Long term planning in Barnstable, MA
22 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Merrill Lynch Financial Advisor John P McAbee
● ClosedMerrill Lynch Financial Advisor John P McAbee" institution, located at 1545 Iyannough Road in Barnstable, Massachusetts, offers personalized financial services supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. With access to investment insights from Merrill and banking solutions from Bank of America, the team can assist in creating flexible strategies tailored to individual goals and priorities. Through personalized wealth management strategies, the institution aims to help clients pursue their financial goals and secure their financial future. The team at McAbee & Woods focuses on putting clients at the center of the planning process, offering expertise in identifying and prioritizing personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. By developing personalized financial strategies aligned with client goals, the institution aims to help clients manage, grow, and preserve their wealth for the long term. The institution also offers tools such as the Investment Personality Assessment and Merrill Personal Wealth Analysis™ to help clients refine their investing preferences and build personalized financial plans. With a focus on ongoing communication and adjustments to reflect changes in clients' lives and financial goals, the team at Merrill Lynch Financial Advisor John P McAbee is committed to helping clients stay on track to achieve what matters most to them.
1545 Iyannough Rd, Hyannis, MA 02601, United States -
Bessette Financial
● ClosedBessette Financial is a reputable finance institution located at 100 Independence Drive in Barnstable, Massachusetts, United States. With a team of experienced financial experts, Bessette Financial offers a wide range of services including investment planning, retirement planning, wealth management, and more. Clients can trust in Bessette Financial's commitment to providing personalized financial solutions to help them achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Bessette Financial is dedicated to helping you every step of the way. Visit their office today to learn more about how they can assist you with your financial needs.
100 Independence Dr Suite 7, Hyannis, MA 02601, United States -
Centinel Financial Group
● OpenCentinel Financial Group is a leading finance institution located at 901 Main Street in Barnstable, Massachusetts, United States. With a strong focus on providing personalized financial solutions for individuals and businesses, Centinel Financial Group offers a wide range of services including investment planning, retirement planning, estate planning, and wealth management. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to see how Centinel Financial Group can help you reach your financial objectives.
901 Main St, Osterville, MA 02655, United States -
Whole Health Pharmacy
● ClosedWhole Health Pharmacy, located at 596 West Main Street in Barnstable, Massachusetts, is a health-focused pharmacy and store dedicated to providing personalized care to all patients. We accept most public and private insurance plans, and offer special pricing for cash-paying patients on most medications. Our team of pharmacists is committed to our patients' long-term good health, and we prioritize education and communication to ensure that each individual receives the best care possible. We believe in taking the time to address your specific health concerns and provide tailored solutions for your well-being.
596 W Main St, Hyannis, MA 02601, United States -
Igor Avelar - TD Wealth Financial Advisor
● ClosedIgor Avelar - TD Wealth Financial Advisor is a trusted financial institution located at 226 Falmouth Road in Barnstable, Massachusetts. As a dedicated financial advisor, Igor Avelar provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Igor Avelar offers expert guidance and tailored solutions to help individuals and families navigate the complexities of investing, retirement planning, and wealth preservation. Whether you are looking to grow your assets, plan for the future, or protect your wealth, Igor Avelar - TD Wealth Financial Advisor is committed to providing you with the expertise and support you need to secure your financial future.
226 Falmouth Rd, Hyannis, MA 02601, United States -
Mc Eneaney & Co Investment
● ClosedMc Eneaney & Co Investment is a premier finance institution located at 100 West Main Street in Barnstable, Massachusetts. Our team of experienced professionals is dedicated to providing top-notch investment services and financial advice to our clients. With a commitment to excellence and a focus on building long-term relationships, we strive to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or make strategic investment decisions, Mc Eneaney & Co Investment is here to help. Visit us today and see how we can help you secure your financial future.
100 W Main St STE 3, Hyannis, MA 02601, United States -
Suzanne Crociati - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSuzanne Crociati is a financial advisor at Ameriprise Financial Services, LLC located at 100 Independence Drive in Barnstable, Massachusetts, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, estate planning, investment strategies, and retirement planning. Suzanne is dedicated to providing personalized financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. With a commitment to ethical practices and continuing education, Suzanne is well-equipped to help clients navigate complex financial decisions and achieve their long-term goals.
100 Independence Dr, Hyannis, MA 02601, United States -
Justin Embree - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJustin Embree, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 218 West Main Street, Barnstable, Massachusetts, United States. Justin provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. With over 125 years of history, Ameriprise Financial Services, LLC aims to help clients reach their financial goals in the short and long term through a 1-to-1 relationship with a trusted financial advisor. Clients can track their progress towards their goals securely from any device. Schedule a complimentary initial consultation to begin financial planning with Justin Embree today. Securities are offered through Ameriprise Financial Services, LLC, member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for a list of states where Justin Embree is properly registered.
