TOP 30 Financial consulting in Lee, Massachusetts
25 results found
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56 Lee Street
● Open56 Lee Street is a renowned institution located in the charming town of Marblehead, Massachusetts. Situated at the address 56 Lee Street, this institution is dedicated to providing high-quality education and services to its students and community members. With a focus on academic excellence and personal growth, 56 Lee Street offers a wide range of programs and resources to support student success. The institution's beautiful campus and welcoming atmosphere make it a top choice for those seeking a transformative educational experience in the United States.
56 Lee St, Marblehead, MA 01945, United States -
October Mountain Financial Advisors
● OpenOctober Mountain Financial Advisors is a trusted finance institution located at 103 West Park Street in Lee, Massachusetts, United States. Our team is a collaboration between two well-established companies, Lee Bank and St. Germain Investment Management, who share a commitment to serving our community and clients with integrity and expertise. With a history of guiding thousands of clients towards their financial goals, we understand the importance of asset allocation, security selection, and diversification in today's ever-evolving financial landscape. Led by Managing Director and Financial Advisor Gary M. Schiff, our team believes in the timeless principles of patience and strategic planning when it comes to achieving financial success. Whether you are in Sheffield, Williamstown, or beyond Berkshire County, October Mountain Financial Advisors is here to assist you in creating a personalized plan to help you reach your financial objectives. Contact us today to begin your journey towards a secure financial future.
103 W Park St, Lee, MA 01238, United States -
Lee Ann Nault, CPA
● ClosedLee Ann Nault, CPA is a reputable accounting and finance institution located at 977 South Street in Fitchburg, Massachusetts, United States. With years of experience and expertise in the field, Lee Ann Nault, CPA offers a wide range of professional services including tax preparation, financial planning, auditing, and consulting. Their team of certified public accountants is dedicated to providing top-notch service and personalized solutions to meet the unique needs of each client. Whether you are an individual or a business owner, Lee Ann Nault, CPA is committed to helping you achieve your financial goals and secure a stable financial future.
977 South St, Fitchburg, MA 01420, United States -
Lee Hurney
● OpenLee Hurney is a reputable finance institution located at 699 Massachusetts Avenue in Arlington, Massachusetts, United States. With a focus on providing top-notch financial services to individuals and businesses, Lee Hurney is known for its expertise in investment management, financial planning, and wealth management. The institution prides itself on its team of experienced professionals who are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Lee Hurney is committed to providing personalized and comprehensive financial solutions to meet your needs.
699 Massachusetts Ave, Arlington, MA 02476, United States -
James Lee - UBS Financial Services Inc.
● OpenJames Lee - UBS Financial Services Inc. is a reputable finance institution located at 55 William Street in Wellesley, Massachusetts, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to assist you every step of the way. Trust in James Lee - UBS Financial Services Inc. for all your financial needs.
55 William St 3rd Floor, Wellesley, MA 02481, United States -
Lee Capital Management
● OpenLee Capital Management is a renowned finance institution located at 100 Cummings Center in Beverly, Massachusetts, United States. With a strong reputation for providing top-notch financial services, Lee Capital Management is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers expert advice and personalized solutions to meet the unique needs of each client. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, Lee Capital Management is committed to delivering exceptional results. Trust Lee Capital Management to guide you towards a secure financial future.
100 Cummings Center # 225D, Beverly, MA 01915, United States -
Lee-Yee & Co
● OpenLee-Yee & Co is a reputable accounting and finance institution located at 20 Southwest Park in Westwood, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial consulting, and auditing. Their commitment to excellence and attention to detail make them a trusted partner for individuals and businesses looking to manage their finances effectively. Contact Lee-Yee & Co today for all your accounting and finance needs.
