Wealth consultant in Boston, Massachusetts

Welcome to the Frederick S. Pardee Management Library, your premier destination for business and management resources in the heart of Boston. Conveniently located on the 3rd floor at 595 Commonwealth Avenue, our library offers a wealth of information and services tailored to meet the needs of students, researchers, and professionals alike. Our extensive collection includes a wide range of books, journals, and electronic resources covering all aspects of management and business studies. Whether you're looking for the latest industry insights, academic journals, or historical data, our knowledgeable staff is here to assist you in finding the right materials.

Welcome to Merrill Lynch Financial Advisor Bob O'Brien's office, located at 101 Derby Street, Hingham, Massachusetts. With a rich heritage rooted in financial wisdom and a commitment to personalized service, Bob O'Brien is dedicated to helping clients navigate the complexities of wealth management. Bob's approach is grounded in understanding what matters most to you. By engaging in thoughtful conversations, he aims to design a personalized plan that aligns with your financial goals while managing potential investment risks. As a client, you benefit from Bob's deep understanding of the markets, informed by timely insights from Merrill and banking solutions from Bank of America.

Welcome to Sandler & Company, P.C. Located at 50 Cabot Street in Needham, Massachusetts, Sandler & Company, P.C. is a premier independent audit and accounting firm serving clients across the United States since 1991. With additional offices in New York and Grand Cayman, we are strategically positioned to meet the diverse needs of our clients.

Welcome to Ernst & Young (EY) Boston, located at 200 Clarendon Street in the heart of Massachusetts. As a leading firm in accounting and finance, EY is dedicated to asking the better questions that unlock new answers to the working world's most complex issues. Our mission is to build a better working world by helping our clients create long-term value for all stakeholders. At EY, we are driven by data and technology, providing trust through assurance and enabling transformation, growth, and operational excellence for our clients. Our expertise spans strategy, transaction, and transformation consulting, bringing together extraordinary people to reframe the future of industries.

Welcome to J E Multi Service LLC, your trusted partner in accounting and finance solutions located in the heart of Boston, Massachusetts. Situated conveniently at 731 Dudley Street, we are dedicated to providing exceptional financial services tailored to meet the unique needs of our diverse clientele. Our team of experienced professionals is committed to delivering personalized and reliable services, ensuring that your financial health is managed with precision and care. Whether you are an individual seeking tax assistance or a business in need of comprehensive accounting services, J E Multi Service LLC is here to guide you every step of the way. Our expertise spans a wide range of financial services, including bookkeeping, tax preparation, financial planning, and more. We pride ourselves on our attention to detail, integrity, and customer satisfaction. Visit us today and experience the difference of working with a team that values your financial success as much as you do.

Welcome to Walter & Shuffain, P.C., your trusted partner in accounting and finance located at One International Place, Suite 1010, Boston, Massachusetts 02110. With a deep bench of experienced professionals, we offer unparalleled guidance for business owners and investors, whether your holdings are domestic or global. Our expertise extends to high-net-worth individuals, providing insights on the areas that matter most to you. Stay informed with our updates on crucial topics such as the Supreme Court ruling on taxation of corporate-owned life insurance, essential estate planning strategies for preserving generational wealth, and the latest IRS digital asset tax reporting rules. At Walter & Shuffain, P.C., we are committed to leading your industry with precision and clarity. Contact us at 617.447.2700 to discover how we can support your financial journey.

Welcome to Lee & Crowley, LLC – your trusted partner in accounting and finance solutions located in the heart of Boston at 423 West Broadway, Massachusetts. At Lee & Crowley, LLC, we are dedicated to helping individuals and businesses navigate the complexities of financial management with precision and expertise. Our team of seasoned professionals offers a comprehensive range of services, including accounting, tax planning, financial consulting, and business advisory services tailored to meet your unique needs. Whether you're a small business owner seeking bookkeeping assistance or an individual looking for tax optimization strategies, we provide personalized attention and strategic insights to help you achieve your financial goals. Visit us in Boston's vibrant community and discover how Lee & Crowley, LLC can empower your financial future. Your success is our commitment.

Welcome to Donohue and Associates, your trusted partner in accounting and finance solutions. Conveniently located at 2 Shipway Place, Boston, Massachusetts, we are committed to providing exceptional financial services tailored to meet the unique needs of our clients. Our team of experienced professionals specializes in a comprehensive range of services, including bookkeeping, tax preparation, financial planning, and business consulting. At Donohue and Associates, we pride ourselves on delivering personalized service with the highest standards of integrity and accuracy. Whether you're an individual or a business, we're here to help you navigate the complexities of finance with confidence and ease. Visit us today and discover how we can help you achieve your financial goals.

