TOP 30 Massachusetts investment firm in Newton, Massachusetts

31 results found

The Law Firm of David M. Kohen, located at 716 Beacon Street in Newton, Massachusetts, offers a wide range of services in accounting, finance, and law. Specializing in Tax Planning and Compliance, Estate Planning, Business and Investment Planning, the firm also provides expertise in Qualified Domestic Trusts (QDOTS) for Non-Citizen Spouses, Tax Treaty Analysis for Ex-Pats and International Families, and Applications for Tax Exempt Status Under Section 501(c)(3). Additionally, the firm offers services in Qualified Business Income Deduction Planning, Due Diligence Review for potential investments in start-up companies, and keeps clients informed about changes in tax laws and new planning strategies.

Welcome to North Atlantic Investment Partners of Raymond James, your trusted financial advisory firm located in the heart of Newton, Massachusetts. Situated at 2345 Washington Street, our team of experienced financial professionals is dedicated to guiding you through every step of your financial journey. Specializing in comprehensive wealth management and investment strategies, we tailor our services to meet the unique needs and goals of each client. Whether you are planning for retirement, building an investment portfolio, or seeking advice on financial planning, our commitment is to provide personalized, insightful, and strategic solutions. At North Atlantic Investment Partners of Raymond James, we pride ourselves on fostering long-term relationships built on trust, integrity, and exceptional service. Visit us today to discover how we can help you achieve financial success and security.

Pioneer Financial, Inc. is a reputable institution located at 351 Newton Street in South Hadley, Massachusetts. Specializing in accounting, finance, and insurance services, we pride ourselves on providing quality advice, building strong personal relationships, and upholding extremely high ethical values. Since 1964, our team has been dedicated to serving clients in the Pioneer Valley and throughout Western Massachusetts. Founded by George Wall as Automated Business Services, our firm has evolved over the years to meet the changing needs of our clients. Under the leadership of Edward Wall, an Accountant and Investment Advisor, Pioneer Financial now offers Registered Investment Advising in addition to Accounting Services.

Real World Financial Planning, LLC is an independent financial planning firm and registered investment adviser located in Newton, Massachusetts. Serving individuals and families in the Boston area, we understand the challenges of finding time to focus on long-term financial goals. Our evidence-based approach to financial planning aims to educate and empower clients to make informed decisions. As a fiduciary, we provide unbiased advice on an hourly or project basis, ensuring transparency and value for our clients. We do not sell products or receive commissions, allowing us to prioritize your best interests. Serving clients in the Boston Metrowest area and throughout Massachusetts, we are committed to providing personalized and affordable financial planning services. Please note that our presence on this website does not constitute a solicitation for services in jurisdictions where we are not registered. Contact us to discuss your financial goals and learn how we can help you achieve them.

Merrill Lynch Financial Advisor Ronald Bernard, located at 2221 Washington Street in Newton, Massachusetts, has over 20 years of experience in finance. Specializing in working with individuals and businesses, Ronald takes a hands-on approach to ensure that client needs are met with the highest level of attention. He believes in building a solid foundation for clients to make confident financial decisions and achieve their goals. Ronald is dedicated to participating in the community and volunteers with local organizations. Merrill Personal Wealth Analysis™ is offered to help clients build a personalized financial plan centered on their goals. By starting with a conversation to identify priorities and aspirations, Ronald helps clients navigate through life changes and market fluctuations. Through the Investment Personality Assessment, he gains a deeper understanding of clients' investing preferences to customize their financial approach.

Richard Baum - Financial Advisor, Ameriprise Financial Services, LLC, located at 2221 Washington Street in Newton, Massachusetts, is a trusted institution specializing in finance. Richard Baum offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular progress reviews and updates to adapt to life changes, clients can track their financial journey securely from any device. Clients can schedule a complimentary initial consultation to discuss retirement, education, or major purchase goals. Richard Baum is registered in states where securities business is conducted, as indicated on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC cannot guarantee future financial results.

New York's 529 Advisor is a college savings program located at 95 Wells Avenue in Newton, Massachusetts. The program offers a variety of investment options for individuals looking to save for higher education expenses. The Investor Service Center can be reached at 1-800-774-2108, and the Advisor Service Center at 1-855-JPM-6657. The program is administered by the Comptroller of the State of New York and the New York State Higher Education Services Corporation. Ascensus Broker Dealer Services, LLC serves as the Program Manager, with J.P. Morgan Investment Management Inc. as the Investment Manager. JPMorgan Distribution Services, Inc. markets and distributes the program.

Kennedy, Hentoff & Patterson LLP is a leading accounting and finance institution located in Newton, Massachusetts. With a strong reputation for excellence and expertise in financial services, they offer a wide range of services to individuals and businesses. The firm is committed to providing personalized and professional financial solutions to help clients achieve their goals. Located at 181 Wells Avenue, Kennedy, Hentoff & Patterson LLP is a trusted partner for all your accounting and finance needs in the United States.