20 SW Park, Westwood, MA 02090, United States -
Lee Town Accountant
● OpenLee Town Accountant is a local government office located at 32 Main Street in Lee, Massachusetts, United States. Our dedicated team of professionals is committed to managing the financial affairs of the town with integrity and transparency. We provide expert accounting services to ensure the efficient and responsible use of public funds. Visit us today for all your financial inquiries and needs.
32 Main St, Lee, MA 01238, United States -
Berkshire Financial Services Inc
● OpenWelcome to Berkshire Financial Services Inc., your trusted partner in financial excellence located in the heart of the Berkshires at 75 Park Street, Lee, Massachusetts. At Berkshire Financial Services, we are committed to guiding you towards a secure financial future with our comprehensive range of financial solutions tailored to meet your unique needs. Our team of experienced professionals is dedicated to providing personalized financial advice and services, including investment management, retirement planning, tax strategies, and estate planning. We understand that every client has distinct financial goals, and we strive to deliver customized strategies that align with your aspirations.
75 Park Street, Lee, Massachusetts 01238, United States -
Law Office of Jacqueline Voss Lees
● OpenWelcome to the Law Office of Jacqueline Voss Lees Located at 27 Congress Street, Salem, Massachusetts, the Law Office of Jacqueline Voss Lees is dedicated to providing comprehensive legal services with a focus on estate planning, probate, elder and disability law, and real estate transactions. With over 33 years of experience in the Probate Court, Attorney Jacqueline Voss Lees is committed to guiding her clients through life’s transitions with confidence and clarity.
27 Congress Street, Salem, Massachusetts 01970, United States -
Lee & Crowley, LLC
● ClosedWelcome to Lee & Crowley, LLC – your trusted partner in accounting and finance solutions located in the heart of Boston at 423 West Broadway, Massachusetts. At Lee & Crowley, LLC, we are dedicated to helping individuals and businesses navigate the complexities of financial management with precision and expertise. Our team of seasoned professionals offers a comprehensive range of services, including accounting, tax planning, financial consulting, and business advisory services tailored to meet your unique needs. Whether you're a small business owner seeking bookkeeping assistance or an individual looking for tax optimization strategies, we provide personalized attention and strategic insights to help you achieve your financial goals. Visit us in Boston's vibrant community and discover how Lee & Crowley, LLC can empower your financial future. Your success is our commitment.
423 West Broadway, Boston, Massachusetts 02127, United States -
Consolati Tax Prep
● ClosedConsolati Tax Prep, located at 71 Main Street in Lee, Massachusetts, offers a personalized and professional approach to accounting and finance services. Unlike national tax prep services, we provide expert tax preparation without the use of per form changes, instant refunds, or refund anticipation loans. We pride ourselves on developing long-term relationships with our clients, spanning across generations. In addition to tax preparation, Consolati can assist with navigating the complexities of the Massachusetts Health Connector for self-employed individuals seeking health insurance. We also offer support in compiling financial paperwork for various purposes, such as loans, FASFA, or divorce proceedings.
71 Main St Suite 4, Lee, MA 01238, United States -
Boston Standard Wealth Management
● ClosedBoston Standard Wealth Management is a finance institution located at 31 Church Street in Winchester, Massachusetts, United States. Our firm is dedicated to providing intellectually honest financial advice that combines cutting-edge technology with time-tested principles to help investors build wealth for generations. Whether you are planning for retirement, saving for your child's education, or simply looking to protect your assets, we can help you organize your finances to meet your life goals. At Boston Standard Wealth Management, we understand that every individual is unique, which is why we take the time to listen to your needs and objectives to create a customized financial plan that suits your specific situation. Our boutique approach means you have a dedicated Certified Financial Planner™ to guide you through life's financial challenges, providing unbiased advice in an environment of trust and confidentiality.
31 Church St Suite 3, Winchester, MA 01890, United States -
Darice Taxter
● OpenDarice Taxter is a trusted health and pharmacy institution located at 10 Pleasant Street in Lee, Massachusetts, United States. Offering a wide range of pharmaceutical products and health services, this store is dedicated to providing high-quality care and medication to its customers. With a knowledgeable and friendly staff, Darice Taxter is a reliable destination for all your health and wellness needs.