Welcome to Sheridan CPA, your trusted partner in accounting and finance, conveniently located at One International Place in the heart of Boston, Massachusetts. At Sheridan CPA, we pride ourselves on providing personalized and professional financial services to businesses and individuals alike. Our team of experienced accountants is dedicated to helping you navigate the complexities of financial management with ease and confidence. Whether you're a small business owner seeking efficient bookkeeping solutions or an individual looking for expert tax advice, Sheridan CPA offers a comprehensive range of services tailored to meet your unique needs. Our commitment to excellence ensures that you receive accurate, timely, and insightful financial guidance to help you achieve your goals.

Welcome to CLA (CliftonLarsonAllen) - Your Trusted Partner in Accounting and Finance Solutions Located at International Place in the heart of Boston, Massachusetts, CLA (CliftonLarsonAllen) is dedicated to providing exceptional accounting and financial services tailored to meet the unique needs of individuals and businesses. Our team of experienced professionals is committed to delivering personalized solutions that help you achieve your financial goals with confidence.

Welcome to Ashland Accounting LLP, your trusted partner in accounting and financial services located in the heart of Boston, Massachusetts. Situated at 1 South Market Street, our firm is committed to providing comprehensive and personalized financial solutions to meet the diverse needs of our clients. At Ashland Accounting LLP, we understand that navigating the complexities of accounting and finance can be challenging. Our team of experienced professionals is dedicated to delivering expert guidance and support, ensuring that your financial goals are met with precision and integrity.

Welcome to Downey & Company, LLP Located at 222 Forbes Road, Braintree, Massachusetts, Downey & Company, LLP is your trusted partner in accounting and finance services. As an independent Certified Public Accounting firm nestled near the vibrant city of Boston, we have been proudly serving our community since 1984. Our mission is to deliver timely, cost-effective, and comprehensive CPA services tailored to the unique needs of closely held middle market companies and small SEC registrants.

Welcome to Stuart Goldman, CPA, P.C., your trusted partner in accounting and finance located in the heart of Swampscott, Massachusetts. Situated at 36 Sheridan Road, our firm is dedicated to providing personalized, professional financial services to individuals and businesses in the local community and beyond. With a commitment to excellence and a keen attention to detail, Stuart Goldman, CPA, P.C. offers a comprehensive range of services designed to meet your unique financial needs. From tax preparation and planning to bookkeeping, auditing, and financial consulting, our team of experienced professionals is here to help you navigate the complexities of the financial world with confidence and ease.

Welcome to the Foundation for Continuing Education, a premier non-profit educational resource located at 64 Pleasant Street, Wenham, Massachusetts. Since 1977, we have been dedicated to empowering professionals and executives through comprehensive continuing education seminars and training programs. Our offerings encompass a wide range of topics including taxes, accounting, estate planning, financial planning, retirement planning, negotiation strategies, marketing, computers, the Internet, and personal development. Explore our extensive seminar schedule and easily register to enhance your professional knowledge and skills. Our programs are meticulously designed to qualify for Continuing Professional Education (CPE) credit under the guidelines set by State Boards of Accountancy, State Bar Associations, the IRS Director of Practice, and the Institute of Certified Bankers.

Welcome to Batya & Alex Real Estate Team, your trusted partners in navigating the vibrant property market of Greater Boston. Located at 1229 Centre Street, Newton, Massachusetts, we are a premier real estate agency dedicated to delivering exceptional results tailored to your unique needs. As Greater Boston’s dynamic real estate duo, Batya and Alex bring a wealth of market savvy, innovative marketing strategies, and sharp negotiation skills to every transaction. What truly sets them apart is their unwavering commitment to you. Whether you're searching for your dream home or aiming to secure the best deal on your sale, Batya and Alex provide a level of personalized service that makes you feel like their only client.

Welcome to Conviser Property Group (CPG), your trusted commercial real estate partner located at 858 Washington Street, Dedham, Massachusetts. At CPG, we pride ourselves on our curiosity and dedication to hard work, always striving to uncover the best opportunities for our clients. Our forward-thinking approach ensures that we believe in tomorrow and are always prepared for what's next. Our team is driven by asking the right questions, strategizing, and planning meticulously to deliver exceptional results. We understand the importance of adaptability in the ever-evolving real estate market and are committed to supporting each other and our clients every step of the way.

Welcome to Gilberto M Franco - William Raveis Real Estate Located at 572 Washington Street, Canton, Massachusetts, Gilberto M Franco - William Raveis Real Estate is your trusted partner for all your real estate needs in Plymouth, Bristol, and Norfolk Counties. As the official real estate company of the Boston Red Sox, we bring a wealth of knowledge and expertise to the Metro South Boston area.

