Financial and strategic business consulting in Boston, Massachusetts
66 results found
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Blackstone Management & Consulting LLC
● ClosedBlackstone Management & Consulting LLC is a leading finance institution located at 372 Boston Road in Sutton, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial management and consulting services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment strategies, financial planning, or business consulting, Blackstone Management & Consulting LLC is dedicated to providing personalized solutions to meet your needs. Trustworthy, reliable, and committed to excellence, they are the go-to institution for all your financial needs.
372 Boston Rd, Sutton, MA 01590, United States -
Boston Harbor Tax Advisors
● OpenBoston Harbor Tax Advisors is a premier tax consulting firm located at 289 Great Road in Acton, Massachusetts. Our team of experienced tax professionals is dedicated to providing personalized, strategic tax planning and advisory services to individuals and businesses in the greater Boston area. With a focus on minimizing tax liabilities and maximizing financial opportunities, we strive to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can help you navigate the complexities of the tax landscape.
289 Great Rd, Acton, MA 01720, United States -
Welsh Consulting - IT Support Braintree
● ClosedWelsh Consulting - IT Support Braintree is a leading institution located at 220 Forbes Road, Braintree, Massachusetts, United States. In today's digital age, securing your business goes beyond traditional methods. With the rise of cyber threats and data breaches, it is essential to have reliable IT support in place. Welsh Consulting offers top-tier IT services to businesses in Braintree and its surrounding areas. With over 35 years of experience, Welsh Consulting has a proven track record of providing custom solutions to meet the unique needs of each client. Our team of experts is dedicated to safeguarding your business and transforming it with innovative IT solutions. Whether you are a small business or a large enterprise, Welsh Consulting is your first and last line of defense against cyber threats.
220 Forbes Rd Suite 400, Braintree, MA 02184, United States -
Boston Business Consulting
● ClosedBoston Business Consulting is a leading consulting firm located at 5 Shawmut Road in Canton, Massachusetts. Our team of experienced consultants offer a wide range of services to help businesses improve their operations, increase efficiency, and achieve their goals. From strategic planning to financial analysis, we provide personalized solutions tailored to each client's unique needs. With a track record of success and a commitment to excellence, Boston Business Consulting is the go-to partner for businesses looking to thrive in today's competitive market. Contact us today to see how we can help your business succeed.
5 Shawmut Rd #101, Canton, MA 02021, United States -
Andrew Keller - UBS Financial Services Inc.
● OpenAndrew 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.
32nd and 33rd floors, One Post Office Square, Boston, MA 02109, United States -
Boston Financial Advisory Group
● ClosedBoston Financial Advisory Group is a leading financial institution located at 350 Main Street in Malden, Massachusetts. Specializing in accounting and finance services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax planning, investment management, or retirement planning, our experts are here to provide personalized solutions tailored to your specific needs. Trust Boston Financial Advisory Group to guide you towards a secure financial future.
350 Main St 2nd floor, Malden, MA 02148, United States -
Merrill Lynch Financial Advisor Thomas J Cronin
● ClosedMerrill Lynch Financial Advisor Thomas J Cronin is located at 440 Boylston Street, Boston, Massachusetts, United States. Tom Cronin, CFP®, CRPC, is a Wealth Management Advisor and Portfolio Manager who aims to simplify, consolidate, and plan the financial lives of individuals and families. With 21 years of experience in financial services, Tom helps clients establish and prioritize goals, assign appropriate risk levels, and structure assets while considering tax minimization. He specializes in retirement planning, education planning, estate planning services, and more. Tom holds the Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor (CRPC) designations. He is dedicated to serving the community and volunteers with local organizations. By listening to clients' needs and goals, Tom creates personalized financial plans to help them achieve their aspirations. Tom believes in a holistic approach to financial success and offers personalized investment strategies and comprehensive financial solutions. With access to the resources of Merrill Lynch and Bank of America, Tom helps clients manage, grow, and preserve their wealth. Tom is registered to do business in multiple states and is committed to helping clients navigate the complexities of their financial lives.
440 Boylston St, Boston, MA 02116, United States -
Four Ponds Financial Planning
● ClosedFour Ponds Financial Planning is a leading finance institution located at 201 Washington Street in the heart of Boston, Massachusetts. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment solutions. With a focus on building long-term relationships based on trust and transparency, Four Ponds Financial Planning is committed to providing top-notch financial services that meet the unique needs of each client. Whether you are looking to plan for retirement, grow your wealth, or protect your assets, our team is here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.
