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TOP 30 Information portal in Woburn, MA
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Trilogy Financial Services
Trilogy Financial Services, located at 400 Tradecenter Drive in Woburn, Massachusetts, is a finance institution dedicated to coaching clients through their everyday financial decisions. With a team of certified Advisors, Trilogy Financial prioritizes relationships and personalized financial planning to help clients achieve their specific goals and work towards financial independence. Clients have access to a secure online portal to upload and store information, as well as an interactive Financial Life Planning Tool to assist in goal setting. The institution also offers podcasts hosted by Jeff Motske to provide practical steps towards financial freedom. With a focus on progress rather than perfection, Trilogy Financial Services aims to simplify the complexities of financial planning and guide clients towards the life and retirement they desire for themselves and future generations. Securities are offered through LPL Financial, while investment advisory services are provided by Trilogy Capital Inc. under the name Trilogy Financial.
Kirk & McDonald CPAs PC
Kirk & McDonald, CPAs, PC is a reputable accounting and finance institution located at 10 Cedar Street in Woburn, Massachusetts, United States. Since 1992, we have been providing a wide range of tax and financial services to individuals and businesses of all sizes. Our team, led by brothers Edward & Fred Kirk and Nancy McDonald, is dedicated to meeting the unique needs of each client and staying up-to-date with the latest tax laws and accounting practices. Our services include accounting, tax planning and preparation, and business and financing consulting. We strive to give every client the attention and expertise they deserve, regardless of the size of their business or income scale. At Kirk & McDonald, we prioritize integrity, ethics, and professionalism in all our interactions with clients.
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