218 W Main St Ste 2, Hyannis, MA 02601, United States -
Merrill Lynch Financial Advisor Robert J Rice
● ClosedMerrill Lynch Financial Advisor Robert J Rice, located at 1545 Iyannough Road, Barnstable, Massachusetts, United States, is a trusted institution offering personalized wealth management services. Rob Rice, a Senior Vice President and Wealth Management Advisor with over 35 years of experience, leads a dedicated team committed to building strong client relationships based on trust and personalized service. Supported by the global resources of Merrill, the team, including business partner Debbie Gwizd and Wealth Management Client Associate Alec Mcleod, focuses on helping clients achieve their financial goals and priorities. Through the Merrill Personal Wealth Analysis™, the team creates personalized plans centered on individual goals and aspirations. The institution believes in a client-first approach, starting with a conversation to understand each client's unique needs and preferences. By utilizing the Investment Personality Assessment, the team gains insight into each client's investing preferences to develop tailored financial strategies. With a focus on long-term financial success, the team helps clients manage, grow, and preserve their wealth, adapting their approach as life and goals evolve. By staying engaged with clients and providing ongoing support, Merrill Lynch Financial Advisor Robert J Rice aims to help clients achieve their financial aspirations and navigate the complexities of the market with confidence.
1545 Iyannough Rd, Hyannis, MA 02601, United States -
Merrill Lynch Financial Advisor Brad Simpkins
● ClosedMerrill Lynch Financial Advisor Brad Simpkins is a finance institution located at 1545 Iyannough Road, Barnstable, Massachusetts, United States. With over 20 years of experience on the floor of the New York Stock Exchange, Brad Simpkins now serves as a Financial Advisor at Merrill Lynch Wealth Management in Hyannis, Massachusetts. He is dedicated to providing personalized solutions to clients based on their individual needs and goals. As a CERTIFIED FINANCIAL PLANNER™ professional, Brad holds the Series 7 and 66 FINRA registrations and is committed to helping clients achieve their financial aspirations. He believes in building a strong personal relationship with each client to better understand their financial objectives. Brad is actively involved in the community and volunteers with The Marthas Vineyard Boys and Girls Club. Merrill Lynch Wealth Management offers personalized financial planning services to help clients achieve their financial goals and navigate the complexities of the financial markets. By understanding each client's unique situation and priorities, Brad works to develop customized investment strategies that align with their long-term objectives. With access to the resources of Merrill Lynch and Bank of America, he helps clients manage, grow, and preserve their wealth for the future. Brad's mission is to help clients turn their financial goals into reality by providing tailored solutions and ongoing support.
1545 Iyannough Rd, Hyannis, MA 02601, United States -
Fairway Financial, Inc
● ClosedFairway Financial, Inc is a reputable insurance agency located at 540 Main Street in Barnstable, Massachusetts, United States. With a team of experienced professionals, Fairway Financial, Inc offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, you can trust Fairway Financial, Inc to provide you with personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help protect what matters most to you.
540 Main St STE 9, Hyannis, MA 02601, United States -
Steven Tenaglia, CRPC - UBS Financial Services Inc.
● OpenSteven Tenaglia, CRPC - UBS Financial Services Inc. is a renowned finance institution located at 1471 Massachusetts 132, Barnstable, Massachusetts, United States. As a Certified Retirement Planning Counselor (CRPC), Steven Tenaglia offers expert financial services to help clients plan for their future and achieve their financial goals. With a focus on personalized advice and tailored solutions, UBS Financial Services Inc. provides top-notch financial planning, investment management, and retirement planning services to individuals and families. Trust Steven Tenaglia and his team at UBS Financial Services Inc. to guide you towards financial success and security.
1471 MA-132 #132, Hyannis, MA 02601, United States -
Merrill Lynch Financial Advisor Randall D Van Sickle
● ClosedMerrill Lynch Financial Advisor Randall D Van Sickle, located at 1545 Iyannough Road in Barnstable, Massachusetts, is a trusted institution in the finance industry. Randy Van Sickle, with over 30 years of experience, holds both the CERTIFIED FINANCIAL PLANNERTM certification and the Chartered Financial Consultant® designation. He is dedicated to building strong client relationships based on trust and personalized service, focusing on your family, goals, and priorities. Randy is actively involved in the community and is committed to helping you achieve your financial goals through a personalized plan tailored to your unique needs. With access to the global resources of Merrill and the lending capabilities of Bank of America, Merrill Lynch Wealth Management offers comprehensive financial solutions to address any challenge you may face. Let Randy Van Sickle and his team help you navigate the complexities of your financial life and guide you towards a secure and successful future.
1545 Iyannough Rd, Hyannis, MA 02601, United States -
Jonathan Todd, AWMA - UBS Financial Services Inc.
● OpenJonathan Todd, AWMA - UBS Financial Services Inc. is a leading finance institution located at 1471 Iyannough Road in Barnstable, Massachusetts, United States. Specializing in wealth management, Jonathan Todd and his team provide personalized financial services to help clients achieve their financial goals. With a focus on asset management, retirement planning, and investment strategies, they strive to build long-term relationships based on trust and expertise. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, Jonathan Todd, AWMA - UBS Financial Services Inc. is dedicated to providing top-notch financial solutions tailored to your individual needs.