One Boston Place, 201 Washington St Suite 2600, Boston, MA 02108, United States -
Merrill Lynch Financial Advisor Mary B Mullin
● ClosedMerrill Lynch Financial Advisor Mary B Mullin, located at 100 Federal Street in Boston, Massachusetts, is a goals-based wealth management team dedicated to serving ultra high net worth families, business owners, family offices, foundations, and endowments. Named to the 2024 Forbes “Best-in-State Wealth Management Teams” list, the team provides comprehensive planning and investment advice tailored to help clients achieve their financial goals. With a holistic approach to wealth management, the team at Mullin & Associates takes the time to understand the values, needs, goals, and concerns of their clients to provide a personalized and exceptional client experience. Mary and her team have pursued advanced designations and certifications to enhance their expertise in key areas such as investment management, retirement planning, estate planning, and more. With over 100 years of combined experience, the team is passionate about delivering exceptional advice, guidance, and service to help clients live their lives fully and with purpose.
100 Federal St 17th Floor, Boston, MA 02110, United States -
Silvia Manent, CFA, CFP Financial Advisor & Financial Planner | Manent Capital
● ClosedSilvia Manent, CFA, CFP Financial Advisor & Financial Planner | Manent Capital is a boutique wealth management firm located at 867 Boylston Street, Boston, Massachusetts, United States. Specializing in serving female investors and small business owners, we offer comprehensive financial planning, retirement planning, investment management, estate planning, tax planning, and business planning services. Our team of Certified Financial Planners (CFP®) and Financial Advisors are dedicated to optimizing your investments and saving you thousands in taxes, strategically and effectively. Whether you're feeling overwhelmed and uncertain about your financial future or looking to enhance your wealth, we are here to help. From creating a tailored financial roadmap to guiding you through investments with our DIY Investing Courses, we provide expert advice in a jargon-free and approachable manner.
867 Boylston St 5th Floor #1518, Boston, MA 02116, United States -
Northwestern Mutual: Civic Financial
● OpenNorthwestern Mutual: Civic Financial is a finance institution located at 20 Newbury Street in Boston, Massachusetts, United States. Specializing in financial services, Northwestern Mutual offers a range of products and solutions to help individuals and businesses achieve their financial goals. With a focus on civic engagement and community impact, Northwestern Mutual: Civic Financial is committed to providing personalized and strategic financial guidance to its clients. Whether you are looking to plan for retirement, invest in your future, or secure your financial well-being, Northwestern Mutual: Civic Financial is dedicated to helping you navigate the complexities of the financial world with confidence and clarity.
20 Newbury St floor 3, Boston, MA 02116, United States -
Commonwealth Financial Group
● ClosedCommonwealth Financial Group is a leading finance and insurance agency located at 280 Congress Street in Boston, Massachusetts. With a strong presence in the United States, Commonwealth Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Their team of experienced professionals provides personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or insurance coverage, Commonwealth Financial Group is dedicated to helping you secure your financial future. Contact them today to learn more about their services and how they can assist you in reaching your financial objectives.
280 Congress St #1300, Boston, MA 02210, United States -
E F Financial
● OpenE F Financial is a leading finance institution located at 118 Milk Street in the heart of Boston, Massachusetts. Our team of experienced financial experts is dedicated to providing top-notch financial services to individuals and businesses alike. From investment management to retirement planning, we offer a wide range of services tailored to meet the unique needs of our clients. Trust E F Financial to help you achieve your financial goals and secure your financial future. Visit us today to learn more about how we can assist you with all your financial needs.
118 Milk St, Boston, MA 02109, United States -
Ron Mutascio and Associates
● OpenRon Mutascio and Associates is a reputable accounting and finance institution located at 415 Belgrade Avenue in Boston, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Ron Mutascio and Associates are dedicated to helping their clients achieve their financial goals. With a commitment to excellence and personalized service, they have earned a strong reputation in the community for their expertise and integrity. Visit them today to see how they can help you with your financial needs.
415 Belgrade Ave, West Roxbury, MA 02132, United States -
Boston Tax International, Inc
● ClosedBoston Tax International, Inc is a renowned institution specializing in accounting, finance, and legal services. Located at 500 Commercial Street in Boston, Massachusetts, this institution is dedicated to providing expert advice and assistance in tax-related matters for individuals and businesses. With a team of experienced professionals, Boston Tax International, Inc offers comprehensive services to ensure compliance with tax laws and regulations, as well as strategic financial planning. Whether you need help with tax preparation, financial analysis, or legal representation, this institution is committed to delivering top-notch solutions tailored to your specific needs. Trust Boston Tax International, Inc for all your accounting, finance, and legal needs.
