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TOP 30 Tax strategy development in Massachusetts
122 results found
Search for local businesses, places and services near you
Atlantic Planning Group, LLC
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.
DIMAR CONSULTING
DIMAR CONSULTING is a leading consulting firm located at 48 Common Street in Lawrence, Massachusetts. Our team of experienced consultants specializes in providing strategic solutions to businesses looking to improve efficiency, increase profitability, and achieve their goals. With a focus on innovation and customer satisfaction, we work closely with our clients to develop customized strategies tailored to their specific needs. Whether you're a small start-up or a large corporation, DIMAR CONSULTING is dedicated to helping you succeed in today's competitive market. Contact us today to learn more about how we can help your business thrive.
Atlantic Financial Inc.
Atlantic Financial Inc. is a leading finance institution located at 167 Washington Street in Norwell, Massachusetts. With a commitment to providing top-notch financial services, Atlantic Financial Inc. offers a wide range of investment and wealth management solutions to individuals, families, and businesses. Their team of experienced financial advisors work closely with clients to develop personalized strategies to help them achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Atlantic Financial Inc. is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
LRVS Advisory Group
LRVS Advisory Group is a prestigious finance institution located at 72 Sharp Street in Hingham, Massachusetts, United States. With a team of experienced financial advisors, LRVS Advisory Group provides expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, LRVS Advisory Group offers comprehensive services tailored to your specific needs. Trust LRVS Advisory Group to provide top-notch financial advice and support to secure your financial future.
South Shore Investment Services
South Shore Investment Services, located at 52 Accord Park Drive in Norwell, Massachusetts, is a finance and legal institution that provides fiduciary advisory services to clients in Massachusetts. Our goal is to protect and preserve your wealth, assets, and legacy for you and your family. As a wealth management firm aligned with an estate planning firm, we work together to create a comprehensive financial plan tailored to meet your specific goals, needs, and priorities. We take into account factors such as risk profile, time horizon, liquidity constraints, charitable giving, legal entities, and taxes to ensure a well-rounded financial landscape.
CSEP Innovation Consulting & Management Inc
CSEP Innovation Consulting & Management Inc is a leading accounting and finance institution located at 711 Pleasant Street in Fall River, Massachusetts. Our team of experts offers innovative solutions and strategic management services to help businesses thrive in today's competitive market. With a focus on creativity and efficiency, we provide personalized consulting services tailored to meet the unique needs of each client. Whether you're looking to streamline your financial processes or develop a comprehensive business strategy, our experienced professionals are here to help. Contact us today to learn more about how CSEP Innovation Consulting & Management Inc can support your success.
CAPTRUST
CAPTRUST, located at 1 Liberty Square in Boston, Massachusetts, is a finance institution that offers expert investment advisory and wealth management services to clients of all types. Our Boston-based advisors are available Monday through Thursday from 8:30 am to 5:30 pm and Friday from 8:30 am to 4:00 pm to provide services such as committee education, donor development, OCIO services, performance reporting, and investment management to our nonprofit clients. Whether you are seeking wealth planning, portfolio management, family governance assistance, philanthropic strategies, or other financial services, our team of financial advisors is ready to assist you. We support thousands of employer organizations through various services including fiduciary partnerships, plan design optimization, financial wellness programs, and more.
E P Tremblay & Associates Inc
E P Tremblay & Associates Inc is a reputable accounting and finance institution located at 35 Bowker Terrace in Somerset, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, E P Tremblay & Associates Inc is dedicated to providing top-notch service and expertise to help you achieve your financial goals. Contact them today to see how they can assist you with your accounting and finance needs.
Munroe Morrow Wealth Management
Munroe Morrow Wealth Management is a finance institution located at 346 Commercial Street in Boston, Massachusetts, United States. We offer wealth management services that simplify the management of your financial life, catering to individuals, families, executives, business owners, retirees, and those approaching retirement with over $1,000,000 in investable assets. Our goal is to partner with you to define your financial goals and work towards financial success. At Munroe Morrow Wealth Management, we understand the importance of your family and financial goals. We can help you save time, clarify your goals, and work towards a more confident financial future. Our team of professionals can assist you in developing a plan for financial independence, leveraging your business to optimize your financial goals, and building a retirement plan that addresses your most important goals.
