Tax and financial advice in Waltham, Massachusetts

Bay Financial Associates LLC is a reputable finance institution located at 51 Sawyer Road in Waltham, Massachusetts, United States. With a team of experienced financial professionals, Bay Financial Associates LLC specializes in providing personalized financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Bay Financial Associates LLC is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Sensible Financial Planning, located at 203 Crescent Street in Waltham, Massachusetts, offers personalized financial advice at a great value. Our team considers every aspect of your financial situation to create a comprehensive plan tailored to your needs and goals. We focus on optimizing your assets, investments, insurance, taxes, and retirement planning to help you live well now and leave a legacy for your loved ones. At Sensible Financial, we stay up-to-date on the latest trends and strategies in finance, including different ways to invest in TIPS and common Medicare mistakes to avoid. Our team is always expanding, with new employees Ellen and Brandon joining us this month.

River Financial Group, LLC is a finance institution located at 201 Jones Road in Waltham, Massachusetts, United States. We are dedicated to helping people plan and manage their finances so they can live better and have peace of mind. Our team, including Leo Rotman and Dmitry Frenklakh, offers financial planning services through our affiliation with Eagle Strategies LLC, a Registered Investment Adviser. We are licensed to sell insurance through New York Life Insurance Company and other independent unaffiliated insurance companies in various states. Additionally, we offer securities products and services through NYLIFE Securities LLC. Please note that neither New York Life Insurance Company nor its agents provide tax, legal, or accounting advice. We recommend consulting your own professionals for these services. River Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Thank you for considering us for your financial needs.

Lappas Income Tax Services is a reputable accounting and finance institution located at 105 Leslie Road in Waltham, Massachusetts. Our team of experienced professionals is dedicated to providing top-notch income tax services to individuals and businesses in the area. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations to maximize their financial well-being. Whether you need assistance with tax preparation, planning, or filing, Lappas Income Tax Services is here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you with all of your income tax needs.

GT Tax Books is a reputable accounting and finance institution located at 31 Waltham Street in Watertown, Massachusetts, United States. With a team of experienced professionals, GT Tax Books specializes in providing top-notch tax preparation, bookkeeping, and financial consulting services to individuals and businesses. Whether you need help with tax planning, financial analysis, or budgeting, GT Tax Books is dedicated to helping you achieve your financial goals. Trust GT Tax Books for all your accounting and finance needs.

Grant Financial is a reputable finance institution located at 633 Trapelo Road in Waltham, Massachusetts, United States. With a commitment to providing top-notch financial services, Grant Financial offers a range of solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at Grant Financial are here to help. Trustworthy, reliable, and dedicated to helping you achieve your financial goals, Grant Financial is the go-to institution for all your finance needs.

Stanley David, Financial Professional at New York Life, located at 201 Jones Road in Waltham, Massachusetts, is dedicated to helping women take control of their finances and plan for their future. With the understanding that 9 out of 10 women will be solely responsible for their finances at some point in their lives, Stanley David offers personalized financial advice and strategies tailored to each individual's needs and goals. Whether you are looking to protect your assets, plan for retirement, or navigate major life changes such as marriage or divorce, Stanley David is here to provide guidance and support. As a licensed agent with New York Life Insurance Company, Stanley has the knowledge and experience to help you make informed decisions about your financial future.

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 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 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 Jing Wang, Financial Advisor - JW Insurance & Financial Services Located at 201 Jones Road, Waltham, Massachusetts, we are your dedicated partner in navigating the complex world of finance. At JW Insurance & Financial Services, we are committed to helping you preserve, grow, and distribute your wealth effectively, ensuring you achieve financial peace of mind. Our personalized approach is designed to address your unique financial concerns and set you on a successful path for the future.

Welcome to Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC, where your financial future is our priority. Situated at 201 Jones Road in Waltham, Massachusetts, we specialize in providing comprehensive financial legacy solutions tailored to your unique needs. With over 20 years of experience, our firm is committed to helping you achieve both your short and long-term financial goals, ensuring that your wealth aligns with what matters most to you. At Koritz Wealth Strategies, we believe in a relationship-centric approach. We take the time to understand your goals, concerns, and risk tolerance, enabling us to offer personalized strategies for securing your family’s future. Our holistic and collaborative process often sees us acting as the 'quarterback,' bringing together your team of advisors to ensure a cohesive financial plan.