Welcome to OnyxGroup Realty & Development LLC, your trusted partner in transformative real estate and legal services, located at 50 Moreland Street, Boston, Massachusetts. As a Boston-based, Black woman-owned enterprise, we pride ourselves on being people-focused, culturally competent, and forward-thinking in our approach to development. Our mission is to create quality housing that preserves culture and community while promoting diversity and inclusion. We strive to address the socio-economic needs of residents through conscious-based programs and services. At OnyxGroup, we believe in the power of community-centric development. Our innovative models are built on public and private partnerships that prioritize intentional and effective collaborations. We offer a comprehensive range of services, including Property Management, Probate and Estate Planning, Community Partnership Consulting, and Real Estate Management Consulting.

Welcome to Marly Rateau, Real Estate Agent, your trusted partner in navigating the dynamic real estate market of Brockton, Massachusetts, and beyond. Conveniently located at 59 North Pearl Street, our office is dedicated to providing exceptional real estate services tailored to meet your unique needs. With a deep understanding of the local market and a commitment to client satisfaction, Marly Rateau brings a wealth of knowledge and expertise to every transaction. Whether you're buying your first home, selling a property, or seeking investment opportunities, Marly offers personalized guidance and support every step of the way.

Welcome to Eddie Brissett Real Estate, your trusted partner in navigating the dynamic world of real estate. Conveniently located at 715 Broadway, Everett, Massachusetts, Eddie Brissett combines local expertise with a passion for helping clients achieve their property goals. Eddie Brissett, a native of Newburyport, Massachusetts, has a rich background in business and real estate. After graduating from Fitchburg State College with both a B.S. in Business Administration and an MBA, Eddie embarked on a successful career in financial services before fully immersing himself in real estate in 2013. His journey began in 2004 with the purchase of his first property, a condo, which sparked his passion for real estate.

Welcome to Lynnway Associates, your trusted partner in real estate development and government relations, proudly serving Lynn, Massachusetts, and beyond. Located in the heart of Lynn, we specialize in transforming visions into reality, no matter how challenging the project. Our expertise ranges from converting historical sites, like a synagogue into the North Shore's first "Veteran’s Preference Housing" in Revere, to reimagining dated structures into modern, thriving spaces, such as a 104-door boutique hotel. At the helm of Lynnway Associates is Lou, a seasoned professional with a degree in Political Communication from Boston's Emerson College. Lou's extensive experience in government relations and his keen political insight have been instrumental in navigating the complexities of the real estate industry, ensuring that our clients' projects come to life successfully. Our commitment to excellent communication means calls are always returned promptly, fostering positive outcomes and lasting relationships.

Welcome to One World Realtors, your trusted real estate partner located at 55 Hillside Avenue, Swampscott, Massachusetts. Serving Boston and the North Shore since 2001, we pride ourselves on delivering comprehensive real estate services with dedication and integrity. Whether you're looking to buy, sell, or invest in real estate, our experienced team is here to guide you every step of the way. At One World Realtors, we leverage over 20 years of expertise in the housing market, including experience as a mortgage agent, auctioneer, and real estate broker. Our commitment to our clients is unwavering; we go the extra mile to ensure your property is marketed and sold quickly, while providing buyers with exclusive opportunities beyond the standard MLS listings.

Welcome to Mayra Connolly, William Raveis Real Estate & Home Services, your trusted partner for all your real estate needs in the Boston and South Shore areas. Located at 515 Washington Street, Norwell, Massachusetts, our agency is proud to be the Official Real Estate Company of the Boston Red Sox. Mayra Connolly, a passionate and dedicated real estate professional, brings a wealth of knowledge and experience to her clients. Originally from Venezuela and a long-time Boston resident, Mayra moved to the South Shore in 2010 and has since become a respected expert in the local real estate market. She specializes in residential sales, assisting both buyers and sellers in achieving their real estate goals.

Welcome to Premier Painting & Wallpapering, your trusted partner for professional painting services in Danvers, Massachusetts, and the surrounding areas. Located at 130 Centre Street, we proudly serve Danvers, Beverly, Topsfield, Boxford, Lynnfield, Peabody, and the New Hampshire Seacoast, including Hampton Beach, Seabrook Beach, and Salisbury Beach. Our commitment to quality and customer satisfaction is unmatched, as reflected in our unique 110% unconditional satisfaction guarantee. With over 70 years of combined experience and more than 1,000 completed projects, our expert team ensures a seamless experience from start to finish. We offer a comprehensive range of services, including interior and exterior residential painting, cabinet painting, deck and fence painting, and commercial painting. Using high-quality materials and meticulous techniques, we enhance your home’s beauty and protect it against the elements.