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TOP 30 High net worth in Massachusetts
235 results found
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William P Devilly - Private Wealth Advisor, Ameriprise Financial Services, LLC
William P Devilly is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 175 Derby Street in Hingham, Massachusetts, United States. Devilly holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing personalized financial advice, Devilly helps clients navigate complex financial situations and plan for their future. Whether you are a retiree, small business owner, or high net worth individual, Devilly's extensive knowledge and commitment to ethical practices make him a trusted advisor in the finance industry. Contact William P Devilly for expert financial guidance tailored to your specific needs.
O'Sullivan & Co
O'Sullivan & Co is a locally owned and operated progressive CPA firm located at 871 Turnpike Street in North Andover, Massachusetts. We are committed to advocating for our clients' success and challenging the status quo in the accounting and finance industry. Our team of accountants and certified public accountants offer a full suite of services to add value beyond basic accounting and tax filings. From initial setup to succession planning, we work with businesses of all entity structures and industries to build long-term relationships as trusted advisors. We also assist high net worth individuals and business owners with specialized accounting, tax planning, and preparation services. Our expertise extends to a wide range of industries, and we serve clients throughout eastern Massachusetts, the Merrimack Valley, and Southern New Hampshire. As a progressive firm, we prioritize technology and offer consulting and managed accounting services, including outsourced CFO and bookkeeping services, to businesses nationwide.
CLA (CliftonLarsonAllen)
CLA (CliftonLarsonAllen) is a leading accounting and finance institution located at 4 Batterymarch Park in Quincy, Massachusetts, United States. With a strong reputation for excellence in financial services, CLA offers a wide range of accounting and advisory services to clients across various industries. Their team of experienced professionals is dedicated to providing innovative solutions and strategic guidance to help businesses thrive and succeed. Whether you are a small business owner or a large corporation, CLA is committed to delivering personalized and tailored services to meet your specific needs. Visit CLA today to discover how they can help you achieve your financial goals.
Tonneson & Company, PC
Tonneson & Company, PC, located at 401 Edgewater Place in Wakefield, Massachusetts, is a leading accounting and finance institution that offers high-quality, personalized services to clients at every stage of growth. Specializing in areas such as High Net-Worth, Individual and Family Office services, International Tax, Mergers and Acquisitions, and more, Tonneson Co has been a trusted partner for over 45 years. With a focus on client success and employee empowerment, Tonneson Co is independently owned, employee-driven, and client-focused. The institution prides itself on offering best-in-class service, backed by experience and a commitment to seeing clients thrive. Their team of experts provides personalized guidance tailored to the specific needs of individuals, businesses, and nonprofits.
Private Client Services Group
Private Client Services Group is a leading accounting and finance institution located at 23 College Street in South Hadley, Massachusetts, United States. Our team of experienced professionals provides personalized financial services to individuals and families, helping them achieve their financial goals and secure their financial future. With a focus on building long-term relationships and delivering exceptional service, Private Client Services Group is dedicated to providing expert financial guidance and support to our clients.
Advanced Tax Planning
Advanced Tax Planning is a leading institution specializing in accounting and finance services. Located at 725 State Road in Westport, Massachusetts, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax planning. With years of experience and a commitment to excellence, we provide personalized solutions to optimize your financial strategies and minimize tax liabilities. Whether you are looking to maximize deductions, plan for retirement, or structure your investments, Advanced Tax Planning is here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a more secure financial future.
CBIZ & MHM
CBIZ & MHM, located at 500 Boylston Street in Boston, Massachusetts, is a leading accounting and finance institution. As part of the 12th largest accounting, tax, and advisory services provider in the nation, CBIZ & MHM New England offers a unique combination of national resources and local expertise. With over 250 professionals, including more than 40 Managing Directors, our Boston and Providence offices serve a wide range of clients in various industries, nonprofit organizations, and high net-worth individuals and families. Our team of experienced professionals is dedicated to helping clients strengthen their financial positions by providing proactive and practical solutions in a timely manner. When you choose CBIZ & MHM New England, you can expect accessible professionals who communicate clearly and deliver results that help your organization thrive. Connect with an expert today to see how we can assist you with all your accounting and finance needs.