10 Pleasant St, Lee, MA 01238, United States -
NBT Bank
● ClosedNBT Bank is a trusted financial institution located at 76 Park Street in Lee, Massachusetts, United States. As a full-service bank, NBT Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM access, customers can easily manage their finances and access cash whenever they need it. NBT Bank is committed to providing personalized service and helping individuals and businesses achieve their financial goals.
76 Park St, Lee, MA 01238, United States -
Peabody River Asset Management
● ClosedPeabody River Asset Management is a reputable finance institution located at 37 Lee Street in Cambridge, Massachusetts, United States. With a focus on providing expert financial advice and management services, Peabody River Asset Management is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, the experienced team at Peabody River Asset Management is here to help. Trust in their expertise and personalized approach to financial planning.
37 Lee St, Cambridge, MA 02139, United States -
Abacus Tax Services
● OpenAbacus Tax Services is a reputable accounting and finance institution located at 111 Lee Street in Tewksbury, Massachusetts, United States. With a team of experienced professionals, they provide expert tax services to individuals and businesses alike. From tax preparation to financial planning, Abacus Tax Services is dedicated to helping clients navigate the complexities of the tax system and achieve their financial goals. Trust Abacus Tax Services for all your accounting and finance needs.
111 Lee St, Tewksbury, MA 01876, United States -
The Innovation Trail
● OpenThe Innovation Trail offers a unique way to experience, learn about, and be inspired by four centuries of groundbreaking innovations that originated in Boston. Whether you join one of our scheduled walking tours or use our website as a guide for your own stroll, you'll explore the rich history of science, medicine, entrepreneurship, and technology that has shaped the modern world. Our aim is to inspire you to create the next great innovation!What to Expect: When people think of Boston, they often think of the American Revolution or its prestigious educational institutions like MIT, Harvard, and Northeastern. While the Freedom Trail highlights the city’s revolutionary past, The Innovation Trail focuses on the remarkable advancements that followed America's independence and the establishment of early schools like Boston Latin (1635) and Harvard (1636). Boston’s legacy of innovation was built on a foundation of independence and education, bolstered by societal changes such as the abolition of slavery, women’s suffrage, waves of immigration, and marriage equality. These factors allowed a diverse group of people to collaborate on research and company formation, funded by investors, universities, and government agencies. This thriving innovation ecosystem has significantly contributed to shaping our modern world.Who Should Visit:
30 School St, Boston, MA 02108, United States -
AMICON CAPITAL LLC
● ClosedWelcome to AMICON CAPITAL LLC, your trusted partner in financial success. Conveniently located at 17 Main Street in the heart of Lee, Massachusetts, we specialize in providing tailored financial solutions to meet the unique needs of our clients. With a deep commitment to excellence and integrity, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. At AMICON CAPITAL LLC, we offer a comprehensive range of financial services, including investment management, retirement planning, wealth preservation, and financial consulting. Our client-centric approach ensures personalized attention and strategies that align with your objectives, providing you with peace of mind and confidence in your financial future.
17 Main Street, Lee, Massachusetts 01238, United States -
Dee Donald J
● OpenWelcome to Dee Donald J Funeral Home Located at 18 Lee Street in the heart of Tewksbury, Massachusetts, Dee Donald J Funeral Home is dedicated to providing compassionate and professional funeral services to families in our community. As a trusted local funeral home, we understand the importance of honoring the lives of loved ones with dignity and respect.
