Financial transition planning in Boston, Massachusetts

Artemis Financial Advisors is a boutique finance institution located at 115 Newbury Street in Boston, Massachusetts, United States. We specialize in highly personalized financial planning, sustainable investing, and wealth management services as an independent, fiduciary, and fee-only firm. Our clients receive the same expertise found in large institutions but with the individual focus and care that only a boutique advisory firm can provide. Each financial plan we create is tailored to the specific needs, goals, and concerns of our clients. Whether you are an individual, couple, professional starting your career, going through a transition, or nearing retirement, we offer targeted recommendations to help you achieve your long-term objectives.

Boston Retirement Group is a leading finance institution located at 130 Turner Street in Waltham, Massachusetts. We specialize in providing expert retirement planning services to help individuals and families secure their financial future. Our team of experienced professionals offers personalized advice and guidance to help clients make informed decisions about their retirement savings. Whether you are just starting to plan for retirement or are nearing the end of your career, Boston Retirement Group is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a comfortable and secure retirement.

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 Transit Insurance Agency, Inc., your trusted partner for comprehensive insurance solutions in Somerville, Massachusetts. Conveniently located at 170 School Street, we are dedicated to providing personalized service and expert guidance to meet all your insurance needs. As a leading insurance agency, we specialize in offering a wide range of coverage options, including auto, home, business, and life insurance, tailored to protect what matters most to you. Our experienced team is committed to delivering exceptional customer service and finding the right policies that fit your unique requirements and budget. At Transit Insurance Agency, Inc., we pride ourselves on building lasting relationships with our clients and ensuring peace of mind through reliable and affordable insurance solutions. Contact us today to discover how we can help safeguard your future.

Welcome to National Financial Services CO, your trusted partner in navigating the complex world of finance. Conveniently located at 200 Seaport Boulevard, Boston, Massachusetts, we are dedicated to providing exceptional financial solutions tailored to meet the diverse needs of our clients. Our expert team offers a comprehensive range of services, including financial planning, investment management, and retirement strategies, all designed to help you achieve your financial goals with confidence. At National Financial Services CO, we pride ourselves on our commitment to integrity, transparency, and personalized service. Whether you're an individual, a family, or a business, we are here to guide you every step of the way. Visit us today and discover how we can assist you in securing a prosperous financial future.

Fenway Financial Advisors, LLC is a reputable finance institution located at 501 Boylston Street in the heart of Boston, Massachusetts. Our team of experienced financial experts provides personalized and comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Fenway Financial Advisors, LLC is dedicated to providing top-notch service and guidance tailored to your individual needs. Trust us to help you navigate the complex world of finance with confidence and success.

The Boston Group at Morgan Stanley is a leading financial institution located in the heart of Boston, Massachusetts. With a prime location at 125 High Street, this esteemed group offers a wide range of financial services and expertise to clients in the area. As part of the renowned Morgan Stanley network, The Boston Group provides top-notch investment advice, wealth management, and financial planning services to help individuals and businesses achieve their financial goals. Trust in the expertise and experience of The Boston Group at Morgan Stanley for all your financial needs.

Boston Partners Wealth Management, LLC is a boutique wealth advisory firm located in Wakefield, Massachusetts, just north of Boston. Our team offers personalized guidance and proactive client care to individuals, families, and small businesses across the country. We provide a comprehensive range of services including investment management, financial planning, retirement planning, business planning, and insurance to address all aspects of your financial life. At Boston Partners Wealth Management, we believe in building lasting relationships with our clients based on trust and integrity. We work closely with you to create a customized financial plan that aligns with your goals and priorities. Our experienced advisors take the time to understand your unique situation and provide tailored recommendations to help you achieve financial success.

The College Preparation Center of Boston is a renowned institution located at 7 Harper Lane in Ashland, Massachusetts, United States. As a university-level institution, we are dedicated to helping students prepare for the next stage of their academic journey. Our experienced faculty and staff provide comprehensive resources and guidance to help students excel in their college applications, standardized tests, and overall academic performance. With a focus on personalized support and individualized attention, the College Preparation Center of Boston is committed to helping students reach their full potential and achieve their academic goals. Join us and take the first step towards a successful college experience.