Merrill Lynch Financial Advisor Lei-Choon Ong
Merrill Lynch Financial Advisor Lei-Choon Ong is a finance institution located at 440 Boylston Street, Boston, Massachusetts, United States. Lei-Choon Ong is a Certified Financial Planner™ with a Chartered SRI Counselor designation, dedicated to helping successful individuals achieve peace and harmony in their financial lives. With a background in management consulting and corporate strategy, Lei-Choon Ong offers personalized wealth planning strategies tailored to each client's needs and goals. Fluent in six languages and passionate about travel and sports, Lei-Choon Ong brings a unique perspective to financial advising. The institution offers the Merrill Personal Wealth Analysis™ to create personalized financial plans centered on individual goals. With a team of experienced professionals, Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service. Whether planning for retirement, education, or wealth transfer, Lei-Choon Ong works closely with clients to develop a financial approach designed to help them achieve their goals. By staying informed about market changes and client priorities, Merrill Lynch Financial Advisor Lei-Choon Ong helps clients navigate the complexities of their financial lives and pursue their aspirations.
Edokpa CPA LLC
Edokpa CPA LLC is an accounting and finance institution located at 100 Cummings Center in Beverly, Massachusetts, United States. Our mission is to help you and your business succeed by developing strong relationships with our clients and providing strategic insights and solutions. We offer a range of services including accounting, tax preparation, bookkeeping, and tax planning. Our team of certified public accountants work year-round to ensure you are positioned for the best tax outcome. We work with businesses in various industries to implement optimal tax strategies and minimize tax impact on their bottom line. If you are facing an audit by the IRS or State tax authority, we can represent you and protect your interests. Our dedicated in-house team also provides full-service payroll solutions. Let us take care of the numbers so you can focus on your business. Reach out to us at our mailing address at Suite 108-F, P. O. Box 7081, Beverly MA 01915.
Merrill Lynch Financial Advisor John P McAbee
Merrill Lynch Financial Advisor John P McAbee" institution, located at 1545 Iyannough Road in Barnstable, Massachusetts, offers personalized financial services supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. With access to investment insights from Merrill and banking solutions from Bank of America, the team can assist in creating flexible strategies tailored to individual goals and priorities. Through personalized wealth management strategies, the institution aims to help clients pursue their financial goals and secure their financial future. The team at McAbee & Woods focuses on putting clients at the center of the planning process, offering expertise in identifying and prioritizing personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. By developing personalized financial strategies aligned with client goals, the institution aims to help clients manage, grow, and preserve their wealth for the long term. The institution also offers tools such as the Investment Personality Assessment and Merrill Personal Wealth Analysis™ to help clients refine their investing preferences and build personalized financial plans. With a focus on ongoing communication and adjustments to reflect changes in clients' lives and financial goals, the team at Merrill Lynch Financial Advisor John P McAbee is committed to helping clients stay on track to achieve what matters most to them.
SERENITEE RESTAURANT CONSULTING
SERENITEE Restaurant Consulting is a leading consultancy firm located at 185 Main Street in Gloucester, Massachusetts, United States. With a team of experienced and knowledgeable consultants, SERENITEE offers expert advice and guidance to restaurants looking to improve their operations, increase profitability, and enhance the overall dining experience for their customers. From menu development to staff training, marketing strategies to financial analysis, SERENITEE Restaurant Consulting provides comprehensive solutions tailored to each client's unique needs. Whether you are a new restaurant looking to establish a strong foundation or an established eatery seeking to revamp your business, SERENITEE is here to help you succeed in the competitive food and beverage industry.
RBS - Raineri Business Solutions
RBS - Raineri Business Solutions is a renowned institution located at 393 Lincoln Road Extension, Barnstable, Massachusetts, United States. Specializing in accounting and finance, we offer a wide range of services including Accounting, Fiscal, Financial BPO, Bookkeeping, and Business Financial Planning and Advisory. Our internationally certified team of accountants and experts provide personalized solutions to meet your specific needs. At RBS Solutions, we strive to simplify bureaucratic issues and save you time by offering specialized services such as tax planning, income tax preparation, and financial consultancy. With over 25 years of experience, we ensure a solid and accurate financial foundation for your business to thrive stress-free. Our mission is to give our clients back time and peace of mind by handling all aspects of accounting and tax matters with professionalism and efficiency.
Bookmindr | CPAs
Bookmindr | CPAs is a premier accounting and finance institution located at 137 Englewood Avenue in Boston, Massachusetts, United States. We offer a comprehensive range of accounting services, from initial setup to ongoing bookkeeping, payment reconciliation, inventory tracking, invoicing, and payroll. Our team of accounting and financial experts, including CPA, CFA, and Enrolled Agent designations, have years of experience and are committed to providing personalized attention to our clients. In addition to basic accounting services, we specialize in tax preparation, compliance, and tax planning. We work closely with medical, dental, and professional services companies, providing industry-specific reports, Key Performance Indicators (KPIs), and budgeting services to help our clients make informed financial decisions.