500 Commercial Street #4fl, Boston, MA 02109, United States -
Yancey Financial Services
● OpenYancey Financial Services is a reputable accounting and finance institution located at 13 Stockton Street in Boston, Massachusetts, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Our goal is to help individuals and businesses achieve their financial goals through personalized and strategic financial solutions. Visit us today to see how we can help you secure a stable financial future.
13 Stockton St, Boston, MA 02124, United States -
ProfitLink Consulting
● OpenProfitLink Consulting is a leading accounting and finance institution located at 1 Boston Street in Boston, Massachusetts, United States. With a team of experienced professionals, we provide expert financial consulting services to help businesses maximize their profits and financial performance. Our comprehensive services include financial analysis, budgeting, tax planning, and strategic financial planning. Whether you are a small business or a large corporation, ProfitLink Consulting is dedicated to helping you achieve your financial goals and success. Contact us today to learn more about how we can help your business thrive.
1 Boston St #26, Boston, MA 02108, United States -
Tactile Encaustic Paintings Boston Cambridge MA
● ClosedWelcome to Tactile Encaustic Paintings Boston Cambridge MA, located at 22 Mill Street, Arlington, Massachusetts. Our unique business seamlessly blends the world of art and finance, offering an innovative approach to both creative expression and financial planning. As an art gallery, we celebrate the rich tradition of encaustic painting—a technique that uses beeswax to create vibrant, textured artworks. Our gallery showcases the work of talented local artists, including pieces by our founder, Debra Neiman, whose encaustic paintings have been featured in notable publications. Beyond art, we are proud to offer comprehensive financial planning and investment advisory services through Neiman & Associates Financial Services, LLC. As a fee-only, Boston-based firm, we are committed to serving a diverse clientele, including the LGBTQ community, non-traditional families, and environmentally conscious individuals. Our mission is to empower you to make informed financial decisions, ensuring peace of mind and the ability to pursue your life dreams.
22 Mill Street, Arlington, Massachusetts 02476, United States -
Boston Legacy Planning LLC
● ClosedWelcome to Boston Legacy Planning LLC, a premier law firm dedicated to providing expert estate planning and business transition planning services. Located at 275 Grove Street, Suite 2-400 in Newton, Massachusetts, our firm is strategically positioned just off Route 128, making us easily accessible to clients from Needham, Wellesley, Dover, Westwood, Brookline, and Boston. We also offer the convenience of online meetings to accommodate your busy schedule. At Boston Legacy Planning LLC, we understand that the challenges of probate and trust settlements often stem from human issues rather than legal complexities. Our mission is to provide legacy solutions that address these challenges, ensuring that your family's wealth remains protected from creditors, predators, and excessive taxation.
275 Grove Street, Newton, Massachusetts 02466, United States -
TopDog Law Personal Injury Lawyers - Boston Office
● OpenTopDog Law Personal Injury Lawyers - Boston Office Welcome to TopDog Law Personal Injury Lawyers, located at 361 Newbury Street, Boston, Massachusetts. We are a dedicated team of personal injury attorneys committed to fighting for the rights of individuals who have been injured due to someone else’s negligence. Our Boston office is here to provide you with the legal support and guidance you need during challenging times.
361 Newbury Street, Boston, Massachusetts 02115, United States -
Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC
● OpenWelcome to Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC, where your financial future is our priority. Situated at 201 Jones Road in Waltham, Massachusetts, we specialize in providing comprehensive financial legacy solutions tailored to your unique needs. With over 20 years of experience, our firm is committed to helping you achieve both your short and long-term financial goals, ensuring that your wealth aligns with what matters most to you. At Koritz Wealth Strategies, we believe in a relationship-centric approach. We take the time to understand your goals, concerns, and risk tolerance, enabling us to offer personalized strategies for securing your family’s future. Our holistic and collaborative process often sees us acting as the 'quarterback,' bringing together your team of advisors to ensure a cohesive financial plan.
201 Jones Road, Waltham, Massachusetts 02451, United States -
Merrill Lynch Financial Advisor Dan Whiting
● ClosedWelcome 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.
2221 Washington Street, Newton, Massachusetts 02462, United States -
Goldson Financial
● OpenWelcome to Goldson Financial, your trusted partner in navigating the complex world of finance. Conveniently located at 1 Washington Mall in the heart of Boston, Massachusetts, we specialize in providing personalized financial solutions tailored to meet the unique needs of individuals and businesses. Our team of experienced professionals is committed to delivering expert advice, strategic planning, and innovative financial strategies to help you achieve your financial goals. Whether you're looking for investment management, retirement planning, or comprehensive financial consulting, Goldson Financial is here to guide you every step of the way. Visit us today and discover how we can help secure your financial future.
