TOP 10 Wealth consultancy in Massachusetts
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Ward Financial Services
β OpenWard Financial Services is a reputable accounting and finance institution located at 116 White Horse Road in Plymouth, Massachusetts, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Ward Financial Services can assist you with your financial needs.
116 White Horse Rd, Plymouth, MA 02360, United States -
Smart Family Trusts
β OpenSmart Family Trusts is a premier Massachusetts estate planning law firm with offices in Boston, Gloucester, and Plymouth. Our experienced attorneys provide trustworthy advice and excellent value to help you achieve your estate planning goals. We are dedicated to being a lifetime advisor to you and your family, offering guidance through life, business, and financial decisions. Our Managing Partner, Troy Sullivan, has over 20 years of legal experience and is known for his expertise in estate planning and probate administration. He is committed to serving clients in the Greater Boston Area, South Shore, Cape Cod & Islands, and all of the North Shore and Essex County.
46 Middle St, Gloucester, MA 01930, United States -
Great Island International
β OpenGreat Island International is a prestigious accounting and finance institution located at 306 South Street in Barnstable, Massachusetts. With a strong focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are a small business owner or an individual looking to grow your wealth, Great Island International is here to provide personalized solutions tailored to your specific needs. Our commitment to excellence and professionalism sets us apart as a leader in the industry. Visit us today to see how we can help you secure a brighter financial future.
306 South St, Hyannis, MA 02601, United States -
Safe Harbor Business, Estate & Asset Protection Planning
β OpenSafe Harbor Business, Estate & Asset Protection Planning is a reputable law firm located at 12 Granite State Court in Brewster, Massachusetts. Specializing in providing expert legal services for business, estate, and asset protection planning, the institution is dedicated to helping clients safeguard their wealth and assets. With a team of experienced lawyers, Safe Harbor offers personalized and comprehensive solutions to ensure clients' financial security and peace of mind. Trustworthy and reliable, Safe Harbor Business, Estate & Asset Protection Planning is committed to providing top-notch legal services for individuals and businesses in the United States.
12 Granite State Ct, Brewster, MA 02631, United States -
Edelstein & Co
β OpenEdelstein & Co is a renowned accounting and finance institution located at 160 Federal Street in the bustling city of Boston, Massachusetts. With a team of experienced professionals, Edelstein & Co offers a wide range of financial services including tax preparation, auditing, consulting, and wealth management. Clients can trust in the expertise and integrity of Edelstein & Co to help them navigate the complexities of their financial needs and achieve their goals.
160 Federal St, Boston, MA 02110, United States -
JANKIE FINANCIAL SERVICES INC
β OpenJankie Financial Services Inc is a reputable finance institution located at 47 Granfield Avenue in the bustling city of Boston, Massachusetts, United States. With a strong dedication to providing top-notch financial services to its clients, Jankie Financial Services Inc is known for its expertise in wealth management, investment strategies, and financial planning. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals. Visit us today and let us help you secure your financial future.
47 Granfield Ave, Boston, MA 02131, United States -
Solex HCM
β OpenSolex HCM is a leading finance institution located at 907 Park Street in Stoughton, Massachusetts, United States. With a strong focus on providing comprehensive financial solutions, Solex HCM offers a wide range of services including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Visit us today to learn more about how Solex HCM can help you reach your financial objectives.
907 Park St #1, Stoughton, MA 02072, United States -
Wisdom Home Group
β OpenWisdom Home Group, located at 178 Thornton Drive in Barnstable, Massachusetts, is a reputable general contractor and real estate agency with a focus on construction and restoration. With a wealth of experience in the industry, our team is dedicated to turning every project into a masterpiece. Specializing in luxury home construction and top-notch renovations, we are passionate about bringing every detail of your architectural vision to life. Whether you need renovations, additions, or a custom-built home, Wisdom Home Group is the ideal choice to make your dreams a reality.
178 Thornton Dr Unit 1-D, Hyannis, MA 02601, United States -
Red Tree Real Estate
β OpenRed Tree Real Estate is a reputable real estate agency located at 193 Harvard Street in Brookline, Massachusetts, serving the Greater Boston area since 2013. Our team is dedicated to helping you find the perfect property at a price you can afford. Situated in the vibrant Coolidge Corner neighborhood, we are deeply rooted in the community and have a wealth of experience in buying, selling, and renting properties throughout Greater Boston. With a decade of expertise in the local market, we understand the unique stories and characteristics of each neighborhood, town, and village in the Greater Boston area. Our team works tirelessly to find the ideal match for your needs and preferences. Whether you are interested in buying, selling, or renting, Red Tree Real Estate offers proven strategies and techniques to make your property stand out from the competition.
