizes understanding his clients' individual needs and goals. Through a personalized financial plan centered on family, goals, and priorities, Chris helps clients navigate the ever-changing financial landscape. By regularly reviewing progress and adjusting investment strategies as needed, Chris ensures that clients stay on track to achieve their objectives.
Martinelli Wealth Management - UBS Financial Services Inc.
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.
Merrill Lynch Financial Advisor Jeffrey P Keough
Merrill Lynch Financial Advisor Jeffrey P Keough is a distinguished finance institution located at 100 Federal Street, Boston, Massachusetts, United States. The KCH Wealth Management Group, led by an 8-member team, specializes in providing tailored advice and guidance to corporate executives, business owners, and affluent families. With over 1.8B in assets under management as of March 2024, the group has been ranked #26 on the 2023 Forbes "Best-In-State Wealth Management Teams" list. The team believes in creating personalized financial plans to help clients manage, grow, and preserve their wealth for the long term. By leveraging the investment insights of Merrill and banking solutions from Bank of America, they aim to address each client's unique financial needs and goals. The team at Merrill Lynch Wealth Management Advisors is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. With a focus on understanding clients' goals and priorities, the team offers personalized investment strategies and comprehensive financial solutions to help clients achieve their financial objectives. Through ongoing communication and regular reviews, the team helps clients stay on track to meet their goals despite changes in the financial markets or personal circumstances. The institution is dedicated to providing clients with the latest investment insights, tips, and strategies to help them live their best financial life.
Merrill Lynch Financial Advisor Michael A. Bois
Merrill Lynch Financial Advisor Michael A. Bois, located at 100 Federal Street in Boston, Massachusetts, offers highly customized client services with the full support of a world-class commercial bank. Mike is dedicated to helping clients achieve their most important financial goals through the development and operation of well-designed wealth management systems. With extensive experience and the vast resources of Bank of America, Mike helps clients express their values and realize their objectives through efficient capital allocation. In addition to investments and analysis provided by Merrill Lynch Wealth Management, Mike offers seamless access to traditional private banking services through Bank of America, N.A and Bank of America Private Bank. Services include cash management, bill payment, online account management, credit/debit cards, and consolidated account reporting across multiple firms. Mike's areas of focus include long term financial strategies, portfolio management, financial risk management, retirement planning, wealth transfer strategies, and credit and lending through Bank of America. Personal Wealth Analysis™ is used to build and document personalized plans centered on clients' goals. Mike believes in building a customized wealth management approach that helps clients and their families pursue their personal financial goals while managing investment risk. By getting to know clients personally, Mike can create a financial approach that reflects their unique needs and priorities. Working with a dedicated Merrill advisor means personalized investment strategies from Merrill and access to comprehensive financial solutions from Bank of America. Mike is registered to do business in multiple states and holds the Chartered Financial Analyst® designation. Please note that investing involves risk and you should consult your legal and/or tax advisors before making any financial decisions. Contact Merrill Lynch Financial Advisor Michael A. Bois to start working towards your financial goals today.
MMC, LLP Tax & Business Advisors
MMC, LLP Tax & Business Advisors is a leading accounting and finance firm located in Sutton, Massachusetts. Our team of experts specializes in providing top-notch tax and business advisory services to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients navigate the complex world of finance with ease. Whether you need assistance with tax planning, financial reporting, or business consulting, our dedicated professionals are here to help. Visit us at 156 Worcester-Providence Turnpike to learn more about how we can support your financial goals.
Waterline Tax Advisors
Waterline Tax Advisors is a leading tax consultancy firm located at 100 Recreation Park Drive in Hingham, Massachusetts. Our team of experienced tax professionals provides expert advice and guidance to individuals and businesses on a wide range of tax matters. Whether you need help with tax planning, compliance, or resolving tax issues, our dedicated team is here to help. With a focus on personalized service and attention to detail, we strive to help our clients navigate the complexities of the tax system and achieve their financial goals. Contact us today to learn more about how Waterline Tax Advisors can assist you with your tax needs.
G T Reilly & Co. CPAs and Advisors
G T Reilly & Co. CPAs and Advisors is a reputable accounting and finance institution located at 424 Adams Street in Milton, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and business consulting. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses seeking expert financial guidance.
