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TOP 30 Legal risk management strategies in Massachusetts
74 results found
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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a prestigious finance institution located at 1414 Main Street, Springfield, Massachusetts, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer a wide range of financial strategies based on years of combined knowledge and experience in wealth management. Our services go beyond just wealth planning advice, as we can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. Our advisors are dedicated to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives. We are committed to giving back to the community through volunteerism and charitable outreach. As a Merrill client, you have access to industry-skilled advisors supported by Merrill's investing insights, wealth planning platform, and global financial services resources. Our advisors are here to help you pursue your financial and life goals, preparing you for future financial challenges. Whether you are a new or experienced advisor, we provide professional training, mentoring, and technology to support your growth. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering critical skills to assist individuals in pursuing their financial goals. Investing involves risk, and we recommend consulting legal and tax advisors before making financial decisions. Our services include brokerage, investment advisory, and financial planning. We strive to provide personalized investment approaches and wealth management advice tailored to your needs. Merrill Lynch is a registered broker-dealer and investment adviser, offering a broad range of services. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks. You can return to our website or access FINRA's BrokerCheck for more information.
Longmeadow Legal Associates, PC
Longmeadow Legal Associates, PC is a reputable law firm located at 908 Shaker Road in Longmeadow, Massachusetts, United States. Specializing in various areas of law, their team of experienced lawyers provide expert legal advice and representation to clients in need. Whether you are facing a personal injury case, a family law matter, or need assistance with estate planning, Longmeadow Legal Associates, PC is dedicated to providing top-notch legal services tailored to meet your individual needs. With a commitment to professionalism and excellence, you can trust Longmeadow Legal Associates, PC to handle your legal matters with skill and expertise.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management in Burlington, Massachusetts is a different kind of finance institution that believes in helping individuals transition from building wealth to enjoying it. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors offers a comprehensive approach to managing your financial life. The team of talented wealth advisors at Mercer Advisors are dedicated to helping clients connect all the financial dots to achieve their goals and live a fulfilling life. Whether you need assistance with financial planning, investment management, tax planning, estate planning, insurance solutions, trustee services, business retirement plans, foundation & endowment management, or any other financial services, Mercer Advisors is here to help. Contact us today to connect with a wealth advisor who can help you achieve your financial goals and enjoy the wealth you've worked hard to build. Please note that all investing involves risk, and Mercer Advisors does not provide legal advice to clients.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 45 William Street in Wellesley, Massachusetts, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. Our experienced advisors provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services. We are committed to understanding your goals and creating financial strategies to help you achieve them. Our advisors are supported by the resources of Merrill Lynch Wealth Management, Bank of America, and industry analysts to provide you with the knowledge and experience needed to navigate the complexities of the financial markets. We are dedicated to putting your interests first and helping you pursue your financial and life goals.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 92 Ames Street in Cambridge, Massachusetts, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The branch is dedicated to giving back to the community through volunteerism and charitable outreach, supporting economic, social, and cultural initiatives in the area. With a team of experienced advisors and access to the resources of Merrill Lynch and Bank of America, clients can receive tailored financial strategies and guidance on retirement planning, investment management, estate planning, and more. The advisors at Merrill Lynch Wealth Management are committed to putting clients' interests first and helping them pursue their financial and life goals.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 101 Derby Street in Hingham, Massachusetts, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized wealth planning advice and guidance, retirement income planning, investment strategies, and access to estate planning services through Bank of America. The branch is committed to client satisfaction and community involvement, supporting local charities and organizations. Advisors at Merrill Lynch Wealth Management are dedicated to understanding each client's financial goals and creating customized strategies to help them achieve long-term success.
Merrill Lynch Wealth Management
Located at 1 South Pleasant Street in Amherst, Massachusetts, Merrill Lynch Wealth Management offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed with timely insights on market trends and the global economy to help you make informed decisions. With three different ways to connect with us, Merrill understands that every financial journey is unique. Receive expert advice on inflation, interest rates, volatility, and investment strategies from the Chief Investment Office. Take a quick quiz to receive actionable next steps for your long-term financial goals. Remember that investing involves risk and past performance does not guarantee future results. Consult with legal and tax advisors before making any financial decisions. Merrill offers brokerage, investment advisory, and other services to meet your needs. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its subsidiaries. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency. Bank of America Private Bank and U.S. Trust Company of Delaware are divisions of Bank of America, N.A. and wholly owned subsidiaries of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and its affiliated banks. Contact a Merrill financial advisor to learn more about the differences between brokerage and investment advisory services.
