The 30 Best Financial consultancy in New Bedford, Massachusetts

101 results found

David Westgate-Medicare and Financial Services is a finance institution located at 866 Kempton Street in New Bedford, Massachusetts, United States. Nancy and David Westgate, licensed real estate agents with Hancock Realty, specialize in providing exceptional customer service and cutting-edge marketing technology for buyers and sellers in the South Coast of MA. They offer services such as rental applications, credit report analysis, home value assessments, and information on pre-foreclosure properties. Additionally, they provide a free online presentation on real estate investing, offering valuable insights on creative financing and tax-saving tips for both new and experienced investors. To learn more, contact them at 774-855-6600.

Williams Estate and Financial Group Inc. is a leading finance institution located at 158 Charles L McCombs Boulevard in New Bedford, Massachusetts. With a strong focus on estate planning and financial management, our team of experts is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to plan for the future, manage your investments, or secure your estate, we provide personalized solutions tailored to your specific needs. Trust Williams Estate and Financial Group Inc. to guide you towards a secure and prosperous financial future.

Rolli Financial Inc. is a trusted finance institution located at 106 Spring Street in New Bedford, Massachusetts, United States. With a strong reputation for providing expert financial services, Rolli Financial Inc. offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance, our experienced team is here to provide personalized guidance and support. Visit us today to discover how Rolli Financial Inc. can help you secure your financial future.

Buzzards Bay Financial Planning is a reputable finance institution located at 47 North 2nd Street in New Bedford, Massachusetts. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized financial planning strategies. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, our experts are here to guide you every step of the way. Trust Buzzards Bay Financial Planning to provide you with the tools and knowledge needed to secure your financial future.

Christopher Resendes Financial Planner is a premier financial institution located at 38 Bethel Street in New Bedford, Massachusetts. Our team of experienced professionals is dedicated to providing personalized financial planning services to help our clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or secure your family's financial future, we are here to help. Contact us today to schedule a consultation and take the first step towards financial success.

Paiva Financial Services is a reputable accounting and finance institution located at 1181 Rockdale Avenue in New Bedford, Massachusetts. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. Trust Paiva Financial Services for all your accounting and finance needs in the New Bedford area.

Ruth Chicca, Financial Planner is a reputable finance and insurance agency located at 158 Charles L McCombs Boulevard in New Bedford, Massachusetts, United States. With a focus on helping individuals and families achieve their financial goals, Ruth Chicca offers expert financial planning services tailored to each client's unique needs. Whether you are looking to save for retirement, invest in the stock market, or protect your assets with insurance, Ruth Chicca is dedicated to providing personalized and professional advice to help you secure your financial future. Trust in Ruth Chicca, Financial Planner to guide you towards financial success.

Edward Jones - Financial Advisor: Laurence Lutvak is a reputable financial institution located at 700 Pleasant Street in New Bedford, Massachusetts. As a trusted advisor, Laurence Lutvak provides personalized financial services to help clients achieve their investment goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial solutions tailored to meet the unique needs of each individual. Whether you are planning for retirement, saving for education, or investing for the future, Laurence Lutvak and Edward Jones are dedicated to helping you reach your financial goals.

Nelson Linhares: Primerica - Financial Services is a reputable finance and insurance agency located at 128 Union Street in New Bedford, Massachusetts. With a focus on providing comprehensive financial services to individuals and families, Nelson Linhares and his team are dedicated to helping clients achieve their financial goals and secure their futures. From investment planning to insurance coverage, they offer a range of services to meet the unique needs of each client. Trust Nelson Linhares: Primerica - Financial Services for expert guidance and personalized solutions to help you navigate the complexities of the financial world.

ATAX in New Bedford, MA is a trusted institution located at 1549 Acushnet Avenue, offering top-notch accounting and finance services to individuals and businesses in the area. With a team of experienced professionals, ATAX provides expert advice and assistance with tax preparation, bookkeeping, payroll services, and more. Whether you need help with personal taxes or managing your company's finances, ATAX is dedicated to providing quality service and ensuring your financial needs are met. Contact ATAX in New Bedford for all your accounting and finance needs.

