The Best Strategic wealth management in Lawrence, Massachusetts
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Equity Tax Corp
Welcome to Equity Tax Corp, your trusted partner for comprehensive accounting and financial services in Lawrence, Massachusetts. Conveniently located at 8 Jackson Court, we are dedicated to serving the local community with exceptional expertise and personalized solutions. Our team of experienced professionals is committed to helping individuals and businesses navigate the complexities of accounting, tax preparation, and financial planning with ease and confidence. At Equity Tax Corp, we pride ourselves on delivering accurate, efficient, and reliable services tailored to meet your unique needs. Whether you're seeking assistance with tax compliance, bookkeeping, or strategic financial advice, we are here to support your financial well-being and success. Visit us today and experience the Equity Tax Corp difference – where your financial goals are our top priority.
Merrill Lynch Financial Advisor Jon Eng
Merrill Lynch Financial Advisor Jon Eng, located at 101 Derby Street, Hingham, Massachusetts, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Jon has over a decade of experience in the financial services industry and joined Merrill Lynch Wealth Management in 2017. His high-touch approach ensures that clients receive the most capable and innovative support. Jon and his team prioritize stability and confidence throughout the wealth management process to help clients thrive in all circumstances. Jon, a graduate of St. Lawrence University, works closely with clients to design comprehensive financial strategies tailored to their unique needs and goals. By understanding clients' priorities and evolving needs, Jon helps them make informed decisions to achieve financial success. With access to Merrill's investing insights and Bank of America's banking capabilities, Jon provides a holistic approach to financial planning. Clients can expect personalized advice and guidance to navigate their financial journey and reach their goals.
Sarah Perez, Principal - Perez Insurance And Financial Services, LLC
Welcome to Perez Insurance & Financial Services, LLC, where we are dedicated to safeguarding your personal and business assets while helping you accumulate and distribute your wealth with strategic financial solutions. Located at 17 McKinley Avenue, Lawrence, Massachusetts, we offer a comprehensive range of insurance and financial products designed to provide you with peace of mind and financial security. Our Services:
Nearby cities:
- Boston
- Fall River
- Brockton
- Newton
- Cambridge
- New Bedford
- Springfield
- Lowell
- Quincy
- Waltham
- Lynn
- Pittsfield
- Salem
- Woburn
- Peabody
- Worcester
- Barnstable
- Haverhill
- Beverly
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