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.
Doucette & Associates, Ltd.
Doucette & Associates, Ltd. is a reputable law firm located at 251 Main Street in Oxford, Massachusetts, United States. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to their clients. Specializing in various areas of law, including personal injury, family law, and estate planning, Doucette & Associates, Ltd. is committed to providing top-notch legal representation and achieving favorable outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with document preparation, you can trust the professionals at Doucette & Associates, Ltd. to handle your case with expertise and care.
Justin Rodrigues, CFP , Financial Advisor
Justin Rodrigues, CFP, Financial Advisor is a finance institution located at 200 Silver Street, Agawam, Massachusetts, United States. As part of Ion Investments, their team of financial professionals is highly praised for their expertise, communication, planning, and integrity. They operate as a family and business that looks out for their customers, offering access to a wide range of products and services through their relationship with Osaic Institutions Inc. Specializing in financial planning and risk management, Justin Rodrigues, CFP, Financial Advisor follows a unique 5 Step Process aimed at helping clients achieve their financial goals. Their advisors are skilled in using industry-leading financial planning tools and products to create customized asset management strategies. They provide economic insights and market alerts to guide decision-making and keep clients informed.
Bond Financial Group, Inc.
Bond Financial Group, Inc. is a finance institution located at 180 Denslow Road, East Longmeadow, Massachusetts, United States. Our motto is "Live empowered. Live fulfilled. Live your best retirement." We specialize in helping individuals plan for a retirement with no regrets through our unique Empowered Retirement JourneyTM. Our goal is to provide you with the confidence and guidance needed to fulfill your dreams and make the most of every moment in your retirement. At Bond Financial Group, we take into consideration who you are, what matters to you, where you are today, where you want to be, and any gaps along the way in order to create a personalized retirement strategy tailored to your needs and objectives. We offer a variety of investment and insurance products to help you reach your financial goals.
The Wealth Technology Group
The Wealth Technology Group is a comprehensive financial services institution located at 130 Southampton Road in Westfield, Massachusetts, United States. Specializing in finance, insurance, and legal services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and innovative technology. Whether you need assistance with investments, insurance policies, or legal matters, our experienced professionals are here to provide you with the guidance and support you need to secure your financial future. Contact us today to schedule a consultation and start building your wealth with confidence.
Merrill Lynch Financial Advisor Thomas C Aurigemma
Merrill Lynch Financial Advisor Thomas C Aurigemma is a trusted institution located at 1414 Main Street, Springfield, Massachusetts, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, clients are guided towards achieving their desired financial goals. As a finance institution, Merrill Lynch offers a wide range of services, including investment advisory, financial planning, and brokerage services. It is important to note that investing involves risk, and Merrill Lynch does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making any financial decisions. With a focus on asset allocation, diversification, and rebalancing, Merrill Lynch aims to help clients navigate the complexities of the financial world. Trusted by many, Merrill Lynch is a subsidiary of Bank of America Corporation, offering various investment, insurance, and annuity products. With a team of experienced financial advisors, Merrill Lynch is dedicated to helping clients achieve their financial aspirations.
Peak Wealth Advisors
Peak Wealth Advisors, located at 96 Shaker Road in East Longmeadow, Massachusetts, is a finance institution that specializes in helping retirees navigate the complexities of retirement planning. With over 35 years of experience, our firm provides a step-by-step blueprint to guide you through the annual steps necessary for a comfortable and stress-free retirement. We offer a comprehensive approach to retirement planning, integrating all aspects of your financial life to ensure a secure future. Please note that our services do not constitute legal or tax advice, and we recommend seeking guidance from your own legal and tax counsel. Estate planning is done in collaboration with your estate planning attorney, tax attorney, and/or CPA. Life insurance loans and death benefit proceeds are currently taxed as tax-free assets, but tax laws are subject to change. Our team at Peak Wealth Advisors is dedicated to providing the very best analytical tools to analyze and monitor your financial well-being. Securities and Registered Investment Advisory Services are offered through Silver Oak Securities, Inc., and we are proud to be a member of FINRA/SIPC. Peak Wealth Advisors, Silver Oak, and Peak Business Value are not affiliated entities. Contact us today to learn more about how we can help you achieve your retirement goals.
Bens Bitcoin Consulting
Bens Bitcoin Consulting is a leading financial institution located at 217 Sturbridge Road in Charlton, Massachusetts, United States. Specializing in the world of cryptocurrency, our team of experts provides comprehensive consulting services to help clients navigate the complexities of the Bitcoin market. Whether you are a seasoned investor or new to the world of digital currency, our experienced professionals are here to offer personalized guidance and support. Trust Bens Bitcoin Consulting to help you make informed decisions and achieve your financial goals in the fast-paced world of Bitcoin.
Marchand Financial
Marchand Financial, located at 6 Mechanic Street in Webster, Massachusetts, has been assisting individuals and families in central Massachusetts since 2008 to determine and meet their long-term financial goals. Specializing in Investments, Taxes, College planning, Retirement, and Estate planning, our approach has stood the test of time. Our experienced team, led by Greg and Joshua, is dedicated to helping clients create a clear and achievable financial plan. Greg, with over 30 years of experience in the investment industry, founded Marchand Financial in 2005 to focus on financial services and wealth management. Joshua, who joined the team in 2021, specializes in client relations and outreach to ensure clients have access to valuable information for their future planning needs.
Robert Rea and Associates
Robert Rea and Associates is a reputable institution located at 244 Main Street in Oxford, Massachusetts. We are dedicated to providing top-notch financial and accounting services to our clients. With years of experience and a team of skilled professionals, we strive to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help. Contact us today to learn more about how we can assist you with your financial needs.
Austin Shuttleworth - Thrivent
Austin Shuttleworth - Thrivent is a finance institution located at 200 North Main Street in East Longmeadow, Massachusetts, United States. They are licensed in multiple states including AZ, CO, CT, DE, FL, IL, IN, KY, MA, MD, ME, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, and WI. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are encouraged to consult with their attorney or tax professional. Thrivent offers financial planning services through its Financial Planning Framework, with the option to further engage with Dedicated Planning Services for written recommendations for a fee.
Kring & Associates
Kring & Associates is a reputable institution located in Dudley, Massachusetts, specializing in accounting, finance, and legal services. With a focus on providing customized tax solutions and experienced IRS representation, our team of certified public accountants has over fifty years of combined experience in serving our clients with integrity and professionalism. We work closely with our clients to deliver high-quality tax, accounting, and business advisory services that are tailored to meet their individual needs. Trust Kring & Associates to provide you with expert financial guidance and support for all your accounting and legal needs.
Sachs Reisman Inc
Sachs Reisman Inc is a premier jewelry store located at 25 Maple Avenue in Sheffield, Massachusetts, United States. Our store offers a wide selection of exquisite jewelry pieces, from stunning diamond rings to elegant necklaces and bracelets. With a reputation for exceptional quality and craftsmanship, Sachs Reisman Inc is the go-to destination for those seeking timeless and unique pieces to add to their collection. Visit us today and let our knowledgeable staff help you find the perfect piece to cherish for a lifetime.
Weiner Steven R
Weiner Steven R is a reputable law firm located at 930 Main Street in Springfield, Massachusetts, United States. Specializing in various areas of law, the firm is known for its dedication to providing high-quality legal services to its clients. With a team of experienced and knowledgeable lawyers, Weiner Steven R is committed to representing clients with professionalism and integrity. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, Weiner Steven R is here to help. Contact us today to schedule a consultation.
Rooney & Johnson
Rooney & Johnson is a prestigious law firm located at 1020 Thorndike Street in Palmer, Massachusetts. With a team of experienced and dedicated lawyers, Rooney & Johnson specializes in providing top-notch legal services to clients in various practice areas. From personal injury cases to business law matters, the firm is committed to delivering exceptional representation and achieving favorable outcomes for their clients. With a strong reputation for professionalism and expertise, Rooney & Johnson is a trusted institution in the legal community.
