Tax strategy in Wakefield, MA
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Financial Business Services
● ClosedFinancial Business Services is a reputable institution specializing in accounting and finance located at 382 Lowell Street in Wakefield, Massachusetts, United States. With a team of experienced professionals, we offer a wide range of financial services to meet the needs of individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, financial planning, or investment management, our dedicated staff is here to help you achieve your financial goals. Contact us today to learn more about how Financial Business Services can assist you with your financial needs.
382 Lowell St STE 104A, Wakefield, MA 01880, United States -
WHITMAN FINANCIAL SERVICES, LLC
● ClosedWHITMAN FINANCIAL SERVICES, LLC is a finance institution located at 382 Lowell Street in Wakefield, Massachusetts, United States. We specialize in providing a wide range of financial services to our clients, including investment management, retirement planning, insurance, and more. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, protect your assets, or plan for the future, WHITMAN FINANCIAL SERVICES, LLC is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
382 Lowell St Suite 203, Wakefield, MA 01880, United States -
Pallas Capital Advisors
● ClosedPallas Capital Advisors is a finance institution located at 701 Edgewater Drive in Wakefield, Massachusetts, United States. Our focus is on wealth management planning for today and tomorrow, helping high net worth clients achieve financial comfort and freeing up their most precious commodity: time. Our team of experienced advisors deliver comprehensive trust and estate strategies through financial modeling, investment solutions, and continuity of coverage. We take a holistic approach, creating personalized blueprints and financial models to help clients uncover new opportunities and achieve their goals. Our transparent advice is unconstrained by standard research, allowing us to pursue more robust ideas and opportunities for our clients. As stewards of your wealth, we are committed to providing the best strategies for your financial freedom. Our mission is to create a comprehensive, tax-efficient plan to protect your estate and family, reviewing and enhancing your approach to insurance, retirement, business needs, and more. At Pallas Capital Advisors, we believe in managing multiple relationships to ensure the success of our clients. Contact us at one of our locations in Wakefield, Braintree, Portsmouth, Park Ridge, or Newport to learn more about how we can help you achieve your financial goals.
701 Edgewater Dr #140, Wakefield, MA 01880, United States -
James A George PC
● ClosedJames A George PC is a reputable accounting and finance institution located at 401 Edgewater Place in Wakefield, Massachusetts, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you are an individual or a business owner, James A George PC is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation.
401 Edgewater Pl #190, Wakefield, MA 01880, United States -
Dallas W. Coffman, CLU , ChFC , EA, CFP
● ClosedWelcome to Dallas W. Coffman, CLU, ChFC, EA, CFP, your trusted partner in financial planning and advisory services located conveniently at 382 Lowell Street, Wakefield, Massachusetts. With a commitment to providing personalized financial solutions, we specialize in helping individuals and businesses navigate the complexities of financial management. Our expertise spans across a wide range of services, including comprehensive financial planning, investment strategies, tax planning, and retirement solutions. As a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Enrolled Agent (EA), Dallas W. Coffman brings a wealth of knowledge and experience to every client interaction. Whether you're planning for retirement, managing investments, or seeking strategies to minimize tax liabilities, we are dedicated to helping you achieve financial success and peace of mind. Visit us today and let us guide you on your journey to financial security.
382 Lowell Street, Wakefield, Massachusetts 01880, United States -
J Trainor & Company, Certified Public Accountants
● ClosedWelcome to J Trainor & Company, Certified Public Accountants, your trusted partner in accounting and financial services. Conveniently located at 107 Audubon Road in Wakefield, Massachusetts, we are dedicated to serving the financial needs of individuals, businesses, and organizations in our community and beyond. At J Trainor & Company, we pride ourselves on delivering personalized and professional service tailored to meet the unique needs of each client. Our team of experienced and knowledgeable certified public accountants is committed to providing comprehensive financial solutions, including tax planning and preparation, bookkeeping, auditing, and financial consulting.
107 Audubon Road, Wakefield, Massachusetts 01880, United States
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