1471 Iyannough Rd #132, Hyannis, MA 02601, United States -
Jay Woerdeman - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJay Woerdeman is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 218 West Main Street in Barnstable, Massachusetts, United States. Jay holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jay's expertise in asset management, estate planning, investment strategies, retirement planning, and more. Jay is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with investment opportunities, insurance products, or financial and medical end-of-life planning, Jay Woerdeman is here to help you achieve your financial goals.
218 W Main St Ste 2, Hyannis, MA 02601, United States -
The Chapin Group - UBS Financial Services Inc.
● OpenThe Chapin Group - UBS Financial Services Inc. is a reputable financial institution located at 1471 Iyannough Road in Barnstable, Massachusetts. As a part of UBS Financial Services Inc., they offer a wide range of financial services including investment management, wealth planning, and retirement planning. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, The Chapin Group is a trusted partner for individuals and businesses seeking expert financial guidance.
1471 Iyannough Rd #132, Hyannis, MA 02601, United States -
LTG ACCOUNTING
● ClosedLTG Accounting is a locally owned accounting firm located at 724 Main Street in Barnstable, Massachusetts. We specialize in serving the Small and Middle Business Market (SMB), as well as individuals in the southeast region of Massachusetts, particularly Cape Cod. We are now accepting new bookkeeping and tax clients, and can be reached at [508] 771.0329. Our team at LTG Accounting is dedicated to helping our clients meet their income tax compliance obligations by preparing Forms 1040, 1120, 1120S, and 1065. We believe in proactive tax planning to help our clients keep more of what they earn, ultimately leading to long-term financial success.
724 Main St, Hyannis, MA 02601, United States -
Cape Cod Elder Law Associates, P.C.
● ClosedCape Cod Elder Law Associates, P.C. is a reputable law firm located at 5 Main Street in Barnstable, Massachusetts. Specializing in elder law, their team of experienced attorneys is dedicated to providing expert legal guidance and support to seniors and their families. Whether it's estate planning, Medicaid planning, or long-term care issues, Cape Cod Elder Law Associates, P.C. is committed to protecting the rights and interests of older adults in the community. With a focus on compassion and professionalism, they strive to help clients navigate the complexities of aging with dignity and peace of mind.
5 Main St, Cotuit, MA 02635, United States -
Cynthia M Bourget Law Office
● OpenCynthia M Bourget Law Office, located at 1185 Falmouth Road in Barnstable, Massachusetts, offers a wide range of legal services specializing in Elder Law, Estate Planning, and Incapacity Planning. The dedicated team at Bourget Law Group is committed to finding individualized solutions for each client to protect themselves and their families. Their services include complex Estate Plans, Medicaid applications, Long-Term Care Planning, Special Needs Trusts, and more. The team at Bourget Law Group is experienced and competent, providing comprehensive estate planning services to help clients achieve their objectives and avoid probate hassles.
1185 Falmouth Rd # 21, Centerville, MA 02632, United States -
Bourget Law Group Llc
● OpenBourget Law Group LLC, located at 765 West Main Street in Barnstable, Massachusetts, is a law firm dedicated to providing personalized solutions for individuals and families facing legal concerns. Specializing in Elder Law, Estate Planning, and Incapacity Planning, our team offers a wide range of services including complex Estate Plans, Medicaid applications, Long-Term Care Planning, and Special Needs Trusts. Our experienced attorneys work diligently to help clients structure their estates to ensure their final wishes are carried out with minimal stress. We offer comprehensive estate planning services to help clients avoid the expense and hassle of probate, and our elder law attorneys assist aging clients and their families with important decisions and advance directives.
765 W Main St, Hyannis, MA 02601, United States -
New York Life
● ClosedNew York Life is a reputable insurance agency located at 1555 Iyannough Road, Barnstable, Massachusetts, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to your needs and budget. The institution also provides long-term coverage protection with the option to invest your policy's cash value in the market. They offer various solutions to help pay for everyday tasks, replace lost income due to sickness or injury, and invest for education expenses or retirement. With over 12,000 agents nationwide, New York Life is dedicated to helping individuals and families thrive financially. They have a diverse and welcoming workplace, offering personalized solutions to meet your unique needs. The institution has a strong commitment to community engagement and charitable giving, making a positive impact at both local and national levels. With the highest financial strength ratings and a long history of keeping promises to policy owners, New York Life is a trusted partner for financial security and peace of mind. Visit their website to learn more about their offerings and start planning for your future today.
1555 Iyannough Rd, Hyannis, MA 02601, United States -
Healthpath Weight Loss Center
● ClosedHealthpath Weight Loss Center is a premier health institution located at 407 North Street in Barnstable, Massachusetts, United States. Our center specializes in providing personalized weight loss programs to help individuals achieve their health and wellness goals. Our team of experienced professionals is dedicated to supporting and guiding clients on their weight loss journey through customized meal plans, exercise routines, and lifestyle changes. At Healthpath Weight Loss Center, we believe in promoting long-term health and sustainable weight loss for a happier and healthier life.
407 North St #1, Hyannis, MA 02601, United States
List of local businesses, places and services in Massachusetts
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos