TOP 30 Trustee services in Massachusetts

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Joseph Cahill & Associates/WorthTax Income Tax Preparation Service, located at 20 Court Street in Dedham, Massachusetts, is your go-to institution for all your accounting and finance needs. With decades of experience, our team guarantees that you will not overpay on your taxes or the cost to prepare them. Our tax and business specialists are dedicated to helping you achieve your financial goals and solve any problems you may encounter. We work closely with attorneys, executors, and trustees to ensure that your financial matters are handled with professionalism and expertise. Our guides, calculators, and resources are available to help you plan for your financial future every step of the way. Our clients rave about the fast and efficient service they receive, with personalized attention and quick response times.

The Trustees of Tufts College Inc is a prestigious university located at 150 Harrison Avenue in Boston, Massachusetts, United States. As a leading institution of higher education, Tufts College is dedicated to providing students with a top-notch academic experience and a supportive community. With a diverse range of programs and resources, the university strives to cultivate critical thinking skills, creativity, and leadership in its students. The dedicated board of trustees works tirelessly to ensure the success and growth of Tufts College, making it a top choice for students seeking a world-class education.

Winthrop Regency Associates is a prestigious institution located at 7 Walden Street in Winthrop, Massachusetts, United States. We offer a wide range of services including financial planning, investment management, and estate planning. Our team of experienced professionals is dedicated to providing personalized solutions to help our clients achieve their financial goals. With a commitment to excellence and integrity, Winthrop Regency Associates is the trusted partner you need to secure your financial future. Contact us today to schedule a consultation and learn more about how we can help you reach your financial goals.

Field Farm Reservation is a park and tourist attraction located at 554 Sloan Road, Williamstown, Massachusetts, United States. It is known as Williamstown’s favorite authentic mid-century modern B&B and has been rated #1 Bed & Breakfast in Williamstown, MA by Tripadvisor. The institution offers a unique experience with two Modernist homes, including a bed & breakfast, and over 300 acres of open fields, woods, and wetlands with four miles of footpaths. Guests can enjoy a peaceful getaway vacation in the Berkshires or explore beautiful sculptures and architecture at Field Farm. The Guest House at Field Farm is an architectural gem offering authentic mid-century-modern accommodations with stunning views of Mt. Greylock. The property also features period artwork and thirteen sculptures in the surrounding gardens. Visitors can explore the property or stay in The Folly, a three-bedroom guest cottage designed by modernist architect Ulrich Franzen in 1965. Field Farm offers special winter discounts for guests staying between November 20, 2023, and March 11, 2024. The institution provides opportunities for outdoor activities such as walking, snowshoeing, and cross-country skiing on its 320-acre property. Guests can also enjoy hiking on more than four miles of trails with scenic views of Mount Greylock. The property is home to a variety of wildlife, including white-tail deer, coyotes, bobcats, beavers, turtles, and various bird species. The Guest House at Field Farm offers six spacious and finely appointed rooms with mountain views, although the facility is not wheelchair accessible. Visitors can use the electric car charger for overnight guests staying at the Field Farm Inn. The property also hosts private events and groups, and guests are encouraged to take a photo of the map or download a trail map before heading out. Field Farm is part of The Trustees, an organization dedicated to preserving and protecting Massachusetts’ special places. The institution offers a unique blend of history, architecture, design, and natural beauty, making it a must-visit destination for a weekend trip or a cozy inn stay.

Ashwood Advisors, LLC is a finance institution located at 5 North Meadows Road in Medfield, Massachusetts, United States. As a trusted financial advisor, Ashwood Advisors, LLC provides expert guidance and personalized financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer a wide range of services including investment management, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, Ashwood Advisors, LLC is dedicated to providing you with the support and expertise you need. Contact them today to schedule a consultation and take the first step towards financial success.

