Financial planning for individuals in Newton, Massachusetts

Andrew Enright is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 275 Grove Street in Newton, Massachusetts. With years of experience in the finance industry, Andrew provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or building wealth, Andrew Enright can help create a customized financial strategy tailored to your individual needs. Contact Andrew Enright at Ameriprise Financial Services, LLC for expert guidance and support on your financial journey.

Jacqueline Blau - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 275 Grove Street, Newton, Massachusetts, offers a range of financial services to individuals seeking personalized wealth management solutions. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jacqueline Blau is equipped to address various financial needs, from asset management to retirement planning and estate planning. Specializing in domestic partnerships, estate planning, and investment fiduciary practices, Jacqueline Blau provides expert advice and guidance to help clients achieve their financial goals. Additionally, with certifications in behavioral financial advising, philanthropy, and exit planning, Jacqueline Blau is committed to helping clients make informed decisions and secure their financial future. Whether you are looking for advice on annuities, retirement planning, or investment management, Jacqueline Blau is dedicated to providing comprehensive and tailored financial solutions to meet your needs.

Merrill Lynch Financial Advisor Ken O'Toole, located at 2221 Washington Street, Newton, Massachusetts, United States, is part of The Cafaro Group offering wealth management advice and guidance tailored to your individual goals and priorities. As a client-centered institution, they focus on understanding your life and recommending financial strategies to help you achieve your goals. Their team of experienced advisors is dedicated to helping you navigate through financial challenges and opportunities, with a transparent and personalized approach. Recognized for their exemplary client service, they offer a range of services including personalized investment strategies, financial planning, and access to comprehensive solutions from Bank of America. By getting to know you and your unique needs, Merrill Lynch Financial Advisor Ken O'Toole can help you create a financial approach that aligns with your goals and priorities, guiding you towards financial success.

Established at 275 Grove Street in Newton, Massachusetts, Jennifer Ann Taber is an Associate Financial Advisor at Ameriprise Financial Services, LLC. Specializing in finance, Jennifer holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications cover a range of topics including asset management, retirement planning, estate planning, and investment strategies. With a commitment to ethical practices and continuous education, Jennifer provides comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for advice on investment opportunities, insurance products, or estate planning, Jennifer Ann Taber is equipped with the expertise to help you navigate the complex world of financial planning.

Edward Jones - Financial Advisor: Kelley A Bangs is a reputable finance institution located at 130 Rumford Avenue in Newton, Massachusetts. As a trusted financial advisor, Kelley A Bangs provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Kelley A Bangs is dedicated to helping individuals and families secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Matthew Barrand is a reputable finance institution located at 130 Rumford Avenue in Newton, Massachusetts, United States. As a dedicated financial advisor, Matthew Barrand provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones - Financial Advisor: Matthew Barrand for expert guidance and support in navigating the complexities of the financial world.

Merrill Lynch Financial Advisor Mark Carpentier is a finance institution located at 2221 Washington Street, Newton, Massachusetts, United States. As part of Merrill Lynch Wealth Management, The Cafaro Group offers personalized advice and guidance tailored to your goals and priorities. With a focus on the investor, not just the market, our team will recommend financial strategies designed to help you pursue your goals and adjust them over time as needed. We believe in getting to know you on a personal level to provide the best financial solutions for your unique situation. Our experienced team is dedicated to helping you achieve your goals and offers transparent investment guidance aligned with what matters most to you. With recognition from Forbes and Barron's, our advisors are committed to exemplary client service. By utilizing tools like the Investment Personality Assessment, Merrill Personal Wealth Analysis™, and ongoing financial reviews, we aim to help you stay on track and adapt to changes in your life and the market. Let us work together to help you achieve your financial goals and build a strong client relationship based on trust and personalized service.

Kevin Plodzik is a financial advisor at Ameriprise Financial Services, LLC located at 275 Grove Street in Newton, Massachusetts, United States. He holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kevin specializes in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. He is dedicated to providing expert advice and guidance to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Delphine G Morrill is a finance institution located at 2221 Washington Street in Newton, Massachusetts, United States. Delphine is a Senior Financial Advisor with a background in sales and financial planning. She specializes in business development, relationship management, and financial planning, working closely with clients to create customized wealth management strategies. Delphine holds various licenses and certifications, including the Certified Divorce Financial Analyst® designation. She is actively involved in her community and volunteer work, and has a passion for helping clients achieve their financial goals. Through personalized planning, investment management, and asset allocation, Delphine strives to provide goals-based solutions for every individual's needs. The institution offers a personalized approach to financial planning, focusing on the client's aspirations and priorities. Delphine and her team at Merrill Lynch Wealth Management work to help clients stay on track and address changes in their financial situation. With access to the investment insights of Merrill and banking solutions from Bank of America, they strive to develop an approach designed to address each client's unique financial needs. The institution values a one-on-one relationship with clients, offering personalized investment strategies and comprehensive financial solutions. Delphine Morrill is registered to do business in multiple states and is committed to helping clients live their best financial life.