193 Harvard St, Brookline, MA 02446, United States -
Keith Belmore
β OpenKeith Belmore is a health institution located at 1844 Commonwealth Avenue in Newton, Massachusetts, United States. Dr. Belmore is the Associate Professor of Athletic Training and Graduate Chair of Athletic Training at this institution. With over 15 years of experience in athletic training, Dr. Belmore brings a wealth of knowledge to Lasell University. He has worked in various settings such as collegiate athletics, professional sports, and secondary schools. Prior to joining Lasell, he was an associate teaching professor at the University of Missouri. At Keith Belmore, the focus is on creating a community atmosphere where both students and faculty can thrive. The learning environment encourages active and creative student engagement through connected learning. Dr. Belmore aims to help students become better critical thinkers who can tackle challenges and solve problems they may encounter as athletic trainers.
1844 Commonwealth Ave, Auburndale, MA 024662709, United States -
Ken Whittier: Personal Trainer @ Mike Boyle Strength and Conditioning
β OpenKen Whittier is a personal trainer at Mike Boyle Strength and Conditioning, located at 29 Draper Street in Woburn, Massachusetts, United States. Ken brings a wealth of knowledge and experience to his role, having joined the staff in 2013 after completing his internship and earning a bachelor's degree in exercise science from UMass Amherst. Ken works with clients and athletes of all ages, from elite college athletes to middle school and adult groups. He currently assists in training professional athletes such as Craig Breslow, Rich Hill, Jeremy Bleich, and Chris Carpenter. In addition, Ken has worked with NFL wide receivers, NHL athletes, and division 1 athletes in various sports. He also continues to work with the Malden Catholic Varsity Hockey team. With his expertise and dedication, Ken Whittier is committed to helping individuals achieve their health and fitness goals.
29 Draper St, Woburn, MA 01801, United States -
Kotseas LaPointe, P.C.
β OpenKotseas LaPointe, P.C. is a reputable insurance agency and law firm located at 94 Highland Street in Worcester, Massachusetts, United States. Specializing in providing comprehensive insurance coverage and legal services, our experienced team is dedicated to helping clients navigate complex insurance policies and legal matters. Whether you are in need of insurance advice or legal representation, Kotseas LaPointe, P.C. is committed to providing top-notch service and personalized solutions to meet your needs.
94 Highland St, Worcester, MA 01609, United States -
Jonathan D. Bennett - Attorney at Law
β OpenJonathan D. Bennett - Attorney at Law is a highly respected personal injury lawyer located at 101 State Street in Springfield, Massachusetts. With a focus on all types of injury claims, including car accidents, work injuries, and medical malpractice, Attorney Bennett is known for his dedication to his clients and his ability to achieve outstanding results. Unlike many other personal injury lawyers, Bennett does not rely on flashy advertising - his reputation is built on word-of-mouth referrals and satisfied clients. Conveniently located next to the Berkshire Bank on Harrison Avenue and Market Street, parking is validated at nearby lots including TD Bank, SIS-center, Civic Center Garage, and MGM parking garage. Attorney Bennett understands that dealing with injuries and insurance companies can be overwhelming, which is why he is committed to guiding his clients through the process and ensuring they receive fair compensation.
101 State St # 708, Springfield, MA 01103, United States -
Surprenant & Beneski, P.C.
β OpenSurprenant & Beneski, P.C. is a reputable law firm located at 35 Arnold Street in New Bedford, Massachusetts. Specializing in estate planning, elder law, and probate matters, our team of experienced attorneys is dedicated to providing personalized and high-quality legal services to our clients. With a focus on compassion and expertise, we strive to help individuals and families navigate complex legal issues with confidence and peace of mind. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
35 Arnold St, New Bedford, MA 02740, United States -
Law Office of John L. Calcagni, III
β OpenThe Law Office of John L. Calcagni, III, located at 628 Pleasant Street in New Bedford, Massachusetts, is a premier criminal defense law firm serving clients in the Commonwealth of Massachusetts. With over a decade of experience, our firm offers aggressive and effective representation for a wide range of criminal defense cases, military defense, and Federal Criminal Defense. Lead counsel John L. Calcagni, III, a former prosecutor with the US Army JAG Corps and Special Assistant US Attorney, brings a wealth of experience and expertise to every case. With a background in military defense, Attorney Calcagni is able to handle cases in the United States Court of Appeals for the Armed Forces and the U.S. Army Court Of Criminal Appeals.
JOHN DUFF BUILDING, 628 Pleasant St #322, New Bedford, MA 02740, United States -
Robert S. Grodberg, Esq.