18 Lee Street, Tewksbury, Massachusetts 01876, United States -
Silverstein Public Insurance Adjuster
● OpenWelcome to Silverstein Public Insurance Adjuster, your trusted partner in navigating the complex world of insurance claims. Located at 831 Beacon Street, Newton, Massachusetts, we specialize in providing expert public insurance adjusting services aimed at maximizing your settlement and easing the stress of the claims process. At Silverstein Public Insurance Adjuster, we understand that dealing with property loss can be overwhelming. That’s why we offer a free, no-obligation site visit, policy review, and consultation to help you get started. With over 30 years of experience, Lee Silverstein and his team have successfully prepared, presented, and settled over 2,500 insurance claims, securing tens of millions of dollars in recoveries for our clients.
831 Beacon Street, Newton, Massachusetts 02459, United States -
G. Fuls Jr. Real Estate Co
● ClosedWelcome to G. Fuls Jr. Real Estate Co, your trusted partner for all your real estate needs in the heart of the Berkshires. Conveniently located at 610 Main Street, Williamstown, Massachusetts, we specialize in helping you navigate the often complex world of buying and selling properties with ease and confidence. At G. Fuls Jr. Real Estate Co, we understand that selling your property is both a financial and emotional decision. Our experienced team is here to guide you through the process, ensuring that your property is priced right to attract serious buyers. We utilize our extensive knowledge of market trends, comparative properties, and local insights to set a realistic and competitive selling price, avoiding the pitfalls of overpricing that can lead to frustration and missed opportunities.
610 Main Street, Williamstown, Massachusetts 01267, United States -
Mass Properties Dedham Realtor
● ClosedWelcome to Mass Properties Dedham Realtor, your premier real estate agency located at 287 Madison Street, Dedham, Massachusetts. We are your go-to destination for finding the perfect home, condo, land, or foreclosure property in the area. Our user-friendly website is designed to be the only real estate search tool you'll ever need, offering the most up-to-date listings directly from the official Realtor®'s database every 15 minutes. Whether you're looking to save searches, receive daily email alerts on new listings, price changes, or sold data, or explore properties on our Interactive Map Search, we have you covered. At Mass Properties Dedham Realtor, we understand that real estate transactions are personal and unique to each client. That's why our team of seasoned professionals, including Cathy, Maria, and Kira, are committed to providing a tailored approach that meets your specific needs and goals. With deep insights into local neighborhoods, schools, amenities, and market trends, our agents are dedicated to guiding you through every step of the buying or selling process.
287 Madison Street, Dedham, Massachusetts 02026, United States -
Michael Peppino Real Estate
● OpenWelcome to Michael Peppino Real Estate, your premier real estate agency located at 171 Washington Street, Norwell, Massachusetts. We specialize in helping you find your dream home, whether it be a cozy condo, sprawling land, or a charming single-family residence. Our website, www.southofbostonrealestate.com, offers the most comprehensive and user-friendly real estate search in the area, with listings updated every 15 minutes directly from the official Realtor® database. Stay ahead of the market with our instant property alerts, daily email updates on new listings, price changes, and comprehensive market reports. Our Interactive Map Search feature allows you to visualize properties on a map and customize your search by drawing boundaries around your preferred areas. Curious about your neighborhood? Create a custom market report to see the latest active, under contract, and sold properties in your area.
171 Washington Street, Norwell, Massachusetts 02061, United States -
BOTELHO REALTY GROUP
● ClosedWelcome to Botelho Realty Group, your premier real estate agency located at 901 Eastern Avenue, Fall River, Massachusetts. Whether you're searching for your dream home, a cozy condo, expansive land, or investment opportunities in foreclosure properties, our website offers the most comprehensive real estate search available. As the only site you'll ever need, it's user-friendly and updated every 15 minutes directly from the official Realtor®'s database, ensuring you have access to the freshest listings and market data. Our platform allows you to save searches and receive daily email alerts regarding new listings, price adjustments, sold data, and comprehensive market reports. With our Interactive Map Search, you can visualize properties on a map or tailor your search by outlining specific boundaries, ensuring you find the perfect location to call home.
901 Eastern Avenue, Fall River, Massachusetts 02723, United States
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