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TOP 30 Legal strategy consulting in Newton, MA
7 results found
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Thomas Tax & Legal Services and Consulting
Thomas Tax & Legal Services and Consulting is a boutique firm located at 65 Staniford Street in Newton, Massachusetts, United States. Specializing in accounting, finance, and legal services, we offer expert guidance to individuals, families, and small businesses to navigate the complexities of tax, legal, and business growth issues. Our founder, Lynn Thomas, JD, has over 30 years of experience in tax law and is dedicated to helping clients pay less taxes, grow their businesses, and achieve peace of mind. At Thomas Tax & Legal Services and Consulting, we provide personalized solutions tailored to meet your specific needs. From tax returns to estate planning, budgeting to business growth strategies, we are committed to making tax and legal matters more manageable and less daunting for our clients. With a positive outlook and a focus on finding innovative solutions, we help you confidently move forward towards your financial goals.
Lisa M Gabrish - Grabovac
Lisa M Gabrish - Grabovac is a reputable dental practice located in the heart of Boston, Massachusetts. With a focus on providing top-quality dental care to patients of all ages, Dr. Lisa M Gabrish - Grabovac and her team offer a wide range of services including routine cleanings, fillings, crowns, and more. Their state-of-the-art facility is equipped with the latest technology to ensure a comfortable and efficient experience for all patients. Whether you are in need of a routine check-up or more extensive dental work, you can trust the experienced professionals at Lisa M Gabrish - Grabovac to provide personalized care tailored to your individual needs.
Merrill Lynch Financial Advisor Vincent T Todd Jr
Merrill Lynch Financial Advisor Vincent T Todd Jr, located at 2221 Washington Street, Newton, Massachusetts, United States, offers over 40 years of experience in providing clients with individually tailored financial and wealth strategies. Vincent Todd is committed to building enduring client relationships through outstanding guidance and service. He advises on wealth accumulation, preservation, and transfer through customized wealth management strategies. Vincent Todd is a graduate of the University of Massachusetts-Amherst, School of Business and is actively involved in volunteering with various organizations in his community. The institution offers personalized financial planning services through Merrill Personal Wealth Analysis™, focusing on client goals and priorities. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Vincent Todd believes in designing and implementing personalized financial plans to help clients pursue their goals while managing investment risk. The institution offers access to investment insights from Merrill and banking solutions from Bank of America to address financial needs. By understanding client goals and priorities, Vincent Todd creates a financial approach that reflects individual personalities and helps clients achieve their goals. As a Merrill Lynch Wealth Management Advisor, Vincent Todd helps clients navigate financial complexities and build customized investment approaches to pursue their goals. The institution emphasizes personalized investment strategies and comprehensive financial solutions to help clients live their best financial life. Vincent Todd Jr is registered to do business in multiple states. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.
Merrill Lynch Financial Advisor William F Keeney
Merrill Lynch Financial Advisor William F Keeney is a finance institution located at 2221 Washington Street, Newton, Massachusetts, United States. The institution serves a majority of clients who are achievers, successful business owners, and affluent families who value prudent strategy and calculated risk. The Keeney Group within Merrill Lynch Wealth Management is dedicated to helping clients pursue financial objectives and build wealth through a disciplined wealth management process. The team deeply understands clients' goals, lives, and interests to develop customized strategies for long-term financial success. They offer a range of brokerage, investment advisory, and other services to cater to clients' needs. The team also specializes in working with entrepreneurs looking to sell their businesses and invest the proceeds wisely. Additionally, they offer strategies for optimizing retirement plans for employees and reviewing investment policies for cost-effectiveness. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. They offer a personalized financial plan through Merrill Personal Wealth Analysis™ and regularly review and adjust strategies to help clients achieve their goals. As Merrill Lynch Wealth Management Advisors, they provide a customized investment approach to address clients' needs and pursue their goals. The team puts clients first and offers the latest investment insights, tips, and strategies to help clients live their best financial life. They also hold certifications such as CFP®, CDFA®, and CPWA® to provide expert financial advice. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions. The institution offers a range of services and strives to understand and meet clients' unique financial needs and priorities.
Merrill Lynch Financial Advisor Christopher P Bunnell
Merrill Lynch Financial Advisor Christopher P Bunnell is located at 2221 Washington Street in Newton, Massachusetts, United States. The institution serves a wide range of clients, including business owners, affluent families, professionals, and corporate executives who are looking for wealth management, advice, and guidance. The Keeney Group, a wealth management team within Merrill Lynch Wealth Management, is dedicated to helping clients pursue their financial objectives and build wealth through a disciplined wealth management process. They work closely with clients to understand their goals, interests, and passions in order to develop a customized strategy for making life-long financial decisions. The Keeney Group also offers strategies for entrepreneurs looking to sell all or part of their business, as well as assistance in designing and administering qualified retirement plans for employees. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ can help clients build and document a personalized financial plan centered on their goals. The team regularly checks in with clients to discuss any changes in their life or financial approach to help them stay on track to achieve their goals.
The Halks Firm
The Halks Firm, located at 233 Needham Street in Newton, Massachusetts, is a reputable law firm specializing in family law. Our experienced team of lawyers is known for their strong courtroom advocacy, setting us apart from other firms in Boston. We provide comprehensive counsel on matters such as divorce, child custody, spousal support, and guardianship. Our dedication to our clients is evident in our track record of success in negotiations and courtroom proceedings. As trusted confidantes and dependable support systems, our Newton divorce attorneys are committed to championing the best interests of our clients and their families. We serve clients in Boston and Middlesex County, as well as Barnstable, Norfolk, Wellesley, Middlesex, and Worcester Counties. Our firm has been recognized for our achievements in family law, earning titles such as Lawyers of Distinction and Top 40 Under 40 by the National Trial Lawyer Association.
Archstone Law Group
Archstone Law Group, located at 275 Grove Street in Newton, Massachusetts, is a trusted institution that provides legal advice to large and small businesses, start-ups, non-profit organizations, executives, and medical and dental professionals. Specializing in industries such as health care and higher education, the experienced attorneys at Archstone Law Group offer practical and creative solutions for complex business transactions and estate planning. With a focus on delivering cost-effective and business-minded advice, the team at Archstone Law Group is dedicated to helping their clients thrive and grow. Trusted as advisors in various industries including health care, commercial real estate, publishing, food services, and estate planning, Archstone Law Group is known for their integrity, expertise, and high-quality service.
List of local businesses, places and services in Massachusetts
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