Mercer Advisors Wealth Management in Burlington, Massachusetts is a different kind of finance institution that believes in helping individuals transition from building wealth to enjoying it. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors offers a comprehensive approach to managing your financial life. The team of talented wealth advisors at Mercer Advisors are dedicated to helping clients connect all the financial dots to achieve their goals and live a fulfilling life. Whether you need assistance with financial planning, investment management, tax planning, estate planning, insurance solutions, trustee services, business retirement plans, foundation & endowment management, or any other financial services, Mercer Advisors is here to help. Contact us today to connect with a wealth advisor who can help you achieve your financial goals and enjoy the wealth you've worked hard to build. Please note that all investing involves risk, and Mercer Advisors does not provide legal advice to clients.

Worcester Advisors is a leading financial institution located at 446 Main Street in Worcester, Massachusetts, United States. Our team of experienced advisors is dedicated to providing personalized financial solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Worcester Advisors is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Sayers is a reputable financial institution located at 25 Walpole Park South in Walpole, Massachusetts, United States. With a strong focus on providing top-notch financial services, Sayers is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with loans and mortgages, Sayers has a team of experienced professionals ready to assist you. Trust Sayers to provide you with personalized financial solutions tailored to your specific needs.

J.M. Forbes & Co. LLP is a prestigious private investment advisory and trust office located at 121 Mount Vernon Street in Boston, Massachusetts. Since 1838, we have been providing personalized money management and trustee services to individuals, trusts, and foundations. As an SEC-registered investment advisor, we manage approximately a billion dollars with the goal of achieving strong risk-adjusted returns in favorable market conditions while prioritizing careful capital preservation during economic downturns. Our team of partners, administrators, and tax professionals build strong relationships with our clients, creating integrated investment, estate, and tax plans tailored to their unique goals, financial means, and circumstances. In a rapidly changing world, we utilize cutting-edge tools to ensure a steady financial course for our clients across generations, allowing them to focus on living their lives with the peace of mind that their financial fundamentals are secure. Visit us at 121 Mount Vernon Street, Boston, MA 02108 to learn more about how we can help you achieve your financial goals.

Paul Bernardi is a reputable finance institution located at 385 Broadway in Revere, Massachusetts, United States. With a strong focus on providing top-notch financial services to its clients, Paul Bernardi offers a wide range of financial solutions tailored to meet the unique needs of individuals and businesses. Whether you are looking for assistance with investments, retirement planning, or wealth management, the experienced team at Paul Bernardi is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and customer-focused, Paul Bernardi is the go-to institution for all your financial needs.

Edward Jones - Financial Advisor: Steven L Lindale is a trusted financial institution located at 2 Lowell Street in Wilmington, Massachusetts. As a dedicated financial advisor, Steven L Lindale provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a wide range of services including retirement planning, wealth management, and education savings. Whether you are planning for the future or navigating a major life event, Steven L Lindale and the team at Edward Jones are committed to providing expert advice and support every step of the way.

Leo Varriale - TD Wealth Relationship Manager is a financial institution located in Lexington, Massachusetts. As a trusted advisor, Leo Varriale provides personalized wealth management services to help clients achieve their financial goals. With a focus on building strong relationships and understanding each client's unique needs, Leo Varriale offers expert advice and guidance on investment strategies, retirement planning, and wealth preservation. Whether you are looking to grow your wealth or protect your assets, Leo Varriale is dedicated to helping you navigate the complex world of finance with confidence and peace of mind. Visit Leo Varriale - TD Wealth Relationship Manager at 1840 Massachusetts Avenue for a personalized and comprehensive approach to managing your finances.

Brenda M. Bianculli, CPA, LLC is a reputable accounting and finance institution located in Worcester, Massachusetts, United States. Specializing in assisting families and professionals with tax, accounting, and administrative services related to estates, trusts, fiduciaries, and beneficiaries, Brenda M. Bianculli, CPA, LLC offers personalized attention and high-quality service to all clients. The principal of the firm, Brenda M. Bianculli, CPA, MST, holds a Bachelor of Science Degree in Business from Nichols College and a Masters of Science Degree in Taxation from Bentley College. With eight years of experience in public accounting before establishing her own practice in 1997, Brenda is actively involved in her community and is a member of various professional organizations.

