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TOP 30 Income works services in Massachusetts
102 results found
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Timbuktu Capital Management, LLC
Timbuktu Capital Management, LLC is a finance institution located at 361 Newbury Street in Boston, Massachusetts, United States. We specialize in providing cost-efficient investment options tailored to your financial situation, goals, and current economic trends. Our conservative approach focuses on capital preservation while seeking opportunities to maximize returns. As a small investment advisory firm, we prioritize client satisfaction and rely on referrals for new business. Our commitment to integrity and personalized service sets us apart, as we strive to build strong relationships with our clients to better understand and meet their needs.
Compass Point Retirement Planning
Compass Point Retirement Planning, now part of the Gallagher network, is a finance institution located at 500 Edgewater Drive in Wakefield, Massachusetts. Specializing in financial planning and retirement income-focused services, Compass Point works with individuals of all backgrounds to create a vision for the future and provide confidence during the retirement planning process. With a focus on personalized investment portfolios and long-term relationships, Compass Point treats clients like family and aims to be a lifelong partner in managing retirement income. The institution offers a range of services, including retirement planning, investment advisory, and fiduciary services. By working with a team of financial planners, clients can navigate the complexities of financial planning and make informed decisions about their future. Additionally, Compass Point may provide information on products and services from their group of companies. With a commitment to privacy and transparency, clients can trust in the expertise and guidance provided by Compass Point Retirement Planning.
Merrill Lynch Financial Advisor Jon Eng
Merrill Lynch Financial Advisor Jon Eng, located at 101 Derby Street, Hingham, Massachusetts, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Jon has over a decade of experience in the financial services industry and joined Merrill Lynch Wealth Management in 2017. His high-touch approach ensures that clients receive the most capable and innovative support. Jon and his team prioritize stability and confidence throughout the wealth management process to help clients thrive in all circumstances. Jon, a graduate of St. Lawrence University, works closely with clients to design comprehensive financial strategies tailored to their unique needs and goals. By understanding clients' priorities and evolving needs, Jon helps them make informed decisions to achieve financial success. With access to Merrill's investing insights and Bank of America's banking capabilities, Jon provides a holistic approach to financial planning. Clients can expect personalized advice and guidance to navigate their financial journey and reach their goals.
EP Wealth Advisors
EP Wealth Advisors, located at 720 University Avenue in Norwood, Massachusetts, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, EP Wealth brings a planning-based approach to address each client's unique needs. With a fee-only approach, the institution provides objective investment recommendations. EP Wealth offers a personalized touch and deep expertise, allowing clients to focus on what's important to them. The institution's team of Certified Financial Planners, tax and estate professionals, and portfolio managers work together to create personalized financial plans for each client. They manage changes to investment portfolios and help implement estate, tax, giving, and other plans.
TSW Wealth Management
TSW Wealth Management, located at 205 Newbury Street in Framingham, Massachusetts, is a finance institution that specializes in helping individuals and families plan for retirement. With a focus on optimizing assets, creating a comfortable income stream, and ensuring family protection, TSW Wealth Management works with clients through all stages of wealth accumulation and retirement planning. The institution offers discretionary portfolio management, blending passive and active investment strategies to enhance portfolio returns and manage risk. With a strong emphasis on asset allocation, diversification, and rebalancing, TSW Wealth Management aims to maximize returns while safeguarding wealth for future generations.
Sullivan Retirement Resources
Sullivan Retirement Resources, located at 850 Franklin Street in Wrentham, Massachusetts, is a finance institution dedicated to helping individuals secure the retirement they deserve. With a focus on avoiding financial pitfalls and managing risk, Sullivan Retirement Resources offers services such as retirement income strategies, wealth management, annuities, investments, IRA/401(k) rollovers, asset protection strategies, life insurance, tax-efficient strategies, long-term care strategies, trusts, probate, charitable giving, estate planning, and tax planning. Their team of experts works closely with clients to understand their goals and design customized plans to help them achieve financial security in retirement. With a range of investment and insurance products available, Sullivan Retirement Resources aims to provide tailored solutions to meet the unique needs and objectives of each individual.