Welcome to MD² Boston, where exceptional medical care meets personalized attention in the heart of Boston, nestled between Copley Square and the Boston Public Garden. At our practice, you will be cared for by Dr. Paul Cusick and Dr. David Judge, two of the most respected and sought-after physicians in the northeast. With affiliations to Massachusetts General Hospital, Brigham and Women's Hospital, and Harvard Medical School, our physicians are deeply connected to the top specialists in the Boston medical community. Dr. Paul Cusick brings over 25 years of experience as a distinguished Boston physician, renowned for his extraordinary medical expertise and compassionate bedside manner. A Harvard University graduate, Dr. Cusick completed his medical degree at the University of Massachusetts Medical School and his residency at New England Deaconess Hospital. He holds academic appointments at Harvard Medical School and Massachusetts General Hospital and has contributed significantly to community service projects globally.

Welcome 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.

Welcome to Birch Financial Partners, your trusted financial ally located at 303 Wyman Street, Waltham, Massachusetts. We are a full-service financial planning and investment advisory practice dedicated to providing personalized, all-encompassing financial advice that empowers you to achieve your financial goals. Our approach goes beyond typical wealth management, offering a comprehensive suite of services tailored to meet your unique needs. At Birch Financial Partners, we understand that your financial journey is personal, which is why we focus on building genuine professional and personal relationships with our clients. Whether you're a working professional, business owner, retiree, or pre-retiree, our solutions are customized to fit your career and life aspirations.

Welcome to Divorce Finance Strategies Boston, your trusted partner in navigating the financial complexities of divorce. Conveniently located at 271 Waverley Oaks Road, Waltham, Massachusetts, we specialize in providing expert financial guidance and personalized strategies to help you achieve financial clarity and peace of mind during one of life's most challenging transitions. Our team of experienced financial professionals is dedicated to offering tailored solutions that address the unique financial needs of individuals undergoing divorce. We understand that every situation is different, and we are committed to helping you make informed decisions that protect your financial future.

Welcome to Continental Moving Company LLC, your trusted partner in seamless relocations and secure storage solutions. Located at 132 Emerson Street, Boston, Massachusetts, we are dedicated to making your moving experience stress-free and efficient, whether you're moving locally within Boston or across state lines. At Continental Moving Company, we understand that moving can be a daunting task, whether you're transitioning from a sprawling residence or a cozy one-bedroom apartment. Our team of experienced professionals is here to shoulder the burden, ensuring your move is smooth and well-organized every time.

Welcome to MANSARD Commercial Properties, your trusted partner in commercial real estate located at 14 Essex Street, Andover, Massachusetts. As Greater Boston’s premier commercial real estate broker, we specialize in connecting property owners with the right buyers to ensure a smooth, profitable transaction. With over 19 years of experience and more than 1,000 successful property sales, MANSARD is recognized as one of the most successful commercial real estate brokerages in Massachusetts, as noted by the Boston Business Journal. Our team, led by Jeremy Cyrier, CCIM, is committed to providing personalized service and expert advice, ensuring 88.9% of our deals close on time at the seller's accepted offer price.

Beacon Pointe Advisors is a leading finance institution located at 400 Totten Pond Road in Waltham, Massachusetts. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Boston, MA, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Our team of experienced investment advisors and financial planners in Boston offer full-service financial planning and research-driven investments. At Beacon Pointe, we take our fiduciary responsibility to our clients seriously, with a holistic allWEALTH® approach that addresses all aspects of financial well-being. This includes wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.

Paceline Wealth Management, located at 50 Milk Street in Boston, Massachusetts, is a finance institution that specializes in helping tech and biotech executives, physicians, and individuals seeking financial planning services navigate complex financial decisions. With a focus on providing concierge-level service, professional-grade resources, and investment expertise, Paceline works with clients in the Boston-area and across the country on a remote basis. Founded by Jeremy Bohne, a Cornell MBA with a diverse professional background in financial planning, institutional investing, insurance, and management consulting, Paceline is committed to acting in the best interest of clients at all times. With experience managing multi-billion dollar portfolios for institutions, Paceline offers true investment expertise on a scale that sets them apart from other financial advisors.