Datamatix Inc. is a renowned accounting and finance institution located at 480 Neponset Street in Canton, Massachusetts, United States. With a strong reputation for excellence in the field of financial services, Datamatix Inc. offers a wide range of accounting and finance solutions to individuals and businesses alike. Their team of experienced professionals is dedicated to providing top-notch services, tailored to meet the unique needs of each client. Whether you are looking for help with tax preparation, financial planning, or investment management, Datamatix Inc. has the expertise and resources to help you achieve your financial goals. Trust Datamatix Inc. to be your partner in success.

The Hill Institute, located at 83 Pine Street in Northampton, Massachusetts, is a historic institution that has been serving the local community for over a century. Originally founded as a free kindergarten for Florence children in 1876, it has since evolved into a center for adult education in various arts and crafts. The institute offers classes in a wide range of skills including basket making, knitting, woodworking, painting, and more, with over 1,000 individuals from the community participating each year. The Board of Trustees, made up of local educators and professionals, has worked diligently to preserve the institute's original endowment and ensure its continued success.

UP Academy Charter School of Boston, located at 215 Dorchester Street in Boston, Massachusetts, is a school that has been serving 6th-8th grade students since 2011. The institution is known for its passionate and dedicated educators who are committed to providing a unique middle school experience for students in the Boston area. UP Academy Boston offers rigorous academic classes, social emotional learning, and hands-on experiential learning opportunities for students. The school is governed by the UP Academy Boston & UP Academy Dorchester Board of Trustees and will be merging into UP Academy Dorchester in the 2024-2025 school year. Students and families will be served at one location at 35 Westville St, Dorchester MA, 02124. Visit the school's website for a virtual tour to learn more about UP Academy Boston's mission and programs.

Berkshire Waldorf High School, located at 14 Pine Street in Stockbridge, Massachusetts, is a unique secondary school offering honors-level, college preparatory academics within the beautiful Berkshires region. Our curriculum is integrated into the larger community, with classes and workshops in renowned artists’ studios, local labs and gyms, Shakespeare & Company, field trips to events and museums in the Northeast, and opportunities for international travel. Our mission is to provide an education for adolescents that seeks truth, develops imagination, nurtures growth, fosters responsibility, and honors inner freedom in an atmosphere of academic excellence, artistic fulfillment, openness, and mutual respect. Highly-qualified teachers lead students through a rich array of block-scheduled seminars, covering subjects from thermodynamics to Shakespeare and from statistics to the history of the modern world. In addition to seminar subjects, students complete a college preparatory curriculum in mathematics, English, and a foreign language. Music, drama, eurythmy, fine arts, practical arts, and physical education provide additional opportunities for creative expression and activity. Community service is also a requirement for our high school students.

y works: 1. Eligibility: To qualify for Chapter 7 bankruptcy, you must pass a means test to determine if your income falls below a certain threshold. If you meet the criteria, you may be eligible to have your unsecured debts, such as credit card debt and medical bills, discharged. 2. Automatic Stay: Once you file for Chapter 7 bankruptcy, an automatic stay goes into effect, halting creditor actions such as foreclosure, repossession, and wage garnishment. This gives you a chance to catch your breath and work with your attorney to develop a plan for your financial future. 3. Liquidation of Assets: In Chapter 7 bankruptcy, a trustee may sell non-exempt assets to repay your creditors. However, many individuals are able to retain most, if not all, of their assets through exemptions provided by state and federal laws.