Nightingale Wealth Solutions (NWS Advisors)
Nightingale Wealth Solutions (NWS Advisors) is a finance and legal institution located at 384 Washington Street, Westwood, Massachusetts, United States. At NWS Advisors, we put your financial well-being into trusted hands, offering more than just financial advice and investment products. We provide the guidance and support you expect from a fiduciary advisor, ensuring that we care about you the most outside of anyone with your last name. Our process involves an initial meeting to understand your unique goals and objectives, followed by a second meeting to gather data for your personalized plan. We then analyze your situation and develop a comprehensive solution, reviewing the initial plan and discussing recommended strategies with you. We implement plans and products to help you obtain your goals and objectives.
Merrill Lynch Financial Advisor James W Moore
Merrill Lynch Financial Advisor James W Moore is a finance institution located at 100 Federal Street, Boston, Massachusetts, United States. Our dedicated advisor team works with affluent households and small business owners to help them pursue meaningful goals. We collaborate with your other professionals, such as attorneys and accountants, to understand your financial situation, risk tolerance, and important goals. Our personalized strategies include funding education, ensuring wealth for retirement, planning for healthcare costs, and transferring wealth to future generations. We believe in creating a financial strategy that helps you manage, grow, and preserve your wealth today and in the future. With access to investment insights from Merrill and banking solutions from Bank of America, we develop an approach tailored to your financial needs. Our Investment Personality Assessment helps us understand your goals and priorities, allowing us to customize a financial plan to pursue what matters most to you. Our team is dedicated to building strong client relationships based on trust and personalized service. We provide ongoing support to help you stay on track towards your goals, adapting your approach as your life and financial markets change. As Merrill Lynch Wealth Management Advisors, we help you navigate financial complexities and develop a customized investment approach to achieve your goals. Seek the advice and guidance of an experienced financial advisor to develop a wealth management approach for the future. Get personalized investment strategies from Merrill and comprehensive financial solutions from Bank of America by working with a dedicated Merrill advisor. Get the latest investment insights, tips, and strategies to help you live your best financial life. Investing involves risk, and past performance does not guarantee future results. Consult with your legal and tax advisors before making any financial decisions.
Merrill Lynch Financial Advisor Michael M Chong
Merrill Lynch Financial Advisor Michael M Chong, located in Wellesley, Massachusetts, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Their mission is to understand each client individually and create personalized plans to help them achieve their financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop an approach designed to address their financial needs. The institution believes in helping clients make investment-related decisions that can lead to reaching personally meaningful goals. Through tools such as the Investment Personality Assessment, they aim to customize financial approaches to suit each client's unique preferences and priorities. With a focus on providing fresh perspectives to financial life, Merrill advisors go beyond the traditional role of an advisor to help clients make informed decisions as they pursue their goals.
Edward Jones - Financial Advisor: Christopher C Cinella
Edward Jones - Financial Advisor: Christopher C Cinella is a trusted financial institution located at 502 Main Street in Melrose, Massachusetts. As a branch of the renowned Edward Jones company, Christopher C Cinella offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions when working with Christopher C Cinella. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Christopher C Cinella is dedicated to providing tailored solutions to meet your individual needs. Visit us today to start planning for a secure financial future.
Merrill Lynch Financial Advisor Kate S McKee
Merrill Lynch Financial Advisor Kate S McKee is a finance institution located in Wellesley, Massachusetts, United States. The team at The McKee Group is dedicated to helping clients achieve their financial goals by providing personalized service and care. With over 42 years of experience within Merrill Lynch Wealth Management, the team works with a limited number of families, businesses, and non-profit organizations to develop strategies for wealth creation, preservation, and transfer. They offer services in areas such as wealth management, retirement income planning, college planning, wealth preservation, tax efficiency, risk management, and liability management. The team believes in building enduring client relationships through personalized assistance in all aspects of their clients' financial lives. They offer the Merrill Personal Wealth Analysis™ to help clients build a personalized financial plan centered on their goals. The team is committed to helping clients stay on track to achieve their most important goals, no matter how life or the financial markets may change. Merrill Lynch Financial Advisor Kate S McKee is dedicated to putting clients first and providing personalized investment strategies to help clients pursue their goals.