Cambridge Academic Consulting Group, located at 57 Monmouth Street in Boston, Massachusetts, is a health institution dedicated to making the admissions process smooth and easy for students. Specializing in school counseling, college admission counseling, graduate school admission consulting, and test prep tutoring, we work with students across the United States. Our mission is to help students reach their academic potential by aligning their interests, skills, talents, and experiences with their goals and ambitions. With personalized guidance, support, and counseling, we aim to make the academic and admissions journey as stress-free and enjoyable as possible. Testimonials from satisfied students highlight the effectiveness of our services, and our team of experienced professionals from prestigious universities ensures top-notch assistance. Visit us to review case studies and learn more about our premier counseling and mentoring services.

Welcome to Record Nations, your trusted partner for document scanning and management solutions in North Billerica, Massachusetts. Located at 306 Boston Road, Billerica, MA 01862, we specialize in transforming your business's document handling processes through advanced digitization services. At Record Nations, we understand the importance of efficient document management in today's digital age. Our services convert your paper documents, including microfilm, maps, blueprints, and more, into organized digital files. This transition not only saves valuable office space but also enhances data accessibility, allowing for quick and easy retrieval of information with just a keyword search. Whether you have a small batch of documents or a large archive to digitize, our tailored solutions are designed to meet your specific needs.

Welcome to Berkshire County Uncontested Divorce, your trusted partner for a low-cost and low-stress alternative to traditional divorce proceedings and mediation. Located at 437 North Street, Pittsfield, Massachusetts, our firm is dedicated to helping couples navigate the complexities of divorce with ease and efficiency. Founded by a seasoned divorce attorney with over 30 years of experience in contested family law matters, Berkshire County Uncontested Divorce understands the emotional and financial toll that traditional divorce can take. We specialize in assisting couples who wish to pursue an amicable and cooperative separation, especially when they agree on major issues such as custody, property division, child support, and spousal support.

Welcome 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.

Welcome to Eddie Brissett Real Estate, your trusted partner in navigating the dynamic world of real estate. Conveniently located at 715 Broadway, Everett, Massachusetts, Eddie Brissett combines local expertise with a passion for helping clients achieve their property goals. Eddie Brissett, a native of Newburyport, Massachusetts, has a rich background in business and real estate. After graduating from Fitchburg State College with both a B.S. in Business Administration and an MBA, Eddie embarked on a successful career in financial services before fully immersing himself in real estate in 2013. His journey began in 2004 with the purchase of his first property, a condo, which sparked his passion for real estate.

Welcome to Port Healthcare Center, a premier healthcare facility located at 113 Low Street, Newburyport, Massachusetts. We are dedicated to providing individualized healthcare with a strong emphasis on family values, opening the doorways to functional and fulfilling lifestyles. Our state-of-the-art facility, completed in 2017, spans 72,000 square feet and offers luxurious, hotel-like accommodations designed to make every resident feel at home. With options for private and semi-private rooms, each equipped with private baths and scenic views, we ensure comfort and tranquility for all. Our amenities also include a library, music room, private dining areas, and expansive physical therapy spaces, all complemented by cutting-edge technology focused on resident wellness.

Welcome to Prudential Station, your convenient transit hub located on Belvidere Street in the heart of Boston, Massachusetts. As a key light rail station on the bustling MBTA Green Line, Prudential provides seamless connectivity for both locals and visitors exploring the vibrant city. Situated in the dynamic 02199 area, our station is surrounded by an array of shopping, dining, and cultural attractions, making it an ideal starting point for your Boston adventures. Prudential Station is designed with your comfort and convenience in mind, offering easy access to nearby landmarks such as the Prudential Center, Copley Square, and Newbury Street. Whether you're commuting to work, heading to a meeting, or enjoying a day of leisure, our station ensures a smooth and efficient travel experience.

