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TOP 30 Long term planning in Lee, MA
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Lee Joshua J DDS
Lee Joshua J DDS is a dentist institution located at 279 Cambridge Street in Burlington, Massachusetts, United States. We focus on helping our patients avoid major dental problems by providing periodic checkups and promoting good oral hygiene. Our practice is family-friendly and serves patients of all ages. We offer a variety of services including fillings, crowns, bridges, veneers, and dental implants with excellent long-term success rates. Our goal is to provide a strong foundation for your teeth and help you maintain good periodontal health. At Lee Joshua J DDS, we do not pressure our patients or sell unnecessary treatments or products. Our experienced dentists not only treat current issues but also educate patients on how to prevent future problems and maintain good oral health. Dr. Lee is praised for his stable hand and great dental knowledge, providing excellent treatments that leave patients extremely satisfied.
James Lee - UBS Financial Services Inc.
James Lee - UBS Financial Services Inc. is a reputable finance institution located at 55 William Street in Wellesley, Massachusetts, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to assist you every step of the way. Trust in James Lee - UBS Financial Services Inc. for all your financial needs.
October Mountain Financial Advisors
October Mountain Financial Advisors is a trusted finance institution located at 103 West Park Street in Lee, Massachusetts, United States. Our team is a collaboration between two well-established companies, Lee Bank and St. Germain Investment Management, who share a commitment to serving our community and clients with integrity and expertise. With a history of guiding thousands of clients towards their financial goals, we understand the importance of asset allocation, security selection, and diversification in today's ever-evolving financial landscape. Led by Managing Director and Financial Advisor Gary M. Schiff, our team believes in the timeless principles of patience and strategic planning when it comes to achieving financial success. Whether you are in Sheffield, Williamstown, or beyond Berkshire County, October Mountain Financial Advisors is here to assist you in creating a personalized plan to help you reach your financial objectives. Contact us today to begin your journey towards a secure financial future.
Consolati Tax Prep
Consolati Tax Prep, located at 71 Main Street in Lee, Massachusetts, offers a personalized and professional approach to accounting and finance services. Unlike national tax prep services, we provide expert tax preparation without the use of per form changes, instant refunds, or refund anticipation loans. We pride ourselves on developing long-term relationships with our clients, spanning across generations. In addition to tax preparation, Consolati can assist with navigating the complexities of the Massachusetts Health Connector for self-employed individuals seeking health insurance. We also offer support in compiling financial paperwork for various purposes, such as loans, FASFA, or divorce proceedings.
Boston Standard Wealth Management
Boston Standard Wealth Management is a finance institution located at 31 Church Street in Winchester, Massachusetts, United States. Our firm is dedicated to providing intellectually honest financial advice that combines cutting-edge technology with time-tested principles to help investors build wealth for generations. Whether you are planning for retirement, saving for your child's education, or simply looking to protect your assets, we can help you organize your finances to meet your life goals. At Boston Standard Wealth Management, we understand that every individual is unique, which is why we take the time to listen to your needs and objectives to create a customized financial plan that suits your specific situation. Our boutique approach means you have a dedicated Certified Financial Planner™ to guide you through life's financial challenges, providing unbiased advice in an environment of trust and confidentiality.
Frank Consolati Insurance Agency Inc
Frank Consolati Insurance Agency Inc is an insurance agency located at 71 Main Street, Lee, Massachusetts, United States. We offer a wide range of insurance coverage options to protect your investments, from classic cars to leased electric vehicles. Whether you are a teenager getting your first auto policy or an adult looking to save money, we are here to help. Our experienced team can explain the various coverages available, including bodily injury, medical payments, property damage, collision, comprehensive, and uninsured or underinsured motorist coverage. In addition to auto insurance, we also provide homeowners insurance to protect your home, condo, or apartment from various disasters and liabilities. We offer discounts for safe driving, low mileage drivers, and for combining auto and homeowners' policies.
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