Kenrich Marte - Thrivent
Kenrich Marte - Thrivent is a finance institution located at 3 Allied Drive, Dedham, Massachusetts, United States. We work with clients to create financial strategies that align with their values and goals, helping them make a positive impact in their community. Our focus is not just on finances, but also on understanding what matters most to our clients. We are dedicated to helping individuals and families become better stewards of their resources. Our process involves a review and analysis of a client's financial situation, with options for further planning engagement through Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Visit our website for more information on our services and financial advisors.
Edward Jones - Financial Advisor: Christopher C Cinella
Edward Jones - Financial Advisor: Christopher C Cinella is a trusted financial institution located at 502 Main Street in Melrose, Massachusetts. As a branch of the renowned Edward Jones company, Christopher C Cinella offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions when working with Christopher C Cinella. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Christopher C Cinella is dedicated to providing tailored solutions to meet your individual needs. Visit us today to start planning for a secure financial future.
Merrill Lynch Financial Advisor Kate S McKee
Merrill Lynch Financial Advisor Kate S McKee is a finance institution located in Wellesley, Massachusetts, United States. The team at The McKee Group is dedicated to helping clients achieve their financial goals by providing personalized service and care. With over 42 years of experience within Merrill Lynch Wealth Management, the team works with a limited number of families, businesses, and non-profit organizations to develop strategies for wealth creation, preservation, and transfer. They offer services in areas such as wealth management, retirement income planning, college planning, wealth preservation, tax efficiency, risk management, and liability management. The team believes in building enduring client relationships through personalized assistance in all aspects of their clients' financial lives. They offer the Merrill Personal Wealth Analysis™ to help clients build a personalized financial plan centered on their goals. The team is committed to helping clients stay on track to achieve their most important goals, no matter how life or the financial markets may change. Merrill Lynch Financial Advisor Kate S McKee is dedicated to putting clients first and providing personalized investment strategies to help clients pursue their goals.
Merrill Lynch Financial Advisor Cornelius M McKee
Merrill Lynch Financial Advisor Cornelius M McKee, located in Wellesley, Massachusetts, United States, is a dedicated team of professionals committed to helping clients achieve their financial goals. With over 42 years of experience in wealth management, the team at The McKee Group works with a limited number of families, businesses, and non-profit organizations to develop strategies for wealth creation, preservation, and transfer. The team believes in placing the client at the center of the wealth management process, working together to design personalized goals-based financial approaches. Utilizing sophisticated modeling tools, the team focuses on areas such as wealth management, retirement income planning, college planning, wealth preservation, tax efficiency, risk management, and liability management.
Merrill Lynch Financial Advisor Taylor Sanchez (McKee)
Merrill Lynch Financial Advisor Taylor Sanchez (McKee) is a finance institution located at 45 William Street in Wellesley, Massachusetts, United States. The team at The McKee Group is dedicated to helping clients achieve their financial goals by providing personalized service and care. With over 42 years of experience within Merrill Lynch Wealth Management, the team works with families, businesses, and non-profit organizations to develop strategies for wealth creation, preservation, and transfer. They focus on areas such as wealth management, retirement income planning, college planning, tax efficiency, and risk management. By utilizing sophisticated modeling tools and the resources of Merrill, they aim to help clients reach their financial goals. The team believes in building enduring client relationships and providing the best personal assistance in every aspect of their clients' financial lives. They offer custom financial approaches tailored to each client's goals and priorities, and regularly review and adjust these approaches as needed to help clients stay on track. With access to investment insights from Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Taylor Sanchez (McKee) is committed to helping clients achieve their financial goals and live their best financial life.
Michael Broderick, Managing Member - Atlantic Planning Group, Llc
Michael Broderick, Managing Member of Atlantic Planning Group, LLC, located at 201 Jones Road, Waltham, Massachusetts, United States, is dedicated to serving professional advisors at New York Life. With over three decades of high-net-worth planning experience, the institution offers comprehensive wealth management services to help clients simplify their financial world and align their wealth with their goals and values. The team at Atlantic Planning Group collaborates closely with clients and their trusted advisors to develop integrated financial plans that are executed efficiently and reviewed consistently. They specialize in helping clients make confident decisions, manage their wealth, and support their most ambitious goals, providing education and clarity about finances along the way. The institution is committed to building lasting relationships based on trust, loyalty, and value, guiding clients through every season of life with sincere wisdom. Additionally, Atlantic Planning Group is separately registered as an investment adviser offering financial planning services in Massachusetts. Clients can expect a superior level of competency, integrity, and personalized service when working with Michael Broderick and his team at Atlantic Planning Group.