CohnReznick LLP
CohnReznick LLP is a leading accounting and finance institution located at 350 Granite Street, Braintree, Massachusetts, United States. With a focus on deep industry knowledge, we provide specialized services for industries such as consumer, hospitality, manufacturing, distribution, investment management, healthcare, regulated industries, high-net-worth individuals, government agencies, not-for-profit organizations, real estate, renewable energy, tech, media, and more. Our integrated approach helps clients improve performance, manage risk, and drive business value. We offer comprehensive advisory, assurance, tax, and accounting services, supported by our team of skilled professionals and innovative technologies. As a trusted employer and business advisor, we are committed to corporate responsibility and sustainability initiatives. Join us to explore unlimited career opportunities and experience the diverse perspectives and expertise critical to our clients' successes. Visit our office locations across the U.S. and internationally to connect with our team and learn more about how we can deliver value to your business.
Law Offices of Rachel M. Matos
The Law Offices of Rachel M. Matos, located at 18 Main Street Extension in Plymouth, Massachusetts, is dedicated to providing exceptional legal representation to clients throughout Norfolk County, Plymouth County, Cape Cod, and the South Shore area. Specializing in high net worth divorce, child custody, alimony modifications, family law, personal injury, and estate litigation, Attorney Rachel M. Matos fights tirelessly for her clients' rights and interests. With a focus on client satisfaction and results, the Law Offices of Rachel M. Matos offers personalized attention and aggressive advocacy to ensure the best possible outcome for each case. Attorney Matos utilizes a network of resources including private investigators, forensic experts, and financial analysts to develop strong legal strategies and protect clients' constitutional rights.
Cali Law
Cali Law is an estate planning law firm located in Ashland, Massachusetts, specializing in Islamic Wills & Estate Planning. Our experienced attorney, Joshua K. S. Cali, offers a wide range of services including estate tax planning, probate, trusts, and special needs planning. We utilize advanced technology to provide efficient and cost-effective legal solutions for our clients. Our dedicated team is committed to providing high-quality estate law services, including Medicaid planning, elder law, guardianship, conservatorships, and probate. We offer free consultations and flexible appointment options to accommodate our clients' busy schedules.
CB WHITE LAW, PC
CB WHITE LAW, PC is a reputable law firm located at 45 North Main Street in Belchertown, Massachusetts. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing high-quality legal services to their clients. Whether you are in need of assistance with estate planning, real estate transactions, or business law matters, CB WHITE LAW, PC is committed to helping you navigate the complexities of the legal system. With a strong track record of success and a client-focused approach, you can trust CB WHITE LAW, PC to advocate for your best interests and deliver effective legal solutions. Contact them today to schedule a consultation and see how they can help you with your legal needs.
Monteforte Law, P.C.
Monteforte Law, P.C. is a specialized law firm located at 300 Tradecenter Drive in Woburn, Massachusetts, United States. We cater to moderate to high-earning families, helping them protect the assets they have worked hard for. Our services include creating estate plans for individuals, families, and business owners, as well as assisting retirees and seniors with trusts, Medicaid planning, and long-term care asset protection. Attorney Michael Monteforte, our founder, is dedicated to ensuring that your wealth is preserved and passed on to the next generation, leaving a lasting legacy for your family. With a focus on Wealth Preservation Planning, we offer tailor-made solutions to meet the unique needs of moderate to high-net-worth individuals and families. Our goal is to safeguard your assets and ensure a secure future for your loved ones. Schedule a Strategic Planning Session with us today to get started on protecting your hard-earned wealth.
Law Offices of Rachel M. Matos
The Law Offices of Rachel M. Matos, located at 4 Winthrop Street in Taunton, Massachusetts, is a dedicated legal institution committed to providing exceptional representation to clients throughout Norfolk County, Plymouth County, Cape Cod, and the South Shore area. Specializing in high net worth divorce, child custody, and alimony modifications, Attorney Rachel M. Matos and her team prioritize their clients' interests and fight vigorously on their behalf. Whether through negotiation or litigation, they strive to secure favorable outcomes in family law, personal injury, and estate litigation cases. Attorney Matos, serving clients in Plymouth and various counties in Massachusetts, guarantees a strong fight for each client's desired outcome. With a focus on aggressive and quality legal representation, the firm utilizes a vast network of resources, including private investigators and financial analysts, to protect clients' rights and develop effective legal strategies. Specializing in asset distribution for high net worth clients, the Law Offices of Rachel M. Matos ensures that property rights are addressed in accordance with the law.
Kotseas LaPointe, P.C.
Kotseas LaPointe, P.C. is a reputable insurance agency and law firm located at 94 Highland Street in Worcester, Massachusetts, United States. Specializing in providing comprehensive insurance coverage and legal services, our experienced team is dedicated to helping clients navigate complex insurance policies and legal matters. Whether you are in need of insurance advice or legal representation, Kotseas LaPointe, P.C. is committed to providing top-notch service and personalized solutions to meet your needs.