1 Washington Mall, Boston, Massachusetts 02108, United States -
Fractional CFO, The Remote Financial Controller
● ClosedWelcome to Fractional CFO, The Remote Financial Controller, your trusted partner in accounting and finance solutions, conveniently located at 19 Hickory Drive, Medfield, Massachusetts. Our mission is to empower business owners and managers by providing precise, fast, and insightful financial services tailored to meet your unique needs. Our remote bookkeeping solutions allow you to concentrate on building your business while we ensure your books are accurate and up-to-date. With over two decades of experience in both business and not-for-profit sectors, Brian, our founder, bridges the gap between traditional accounting and strategic business advice. His journey from a small business owner to a CPA in 2012 has equipped him with invaluable insights, making him a reliable advisor who understands the challenges of managing a business.
19 Hickory Drive, Medfield, Massachusetts 02052, United States -
BerryDunn Boston
● OpenWelcome to BerryDunn Boston, your trusted partner in accounting and finance solutions. Conveniently located at 51 Sawyer Road in Waltham, Massachusetts, we are dedicated to providing top-notch financial services tailored to meet the unique needs of businesses and individuals throughout the region. Our team of experienced professionals is committed to delivering personalized service and expert advice, ensuring your financial success and peace of mind. Whether you are seeking comprehensive accounting services, strategic financial planning, or insightful business consulting, BerryDunn Boston is here to support you every step of the way. Visit us today and discover how we can help you achieve your financial goals with precision and care.
51 Sawyer Road, Waltham, Massachusetts 02453, United States -
LHR and Associates
● ClosedWelcome to LHR and Associates, your trusted partner in accounting and finance solutions located at 1660 Soldiers Field Road, Boston, Massachusetts. At LHR and Associates, we are dedicated to providing comprehensive financial services tailored to meet the unique needs of our clients. Our team of experienced professionals is committed to delivering personalized and reliable accounting solutions, ensuring that your financial goals are met with precision and care. Whether you are a small business owner, an individual seeking personal finance management, or a corporation in need of strategic financial planning, LHR and Associates offers a wide range of services to support your success. Our expertise includes bookkeeping, tax preparation, financial analysis, payroll management, and advisory services, all designed to optimize your financial health and growth.
1660 Soldiers Field Road, Boston, Massachusetts 02135, United States -
RA Capital Management
● ClosedRA Capital Management is a finance institution located at 200 Berkeley Street in Boston, Massachusetts, United States. We specialize in evidence-based investing in public and private healthcare and life science companies, focusing on drugs, medical devices, diagnostics, services, and research tools. Our TechAtlas division serves as an internal think tank, analyzing scientific and clinical data to inform our investment decisions. Our team at RA Capital Management is comprised of individuals with diverse backgrounds and perspectives, who are persistently curious and dedicated to improving the lives of patients. We work closely with companies to bring innovative ideas from the lab to the clinic, with the goal of making a positive impact on healthcare.
200 Berkeley St 18th floor, Boston, MA 02116, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management is a renowned financial institution located at 1724 Boston Road in Springfield, Massachusetts, United States. Specializing in wealth management services, Merrill Lynch offers a wide range of financial solutions to help clients achieve their financial goals. With a strong reputation for excellence in the industry, Merrill Lynch is dedicated to providing top-notch customer service and expert guidance to individuals and businesses alike. Whether you are looking to invest, plan for retirement, or simply manage your finances more effectively, Merrill Lynch Wealth Management is here to help.
1724 Boston Rd, Springfield, MA 01129, United States -
Verdad Advisers
● OpenVerdad Advisers is a leading finance institution located at 695 Atlantic Avenue in Boston, Massachusetts, United States. Specializing in providing expert financial advice and investment strategies, Verdad Advisers is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to personalized service, Verdad Advisers is a trusted partner for individuals and businesses seeking to maximize their financial potential.
695 Atlantic Ave 4th Floor, Boston, MA 02111, United States -
Fadi R Metri & Associates
● ClosedFadi R Metri & Associates is a reputable dental practice located at 28 Corey Street in Boston, Massachusetts. Our team of experienced dentists and health professionals are committed to providing top-quality dental care to patients of all ages. From routine cleanings and exams to advanced restorative treatments, we offer a wide range of services to help you achieve a healthy and beautiful smile. With a focus on patient comfort and satisfaction, we strive to create a welcoming and relaxing environment for all who walk through our doors. Visit us today to experience the difference at Fadi R Metri & Associates.
28 Corey St, West Roxbury, MA 02132, United States
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