The Boston University Administration Building is a central hub for the university's administrative functions and services. Located on Riverway in Boston, Massachusetts, this building is where students can go for assistance with admissions, financial aid, registration, and other administrative needs. The staff at the Administration Building are dedicated to helping students navigate their academic journey and ensure a smooth and successful experience at Boston University. With its convenient location and knowledgeable staff, the Administration Building is an essential resource for students seeking support and guidance during their time at the university.

Hempstead Commons is a prestigious academic building located at 356 Hale Street in Beverly, Massachusetts, United States. This institution, which is a university affiliated with Endicott College, offers a range of master's degree and certificate programs, as well as doctoral degrees. Named after Melissa Hempstead, a generous donor and Chairperson of the Board of Trustees, Hempstead Commons provides students with a state-of-the-art academic, collaborative, and social space at the heart of campus. With stunning panoramic views of the new academic quad, the building features the Cleary Lecture Hall as a premier venue for community gatherings. Melissa's commitment to Endicott College and her dedication to education and philanthropy are evident in her generous donation, which will enhance student life and academic enrichment on campus. To learn more about making a gift to Endicott College, visit endicott.edu/give. Join us at Hempstead Commons and discover the experience - we can't wait to meet you!

Wheeler Recreational Pool is a popular institution located at 38 Alcott Street in Acton, Massachusetts. This facility offers a variety of recreational activities for individuals of all ages, including swimming lessons, water aerobics, and open swim times. The pool is well-maintained and staffed by friendly and experienced lifeguards. The President of the institution can be contacted at [email protected]. The Duty Trustee schedule is posted on the whiteboard at the pool for easy reference. Come and enjoy a day of fun and relaxation at Wheeler Recreational Pool!

Lawrence General Hospital, located at 1 General Street in Lawrence, Massachusetts, is a leading regional health care system that offers a wide range of medical services. The hospital recently received a generous donation of $500,000 from the Daher family, which will help fund the construction of an innovative new unit. The hospital has also welcomed a new CEO, Dr. Abha Agrawal, who brings a wealth of experience to the institution. The hospital's Board of Trustees is committed to providing high-quality care to patients in the community. Lawrence General Hospital has been praised for its compliance with certification standards, including timely stroke treatment and adherence to established guidelines. The hospital is dedicated to continuous improvement and strives to achieve better health outcomes for all patients.

Chesterfield Gorge Reservation is a stunning park and tourist attraction located in Chesterfield, Massachusetts, United States. Visitors can gaze upon an imposing gorge carved by a National Wild and Scenic River, with great fishing, hiking, and biking options just downstream. The dramatic rock canyon, formed by the East Branch of the Westfield River, features seventy-foot walls and offers a popular spot for catch-and-release fly fishing. The half-mile trail along the cliff tops provides wonderful views of the gorge, river, and surrounding forest, which is home to bears, bobcats, and turkeys. Access to the river through the gorge is prohibited due to dangerous water conditions. The property also features the stone abutments of a historic bridge that spanned the river around 1762. The Trustees, who manage roughly 27,000 acres of protected land in Massachusetts, are devoted to seeking, protecting, and caring for ecologically significant environments. Visitors are encouraged to take part in The Trustees Hiking Challenge and explore all the waterfalls and streams the organization offers. Additional land for Chesterfield Gorge Reservation was acquired through donations and purchases in the 20th century. Whether you're looking to hike, fish, or simply enjoy the natural beauty, Chesterfield Gorge Reservation offers a unique outdoor experience for all.

Located at 34 Prospect Road in Andover, Massachusetts, the Charles W. Ward Reservation is a stunning park and tourist attraction that spans almost 15 miles of trails. Visitors can climb a hill for incredible views of the Merrimack Valley and the Boston skyline. The reservation boasts a wide variety of ecological habitats, including oak-pine woodlands, grasslands, orchards, oak barrens, a quaking bog, and beaver wetlands. The property is made up of more than 40 distinct parcels across three hills - Shrub, Boston, and Holt. Holt Hill, the highest point in Essex County, is home to the "Solstice Stones" which mark the sunset on the longest and shortest days of the year. Pine Hole Pond features a boardwalk trail through a quaking bog with unique plant species like orchids and pitcher plants.

