Tax time management in Needham, Massachusetts

Darrow Wealth Management is a finance institution located at 200 Reservoir Street in Needham, Massachusetts, United States. Specializing in wealth management, the institution offers a comprehensive approach to financial planning and asset management. With a focus on planning for sudden liquidity events such as stock options after an IPO, inheritance, or selling a business, Darrow Wealth Management provides guidance from experienced CERTIFIED FINANCIAL PLANNER™ professionals. With a minimum requirement of $2M in investable assets, Darrow Wealth Management offers ongoing investment management and financial planning support to clients. As an independent registered investment advisor and fee-only financial advisor, the institution prioritizes the best interest of their clients at all times.

Solomon & Company CPA, Inc. is a leading accounting and finance institution located at 60 Dedham Avenue in Needham, Massachusetts. Our dedicated team understands that every financial decision has tax-related implications, and our mission is to assist you in making informed choices. Our services include Part-Time CFO services, providing you with a professional financial manager to oversee your finances. We also offer audit, review, and compilation services to provide valuable insights into your financial status.

Treeful Damaso Aniceto, Inc. is a leading accounting and finance institution located at 105 Chestnut Street in Needham, Massachusetts, United States. Our online apps make it easy to conduct business with us, allowing you to focus on what matters most - your business. With over three decades of experience in nonprofit services, our dedicated team goes beyond the numbers to build authentic relationships with our clients. We are committed to optimizing your taxes, providing you with the right financial information at the right time, and helping professional service providers succeed. Our services are designed to take the stress out of running your business, so you can focus on the wellness of your business, body, and mind. By balancing technology with personalized approaches, we ensure that your small business can survive any disruption and emerge stronger than ever. Let us help you curate a menu for a joyful holiday feast, accommodating all dietary preferences and restrictions. Trust Treeful Damaso Aniceto, Inc. to take care of your financial needs so you can get back to business.

First American Insurance Underwriters (FAIU) is an insurance agency located at 460 Hillside Avenue, Needham, Massachusetts, United States. Partner with us to deliver creative insurance solutions that preserve and protect your clients’ wealth and legacy. We specialize in life insurance, long-term care, disability income, and annuities for personal and business planning. Our membership in Insurance Designers of America allows us to work closely with top-rated carriers and provide seamless access to our in-house expertise, including marketing support and educational sales tools. Wealth managers, insurance advisors, property and casualty firms, and employee benefits firms all trust First American to design and implement competitive insurance solutions for their high-net-worth clients. Join our Valued Partner Program for more clients, money, and time. With 40 years of experience, we have a reputation for expertise in sophisticated and impaired risk cases for the affluent market. Securities offered through The Leaders Group, Inc. Member FINRA/SIPC. First American Insurance Underwriters is not affiliated with The Leaders Group, Inc. Contact us today to learn more about our proven techniques for closing high-value sales.

Welcome to the Public Services Administration Building, located at 500 Dedham Avenue in the heart of Needham, Massachusetts. Our facility serves as a central hub for a wide array of essential municipal services, dedicated to meeting the needs of our vibrant community. Here, residents and visitors can access a variety of public services, including permits, licenses, and community resources. Our knowledgeable and friendly staff are committed to providing exceptional service and support to ensure an efficient and positive experience for all. Whether you're a long-time resident or a first-time visitor, we invite you to explore the many services and resources we offer. Visit us today and discover how the Public Services Administration Building is here to support and enhance the quality of life in Needham.

Welcome to Boston Legacy Planning LLC, a premier law firm dedicated to providing expert estate planning and business transition planning services. Located at 275 Grove Street, Suite 2-400 in Newton, Massachusetts, our firm is strategically positioned just off Route 128, making us easily accessible to clients from Needham, Wellesley, Dover, Westwood, Brookline, and Boston. We also offer the convenience of online meetings to accommodate your busy schedule. At Boston Legacy Planning LLC, we understand that the challenges of probate and trust settlements often stem from human issues rather than legal complexities. Our mission is to provide legacy solutions that address these challenges, ensuring that your family's wealth remains protected from creditors, predators, and excessive taxation.

Welcome to Beliveau Law Group, LLC, your trusted legal partner located at 175 Andover Street, Danvers, Massachusetts. With a commitment to protecting your family, business, and assets, we offer comprehensive legal services to individuals, families, and businesses across Florida, Massachusetts, and New Hampshire. At Beliveau Law Group, we pride ourselves on being more than just lawyers—we are a dedicated legal team that takes the time to understand you and your legal challenges. Our goal is to achieve the best possible outcome for our clients, ensuring peace of mind and security.

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 Brescor Wealth Advisory LLC, your trusted partner in financial management and planning, located at 6 Oakhurst Circle, Needham, Massachusetts. As an independent Registered Investment Advisor (RIA), we specialize in delivering comprehensive wealth management services to individuals, families, trusts, foundations, and family offices. Our mission is to democratize access to high-quality, low-fee financial services, ensuring exceptional value for every client, irrespective of their financial status. At Brescor, we believe that true financial advisory goes beyond standardized investment services. Our approach emphasizes fair pricing based on the value we add, with transparent fees for personalized service. We pride ourselves on our independence, free from the influence of parent companies or exclusive brokerage relationships. This independence allows us to focus solely on our clients, minimizing conflicts and enhancing advisor-client alignment.

Welcome to Cohen Stuart CPA, your trusted partner in accounting and finance solutions, conveniently located at 233 Needham Street, Newton, Massachusetts. We are dedicated to providing personalized and professional services to meet the diverse financial needs of individuals and businesses in our community. At Cohen Stuart CPA, we understand that navigating the complexities of financial management can be challenging. Our team of experienced and knowledgeable CPAs is here to simplify the process, offering a comprehensive range of services including tax planning and preparation, accounting, auditing, and financial consulting. We pride ourselves on our attention to detail and commitment to delivering accurate, timely, and insightful financial advice tailored to your unique circumstances.