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TOP 30 Tax credit investment firm in Boston, MA
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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.
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.
Merrill Lynch Financial Advisor Michael A. Bois
Merrill Lynch Financial Advisor Michael A. Bois, located at 100 Federal Street in Boston, Massachusetts, offers highly customized client services with the full support of a world-class commercial bank. Mike is dedicated to helping clients achieve their most important financial goals through the development and operation of well-designed wealth management systems. With extensive experience and the vast resources of Bank of America, Mike helps clients express their values and realize their objectives through efficient capital allocation. In addition to investments and analysis provided by Merrill Lynch Wealth Management, Mike offers seamless access to traditional private banking services through Bank of America, N.A and Bank of America Private Bank. Services include cash management, bill payment, online account management, credit/debit cards, and consolidated account reporting across multiple firms. Mike's areas of focus include long term financial strategies, portfolio management, financial risk management, retirement planning, wealth transfer strategies, and credit and lending through Bank of America. Personal Wealth Analysis™ is used to build and document personalized plans centered on clients' goals. Mike believes in building a customized wealth management approach that helps clients and their families pursue their personal financial goals while managing investment risk. By getting to know clients personally, Mike can create a financial approach that reflects their unique needs and priorities. Working with a dedicated Merrill advisor means personalized investment strategies from Merrill and access to comprehensive financial solutions from Bank of America. Mike is registered to do business in multiple states and holds the Chartered Financial Analyst® designation. Please note that investing involves risk and you should consult your legal and/or tax advisors before making any financial decisions. Contact Merrill Lynch Financial Advisor Michael A. Bois to start working towards your financial goals today.
The Innovation Trail
The Innovation Trail offers a unique way to experience, learn about, and be inspired by four centuries of groundbreaking innovations that originated in Boston. Whether you join one of our scheduled walking tours or use our website as a guide for your own stroll, you'll explore the rich history of science, medicine, entrepreneurship, and technology that has shaped the modern world. Our aim is to inspire you to create the next great innovation!What to Expect: When people think of Boston, they often think of the American Revolution or its prestigious educational institutions like MIT, Harvard, and Northeastern. While the Freedom Trail highlights the city’s revolutionary past, The Innovation Trail focuses on the remarkable advancements that followed America's independence and the establishment of early schools like Boston Latin (1635) and Harvard (1636). Boston’s legacy of innovation was built on a foundation of independence and education, bolstered by societal changes such as the abolition of slavery, women’s suffrage, waves of immigration, and marriage equality. These factors allowed a diverse group of people to collaborate on research and company formation, funded by investors, universities, and government agencies. This thriving innovation ecosystem has significantly contributed to shaping our modern world.Who Should Visit:
Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC
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.
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