Kellie D Jacques is a Financial Advisor at Ameriprise Financial Services, LLC located at 2221 Washington Street, Newton, Massachusetts, United States. Kellie holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kellie specializes in providing comprehensive financial planning services for individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and insurance products. The institution adheres to a code of ethics and offers expertise in a wide range of financial planning areas to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Jeffrey Jacobs, located at 2221 Washington Street, Newton, Massachusetts, United States, is a finance institution that offers personalized advice and guidance based on your goals and priorities. The team at The Cafaro Group believes in placing the investor at the center of their focus, rather than the market, to help you pursue your financial goals. They offer tailored financial strategies designed to assist you in tracking your progress and adjusting your approach over time as needed. The institution values building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Their team of experienced individuals is dedicated to helping you achieve your financial goals. They offer a range of financial services, including personalized investment strategies and comprehensive financial solutions from Bank of America. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Jeffrey Jacobs is committed to helping you reach your goals.

Edward Jones - Financial Advisor: Richard T Passanisi Jr is a reputable financial institution located at 130 Rumford Avenue in Newton, Massachusetts. As a dedicated financial advisor, Richard T Passanisi Jr provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution offers a wide range of financial products and services tailored to meet the unique needs of each individual. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Richard T Passanisi Jr is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

ith Bank of America, we will help you build a personalized strategy that reflects your unique goals and priorities. Our team at Merrill Lynch Financial Advisor Joshua A Cotter, located at 2221 Washington Street, Newton, Massachusetts, United States, is committed to providing exemplary client service and building strong relationships based on trust and personalized service. Our advisors have received recognition from financial industry publications and Bank of America Corporation, setting the standard for excellence in wealth management. Whether you are planning for retirement, managing healthcare expenses, or passing on wealth to future generations, we are here to help you navigate the complexities of your financial life. With a focus on high-net-worth individuals and families, we prioritize your seven key priorities - health, home, family, leisure, giving, work, and finance. By working closely with other trusted professionals and leveraging the resources of Merrill and Bank of America, we can help you achieve your financial goals and secure your financial future. Let us help you create a financial approach that is tailored to your needs and designed to help you succeed. Contact us today to schedule a consultation and start planning for a brighter tomorrow.

Merrill Lynch Financial Advisor Jonathan Greer, located at 2221 Washington Street, Newton, Massachusetts, United States, is part of The Cafaro Group, offering personalized advice and guidance based on your individual goals and priorities. With a focus on placing the investor at the center of their philosophy, the team at Merrill Lynch works to recommend appropriate financial strategies designed to help you pursue your goals and adjust your strategy over time as needed. The team believes in getting to know each client on a personal level to tailor their approach to address financial challenges and opportunities. Recognized for their exemplary client service, Merrill Lynch advisors have received accolades from financial industry publications such as Forbes and Barron's. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide comprehensive financial solutions.

Merrill Lynch Financial Advisor Dillon Geelan is a finance institution located at 2221 Washington Street, Newton, Massachusetts, United States. Dillon and his team offer insights, observations, and ideas to help clients pursue their financial goals. With proactive management of concentrated stock holdings and personalized plans through Merrill Personal Wealth Analysis®, they aim to help clients fulfill their vision for their family's financial future. Dillon is a Certified Financial Planner (CFP®) with extensive experience in financial advising and wealth management. He focuses on understanding each client's individual needs and goals, designing personalized plans to help manage investment risk and achieve financial success. With access to the investment insights of Merrill and banking solutions from Bank of America, Dillon works with clients to develop customized approaches tailored to their financial needs. By regularly reviewing and adjusting financial strategies, Dillon ensures clients stay on track to reach their goals. With a focus on building one-on-one relationships and providing personalized investment strategies, Dillon Geelan and his team at Merrill Lynch Wealth Management strive to help clients live their best financial lives.

Merrill Lynch Financial Advisor Erik Morland is a trusted institution located at 2221 Washington Street, Newton, Massachusetts, United States. As part of Merrill Lynch Wealth Management, The Cafaro Group offers personalized advice and guidance tailored to your individual goals and priorities. Their wealth management philosophy focuses on putting the investor at the center, rather than the market, to help you pursue your financial objectives. The team at Merrill Lynch will work with you to develop appropriate financial strategies, track your progress, and adjust your approach over time as needed. They believe in a personalized approach to wealth management, taking into account your unique preferences, risk tolerance, and long-term goals. Their advisors are dedicated to helping you achieve your financial goals, using thoughtful investment guidance aligned with what matters most to you. By utilizing the Investment Personality Assessment, they aim to understand your investing preferences and customize a financial approach that aligns with your individual goals. The team at Merrill Lynch has received recognition from prestigious financial industry publications, showcasing their commitment to exemplary client service.