Harty Financial (Newburyport office)
Harty Financial, located at 10 State Street in Newburyport, Massachusetts, is a finance institution dedicated to providing personalized financial planning and wealth management services based on your goals and values. The team at Harty Financial, led by Caleb Harty and Brendan Harty, are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. They work with a variety of clients, including business owners, executives, families with special needs children, and those nearing retirement. The approach at Harty Financial is highly customized, holistic, and geared toward each client's specific goals, opportunities, and risk tolerance. Whether you have done a lot of financial planning or none at all, Harty Financial will meet you where you are and help you find the right financial path for your situation. Contact Harty Financial today for comprehensive financial planning services tailored to your individual needs.
Merrill Lynch Financial Advisor Bernard B Kavanagh
Merrill Lynch Financial Advisor Bernard B Kavanagh, located at 27 Main Street in Andover, Massachusetts, is a finance institution supported by the global resources of Merrill. The team is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities as they evolve over time. The team's goal is to help you pursue your personal planning strategy, whether it's funding your children's education, ensuring your income lasts in retirement, managing potential health care costs, or transferring wealth to the next generation. By starting with a conversation to identify and prioritize your goals, the team at Merrill Lynch works to provide you with a customized financial approach that reflects your unique needs and priorities. With access to investment insights and banking solutions, the team will work with you to develop a plan designed to address your financial needs and help you achieve your goals. From retirement planning to saving for a home or funding education, the team at Merrill Lynch will help you create a personalized plan centered on your goals. They understand that life and financial markets can change over time, and will regularly check in to discuss any adjustments needed to help you stay on track. By getting to know you personally and understanding what matters most to you, the team can offer an approach built around your life priorities and provide the advice you need to address market fluctuations and life changes. With a dedicated Merrill Lynch Wealth Management Advisor, you can receive personalized investment strategies and comprehensive financial solutions to help you live your best financial life.
Daily Table Grocery - Central Square
Daily Table Grocery - Central Square is a unique food institution located at 684 Massachusetts Avenue in Cambridge, Massachusetts. As a grocery store, we offer savings compared to other local grocery stores, while supplies last. Our mission is to empower people to eat well with the power of their own dollars, providing a helping hand rather than a handout through a dignified retail exchange. We are conveniently located near public transit and open seven days a week to ensure that our customers can access nutritious foods priced even for a SNAP budget. We also offer programs like Double Up Food Bucks, which doubles the value of SNAP benefits on fruits and vegetables. Our commitment to the community is further demonstrated by our hiring of residents from the communities we serve and paying the Living Wage as calculated by each community.
Daily Table Grocery - Mattapan
Daily Table Grocery in Mattapan is a unique institution located at 474 River Street in Boston, Massachusetts. This food, grocery, and supermarket store offers savings compared to other local grocery stores, making nutritious foods affordable for all. They empower people to eat well by providing a dignified retail exchange, rather than a handout. Conveniently located near public transit and open seven days a week, Daily Table Grocery is there when customers need them. They offer programs like Double Up Food Bucks, which doubles the value of SNAP benefits on fruits and vegetables. The store hires residents from the communities they serve and pays a Living Wage, keeping dollars circulating locally.
Daily Table Grocery - Roxbury
Daily Table Grocery in Roxbury is a unique institution located at 2201 Washington Street in Boston, Massachusetts. This store is not your typical grocery store - it offers savings compared to other local grocery stores and aims to empower people to eat well with their own dollars. Daily Table provides a dignified retail exchange, rather than a handout, to help individuals access nutritious foods at affordable prices. The store is conveniently located near public transit and is open seven days a week to ensure that customers can access healthy food when they need it. Daily Table offers a variety of nutritious foods priced for those on a SNAP budget, and even provides programs like Double Up Food Bucks to double the value of SNAP benefits on fruits and vegetables.
Daily Table Grocery - Salem
Daily Table Grocery in Salem is a unique institution that offers savings compared to other local grocery stores. Located at 135 Lafayette Street, Salem, Massachusetts, United States, this food, grocery, and supermarket store is dedicated to empowering people to eat well with the power of their own dollars. They provide a helping hand rather than a handout through a dignified retail exchange. Daily Table Grocery is conveniently located near public transit and is open seven days a week to serve their customers. They offer nutritious foods priced even for a SNAP budget and provide programs like Double Up Food Bucks, which doubles the value of SNAP benefits on fruits and vegetables. The institution also hires residents from the communities they serve and pays the Living Wage, as calculated by each community, to keep dollars circulating locally.