Real Dream Tax is an accounting and finance institution located in Newton, Massachusetts, United States. Our team of three credentialed CPAs and EAs have extensive experience in tax preparation and planning for individuals, business owners, and real estate investors. With a background in corporate finance and real estate investment, we are dedicated to helping our clients retain maximum earnings and profits while ensuring transparency in our workflow systems. Whether you have side income, rental properties, or overseas activities, we can help you navigate the complexities of tax treatments and protect your benefits. Individual tax returns start at $300, while business returns start at $1,000 and are adjusted based on complexity. Our goal is to help you maximize your profit, save you time, and allow you to focus on pursuing your dreams. Contact Real Dream Tax today for an estimate and let us help you achieve your financial goals.

Pope Thomas is a reputable institution located at 381 Elliot Street in Newton, Massachusetts, offering top-notch accounting and finance services. With a team of experienced professionals, Pope Thomas is dedicated to providing expert financial advice and assistance to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, Pope Thomas is the go-to institution for all your accounting and finance needs. Trustworthy, reliable, and committed to excellence, Pope Thomas is the institution you can count on for all your financial needs.

Kotin Crabtree & Strong, LLP is a prestigious law firm located at 2223 Washington Street in Newton, Massachusetts, United States. With a team of experienced attorneys, they provide top-notch legal services in various practice areas including business law, real estate law, estate planning, and more. Known for their dedication to client success and commitment to excellence, Kotin Crabtree & Strong, LLP is a trusted ally for individuals and businesses seeking expert legal representation.

Hoffman Alvary & Co is a reputable law firm located at 7 Wells Avenue in Newton, Massachusetts. With a team of experienced lawyers, they specialize in various areas of law including corporate law, real estate law, and estate planning. Clients can expect personalized and professional legal services to meet their individual needs. Contact Hoffman Alvary & Co today for expert legal representation in the United States.

Welcome to WR Builders and Construction, where your unique construction visions are transformed into stunning realities. Located at 397 Elliot Street, Newton, Massachusetts, we are a full-service design-build firm specializing in custom design and building. Our commitment to innovation, quality, and client satisfaction ensures that every project reflects our dedication to excellence. At WR Builders, we believe that every space has the potential to be extraordinary. From new home construction and home renovations to kitchen and bath remodeling, our services are designed to transform both spaces and lives. Each project we undertake is a new challenge and a new achievement, tailored to capture the unique style and personality of every client, whether traditional, transitional, or contemporary.

Welcome to WR Builders Inc., located at 36 Francis Street, Belmont, Massachusetts. As a premier general contractor, we specialize in transforming your unique construction visions into stunning realities. Our expertise in custom design and building ensures that each project reflects our unwavering commitment to innovation, quality, and client satisfaction. At WR Builders, Inc., we believe that every project is an opportunity to transform spaces and lives, turning challenges into achievements. Our process begins with an initial consultation where we focus on understanding your vision, needs, and preferences, establishing a strong client-contractor relationship as the foundation of our success.

Welcome to WR Builders, Inc., your trusted general contractor located at 21 Bradford Road, Watertown, Massachusetts. At WR Builders, we believe in transforming your unique construction visions into stunning realities. As specialists in custom design and building, we are committed to delivering innovation, quality, and client satisfaction in every project we undertake. Our comprehensive services are designed to transform spaces and lives, taking on each project as a new challenge and achievement. The journey with us begins with an initial consultation, where we focus on understanding your vision, needs, and preferences. Building a strong client-contractor relationship is fundamental to our approach and success.

Welcome to WR Builders, Inc., your trusted partner in turning unique construction visions into stunning realities. Located at 25 Highland Avenue, Arlington, Massachusetts, we are a leading general contractor specializing in custom design and building services. Our commitment to innovation, quality, and client satisfaction ensures that every project reflects your personal style and meets your specific needs. At WR Builders, Inc., we believe that transforming spaces goes hand-in-hand with transforming lives. Each project is a new challenge and achievement, and we are dedicated to making your construction experience seamless and rewarding. Our process begins with an initial consultation where we take the time to understand your vision, needs, and preferences, laying the foundation for a strong client-contractor relationship.

Welcome to Boston Legacy Planning LLC, a premier law firm dedicated to providing expert estate planning and business transition planning services. Located at 275 Grove Street, Suite 2-400 in Newton, Massachusetts, our firm is strategically positioned just off Route 128, making us easily accessible to clients from Needham, Wellesley, Dover, Westwood, Brookline, and Boston. We also offer the convenience of online meetings to accommodate your busy schedule. At Boston Legacy Planning LLC, we understand that the challenges of probate and trust settlements often stem from human issues rather than legal complexities. Our mission is to provide legacy solutions that address these challenges, ensuring that your family's wealth remains protected from creditors, predators, and excessive taxation.