Richard Baum - Financial Advisor, Ameriprise Financial Services, LLC, located at 2221 Washington Street in Newton, Massachusetts, is a trusted institution specializing in finance. Richard Baum offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular progress reviews and updates to adapt to life changes, clients can track their financial journey securely from any device. Clients can schedule a complimentary initial consultation to discuss retirement, education, or major purchase goals. Richard Baum is registered in states where securities business is conducted, as indicated on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC cannot guarantee future financial results.

George V Anastopoulos Jr is a financial advisor at Ameriprise Financial Services, LLC located at 275 Grove Street in Newton, Massachusetts, United States. George holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. He specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. George is committed to upholding the highest ethical standards and continuously expanding his knowledge and expertise in the field of finance to better serve his clients.

Long Term Care Insurance Planning is an insurance agency located at 831 Beacon Street in Newton, Massachusetts, United States. Our institution specializes in providing comprehensive and customized long-term care insurance plans to help individuals and families prepare for the financial costs associated with extended medical care and assistance. Our experienced team of insurance professionals is dedicated to helping our clients navigate the complexities of long-term care insurance and find the best coverage options to meet their needs. Contact us today to learn more about how we can help you plan for the future.

Welcome 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.

Welcome to Castle Hill Financial Group, your trusted partner in navigating the complex world of finance. Conveniently located at 3 Executive Park Drive, Newton, Massachusetts, we are committed to providing top-tier financial services to individuals and businesses alike. Our team of experienced professionals is dedicated to understanding your unique financial needs and helping you achieve your goals. At Castle Hill Financial Group, we offer a comprehensive range of services, including financial planning, investment management, retirement planning, and wealth management. Our personalized approach ensures that each client receives tailored strategies and solutions designed to optimize their financial future.

Village Wealth Management is a leading finance institution located at 307 Auburn Street in Newton, Massachusetts, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Village Wealth Management is here to provide expert guidance and support. With a focus on building long-term relationships based on trust and integrity, we are committed to helping our clients secure their financial future. Contact us today to schedule a consultation and take the first step towards financial success.

Auxano Wealth Management is a leading finance institution located at 2274 Washington Street in Newton, Massachusetts, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Auxano Wealth Management is here to provide expert guidance and support. Contact us today to learn more about how we can help you secure your financial future.

Gage Wealth Advisors, located at 450 Lexington Street in Newton, Massachusetts, is a finance institution that focuses on helping clients achieve their financial goals. They offer personalized investment recommendations based on individual goals and risk tolerance, regularly reviewing and updating strategies as life changes. Clients can easily access their investments and accounts from any device and track their progress towards their goals securely. The advisors at Gage Wealth Advisors are backed by the Ameriprise Investment Research Group, providing guidance on market conditions and investment impacts. Risk tolerance is a key factor in determining the appropriate investment strategy, and the advisors work closely with clients to understand their tolerance for market volatility.

Tom Alessi is a top-rated finance institution located at 134 Rumford Avenue in Newton, Massachusetts. With a commitment to providing expert financial services to individuals and businesses in the United States, Tom Alessi offers a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Tom Alessi is dedicated to helping you achieve your financial goals. Visit us today to see how we can help you secure your financial future.

David J. Prothero, CPA, P.C. is a reputable accounting and finance institution located at 313 Washington Street in Newton, Massachusetts, United States. With a team of experienced professionals led by David J. Prothero, this institution provides a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can trust in the expertise and dedication of the staff at David J. Prothero, CPA, P.C. to help them navigate the complexities of financial management and achieve their financial goals.

The Bookman Group is a finance institution located at 182 Walnut Street in Newton, Massachusetts, United States. With a focus on providing expert financial services and advice, The Bookman Group serves clients in the local community and beyond. Their team of professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and solutions. Whether you are looking for investment guidance, retirement planning, or wealth management services, The Bookman Group is committed to delivering top-notch service and expertise to meet your needs.

Buff Capital Management is a reputable finance institution located at 111 Hyde Street in Newton, Massachusetts, United States. With a team of experienced financial experts, Buff Capital Management offers a wide range of investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, the professionals at Buff Capital Management are dedicated to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and committed to excellence, Buff Capital Management is the go-to choice for individuals seeking expert financial guidance.

Roy Yehuda is a leading finance institution located at 305 Walnut Street in Newton, Massachusetts, United States. With a strong reputation for providing top-notch financial services, Roy Yehuda is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at Roy Yehuda are here to help. Trust in Roy Yehuda for all your financial needs.

Weiner and Rice PC is a reputable accounting and finance institution located at 70 Wells Avenue in Newton, Massachusetts, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or auditing, Weiner and Rice PC is dedicated to providing top-notch service and expertise to meet your financial needs.