Michael Lorenz Health Benefits Broker & Consultant is a leading insurance agency located at 227 Union Street in New Bedford, Massachusetts. Specializing in health benefits, this institution offers expert advice and personalized consultation to help individuals and businesses find the best insurance plans to meet their needs. With a commitment to excellent customer service and a deep understanding of the insurance industry, Michael Lorenz Health Benefits Broker & Consultant is dedicated to helping clients navigate the complex world of health insurance with ease and confidence. Contact them today to learn more about how they can help you secure the coverage you need.

Welcome to Erin Sullivan - Financial Advisor, Ameriprise Financial Services, LLC Located in the heart of Concord, Massachusetts, at 33 Bedford Street, Erin Sullivan is a dedicated financial advisor with Ameriprise Financial Services, LLC, offering a comprehensive suite of financial planning services tailored to meet the unique needs of each client. With a commitment to ethical standards and a focus on real-world application of investment concepts, Erin is equipped to guide individuals through the complexities of asset management, estate planning, and retirement strategies.

Paul M Medeiros Inc is a reputable dental institution located at 368 Union Street in New Bedford, Massachusetts. As a trusted provider of dental care, they offer a wide range of services to help patients achieve and maintain optimal oral health. With a team of skilled and experienced professionals, Paul M Medeiros Inc is committed to providing high-quality care in a comfortable and welcoming environment. Whether you are in need of routine cleanings, restorative procedures, or cosmetic treatments, you can trust Paul M Medeiros Inc to deliver exceptional care tailored to your individual needs. Visit them today to experience top-notch dental care in New Bedford.

Loan Truong is a reputable dentist institution located at 137 Hathaway Road in New Bedford, Massachusetts. Our dedicated team of healthcare professionals is committed to providing top-quality dental care to our patients. With a focus on preventative and restorative treatments, we strive to help our patients achieve and maintain optimal oral health. Visit Loan Truong for a personalized and comfortable dental experience in a welcoming environment.

Claremont Co Inc is a well-established institution located at 42 West Hill Road in New Bedford, Massachusetts, United States. With a reputation for excellence in providing a wide range of services, Claremont Co Inc is dedicated to serving the community with integrity and professionalism. Whether you are in need of financial advice, consulting services, or assistance with business development, Claremont Co Inc has a team of experienced professionals ready to help you achieve your goals. Visit us today to learn more about how Claremont Co Inc can support you in reaching your objectives.

Linden Associates is a reputable institution located at 1851 Purchase Street in New Bedford, Massachusetts, United States. We specialize in providing top-notch financial advisory services to our clients, helping them achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to offering personalized solutions tailored to meet the unique needs of each individual or business. Whether you are looking for investment advice, retirement planning, or wealth management services, Linden Associates is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future.

Hirst Wealth Management is a leading finance institution located at 261 Union Street in New Bedford, Massachusetts, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to provide expert guidance and support every step of the way. Trust Hirst Wealth Management to help you secure a brighter financial future.

Coastal M & A is a leading finance institution located at 700 Pleasant Street in New Bedford, Massachusetts, United States. Specializing in mergers and acquisitions, our team of experienced professionals is dedicated to helping businesses navigate the complexities of buying, selling, or merging companies. With a focus on providing personalized and strategic financial solutions, Coastal M & A is committed to assisting clients in achieving their business goals and maximizing their success. Contact us today to learn more about our comprehensive financial services.

Barry Investment Advisors is a finance institution located at 128 Union Street in New Bedford, Massachusetts, United States. We specialize in helping families find peace of mind in their investment programs, allowing them to focus on what truly matters in life. Our team provides financial planning and investment management services to support our clients in achieving their financial goals. With our global value investment philosophy and years of experience, we aim to protect and grow the wealth that our clients have worked hard to build. At Barry Investment Advisors, we believe in treating our clients the way they want to be treated, ensuring that their individual needs and preferences are always prioritized.

Pierre & Company LLC is a finance institution located at 13 Centre Street in New Bedford, Massachusetts, United States. Specializing in Long-Term Investment Management and Short-Term Treasury Management, Pierre & Company LLC is a Registered Investment Advisor in Massachusetts (MA). Additionally, they offer women-focused services for personalized financial guidance. One of the notable investments made by Pierre & Company LLC is in Know Seafood, an e-commerce company founded by Paul Neves and Dan McQuade in 2020. Know Seafood delivers freshly frozen seafood nationwide from New Bedford, MA, aiming to set the standard in e-commerce "boat-to-doorstep" seafood. Despite not currently qualifying for the Opportunity Zone Fund, Pierre & Company LLC sees great potential in Know Seafood due to the founders' industry experience, inspired work ethic, innovation, and technology.