Grogan, Tuccillo & Vanderleeden, LLP
Grogan, Tuccillo & Vanderleeden, LLP is a prestigious law firm located at 1350 Main Street in Springfield, Massachusetts, United States. Our team of experienced attorneys specializes in intellectual property law, helping clients protect their inventions and creative ideas. As Nikola Tesla once said, "Invention is the most important product of the creative brain." At Grogan, Tuccillo & Vanderleeden, LLP, we are dedicated to helping our clients bring their innovative ideas to life and navigate the complex world of intellectual property law.
Cameron & Fairbanks
Cameron & Fairbanks is a charming florist and store located at 50 Champeaux Road in Brimfield, Massachusetts, United States. With a beautiful selection of fresh flowers, plants, and unique gifts, this institution is a go-to destination for all your floral needs. Whether you're looking for a stunning bouquet for a special occasion or a thoughtful gift for a loved one, Cameron & Fairbanks has you covered. Visit us today and experience the beauty and elegance that our flowers and gifts bring to any occasion.
Kokinos & Associates
Kokinos & Associates is a reputable dental practice located at 54 Church Street in Lowell, Massachusetts. Our team of skilled dentists and health professionals are dedicated to providing top-quality dental care for patients of all ages. From routine cleanings to complex procedures, we offer a wide range of services to help you achieve and maintain a healthy smile. Visit us today and experience the difference that personalized care and attention to detail can make in your dental health.
Becker, Becker & Silvius, LLC
Becker, Becker & Silvius, LLC is a reputable dental practice located at 34 Shirley Avenue in Revere, Massachusetts. Our team of experienced dentists is dedicated to providing top-quality oral health care to patients of all ages. From routine cleanings and fillings to more complex procedures, we offer a wide range of services to meet your dental needs. With a focus on patient comfort and satisfaction, you can trust us to deliver exceptional care in a welcoming and friendly environment. Visit us today and experience the difference at Becker, Becker & Silvius, LLC.
Edwards Stanley Zamaitis
Edwards Stanley Zamaitis is a trusted dental institution located at 18 Central Square in West Bridgewater, Massachusetts. Our team of skilled professionals is dedicated to providing top-notch oral health care in a comfortable and welcoming environment. Whether you need a routine cleaning, a filling, or a more complex procedure, our experienced dentists are here to help. Visit us for personalized care and a healthy, beautiful smile.
Cohen & Cavicchi
Cohen & Cavicchi is a reputable dental institution located at 972 Temple Street in Whitman, Massachusetts, United States. The team of skilled dentists at this establishment provides top-quality oral health care services to patients of all ages. From routine check-ups to advanced dental procedures, Cohen & Cavicchi offers a wide range of services to ensure optimal oral health for their patients. With a commitment to excellence and patient comfort, this institution is a trusted choice for dental care in the Whitman area.
Amir Ali Amir Aslani
Amir Ali Amir Aslani is a reputable dentist located at 155 Veterans Road in Winthrop, Massachusetts, United States. With a focus on providing top-notch oral health care, this institution offers a range of services to help patients achieve and maintain a healthy smile. Whether you're in need of a routine check-up, a cleaning, or more specialized dental work, the experienced team at Amir Ali Amir Aslani is dedicated to providing exceptional care in a comfortable and welcoming environment. Schedule an appointment today to experience the difference that quality dental care can make for your overall health and well-being.
David A Brossi LP
David A Brossi LP is a reputable institution located at 971 Concord Street in Framingham, Massachusetts, United States. With a focus on providing top-notch services, the institution offers a wide range of professional services to meet the needs of its clients. Whether you are seeking financial advice, legal assistance, or other professional services, David A Brossi LP is committed to delivering exceptional results. The institution prides itself on its knowledgeable and experienced staff who are dedicated to providing high-quality services to help clients achieve their goals. Visit David A Brossi LP today and experience the difference that personalized and professional service can make.
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