Lynch & Owens, P.C.
Lynch & Owens, P.C. is a premier family law and personal injury firm located at 62 Derby Street in Hingham, Massachusetts. With a strong reputation as the top family law firm on the South Shore of Massachusetts, Lynch & Owens has been featured in prestigious publications such as the New York Times, Boston Globe, Boston Herald, and Massachusetts Lawyers Weekly. Serving Plymouth County, Norfolk County, Cape Cod, and the South Shore since 1995, our team of experienced attorneys is dedicated to providing prompt and zealous legal advocacy for families throughout Massachusetts. Led by attorneys James M. Lynch, Jason V. Owens, Nicole K. Levy, Kimberley Keyes, Carmela M. Miraglia, Ronald F. Driscoll, and Lisa A. Galas, Lynch & Owens has over 120 years of combined experience in handling divorce and family law cases. Our attorneys are known for their aggressive courtroom advocacy and ability to settle cases efficiently and cost-effectively. We pride ourselves on delivering personalized service to each client, listening carefully to their needs and goals before developing a strategic plan for success.
Koiles Pratt Family Law Group
Koiles Pratt Family Law Group, located at 70 Washington Street in Salem, Massachusetts, is the largest divorce and family law firm north of Boston. With a focus on high-caliber legal representation, we offer value that Boston-based firms cannot match. Our team specializes in handling complex and contentious divorce cases, skillfully navigating financial matters such as business interests, real estate, and restricted stock. We are assertive advocates for our clients, particularly high net worth individuals, providing stability, clarity, and sound guidance during emotionally charged times. Serving clients throughout Eastern Massachusetts, including Essex, Middlesex, Norfolk, and Suffolk Counties, we have a proven track record of success as both litigators and mediators. Our thorough, prepared, direct, and honest approach helps mitigate complications and provide comfort and clarity to our clients throughout the legal process. We handle a wide range of family law matters, including divorce, paternity, custody, support, alimony, contempt, modifications, grandparent visitations, domestic violence, restraining orders, and guardianship of minors. The attorneys at Koiles Pratt Family Law Group are dedicated to meeting the family law needs of individuals in the surrounding counties. Contact us today to protect your interests, assets, and relationships.
Lynch & Owens, P.C.
Lynch & Owens, P.C. is a renowned family law firm and personal injury firm located at 449 Massachusetts 6A, Sandwich, Massachusetts, United States. With a strong presence in Plymouth County, Norfolk County, Cape Cod & the South Shore of Massachusetts since 1995, Lynch & Owens has been featured in reputable publications such as the New York Times, Boston Globe, Boston Herald, and Massachusetts Lawyers Weekly. Led by a team of experienced attorneys including James M. Lynch, Jason V. Owens, Nicole K. Levy, Kimberley Keyes, Carmela M. Miraglia, Ronald F. Driscoll, and Lisa A. Galas, Lynch & Owens is known for providing prompt and zealous legal advocacy for families in Massachusetts. The firm is dedicated to delivering top-notch legal representation, responsive personal service, and relentless advocacy to achieve clients' legal goals.
Pine Law Firm
Pine Law Firm, located at 699 Boylston Street in Boston, Massachusetts, is a reputable law firm specializing in various legal services. With a team of experienced and dedicated lawyers, Pine Law Firm is committed to providing top-notch legal representation to clients in need. Whether you are facing a personal injury case, need assistance with real estate transactions, or require help with estate planning, Pine Law Firm has the expertise to guide you through the legal process. Trust Pine Law Firm for all your legal needs in Boston and beyond.
Choate Hall & Stewart
Choate Hall & Stewart is a prestigious law firm located at 2 International Place in Boston, Massachusetts, United States. The institution's Private Wealth group has been recognized by Chambers High Net Worth 2023, showcasing their expertise in handling high net worth clients. Dallas Cruz has also been recognized by Lawyers of Color in 2023 as one of the Wonderful Women in the legal industry. Choate has received high rankings from Managing IP 2023, further solidifying their reputation as a top law firm. Their unique business model sets them apart from other premier firms, allowing them to focus on areas strategically important to their clients. With a balanced partner-to-associate ratio, Choate ensures that their most experienced lawyers are intimately involved in every matter.
