TOP 10 Financial advisors firm in Newton, MA
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Pioneer Financial, Inc.
● ClosedPioneer Financial, Inc. is a reputable institution located at 351 Newton Street in South Hadley, Massachusetts. Specializing in accounting, finance, and insurance services, we pride ourselves on providing quality advice, building strong personal relationships, and upholding extremely high ethical values. Since 1964, our team has been dedicated to serving clients in the Pioneer Valley and throughout Western Massachusetts. Founded by George Wall as Automated Business Services, our firm has evolved over the years to meet the changing needs of our clients. Under the leadership of Edward Wall, an Accountant and Investment Advisor, Pioneer Financial now offers Registered Investment Advising in addition to Accounting Services.
351 Newton St, South Hadley, MA 01075, United States -
Real World Financial Planning, LLC
● ClosedReal 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.
41 Woodlawn Dr, Chestnut Hill, MA 02467, United States -
Bakken Newton CPA
● ClosedBakken Newton CPA is a reputable accounting and finance institution located at 8 Aldrin Road in Plymouth, Massachusetts, United States. With a team of experienced and knowledgeable Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, and financial consulting. Their dedication to accuracy and professionalism has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial guidance, Bakken Newton CPA is committed to helping you achieve your financial goals.
8 Aldrin Rd, Plymouth, MA 02360, United States -
New York's 529 Advisor
● OpenNew 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.
95 Wells Ave, Newton, MA 02459, United States -
Matthew Arakelian, Esq. of Ligris + Associates
● OpenWelcome to the practice of Matthew Arakelian, Esq. at Ligris Associates, located at 1188 Centre Street, Newton, Massachusetts. As a dedicated legal professional, Matt specializes in representing individuals, developers, and lenders in all aspects of residential and commercial real estate transactions, including purchases, sales, and refinances. With a keen expertise in facilitating condominium conversions and drafting lease agreements, Matt is committed to guiding his clients through the complexities of real estate law with confidence and ease. Matt's personable approach and extensive experience in the mortgage field make him a trusted advisor, fostering lifelong relationships built on trust and understanding. He takes pride in being an integral part of the home buying and selling process, consulting and educating clients to navigate the intricate maze of real estate transactions.
1188 Centre Street, Newton, Massachusetts 02459, United States
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