Welcome to the practice of Matthew Arakelian, Esq. at Ligris Associates, located at 1188 Centre Street, Newton, Massachusetts. As a dedicated legal professional, Matt specializes in representing individuals, developers, and lenders in all aspects of residential and commercial real estate transactions, including purchases, sales, and refinances. With a keen expertise in facilitating condominium conversions and drafting lease agreements, Matt is committed to guiding his clients through the complexities of real estate law with confidence and ease. Matt's personable approach and extensive experience in the mortgage field make him a trusted advisor, fostering lifelong relationships built on trust and understanding. He takes pride in being an integral part of the home buying and selling process, consulting and educating clients to navigate the intricate maze of real estate transactions.

Welcome to Boston Law Group LLP, your trusted legal partner located in the heart of Newton, Massachusetts. Situated at 825 Beacon Street, our esteemed law firm is dedicated to providing comprehensive legal services tailored to meet the diverse needs of our clients. With a team of experienced and compassionate attorneys, we specialize in a wide range of practice areas, ensuring that you receive expert guidance and representation in every aspect of your legal journey. At Boston Law Group LLP, we pride ourselves on our commitment to excellence and personalized service. Our lawyers are not only knowledgeable and skilled but also deeply invested in achieving the best possible outcomes for our clients. Whether you require assistance with family law, personal injury, business litigation, or estate planning, we are here to support you with integrity and professionalism.

Welcome to Islington Capital Partners, your trusted financial partner located in the heart of Newton, Massachusetts. Situated at 2345 Washington Street, our firm specializes in providing a wide range of financial services tailored to meet the unique needs of our clients. As a leading ATM and finance business, we are committed to offering convenient and reliable solutions that empower you to manage your finances with ease. At Islington Capital Partners, we understand the importance of accessible and secure financial services. Our state-of-the-art ATM facilities ensure you have quick and easy access to your funds whenever you need them. Whether you're withdrawing cash or checking your account balance, our user-friendly machines are designed to make your transactions seamless and stress-free.

Welcome to Michael Gioscio Financial Services, your trusted partner in navigating the complex world of finance. Conveniently located at 1197 Centre Street in Newton, Massachusetts, our firm is dedicated to providing personalized financial solutions tailored to meet your unique needs. With a commitment to excellence and a focus on client success, we offer a comprehensive range of services including financial planning, investment management, retirement strategies, and tax planning. Our experienced team is passionate about helping you achieve your financial goals and secure your financial future. Whether you're planning for retirement, managing wealth, or seeking guidance on investments, Michael Gioscio Financial Services is here to support you every step of the way. Visit us today and discover how we can help you build a brighter financial future.

Welcome to Eliud Parada, your trusted partner in financial services located in the heart of Newton, Massachusetts. Situated at 1188 Centre Street, our firm is dedicated to providing comprehensive financial solutions tailored to meet the unique needs of our clients. With a focus on personalized service, Eliud Parada offers a wide range of expertise in financial planning, investment management, and wealth advisory services. Our team of experienced professionals is committed to helping you achieve your financial goals with integrity and excellence. Whether you're planning for retirement, looking to grow your investments, or seeking expert financial advice, Eliud Parada is here to guide you every step of the way. Visit us today and discover the difference of working with a financial partner who truly cares about your future.

Welcome to Whiteacre Properties LLC, your trusted real estate partner located at 150 East Central Street, Natick, Massachusetts 01760. We specialize in offering a fast, simple, and stress-free way to sell your house for cash in Boston and the surrounding areas. Whether you're facing foreclosure, dealing with an inherited property, or simply need to sell quickly due to life changes, we are here to help. At Whiteacre Properties, we understand the challenges of selling a home. That's why we offer a straightforward cash-buying program that eliminates the need for real estate agents, open houses, and costly repairs. Our process is designed to be as hassle-free as possible, allowing you to sell your house in any condition, without the burden of maintenance, cleaning, or agent fees.

Welcome to Coldwell Banker Realty - Wellesley, your trusted partner in navigating the real estate landscape of Massachusetts. Conveniently located at 71 Central Street, Wellesley, our agency specializes in offering comprehensive real estate services across a wide array of communities including Avon, Bellingham, Brookline, Canton, Cohasset, Dedham, Dover, Foxboro, Holbrook, Medfield, Medway, Millis, Milton, Natick, Needham, Newton, Norfolk, Norwood, North Cohasset, Plainville, Sharon, Stoughton, South Stoughton, Walpole, Weston, West Stoughton, Westwood, and Wrentham. Our team of experienced and independent real estate agents is committed to providing exceptional service tailored to your unique needs. Whether you're buying or selling, we leverage our extensive knowledge and the latest market data to ensure a smooth and successful transaction. As part of our dedication to transparency and accuracy, we participate in the Broker Reciprocity (BR) of the Cape Cod & Islands Multiple Listing Service, Inc., ensuring you have access to the most current listings.