β OpenRobert S. Grodberg, Esq. is a reputable law firm located at 111 Perkins Street in Boston, Massachusetts. Specializing in various legal services, the institution is led by experienced attorney Robert S. Grodberg. With a commitment to providing high-quality representation and personalized attention to each client, Robert S. Grodberg, Esq. is dedicated to achieving favorable outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, the team at Robert S. Grodberg, Esq. is here to help. Contact them today to schedule a consultation.
111 Perkins St, Boston, MA 02130, United States -
Kennan Law Offices
β OpenKennan Law Offices, located in Sandwich, Massachusetts, is a trusted institution specializing in estate planning and asset protection. With a focus on providing peace of mind to families, the team at Kennan Law Offices helps individuals navigate life changes and unexpected events while preserving wealth and protecting inheritances. Their experienced lawyers pay close attention to each client's unique concerns and customize plans to meet individual needs. Whether you already have a plan in place or need to start from scratch, Kennan Law Offices is ready to assist.
71 Merchants Road 6A, Unit #3, Sandwich, MA 02563, United States -
Attorney Joe Higgins
β OpenAttorney Joe Higgins is a specialized criminal defense lawyer located at 269 Hanover Street in Hanover, Massachusetts. With a focus on OUI/DUI cases, Attorney Higgins has represented clients in over 60 courts throughout Massachusetts. Recognized by SuperLawyers Magazine and Boston Magazine as a "Rising Star" in Drunk Driving Defense, Attorney Higgins brings a wealth of experience to his practice. As a former Assistant District Attorney, he understands the prosecution's strategies and weaknesses, giving his clients a strong advantage in court. Attorney Higgins is dedicated to helping clients navigate the legal system, including dealing with the RMV for licensing issues. With a commitment to providing exceptional service, Attorney Higgins is available for consultations via live chat on his website or by phone, even outside of normal business hours. If you're facing an OUI/DUI charge in Massachusetts, Attorney Joe Higgins is the attorney you need on your side.
269 Hanover St, Hanover, MA 02339, United States -
Bourget Law Group
β OpenBourget Law Group, located in Falmouth, Massachusetts, is a law firm dedicated to providing individualized solutions for clients seeking to protect themselves and their families. Specializing in Elder Law, Estate Planning, and Incapacity Planning, the experienced team at Bourget Law Group offers a wide range of services including Estate Plans, Medicaid applications, Long-Term Care Planning, and Special Needs Trusts. The firm's primary goal is to help clients navigate the complexities of estate planning, ensuring that their final wishes are carried out with minimal stress. The team at Bourget Law Group is committed to adhering to the guidance provided by the Commonwealth of Massachusetts and the Center for Disease Control, implementing any necessary changes to their pandemic protocol to ensure the safety of clients and staff. Whether you are interested in a consultation to explore your planning options or have specific needs, the team at Bourget Law Group is here to help. With a focus on Elder Law, Family Mediation, and Estate Planning, the firm's attorneys bring a wealth of knowledge and experience to each case, striving to make a difference in the lives of individuals with disabilities and their families.
194 Old Main Rd, North Falmouth, MA 02556, United States -
Cotter Law
β OpenCotter Law is a reputable law firm located in Sandwich, Massachusetts, United States, specializing in real estate law. Since 2005, we have been advocating for buyers, sellers, lenders, and realtors in the Cape and South Shore areas of Massachusetts. Our team at Cotter Law PC brings a wealth of experience and professionalism to every case, offering personalized legal services tailored to your specific needs and concerns. We have recently expanded our services to include closing/conference spaces in Dennis and Sandwich, providing convenient locations for our clients. At Cotter Law PC, we work with buyers with or without a lender, and collaborate with most lenders in the area. Our fees are only collected at closing, with no penalty for cancelled closings.
Sandwich, MA 02563, United States -
Padden & Associates
β OpenPadden & Associates is a reputable financial consulting firm located at 500 Washington Street in Norwood, Massachusetts, United States. With a team of experienced professionals, we provide personalized financial planning and investment strategies to help our clients achieve their financial goals. Our services include retirement planning, wealth management, estate planning, and more. Trust Padden & Associates to provide expert guidance and support for all your financial needs.
500 Washington St STE 5, Norwood, MA 02062, United States -
Finn Law Office
β OpenFinn Law Office, located at 14 North Main Street in Middleton, Massachusetts, specializes in Wills, Trusts, and Custom Estate Plans. Attorney Finn, a lifelong resident of the North Shore, has a wealth of business experience in real estate, law, and more. With a background in auctioneering, real estate, and business, Attorney Finn is well-equipped to handle motions and litigation practice. The office is conveniently located next to the Middleton Fire Station on Route 114. They offer flexible scheduling options, including early morning, evening, and weekend appointments. To schedule a consultation, call (978) 777-8888.