Long Point Wildlife Refuge, located on Scrubby Neck Road in West Tisbury, Massachusetts, is a breathtaking park and tourist attraction that offers visitors a variety of activities to enjoy. Whether you want to relax on the beach, explore unique habitats, or go birdwatching, this refuge is the perfect escape. As one of the largest conservation properties on Martha's Vineyard, Long Point Wildlife Refuge has a rich history dating back to the early 20th century when it was used as a waterfowl hunting club. Today, the refuge is home to globally rare plants and wildlife, making it a must-visit destination for nature enthusiasts.

Affordable Bankruptcy- Mead Law Office is a trusted legal institution located at 1 Village Green North in Plymouth, Massachusetts. Specializing in bankruptcy law, their team of experienced lawyers is dedicated to providing affordable and effective legal solutions for individuals facing financial difficulties. With a commitment to personalized service and attention to detail, Affordable Bankruptcy- Mead Law Office strives to help clients navigate the complexities of bankruptcy proceedings with ease and peace of mind. Whether you are considering filing for bankruptcy or need guidance on debt relief options, this institution is here to support you every step of the way.

Aspden Law, P.C. is a reputable law firm located in Somerset, Massachusetts, United States. Specializing in various areas of law, the experienced team at Aspden Law, P.C. is dedicated to providing top-notch legal services to their clients. Whether you are in need of assistance with personal injury, criminal defense, family law, or any other legal matter, you can trust Aspden Law, P.C. to provide expert guidance and representation. With a commitment to excellence and a track record of success, Aspden Law, P.C. is the go-to choice for individuals seeking reliable legal support in Somerset and beyond.

Located at 21 McGrath Highway in Quincy, Massachusetts, Davey, P.C. is a trusted institution with a strong track record of serving as Trustee, Conservator, and Personal Representative to Estates in over 1000 appointments in the last decade. Their services range from investment monitoring to complex fiduciary litigation, including assisting protective services, district attorneys, and the Veterans Administration in cases of elder financial exploitation. With extensive experience in handling cases from initial settlement negotiations to multi-day jury trials, Davey, P.C. has successfully represented clients in diverse legal matters such as contract claims, premises liability, motor vehicle collisions, and actions against nursing homes and assisted living centers. They have also helped hundreds of clients obtain Medicaid Long Term Care insurance and have a high success rate in overturning Medicaid denials through appeals before the Medicaid Board of Hearings and 30A Judicial Review hearings in Superior Court.

The Edinburg Center, located at 282 Bedford Street in Lexington, Massachusetts, is a health institution that offers a variety of services to support individuals with mental health conditions, substance use disorders, developmental disabilities, and brain injuries. The center is dedicated to promoting personal growth, independence, and enhancing the quality of life for those in need. The Edinburg Center recently received a grant of $10,000 from the Doug Flutie, Jr. Foundation for Autism, showcasing their commitment to serving individuals with diverse needs. Additionally, the Executive Vice President, Lynn Bishop, was recognized as the "Advocate of the Year" for her outstanding contributions to the organization.

Community Teamwork is an institution located at 607 North Avenue, Wakefield, Massachusetts, United States. The institution offers Child Care and Early Education programs that support family self-sufficiency by providing nurturing, safe, and supportive programs for families with children from birth through middle school age. These programs help low-income families meet their children's educational, social, nutritional, and health needs, while encouraging parents to actively participate in shaping the programs to best meet their needs. Pam Houlares, a native Bostonian, has been involved in education for 37 years, starting as a Spanish teacher and eventually becoming a Principal. She has served as the President of the Hellenic Women's Benevolent Association and continues to be involved in various educational initiatives. Pam's husband, James, has dedicated his career to early childhood education and has made significant contributions to the Early Education programs at Community Teamwork.