MountainOne Insurance
MountainOne Insurance is an insurance agency located at 111 Silver Lake Boulevard in Pittsfield, Massachusetts, United States. With a team of down-to-earth mountaineers, we are dedicated to helping you navigate your unique insurance needs. Our new office at 31 Main Street is ready to serve you, so feel free to stop by and say hello. For over 50 years, we have specialized in high-value home insurance for high-net-worth clients, offering coverage for property, contents, valuable articles, personal liability, umbrella coverage, and more. We are the trusted insurance provider for local residents and businesses, working with you to find the right coverage that fits your needs.
MountainOne Insurance
MountainOne Insurance is an insurance agency located at 101 South Street in Pittsfield, Massachusetts, United States. Our team of down-to-earth mountaineers is dedicated to helping you navigate your unique insurance needs. With over 50 years of experience, we specialize in high-value home insurance for high-net-worth clients, covering property insurance, contents, valuable articles, personal liability, umbrella coverage, and more. At our new office at 31 Main Street, our experts are ready to assist you in finding the right coverage to fit your needs. Whether you're a local resident, business owner, or HR decision-maker, we strive to provide simplicity in our employee benefits strategies. We also offer competitive bonding packages, Medicare plans, and commercial property insurance solutions tailored to your specific requirements.
MountainOne Insurance
MountainOne Insurance is a health insurance agency located at 85 Main Street in North Adams, Massachusetts, United States. Our team of down-to-earth mountaineers is dedicated to helping you navigate your unique insurance needs. With over 50 years of experience, we specialize in high-value home insurance for high-net-worth clients, covering everything from property insurance to umbrella coverage. Our experts work closely with you to find the right coverage for your individual requirements. In addition to home insurance, we also offer insurance solutions for businesses, employee benefits, bonding packages, Medicare, and commercial property owners. Our goal is to provide simplicity and peace of mind when it comes to your insurance needs. Our dedicated staff is here to assist you in finding the best plan to fit your health care needs or protect your business against unique risks.
Perry Insurance Agency, LLC.
Perry Insurance Agency, LLC located at 857 Turnpike Street in North Andover, Massachusetts, is a reputable insurance agency offering a full range of property and casualty insurance policies for both personal and commercial needs. Whether you need to start a claim, have questions, or simply want a free quote, Perry agents are dedicated to providing personalized service and ensuring you have the coverage you need. With a focus on customer satisfaction and integrity, Perry Insurance Agency is committed to helping you and your family or business feel well-protected in all areas of insurance. From policy and liability types to professional and effective insurance services, Perry Insurance Agency is here to help you stay secure and keep your company at the next level. Choose Perry Insurance Agency for reliable coverage you can count on.
First American Insurance Underwriters: FAIU
First American Insurance Underwriters (FAIU) is an insurance agency located at 460 Hillside Avenue, Needham, Massachusetts, United States. Partner with us to deliver creative insurance solutions that preserve and protect your clients’ wealth and legacy. We specialize in life insurance, long-term care, disability income, and annuities for personal and business planning. Our membership in Insurance Designers of America allows us to work closely with top-rated carriers and provide seamless access to our in-house expertise, including marketing support and educational sales tools. Wealth managers, insurance advisors, property and casualty firms, and employee benefits firms all trust First American to design and implement competitive insurance solutions for their high-net-worth clients. Join our Valued Partner Program for more clients, money, and time. With 40 years of experience, we have a reputation for expertise in sophisticated and impaired risk cases for the affluent market. Securities offered through The Leaders Group, Inc. Member FINRA/SIPC. First American Insurance Underwriters is not affiliated with The Leaders Group, Inc. Contact us today to learn more about our proven techniques for closing high-value sales.
Pilgrim Bay Insurance Agency
Pilgrim Bay Insurance Agency, located at 1049 Main Street in Worcester, Massachusetts, is a trusted insurance agency with over twenty-five years of experience in the construction industry. Our Construction Group offers unparalleled insurance programs for contractors, providing the expertise needed to navigate the complex world of insurance. In today's competitive market, it's important to save money wherever possible. With numerous insurance companies and brokers to choose from, Pilgrim Bay Insurance Agency is here to help you compare rates and coverage options. Whether you are a business executive, CFO, HR manager, or business owner, we have the skills and knowledge to protect your institution, employees, and assets. Our Private Client Group caters to the insurance needs of High-Net-Worth individuals, Corporate Executives, and VIPs, ensuring that their unique needs are met with personalized insurance solutions.
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List of businesses, places and services in Massachusetts
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