Inherited assets in Sandwich, Massachusetts

Comprehensive Strategies Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 90 Massachusetts 6A in Sandwich, Massachusetts, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution focuses on helping clients achieve their financial goals, whether it be retirement, education, or a major purchase like a second home. They provide regular meetings to review progress, update strategies as life changes, and track progress towards goals securely online. Ameriprise financial advisors are registered in certain U.S. states and provide initial consultations to discuss financial planning concepts. The institution cannot guarantee future financial results but is dedicated to helping clients achieve their goals. They prioritize privacy and security, and clients agree to be bound by their website rules and regulations. Additionally, clients can refer friends or family members to the institution for assistance in achieving their financial goals.

Generations Law Group, located at 111 Boston Post Road in Sudbury, Massachusetts, is a reputable law firm specializing in estate planning, probate, and trust administration. They offer valuable resources and online events to educate the community on important topics that affect families and individuals. From creating trusts to navigating long-term care planning, their team provides personalized and caring legal services to ensure that your loved ones are protected. Whether you are facing end-of-life decisions or need assistance with estate administration, Generations Law Group is there to guide you through every step of the process. With a focus on serving the "Sandwich Generation" and individuals in Andover, Acton, and Sudbury, they are dedicated to helping families across multiple generations plan for the future. Attorney Cathleen H. Summers has even been featured on WCVB Channel 5's Chronicle, sharing her expert advice on end-of-life care planning. Trust Generations Law Group to provide you with the support and guidance you need during life's most challenging moments.

Kennan Law Offices, located in Sandwich, Massachusetts, is a trusted institution specializing in estate planning and asset protection. With a focus on providing peace of mind to families, the team at Kennan Law Offices helps individuals navigate life changes and unexpected events while preserving wealth and protecting inheritances. Their experienced lawyers pay close attention to each client's unique concerns and customize plans to meet individual needs. Whether you already have a plan in place or need to start from scratch, Kennan Law Offices is ready to assist.

Cape Retirement Wealth Advisors is a leading financial institution located at 359 Service Road in Sandwich, Massachusetts, United States. Our team of experienced advisors specializes in retirement planning and wealth management, helping clients achieve their financial goals and secure their future. With personalized investment strategies and expert guidance, we strive to provide our clients with peace of mind and financial security during their retirement years. Trust Cape Retirement Wealth Advisors to help you navigate the complexities of financial planning and make informed decisions for a prosperous future.

Brian McNamara is a reputable finance institution located at 10 Merchants Road in Sandwich, Massachusetts, United States. With a strong focus on providing expert financial services and solutions, the institution is known for its professionalism and reliability. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Brian McNamara is dedicated to helping clients achieve their financial goals. Trust in Brian McNamara for all your financial needs.

Andrew Ball is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Massachusetts 6A, Sandwich, Massachusetts, United States. Andrew holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing tailored financial advice to individuals, retirees, small business owners, and high net worth clients, Andrew Ball is dedicated to helping clients achieve their financial goals. Additionally, Andrew is committed to upholding a high standard of ethics and professionalism in his practice.