14 N Main St #203, Middleton, MA 01949, United States -
David A Keele & Associates LLC
β OpenDavid A Keele & Associates LLC is a renowned financial consulting firm located at 9 Billerica Road in Chelmsford, Massachusetts. With a team of experienced professionals, they provide comprehensive financial planning and investment management services to individuals and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, David A Keele & Associates LLC is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take control of your financial future.
9 Billerica Rd, Chelmsford, MA 01824, United States -
Ganz Law Group
β OpenLocated in Natick, Massachusetts, the Ganz Law Group is a trusted team of attorneys and paralegals with expertise in Estate Planning, Probate, Tax Planning, Asset Protection, Real Estate, and Entity Formation. Serving clients in multiple states, they provide sensible solutions for today and tomorrow, ensuring peace of mind for families and businesses. With a focus on protecting wealth and guiding clients through legal processes, the Ganz Law Group is known for their outstanding service and personalized approach. Contact them today for expert advice and assistance in all your legal needs.
10 Union St #2b, Natick, MA 01760, United States -
Hoffman Alvary & Co
β OpenHoffman Alvary & Co is a reputable law firm located at 7 Wells Avenue in Newton, Massachusetts. With a team of experienced lawyers, they specialize in various areas of law including corporate law, real estate law, and estate planning. Clients can expect personalized and professional legal services to meet their individual needs. Contact Hoffman Alvary & Co today for expert legal representation in the United States.
7 Wells Ave # 33, Newton, MA 02459, United States -
Angel Urena: Primerica - Financial Services
β OpenAngel Urena: Primerica - Financial Services is an insurance agency located at 16 East Washington Street in North Attleborough, Massachusetts. Our dedicated team of professionals is committed to helping individuals and families achieve financial security through our range of insurance products and financial services. Whether you are looking for life insurance, retirement planning, or investment opportunities, we are here to provide you with personalized solutions tailored to your specific needs and goals. Contact us today to learn more about how we can help you secure your financial future.
16 E Washington St #203, North Attleborough, MA 02760, United States -
Stifel
β OpenStifel is a leading finance institution located at 20 Custom House Street in Boston, Massachusetts, United States. With a strong reputation for providing expert financial services, Stifel offers a wide range of investment solutions to meet the needs of individuals, businesses, and institutions. Whether you're looking for wealth management, asset management, or investment banking services, Stifel has the expertise and resources to help you achieve your financial goals. Trust Stifel to provide personalized guidance and innovative solutions to help you navigate the complex world of finance.
20 Custom House St 9th floor, Boston, MA 02110, United States -
Bardwell Creative Inc.
β OpenBardwell Creative Inc. is a dynamic and innovative finance institution located at 9 1/2 Market Street in Northampton, Massachusetts. Our team of experts is dedicated to providing creative financial solutions for our clients, helping them achieve their goals and secure their financial future. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Bardwell Creative Inc. is here to help. With a focus on personalized service and a commitment to excellence, we strive to exceed our clients' expectations and build long-lasting relationships based on trust and integrity. Visit us today and see how Bardwell Creative Inc. can help you reach your financial goals.
9 1/2 Market St, Northampton, MA 01060, United States -
Grubman James PHD
β OpenGrubman James PHD is a renowned institution located at 211 Birnam Road, Northfield, Massachusetts, United States. Specializing in health, Dr. Jim Grubman is an internationally recognized consultant to families of wealth, family enterprises, and the advisors who serve them. His expertise in psychology, family dynamics, and family business, with a focus on trusts and estates law and family governance, has earned him a global reputation for thought leadership in the field. Dr. Grubman's goal is to help integrate life and wealth for the benefit of families and society. The institution recently received the 8th Annual Family Wealth Report Award for "Outstanding Contribution to Wealth Management: Thought Leadership (Individual)" in collaboration with Dennis T. Jaffe PhD. Their thought leadership and advocacy for family dynamics, family governance, and advisor skills training are highly regarded in the industry.
211 Birnam Rd, Northfield, MA 01360, United States -
Dr. Laura Kanter
β OpenDr. Laura Kanter is a renowned health institution located at 107 Commercial Street in Mashpee, Massachusetts, United States. Dr. Kanter serves as the Director of Integrated Services at Community Health Center, where she plays a vital role in supporting the integration of behavioral and medical health for patients. She oversees the Psychiatry Department to ensure that patients have access to necessary services and develops community programs in various CHC offices. Dr. Kanter also provides individual and group therapy, serves as a consultant to behavioral health providers, and offers crisis intervention when needed. With her previous experience as the Managing Director at the Brookline Community Mental Health Center in Brookline, MA, Dr. Kanter brings a wealth of expertise and dedication to her role at the institution.
107 Commercial St, Mashpee, MA 02649, United States
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