Spiros Seremetis - TIAA Financial Consultant

Northeast Wealth Management, founded by Jim Moniz and Dr. Kate Leonard, offers comprehensive financial services designed to help clients achieve their desired legacy for themselves, their families, and their communities. Utilizing the Legacy Vision Approach, they emphasize a holistic strategy that encompasses investment management, tax, legal, estate, retirement, healthcare, and family needs planning. The firm aims to provide family office services to clients who may not have substantial investable assets, ensuring personalized financial strategies that foster open communication and understanding. With a focus on wealth management, retirement planning, and business owner financial services, Northeast Wealth Management is dedicated to helping clients navigate their financial journeys with confidence and clarity. Generated from the website

For more than 30 years, we have been providing tax preparation, planning and many other accounting services to a wide range of individual and business clients in the Boston, MA area. We have developed a reputation for professional excellence through the high quality of services we perform for our...

Schneider, Schneider & Associates, based in Braintree, MA, specializes in catering to the tax and accounting requirements of small and family-owned businesses. The firm offers a wide range of services including audits, financial statements, tax planning, estates and trust preparation, financial consulting, and retirement and estate planning. Generated from their available business information