Merrill Lynch Financial Advisor Danyil S. Medvedev
Merrill Lynch Financial Advisor Danyil S. Medvedev, located at 100 Federal Street in Boston, Massachusetts, is a team of highly accomplished and experienced advisors dedicated to providing exceptional wealth management advice to a limited number of successful clients. The Boston Harbor Team has built long-standing relationships with client families, offering customized wealth building and preservation strategies. Clients, who are often multi-generational families with significant wealth, are referred to the team by other satisfied clients, attorneys, and accountants who are familiar with their approach. The team's philosophy focuses on tax-efficient, research-intensive portfolios, including alternative investments when appropriate, to serve clients' best interests over the long run. With access to tailored lending capabilities and coordination with clients' other advisors, the team aims to align tax minimization and estate planning strategies for each individual client. Their dedication to detail, hard work, and customization ensures a positive wealth management experience that leads to the outcomes clients envision for themselves and their families. Recognized by financial industry publications for exemplary client service, the team prides itself on reliability and accessibility. With a tradition of helping successful individuals make financial decisions that enhance their lifestyles and legacies, the team is committed to building strong client relationships based on trust and personalized service.
Acorn Accounting, Inc.
Acorn Accounting, Inc. is a trusted accounting and finance institution located at 474 Grove Street in Worcester, Massachusetts, United States. Founded in 2001, Acorn Business Advisors specializes in providing accounting consulting services for small and mid-size profit and non-profit organizations. They work with a variety of professional service companies, including legal, financial, medical, and real estate firms, as well as tradespeople like roofers, painters, and electricians, and businesses in industries such as pet care, retail, and solar energy. At Acorn Business Advisors, they understand the importance of bookkeeping as the foundation of a successful business. They help clients accurately calculate income and expenses for tax purposes and provide valuable financial information that can be used throughout the year to make informed business decisions. Their goal is to help businesses grow and thrive by offering expert financial guidance and support.
Val Monteiro Enterprise Inc
Val Monteiro Enterprise Inc is a professional accounting and finance institution located at 491 Crescent Street in Brockton, Massachusetts, United States. Specializing in providing professional income tax preparation services, we are dedicated to keeping your taxes in order. Our services include income tax preparation, reviews, and audit support for both businesses and individuals. With experience representing clients in audits with the IRS and MA DOR, we stay current on tax laws to handle even the toughest situations. We offer strategies tailored to meet the unique needs of each client and work tirelessly to tackle their most pressing financial issues.
KS Tax Preparation
KS Tax Preparation is a finance institution located at 106 State Road in Dartmouth, Massachusetts, United States. Specializing in income tax preparation and planning services, our enrolled agent, Kevin Silva, has over 22 years of experience in the tax field. With a focus on both business and individual clients, we offer services ranging from small business accounting to personal income tax filing advice and assistance. As an Enrolled Agent, Kevin has represented clients in audits with the IRS and Massachusetts Department of Revenue, keeping him up-to-date on tax laws and prepared for even the toughest situations. His recent certification as an NTPI Fellow further enhances his ability to serve clients effectively.
T F Allen & Company PC
T.F. Allen & Company, P.C. is a reputable CPA firm located in Woburn, Massachusetts. We offer a wide range of accounting and finance services for both individuals and businesses. Our team is known for our ability to identify specific needs and provide tailored solutions to meet those needs. Clients who work with us are seeking success through innovation and progressive thinking. Our experienced accountants provide accurate income tax preparation services to maximize your tax refund. We understand that every business is unique, and we are committed to helping you achieve your goals through personalized consultations.
Disaster Rebuilders
Disaster Rebuilders, located at 10 Arrowhead Road in Danvers, Massachusetts, is a car repair institution that is a mission partner of The Fuller Center for Housing. They lead the response to large-scale disasters where many low-income homes have been destroyed. With the help of volunteers and donations, they are able to build houses, transform communities, and assist families in need. The institution accepts donations through Paypal and credit card. They have been making a meaningful impact in areas such as Kentucky, where homeowners have been encouraged and provided with hope. The volunteers at Disaster Rebuilders work tirelessly to pour footers, remove and replace roofs, and frame and roof new builds. Every little bit of donation helps in their mission to rebuild homes for those in need.
