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TOP 30 Public finance analysis in Boston, MA
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Merrill Lynch Financial Advisor Matthew P. Hart
Merrill Lynch Financial Advisor Matthew P. Hart is a finance institution located at 100 Federal Street in Boston, Massachusetts, United States. With a focus on helping clients achieve sustainable financial independence, Matt joined Merrill Lynch Wealth Management in 2005 and has since developed a personalized approach to financial planning. He works with private clients, families, entrepreneurs, founders, and key associates at public and private companies to prioritize goals and implement strategies that adapt to evolving life circumstances. Matt is a CERTIFIED FINANCIAL PLANNER (CFP) certificant and holds the Certified Plan Fiduciary Advisor (CPFA) designation. He collaborates with clients' other professional advisors to develop integrated strategies that aim to mitigate tax liabilities and preserve legacies. With a team of experienced professionals at Merrill Lynch, Matt focuses on building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, he helps clients document personalized plans centered on their goals and aspirations. By understanding what matters most to each individual, Matt designs and implements personalized plans to help manage investment risk and pursue financial goals. He believes in an approach that turns goals into reality, addressing issues such as future health care expenses, college planning, business ownership, and wealth transfer. With access to the resources of Merrill and Bank of America, Matt works with clients to develop financial approaches tailored to their specific needs. The institution offers personalized financial solutions, regular reviews to track progress, and adjustments to financial approaches as clients' lives and goals change. Through ongoing conversations, the team at Merrill Lynch Wealth Management strives to help clients achieve their financial goals and address fluctuations in the market.
Viscito Leonard CPA
Viscito Leonard CPA is a reputable accounting and finance institution located at 1211 Boston Road in Springfield, Massachusetts, United States. Our team of experienced Certified Public Accountants (CPAs) provides a wide range of accounting and financial services to individuals and businesses in the area. From tax preparation and planning to financial statement analysis and budgeting, we are dedicated to helping our clients achieve their financial goals. With a commitment to professionalism and personalized service, Viscito Leonard CPA is the go-to destination for all your accounting and finance needs.
Boos Jerry L CPA
Boos Jerry L CPA is a reputable accounting and finance institution located at 111 Boston Post Road in Sudbury, Massachusetts, United States. With years of experience in the field, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing personalized and professional services to help clients achieve their financial goals. Whether you need assistance with tax filing or financial analysis, Boos Jerry L CPA is committed to delivering top-notch expertise and exceptional customer service.
Raphael & Raphael
Raphael & Raphael is a reputable accounting and finance institution located at 312 Stuart Street in Boston, Massachusetts, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Raphael & Raphael is dedicated to helping their clients achieve their financial goals. Their personalized approach and attention to detail set them apart from other firms in the industry. Visit them today to see how they can help you manage your finances effectively.
Gordon E Parry, CPA
Gordon E Parry, CPA is a well-established accounting and finance institution located at 180 Cambridge Street in Boston, Massachusetts, United States. With a team of experienced and dedicated certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with tax planning or financial analysis, Gordon E Parry, CPA is here to help you achieve your financial goals.
List of local businesses, places and services in Massachusetts
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