Welcome to Chris Battersby, Financial Advisor at Atlantic Planning Group, where we are dedicated to helping you navigate the complexities of wealth management with clarity and confidence. Located at 201 Jones Road, Waltham, Massachusetts, our team specializes in comprehensive financial planning tailored to your unique goals and values. At Atlantic Planning Group, we understand that success brings both opportunities and challenges. Our mission is to simplify your financial world, allowing you to focus on what truly matters in life. With over three decades of experience in high-net-worth planning, we offer a superior level of competency and unshakable integrity, building lasting relationships rooted in trust and performance.

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.

Multi Professional Consultants LLC is a finance institution located at 703 Main Street in Waltham, Massachusetts, United States. We specialize in providing a wide range of financial consulting services to individuals and businesses. Our team of experienced professionals are dedicated to helping clients achieve their financial goals through personalized advice and innovative solutions. Whether you need assistance with investment planning, tax preparation, or retirement savings, we are here to help. Contact us today to learn more about how Multi Professional Consultants LLC can help you secure a stable financial future.

Atlantic Planning Group, LLC is a finance institution located at 800 South Street, Waltham, Massachusetts, United States. The institution is dedicated to serving professional advisors and helping individuals simplify their financial world to maximize and protect their wealth. With a comprehensive approach and a focus on building lifelong relationships rooted in trust, Atlantic Planning Group aims to provide clarity for wise financial decision-making and a greater sense of peace and purpose in life. With over three decades of high-net-worth planning experience, the team at Atlantic Planning Group offers a superior level of competency and integrity. They work closely with clients and their trusted advisors to develop strategically integrated financial plans, ensuring that all components of wealth are intentionally developed, efficiently executed, and consistently reviewed.

Joseph T. Twardy, Jr., CPA LLC is a reputable accounting and finance institution located at 405 Waltham Street in Lexington, Massachusetts, United States. With a team of experienced professionals led by Joseph T. Twardy, Jr., CPA, the institution offers a wide range of services including tax preparation, financial planning, and auditing. Clients can expect personalized attention and expert advice to help them navigate their financial needs and goals. Whether you are an individual or a business owner, Joseph T. Twardy, Jr., CPA LLC is dedicated to providing top-notch financial services to help you succeed.

DiDonato & Company CPAs is a reputable accounting and finance institution located at 303 Wyman Street in Waltham, Massachusetts, United States. With a team of experienced and skilled professionals, they provide a wide range of services such as tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need assistance with tax compliance or strategic financial advice, DiDonato & Company CPAs is dedicated to helping you achieve your financial goals.

William Vigor - TIAA Wealth Management Advisor is a trusted financial institution located at 130 Turner Street in Waltham, Massachusetts. As a dedicated wealth management advisor, William Vigor provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, William Vigor - TIAA Wealth Management Advisor is committed to helping clients navigate the complexities of the financial world and secure their financial future.

Michael Broderick, Managing Member of Atlantic Planning Group, LLC, located at 201 Jones Road, Waltham, Massachusetts, United States, is dedicated to serving professional advisors at New York Life. With over three decades of high-net-worth planning experience, the institution offers comprehensive wealth management services to help clients simplify their financial world and align their wealth with their goals and values. The team at Atlantic Planning Group collaborates closely with clients and their trusted advisors to develop integrated financial plans that are executed efficiently and reviewed consistently. They specialize in helping clients make confident decisions, manage their wealth, and support their most ambitious goals, providing education and clarity about finances along the way. The institution is committed to building lasting relationships based on trust, loyalty, and value, guiding clients through every season of life with sincere wisdom. Additionally, Atlantic Planning Group is separately registered as an investment adviser offering financial planning services in Massachusetts. Clients can expect a superior level of competency, integrity, and personalized service when working with Michael Broderick and his team at Atlantic Planning Group.

Wealthy Choices (R) is a prestigious finance institution located at 51 Sawyer Road in Waltham, Massachusetts, United States. Our team of experienced financial advisors is dedicated to helping clients make informed decisions about their wealth management. Whether you are looking to invest, save for the future, or plan for retirement, Wealthy Choices (R) is here to provide personalized guidance and expert advice. Trust us to help you make the right choices for your financial future.

H&R Block is a renowned accounting and finance institution located at 85 River Street in Waltham, Massachusetts, United States. With a reputation for excellence in tax preparation and financial services, H&R Block offers expert advice and assistance to individuals and businesses looking to manage their finances effectively. Whether you need help with tax planning, bookkeeping, or financial consulting, H&R Block is committed to providing top-notch services tailored to meet your specific needs. Trust in H&R Block for all your accounting and finance needs in Waltham and beyond.