Merrill Lynch Financial Advisor Cornelius M McKee
Merrill Lynch Financial Advisor Cornelius M McKee, located in Wellesley, Massachusetts, United States, is a dedicated team of professionals committed to helping clients achieve their financial goals. With over 42 years of experience in wealth management, the team at The McKee Group works with a limited number of families, businesses, and non-profit organizations to develop strategies for wealth creation, preservation, and transfer. The team believes in placing the client at the center of the wealth management process, working together to design personalized goals-based financial approaches. Utilizing sophisticated modeling tools, the team focuses on areas such as wealth management, retirement income planning, college planning, wealth preservation, tax efficiency, risk management, and liability management.
Merrill Lynch Financial Advisor Michael Oliveri
Merrill Lynch Financial Advisor Michael Oliveri, located at 2221 Washington Street in Newton, Massachusetts, is a trusted finance institution dedicated to simplifying and organizing the financial lives of families. As a licensed Financial Advisor since 2013 and a graduate of Westfield State University, Michael Oliveri offers personalized Wealth Plans that include investment management strategies, estate planning services, tax optimization, and risk mitigation. With a focus on building a solid foundation for clients to make confident financial decisions, Michael and his team provide ongoing communication and utilize state-of-the-art planning tools to develop customized investment advice. By leveraging the extensive research capabilities of Merrill, they help clients grow and preserve their investment capital in a tax-efficient manner. With a commitment to community involvement and a belief in the power of personalized financial planning, Merrill Lynch Financial Advisor Michael Oliveri is dedicated to helping clients achieve their financial goals and pursue their passions.
Merrill Lynch Financial Advisor William F Keeney
Merrill Lynch Financial Advisor William F Keeney is a finance institution located at 2221 Washington Street, Newton, Massachusetts, United States. The institution serves a majority of clients who are achievers, successful business owners, and affluent families who value prudent strategy and calculated risk. The Keeney Group within Merrill Lynch Wealth Management is dedicated to helping clients pursue financial objectives and build wealth through a disciplined wealth management process. The team deeply understands clients' goals, lives, and interests to develop customized strategies for long-term financial success. They offer a range of brokerage, investment advisory, and other services to cater to clients' needs. The team also specializes in working with entrepreneurs looking to sell their businesses and invest the proceeds wisely. Additionally, they offer strategies for optimizing retirement plans for employees and reviewing investment policies for cost-effectiveness. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. They offer a personalized financial plan through Merrill Personal Wealth Analysis™ and regularly review and adjust strategies to help clients achieve their goals. As Merrill Lynch Wealth Management Advisors, they provide a customized investment approach to address clients' needs and pursue their goals. The team puts clients first and offers the latest investment insights, tips, and strategies to help clients live their best financial life. They also hold certifications such as CFP®, CDFA®, and CPWA® to provide expert financial advice. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions. The institution offers a range of services and strives to understand and meet clients' unique financial needs and priorities.
Merrill Lynch Financial Advisor Taylor Sanchez (McKee)
Merrill Lynch Financial Advisor Taylor Sanchez (McKee) is a finance institution located at 45 William Street in Wellesley, Massachusetts, United States. The team at The McKee Group is dedicated to helping clients achieve their financial goals by providing personalized service and care. With over 42 years of experience within Merrill Lynch Wealth Management, the team works with families, businesses, and non-profit organizations to develop strategies for wealth creation, preservation, and transfer. They focus on areas such as wealth management, retirement income planning, college planning, tax efficiency, and risk management. By utilizing sophisticated modeling tools and the resources of Merrill, they aim to help clients reach their financial goals. The team believes in building enduring client relationships and providing the best personal assistance in every aspect of their clients' financial lives. They offer custom financial approaches tailored to each client's goals and priorities, and regularly review and adjust these approaches as needed to help clients stay on track. With access to investment insights from Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Taylor Sanchez (McKee) is committed to helping clients achieve their financial goals and live their best financial life.
Michael Broderick, Managing Member - Atlantic Planning Group, Llc
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.
Harty Financial (Newburyport office)
Harty Financial, located at 10 State Street in Newburyport, Massachusetts, is a finance institution dedicated to providing personalized financial planning and wealth management services based on your goals and values. The team at Harty Financial, led by Caleb Harty and Brendan Harty, are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. They work with a variety of clients, including business owners, executives, families with special needs children, and those nearing retirement. The approach at Harty Financial is highly customized, holistic, and geared toward each client's specific goals, opportunities, and risk tolerance. Whether you have done a lot of financial planning or none at all, Harty Financial will meet you where you are and help you find the right financial path for your situation. Contact Harty Financial today for comprehensive financial planning services tailored to your individual needs.