Welcome to Ernst & Young (EY) Boston, located at 200 Clarendon Street in the heart of Massachusetts. As a leading firm in accounting and finance, EY is dedicated to asking the better questions that unlock new answers to the working world's most complex issues. Our mission is to build a better working world by helping our clients create long-term value for all stakeholders. At EY, we are driven by data and technology, providing trust through assurance and enabling transformation, growth, and operational excellence for our clients. Our expertise spans strategy, transaction, and transformation consulting, bringing together extraordinary people to reframe the future of industries.

Winthrop Neighborhood Health, located at 17 Main Street in Winthrop, Massachusetts, is a top-notch outpatient facility offering a range of medical services to the local community. As part of the EBNHC family, this facility provides high-quality care in Family Medicine, Dermatology, Podiatry, ENT, and Sports Medicine, with additional physical and occupational therapy services provided by Boston Medical Center. With a focus on convenience and quality patient care, Winthrop Neighborhood Health is dedicated to serving the healthcare needs of the Winthrop area. Join our community of patients by calling 617-568-6100 and experience the excellent care we provide at our state-of-the-art facility. Stay tuned for exciting changes as we transition to NeighborHealth, while continuing to uphold our mission of exceptional healthcare for all.

Welcome to Davis Funeral Home, a compassionate and dedicated funeral service provider located at 654 Cummins Highway, Boston, Massachusetts. Serving the local community with dignity and respect, we are committed to helping families honor their loved ones in a meaningful and personalized manner. Our experienced and empathetic staff are here to guide you through every step of the planning process, ensuring that each service reflects the unique life and legacy of those you cherish. At Davis Funeral Home, we offer a range of services tailored to meet the diverse needs and preferences of the families we serve. From traditional funerals and memorial services to cremations and pre-planning arrangements, we strive to provide a comforting and supportive environment during times of loss and transition. Our facility is designed to create a peaceful and serene atmosphere, allowing family and friends to come together in remembrance and celebration.

Welcome to John J. O'Connor & Son Funeral Home, a family-owned and operated establishment dedicated to providing compassionate and personalized funeral services in the heart of Boston, Massachusetts. Located at 740 Adams Street, our funeral home has been serving the community with dignity and respect for generations. At John J. O'Connor & Son Funeral Home, we understand the profound importance of honoring the lives of loved ones. Our experienced and caring staff is committed to guiding you through every step of the funeral planning process, ensuring that your unique needs and wishes are met with the utmost care and sensitivity.

John Hancock Life Insurance Co, located at 200 Berkeley Street, Boston, Massachusetts, United States, is a trusted insurance agency offering financial advisory services with a personal touch. With over 160 years of experience, we are committed to honesty and reliability in serving our customers. Our innovative approach combines longstanding tradition with cutting-edge technology to transform the insurance industry. We offer a variety of products to protect what matters most and help clients plan for a secure future. Our partnership with GRAIL provides eligible members access to the Galleri test for multi-cancer early detection. Our dedicated Advisors can help you navigate financial challenges and plan for retirement, ensuring a smooth transition into a new beginning. We believe in personalized financial planning tailored to individual goals and needs. Join us in our mission to empower students and ease the financial burden of college education. Through the John Hancock Vitality Program, we offer rewards and discounts to policyholders, promoting a healthy and active lifestyle. Contact us for a customized financial plan that adds real value to your life.

Another Course to College is a college preparatory high school located at 612 East Metropolitan Avenue in Boston, Massachusetts. Our school, part of the Boston Public Schools system, welcomes students from a variety of backgrounds and neighborhoods. With a focus on rigorous academic standards and a dedicated staff, we provide a supportive environment for students to thrive. At Another Course to College, students benefit from individual attention and strong relationships with teachers and peers due to our small school size. Our caring and energetic staff are committed to helping students succeed academically and personally. Contact us at (617) 635-8865 for more information about our school and how we can support your educational goals.