Tax assessment review in Boston, Massachusetts
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Boston Appraisal Services
Boston Appraisal Services: Your Premier Real Estate Valuation Partner in Massachusetts and New England Welcome to Boston Appraisal Services, your high-performance commercial and residential real estate appraisal firm located at 1453 Dorchester Avenue, Boston, Massachusetts. Specializing in Massachusetts and New England, we are committed to providing precise, timely, and comprehensive appraisal services tailored to meet your unique needs.
Beacon Pointe Advisors
Beacon Pointe Advisors is a leading finance institution located at 400 Totten Pond Road in Waltham, Massachusetts. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Boston, MA, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Our team of experienced investment advisors and financial planners in Boston offer full-service financial planning and research-driven investments. At Beacon Pointe, we take our fiduciary responsibility to our clients seriously, with a holistic allWEALTH® approach that addresses all aspects of financial well-being. This includes wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
Merrill Lynch Financial Advisor Mary B Mullin
Merrill Lynch Financial Advisor Mary B Mullin, located at 100 Federal Street in Boston, Massachusetts, is a goals-based wealth management team dedicated to serving ultra high net worth families, business owners, family offices, foundations, and endowments. Named to the 2024 Forbes “Best-in-State Wealth Management Teams” list, the team provides comprehensive planning and investment advice tailored to help clients achieve their financial goals. With a holistic approach to wealth management, the team at Mullin & Associates takes the time to understand the values, needs, goals, and concerns of their clients to provide a personalized and exceptional client experience. Mary and her team have pursued advanced designations and certifications to enhance their expertise in key areas such as investment management, retirement planning, estate planning, and more. With over 100 years of combined experience, the team is passionate about delivering exceptional advice, guidance, and service to help clients live their lives fully and with purpose.
Sentry Hill Financial Advisors
Sentry Hill Financial Advisors is a leading finance and insurance agency located at 1 Beacon Street in Boston, Massachusetts. Our team of experienced professionals is dedicated to providing personalized financial planning and insurance solutions to help clients achieve their goals and protect their assets. With a focus on integrity and expertise, we strive to deliver exceptional service and guidance to our valued clients. Trust Sentry Hill Financial Advisors to be your partner in building a secure financial future.
South End Wealth Management - Ameriprise Financial Services, LLC
South End Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 546 Tremont Street in Boston, Massachusetts, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides regular reviews and updates to ensure clients' financial plans align with their changing life circumstances. They offer complimentary initial consultations to discuss how they can help achieve financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Clients can refer friends and family members to receive financial guidance from Ameriprise. The institution prioritizes privacy and security, adhering to strict rules and regulations to protect client information.
Merrill Lynch Financial Advisor Christopher J. Henderson
Merrill Lynch Financial Advisor Christopher J. Henderson is a Senior Vice President and Senior Financial Advisor located at 100 Federal Street in Boston, Massachusetts. With a focus on advising families, entrepreneurs, and select institutional clients, Chris and his team provide comprehensive wealth management services. Chris leverages the firm's intellectual capital, balance sheet, and investment access to support clients in navigating their personal, charitable, and business operating needs. With experience in investing, credit, estate planning strategies, and tax efficiency, Chris offers a personalized approach to help clients achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, Chris prioritizes understanding his clients' individual needs and goals. Through a personalized financial plan centered on family, goals, and priorities, Chris helps clients navigate the ever-changing financial landscape. By regularly reviewing progress and adjusting investment strategies as needed, Chris ensures that clients stay on track to achieve their objectives.
Inspectel & Associates LLC
Inspectel & Associates LLC is a professional finance institution located at 60 State Street in Boston, Massachusetts. Specializing in the intersection of tax law, media, and technology, our firm provides expert counsel, proprietary technology, and professional representation to a wide range of clients, from Fortune 500 companies to R&D-stage ventures. We focus on securing technology tax credits and incentives, as well as recovering improperly assessed taxes and fees from Federal, State, and Local revenue authorities. Our team untangles the complexities of tax laws at all levels, ensuring that our clients are accurately assessed and have access to under-utilized tax credit opportunities. We also publish Tax Briefs and Peer-reviewed Research on critical tax and financial matters, providing valuable information to financial executives, tax counsel, regulators, and service corporations.
Sandler & Company
Welcome to Sandler & Company, P.C. Located at 50 Cabot Street in Needham, Massachusetts, Sandler & Company, P.C. is a premier independent audit and accounting firm serving clients across the United States since 1991. With additional offices in New York and Grand Cayman, we are strategically positioned to meet the diverse needs of our clients.
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