Welcome to Think Real Estate Services, your trusted partner in navigating the dynamic real estate market of Massachusetts. Conveniently located at 75 2nd Avenue, Suite 605 in Needham, MA, our agency is committed to serving the diverse needs of real estate buyers, sellers, landlords, tenants, and investors across a wide array of communities including Newton, Cambridge, Brookline, Boston, Wellesley, Weston, Needham, Waltham, Watertown, and beyond. Founded and led by experienced brokers Barry Cheslin and Kenneth Fund, who have both raised their families in Newton, Think Real Estate Services brings over 25 years of successful real estate expertise to the table. Our small but dedicated team of professionals is committed to providing personalized and exceptional service tailored to exceed the expectations of our clients.

Welcome to 128 CRE, your premier commercial real estate brokerage and consulting firm located in Newton, Massachusetts. Specializing in the Suburban Route 128/95 submarket, we are uniquely positioned to deliver exceptional value to our clients. Our team of seasoned professionals has spent decades mastering the market fundamentals, working closely with political and civil leaders, and actively participating in local boards. This deep-rooted involvement and commitment allow us to offer unparalleled market insights, helping sellers, buyers, landlords, and tenants secure the most favorable terms. At 128 CRE, we pride ourselves on our hyper-specialization within the suburban Rt. 128/95 area, covering key locations such as Newton, Needham, Wellesley, Dedham, Brighton, Brookline, Waltham, Watertown, Natick, Framingham, Burlington, Lexington, Woburn, and Norwood. Whether you are looking to lease, buy, or sell commercial real estate, our expertise and dedication ensure that you receive the highest level of service and results.

Welcome to DMG Brokerage, your trusted partner in real estate solutions, located at 858 Washington Street, Dedham, Massachusetts. As a leading real estate agency, DMG Brokerage specializes in providing comprehensive services tailored to meet the diverse needs of our clients. Whether you are looking to buy, sell, lease, or invest in real estate, our experienced team is here to guide you every step of the way. Free Consultation Take advantage of our free consultation service to discuss your real estate needs. Call us at 781.591.3232 x700 or email us at [email protected] to schedule your appointment today.

Welcome to The Needle Group-Sharon, MA Realtors-REAL Broker, your premier real estate agency located at 62 South Main Street, Sharon, Massachusetts. We are dedicated to providing exceptional real estate services to our clients, offering a comprehensive platform for searching homes, condos, land, and foreclosure properties. Our website is your ultimate resource, updated every 15 minutes by the official Realtor® database, ensuring you have access to the most current listings. With easy-to-use features, you can save searches, receive daily email alerts on new listings, and stay informed with market reports. Led by Dianne S. Needle, an award-winning Realtor with over 25 years of experience, our team is committed to helping you achieve your real estate goals. Dianne is renowned for her expert market knowledge and personalized approach, ensuring every client receives remarkable service. Under her leadership, The Needle Group has earned accolades such as being ranked number two in the “TOP 25 SMALL TEAMS-USA” and receiving the prestigious Elite Agent award with REAL Broker annually.

Welcome to Mass Properties Dedham Realtor, your premier real estate agency located at 287 Madison Street, Dedham, Massachusetts. We are your go-to destination for finding the perfect home, condo, land, or foreclosure property in the area. Our user-friendly website is designed to be the only real estate search tool you'll ever need, offering the most up-to-date listings directly from the official Realtor®'s database every 15 minutes. Whether you're looking to save searches, receive daily email alerts on new listings, price changes, or sold data, or explore properties on our Interactive Map Search, we have you covered. At Mass Properties Dedham Realtor, we understand that real estate transactions are personal and unique to each client. That's why our team of seasoned professionals, including Cathy, Maria, and Kira, are committed to providing a tailored approach that meets your specific needs and goals. With deep insights into local neighborhoods, schools, amenities, and market trends, our agents are dedicated to guiding you through every step of the buying or selling process.

Welcome to Coldwell Banker Realty - Haverhill, your trusted partner in navigating the real estate market of Haverhill, Massachusetts, and beyond. Located at 40 Kenoza Avenue, Haverhill, MA 01830, our agency is dedicated to providing exceptional real estate services across a wide range of communities, including Andover, Atkinson, Amesbury, Boxford, Beverly, and many more in the Massachusetts and New Hampshire areas. As a leading real estate agency, we specialize in helping you find the perfect home or property investment in some of the most sought-after locations such as Salem, Newburyport, Gloucester, and Rockport. Our experienced and independent real estate agents are committed to offering personalized service tailored to your unique needs, whether you're buying, selling, or investing in real estate.