Salem Special Education
Salem Special Education is a school located at 29 Highland Avenue in Salem, Massachusetts, United States. Our institution offers transformative education and immersive learning experiences for our staff, students, and families. Led by Dr. Stephen Zrike, Jr., we have a vision for Salem Public Schools that prioritizes equity, belonging, and kindness. Our 2023-26 Strategic Plan focuses on recognizing every student's potential and providing opportunities for student-centered programming and dynamic offerings. We are committed to providing inclusive educational opportunities for students with special needs in accordance with special education law (IDEA 2004). Our Special Education Department oversees a network of providers and services to ensure that each child receives a free and appropriate education. We offer a range of Individualized Education Program (IEP) services, including specialized academic instruction, therapy, social skills instruction, and more.
Community Legal Aid
Community Legal Aid is a non-profit organization located at 152 North Street in Pittsfield, Massachusetts. Our mission is to provide free legal services to low-income individuals and families in the community. Our team of experienced attorneys and advocates work tirelessly to ensure that everyone has access to justice, regardless of their financial situation. From landlord-tenant disputes to family law matters, we are here to help navigate the complex legal system and advocate for those in need. Contact us today to learn more about our services and how we can assist you.
BOTELHO LAW GROUP
y works: 1. Eligibility: To qualify for Chapter 7 bankruptcy, you must pass a means test to determine if your income falls below a certain threshold. If you meet the criteria, you may be eligible to have your unsecured debts, such as credit card debt and medical bills, discharged. 2. Automatic Stay: Once you file for Chapter 7 bankruptcy, an automatic stay goes into effect, halting creditor actions such as foreclosure, repossession, and wage garnishment. This gives you a chance to catch your breath and work with your attorney to develop a plan for your financial future. 3. Liquidation of Assets: In Chapter 7 bankruptcy, a trustee may sell non-exempt assets to repay your creditors. However, many individuals are able to retain most, if not all, of their assets through exemptions provided by state and federal laws.
SEAK, Inc.
SEAK, Inc. is a trusted institution located at 5 Canterbury Lane, North Reading, Massachusetts, United States. Since 1980, SEAK has been dedicated to providing professionals with the Skills, Education, Abilities, and Knowledge needed to succeed. Our business philosophy focuses on delivering top-quality products and services, being easy to work with, and providing exceptional value to our clients. With a strong foundation built on repeat and word-of-mouth business, we have assisted tens of thousands of expert witnesses, physicians, and other professionals. SEAK offers expert witness training, texts, mentoring, support, and marketing for experts in all disciplines. We also provide consulting, writing, expert witnessing, file reviews, inventing, IMEs, and life care planning services. Our #1 rated expert witness directory offers experts the opportunity to earn $300-$1000 /hr, with most work able to be done from home and a Money Back Guarantee.
Community Legal Aid
Community Legal Aid is a non-profit organization located at 515 Main Street in Fitchburg, Massachusetts. Our mission is to provide free legal services to low-income individuals and families in need of assistance. Our dedicated team of attorneys and advocates work tirelessly to ensure that everyone has access to justice, regardless of their financial situation. Whether you are facing eviction, dealing with a family law issue, or in need of help with government benefits, Community Legal Aid is here to help. Contact us today to see how we can assist you with your legal needs.
SEAK, Inc.
SEAK, Inc. is a leading institution located at 316 Gifford Street in Falmouth, Massachusetts, United States. Since 1980, SEAK has been dedicated to helping professionals succeed by providing them with the necessary Skills, Education, Abilities, and Knowledge. Our business philosophy is centered around delivering top-quality products and services, being easy to work with, and providing exceptional value to our clients. With a foundation built on repeat and word-of-mouth business, we take pride in assisting tens of thousands of expert witnesses, physicians, and other professionals. At SEAK, we offer expert witness training, texts, mentoring, support, and marketing for experts in all disciplines. Our services also include consulting, writing, expert witnessing, file reviews, inventing, IMEs, and life care planning. We are home to the #1 rated expert witness directory where experts typically earn $300-$1000 per hour, with most work being done from home.
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