Merrill Lynch Financial Advisor David YC Wang
Merrill Lynch Financial Advisor David YC Wang is located at 45 William Street in Wellesley, Massachusetts, United States. David has a background in financial services, having worked at KPMG Financial Advisory and J.P. Morgan Chase before joining Merrill Lynch Wealth Management. As a Vice President Financial Advisor, David focuses on creating personalized wealth management plans and investment strategies for individuals, families, and businesses. He leverages the resources of Merrill Lynch and Bank of America to address client's financial goals and preferences, offering advice on investments, retirement planning, insurance, tax strategies, and lending solutions. David holds a master's degree in accounting and taxation, and is licensed in securities brokerage and investment advising. He is also fluent in Mandarin and enjoys traveling, film making, and electronic music production in his free time. Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial goals by understanding their priorities and connecting them to the right solutions. David's mission is to understand each client's unique situation and design a personalized plan to help them pursue their financial objectives while managing investment risks. By focusing on potential solutions that align with client's goals, David aims to turn aspirations into reality. Through regular conversations and updates, David ensures that the financial approach stays aligned with client's changing life and goals. With access to Merrill's investment insights and Bank of America's banking solutions, David works with clients to develop strategies tailored to their needs. The institution also offers an Investment Personality Assessment to help clients refine their investing preferences and customize their financial approach. By staying informed about changes in client's life and financial markets, David helps clients stay on track to achieve what matters most to them. Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to address client's needs and goals. The institution puts clients first, offering dedicated one-on-one relationships with advisors to guide them along their financial journey. With the right advisor by your side, you can navigate the complexities of your financial life and work towards achieving your goals.
Merrill Lynch Financial Advisor Olivia J Gierlich
Merrill Lynch Financial Advisor Olivia J Gierlich is a finance institution located at 25 Burlington Mall Road in Burlington, Massachusetts, United States. The team at Merrill Lynch is dedicated to providing exemplary client service, supported by the global resources of Merrill. Olivia J Gierlich and her team are experienced professionals committed to building strong client relationships based on trust and personalized service. The team at Moore Wilson Gierlich & Associates works collaboratively with clients' tax advisors, estate attorneys, and other professionals to provide customized strategies for achieving financial goals through sophisticated planning and solid investment management. With over 83 years of industry experience, the team at Merrill Lynch Wealth Management aims to simplify and clarify the lives of their clients and their extended families.
Merrill Lynch Financial Advisor Christopher P Bunnell
Merrill Lynch Financial Advisor Christopher P Bunnell is located at 2221 Washington Street in Newton, Massachusetts, United States. The institution serves a wide range of clients, including business owners, affluent families, professionals, and corporate executives who are looking for wealth management, advice, and guidance. The Keeney Group, a wealth management team within Merrill Lynch Wealth Management, is dedicated to helping clients pursue their financial objectives and build wealth through a disciplined wealth management process. They work closely with clients to understand their goals, interests, and passions in order to develop a customized strategy for making life-long financial decisions. The Keeney Group also offers strategies for entrepreneurs looking to sell all or part of their business, as well as assistance in designing and administering qualified retirement plans for employees. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ can help clients build and document a personalized financial plan centered on their goals. The team regularly checks in with clients to discuss any changes in their life or financial approach to help them stay on track to achieve their goals.
Merrill Lynch Financial Advisor Matthew P. Hart
Merrill Lynch Financial Advisor Matthew P. Hart is a finance institution located at 100 Federal Street in Boston, Massachusetts, United States. With a focus on helping clients achieve sustainable financial independence, Matt joined Merrill Lynch Wealth Management in 2005 and has since developed a personalized approach to financial planning. He works with private clients, families, entrepreneurs, founders, and key associates at public and private companies to prioritize goals and implement strategies that adapt to evolving life circumstances. Matt is a CERTIFIED FINANCIAL PLANNER (CFP) certificant and holds the Certified Plan Fiduciary Advisor (CPFA) designation. He collaborates with clients' other professional advisors to develop integrated strategies that aim to mitigate tax liabilities and preserve legacies. With a team of experienced professionals at Merrill Lynch, Matt focuses on building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, he helps clients document personalized plans centered on their goals and aspirations. By understanding what matters most to each individual, Matt designs and implements personalized plans to help manage investment risk and pursue financial goals. He believes in an approach that turns goals into reality, addressing issues such as future health care expenses, college planning, business ownership, and wealth transfer. With access to the resources of Merrill and Bank of America, Matt works with clients to develop financial approaches tailored to their specific needs. The institution offers personalized financial solutions, regular reviews to track progress, and adjustments to financial approaches as clients' lives and goals change. Through ongoing conversations, the team at Merrill Lynch Wealth Management strives to help clients achieve their financial goals and address fluctuations in the market.
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