Tax advisor near me in Waltham, Massachusetts

JW Insurance and Financial Services is an insurance agency located at 201 Jones Road, Waltham, Massachusetts, United States. We are dedicated to serving professional advisors and helping individuals preserve, grow, and distribute their wealth. With over two decades of experience, founder Jing Wang is committed to providing high-quality services and products to clients, including bilingual services for Chinese families. As a member agent of The Nautilus Group®, a service of New York Life Insurance Company, we offer legal and tax consultative services, state-of-the-art planning strategies, and customized case analyses to meet each client's unique needs. Our goal is to help clients achieve financial peace of mind by providing smart thinking, sound analysis, and experienced financial insight.

Welcome to Wei Xue, Registered Representative - New York Life, your trusted partner in navigating the complexities of financial planning and insurance solutions. Conveniently located at 201 Jones Road, 5th Floor, Waltham, Massachusetts 02451, we are dedicated to helping individuals and businesses achieve their financial goals with personalized strategies and expert advice. At Wei Xue, we specialize in providing a wide range of financial services tailored to meet the unique needs of our clients. Whether you're looking for permanent life insurance policies with guaranteed benefits and cash value growth, or long-term coverage that adapts to your budget and needs, we have you covered. Our offerings also include market-invested policy options, income replacement solutions in case of sickness or injury, and professionally managed investments with potential for market gains.

Welcome to ProWealth LLC, your trusted partner in navigating the complexities of financial planning and investment strategies. Located at 201 Jones Road, Waltham, Massachusetts, ProWealth is co-founded by Paul Habib and a team of seasoned professionals dedicated to simplifying the financial journey for our clients. We understand that in today's rapidly evolving digital era, staying ahead of financial trends is crucial for safeguarding and growing your wealth. At ProWealth, our mission is to demystify the complexities that accompany your financial success. We specialize in a wide range of services, from intricate tax strategies, estate conservation, and business succession planning to more straightforward needs like retirement preparation and education funding. Our approach is rooted in adaptability, innovation, and a commitment to excellence, ensuring we provide tailored solutions that align with your unique goals.

Welcome to Dmitry Frenklakh, Registered Representative with New York Life, located at 201 Jones Road, Waltham, Massachusetts 02451. As a dedicated financial advisor with Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, I am committed to providing personalized financial solutions tailored to meet your unique needs and goals. At our firm, we specialize in creating customized financial strategies that address both your current needs and future aspirations, ensuring a seamless transfer of wealth to the next generation. Whether you're looking to protect your family, grow your investments, or plan for retirement, we offer a wide range of services including life, long-term care, and disability insurance, as well as annuities and investment options.

Welcome to Wenping Jin, Financial Services Professional - New York Life, located at 201 Jones Road, Waltham, Massachusetts. As a dedicated financial advisor with Eagle Strategies, a subsidiary of New York Life Insurance Company, I am committed to providing personalized advisory services and financial solutions tailored to meet your unique needs and goals. Whether you're looking for permanent policies with guaranteed benefits, customizable long-term coverage, or investment strategies designed to secure your financial future, I am here to guide you every step of the way. My services include life, long-term care, and disability insurance, as well as professionally managed investments with potential market gains, all aimed at protecting your family, assets, or business from life's unexpected events.

Welcome to Birch Financial Partners, your trusted financial ally located at 303 Wyman Street, Waltham, Massachusetts. We are a full-service financial planning and investment advisory practice dedicated to providing personalized, all-encompassing financial advice that empowers you to achieve your financial goals. Our approach goes beyond typical wealth management, offering a comprehensive suite of services tailored to meet your unique needs. At Birch Financial Partners, we understand that your financial journey is personal, which is why we focus on building genuine professional and personal relationships with our clients. Whether you're a working professional, business owner, retiree, or pre-retiree, our solutions are customized to fit your career and life aspirations.

Welcome to Lea Moscariello Financial Services Located at 1065 Lexington Street in the heart of Waltham, Massachusetts, Lea Moscariello Financial Services is your trusted partner in navigating the complex world of finance. We are dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. Our team of experienced professionals is committed to helping you achieve your financial goals through expert advice and comprehensive planning.

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.