Downey Sean J is an accounting and finance institution located at 6 Lexington Street in Waltham, Massachusetts, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Whether you are an individual looking for personal tax assistance or a business in need of financial planning, Downey Sean J is dedicated to providing top-notch service and expertise to help you achieve your financial goals.

Jeanne O'Connell is a reputable finance institution located at 229 School Street in Waltham, Massachusetts, United States. With a strong commitment to providing top-notch financial services, Jeanne O'Connell is known for its expertise in investment management, wealth planning, and retirement solutions. Clients can trust in the institution's experienced team of professionals to help them achieve their financial goals and secure their financial future. Whether you are looking for advice on managing your assets or planning for retirement, Jeanne O'Connell is dedicated to providing personalized solutions tailored to your unique needs. Visit them today to learn more about how they can help you secure your financial future.

Friel Danile PC is an accounting and finance institution located at 404 Wyman Street in Waltham, Massachusetts, United States. With over 35 years of experience, the firm has built a strong reputation for providing expert services to highly successful individuals. Specializing in accounting, auditing, taxation, and business consulting, Friel Danile PC offers reliable and skillful advisory services. The institution recently obtained a CFA Charter, expanding their services to include asset management and retirement planning through their new asset management firm, JSK Capital Advisors, LLC. Trust Friel Danile PC for all your financial needs.

Loretta M. McClary Esquire LLC is a professional institution located in Waltham, Massachusetts, specializing in accounting, finance, and legal services. Led by experienced attorney Loretta M. McClary, Esq., the firm offers expert advice and representation in a variety of legal matters, including business law, estate planning, and real estate transactions. With a commitment to providing personalized and efficient service, Loretta M. McClary Esquire LLC is dedicated to helping clients navigate complex legal issues with confidence and peace of mind.

GainsKeeper is a financial institution located at 130 Turner Street in Waltham, Massachusetts, United States. Specializing in accounting and finance services, GainsKeeper offers a range of financial solutions to help individuals and businesses manage their assets and investments effectively. Whether you need help with tax planning, investment tracking, or general financial advice, GainsKeeper has the expertise and resources to assist you. With a convenient location and a team of experienced professionals, GainsKeeper is your go-to destination for all your financial needs.

Capland Brad M CPA is a reputable accounting and finance institution located at 114 Waltham Street in Lexington, Massachusetts. With a team of experienced professionals led by Brad M Capland, CPA, the institution offers a wide range of services including tax preparation, financial planning, and audit assistance. Clients can expect personalized attention and expert advice to help them navigate the complexities of accounting and finance. Whether you are an individual or a small business owner, Capland Brad M CPA is dedicated to providing top-notch services to meet your financial needs.

Ridgefield Valuation/ Robert J. Gaines, Attorney At Law is a reputable institution located at 1077 Lexington Street in Waltham, Massachusetts. Specializing in accounting and finance services, this establishment offers expert valuation and legal services to individuals and businesses in the area. With a strong focus on providing accurate and reliable financial advice, Robert J. Gaines, Attorney At Law is dedicated to helping clients make informed decisions about their assets and investments. Whether you need assistance with tax planning, estate management, or business valuation, the experienced professionals at Ridgefield Valuation/ Robert J. Gaines, Attorney At Law are here to help.

Shant Banosian at Guaranteed Rate (NMLS #7206) is a finance institution located at 465 Waverley Oaks Road in Waltham, Massachusetts, United States. They offer the right advice to help you find the perfect mortgage for your needs, with options as little as 3% down for fast approval. Overcoming the obstacle of a down payment is made possible with grants and programs available from federal and local governments for homeownership. They offer VA loans, FHA loans, and USDA loans with 0-10% down payment requirements, making it easier for military service members and their families to build equity through real estate. Self-employed borrowers can also benefit from their Bank Statement Loan program, which allows them to seek a home loan without tax returns, W2s, or pay stubs. The institution also offers programs such as Lock ‘N’ Roll, Same-Day approvals, Physician homes loans, Foreign National loans, and options for homeowners over 62 looking for additional income. Their commitment to their clients extends beyond financial matters, focusing on physical and emotional wellness as well. With a convenient app to fit your lifestyle, Shant Banosian at Guaranteed Rate provides a comprehensive and personalized experience for all your mortgage needs.