CCM Investment Management is a reputable finance institution located at 651 Orchard Street in New Bedford, Massachusetts. With a focus on providing expert financial services and investment management, CCM is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or build a diversified investment portfolio, CCM Investment Management is committed to delivering top-notch financial solutions and superior customer service.

Keeping It Balanced Bookkeeping Services, located at 213 Orchard Street in New Bedford, Massachusetts, offers accounting and finance services to small and medium-sized businesses. Whether you need help balancing your company books, are a new business owner struggling to keep up with your finances, or simply want to free up time to focus on growing your business, Keeping It Balanced is here to help. With services available on site or remotely, including weekly, bi-weekly, monthly, or annual options, we can handle your bookkeeping needs efficiently and cost-effectively. Our mission is to provide friendly, personal service and reliable, knowledgeable information to help you succeed in building your business. Let us take care of the bookkeeping so you can focus on what you do best.

Primerica is a leading finance and insurance agency located at 128 Union Street in New Bedford, Massachusetts, United States. With a strong commitment to helping individuals and families achieve financial security, Primerica offers a wide range of financial products and services, including life insurance, investments, and retirement planning. Their team of knowledgeable and dedicated professionals are committed to providing personalized solutions to meet the unique needs of each client. Whether you are looking to protect your family's future or build wealth for retirement, Primerica is here to help you every step of the way.

Douglas R. Leatham, CPA is a professional accounting firm located at 492 Pleasant Street in New Bedford, Massachusetts. Specializing in tax preparation, accounting, auditing, and business consulting, our certified public accountants have been serving companies, not-for-profit organizations, and individuals since 1980. Our dedicated team is committed to providing personalized services to meet the unique needs of each client. Whether you need assistance with tax planning, bookkeeping, or financial consulting, we have the experience and expertise to help you achieve your goals.

Forensic Accounting Corp, located at 302 Bolton Street in New Bedford, Massachusetts, offers comprehensive forensic accounting services to the legal and insurance communities. Our team of specialists is equipped to identify, preserve, and report on all types of digital evidence and electronically stored information (ESI). In addition to our forensic accounting solutions, our New Bedford office provides litigation support for business disputes, shareholder and partner conflicts, and business income loss cases. With over 15 years of experience in the industry, our professionals bring a wealth of business and legal expertise to the litigation process.

H&R Block is a leading accounting and finance institution located at 154 West Rodney French Boulevard in New Bedford, Massachusetts, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning to individuals and businesses. Whether you need help with your taxes or managing your finances, H&R Block is dedicated to providing top-notch service and expertise to help you achieve your financial goals.

Burke & Lamb is a reputable accounting and finance institution located at 300 Union Street in New Bedford, Massachusetts. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their commitment to providing high-quality and personalized service sets them apart in the industry. Whether you are an individual or a business owner, Burke & Lamb is dedicated to helping you achieve your financial goals.

A.G. Quintal Investment Company Inc. is a reputable finance institution located at 2177 Acushnet Avenue in New Bedford, Massachusetts. With a strong focus on providing tailored investment solutions to meet the unique needs of their clients, A.G. Quintal Investment Company Inc. has established itself as a trusted partner in the world of finance. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic planning and sound investment advice. Whether you are looking to grow your wealth, plan for retirement, or simply secure your financial future, A.G. Quintal Investment Company Inc. is committed to providing you with the personalized service and expertise you need to succeed.

Accounting Portfolios is a reputable institution located at 1811 Acushnet Avenue in New Bedford, Massachusetts, United States. Specializing in accounting and finance, our institution offers top-notch services to individuals and businesses looking to manage their financial portfolios effectively. With a team of experienced professionals, we provide comprehensive accounting solutions tailored to meet the unique needs of our clients. Whether you need assistance with tax planning, budgeting, or financial analysis, Accounting Portfolios is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your accounting and finance needs.

Diane Lopes Tax & Accounting Service is a reputable institution located at 43 Nash Road in New Bedford, Massachusetts, United States. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch assistance to individuals and businesses alike. With years of experience and expertise in tax preparation, bookkeeping, and financial planning, we strive to help our clients achieve their financial goals and maximize their returns. Trust Diane Lopes Tax & Accounting Service for all your financial needs.