Swanson Reed - Specialist R&D Tax Advisors
Swanson Reed is a leading specialist R&D tax advisory firm located in the heart of Boston, Massachusetts. Our team of finance experts are dedicated to helping businesses maximize their R&D tax credits and incentives. With a deep understanding of the complex tax laws and regulations surrounding research and development, Swanson Reed provides tailored solutions to help companies of all sizes save money and reinvest in innovation. Trust Swanson Reed to guide you through the intricacies of R&D tax planning and compliance, so you can focus on what you do best – driving growth and success. Visit us at 6 Liberty Square to learn more about how we can support your financial goals.
Triton Business Advisors
Triton Business Advisors, located at 61 Florence Street in Marlborough, Massachusetts, is dedicated to helping business owners navigate the challenges of growth and build extraordinary businesses. In today's complex and ever-changing business environment, having a team of experienced professionals by your side can make all the difference. Our team of business advisors, all of whom are business owners themselves, offer a fresh perspective and proven systems to help you achieve your goals. Specializing in working with service firms, construction, restaurants, retail, engineering/design, manufacturing, and entrepreneurs of all kinds, Triton Business Advisors understands the unique issues faced by small and mid-sized businesses. We work with you to eliminate obstacles and make the best decisions for your business.
Tamagni Wealth Advisors
Tamagni Wealth Advisors is a premier finance institution located at 227 Main Street in Milford, Massachusetts, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Tamagni Wealth Advisors offers comprehensive financial solutions tailored to each client's unique needs. With a commitment to excellence and a focus on client satisfaction, we strive to be a trusted partner in our clients' financial success. Visit us today to learn more about how Tamagni Wealth Advisors can help you secure your financial future.
Pappas Willcutts Group - Morgan Stanley
The Pappas Willcutts Group at Morgan Stanley is a leading financial institution located at 1500 Main Street in Springfield, Massachusetts. Our team of experienced professionals is dedicated to providing top-tier financial services and expertise to our clients. Whether you are looking for investment advice, wealth management, or retirement planning, we are here to help you achieve your financial goals. With a commitment to excellence and a focus on customer satisfaction, the Pappas Willcutts Group at Morgan Stanley is your trusted partner in finance.
Brett M. Singer - Morgan Stanley
Brett M. Singer - Morgan Stanley is a finance institution located at 1500 Main Street in Springfield, Massachusetts. As a branch of the renowned Morgan Stanley firm, we offer a wide range of financial services including wealth management, investment banking, and asset management. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their financial goals. Visit us today to learn more about how we can help you secure your financial future.
The Ferncroft Group - Morgan Stanley
The Ferncroft Group is a branch of the renowned financial services firm Morgan Stanley, located at 35 Village Road in Middleton, Massachusetts. With a focus on providing comprehensive wealth management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions tailored to each individual's unique needs. Trust The Ferncroft Group at Morgan Stanley to guide you towards a secure financial future.
The Clark Team - Morgan Stanley
The Clark Team at Morgan Stanley is a leading financial institution located at 28 State Street in Boston, Massachusetts. As a part of Morgan Stanley, one of the largest and most respected financial services firms in the world, The Clark Team is dedicated to providing top-quality wealth management services to individuals, families, and businesses. With a team of experienced financial advisors and experts, they offer personalized investment strategies, retirement planning, estate planning, and more to help clients achieve their financial goals. Trust The Clark Team at Morgan Stanley to provide expert guidance and support in navigating the complex world of finance.
John William Creahan - Morgan Stanley
John William Creahan - Morgan Stanley is a finance institution located at 141 Longwater Drive in Norwell, Massachusetts, United States. As a branch of the renowned Morgan Stanley financial services firm, they offer a wide range of investment and wealth management services to individuals, families, and businesses. With a focus on personalized financial planning and expert advice, clients can trust John William Creahan - Morgan Stanley to help them achieve their financial goals and secure their future. Their team of experienced professionals are dedicated to providing top-tier service and guidance, making them a trusted partner for all of your financial needs.
Cherry Bekaert
Cherry Bekaert is a renowned CPA firm located in Boston, Massachusetts, offering a wide range of accounting and finance services. Specializing in risk management consulting for the financial services industry, our team of experts can guide your middle market company through digital transformation and the loan forgiveness documentation process. With a legacy dating back to 1947, we are among the largest accounting firms in the country, serving clients from multinational corporations to startups and individuals. Our commitment to excellence has earned us recognition as one of America's Best Tax and Accounting Firms by Forbes. Our personalized approach, value-based fee structure, and industry-leading practices set us apart from other CPA firms. Contact us today to learn how we can help propel your business forward with innovative solutions tailored to your specific needs.
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