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“No Need To Go Far When You Have LTR®
Our staff are licensed as:
Certified Financial Planner, Certified Public Accountant,
Enrolled Agent, Insurance Agent
Our clients are from
MA, CA, CT, DC, FL, IA, IL, LA, ME,
NC, NH, NY, OH, OR, RI, TX, VA, VT,
Ireland, Mexico, United Kingdom.
ALL OF OUR PERSONAL TAX CLIENTS Are Entitled To Unlimited Financial Planning For Up To One Year*
* With any fully paid service.
“No Need To Go Far When You Have LTR®
Our staff are licensed as:
Certified Financial Planner,
Certified Public Accountant,
Enrolled Agent,
Insurance Agent
Our clients are from
MA, CA, CT, DC, FL, IA, IL, LA, ME,
NC, NH, NY, OR, RI, TX, VA, VT,
Mexico, United Kingdom.
ALL OF OUR PERSONAL TAX CLIENTS Are Entitled To Unlimited Financial Planning For Up To One Year*
* With any fully paid service.
Fiduciary Company
Working every day to make your goals, ours.
We take great pride in calling ourselves a Fiduciary firm. What this means to us is that we will always give you advice we feel is in your best interest.
Hours of Operation
Off Season
M-F 10am to 6pm
S-S 10am to 6pm
Tax Season
M-F 10am to 9pm
S-S 10am to 9pm
Personal & Business Advisors
Everything you want from a financial firm, all in one place.
We will never allow outside influences to cloud our judgement and everything we offer to you as a client, will have been determined to be the best we have to offer, both in cost and quality.
Our Specialties
We Can Do It All. Get In Touch For a Consultation
Tax Advisors
Retirement Planning
Life Insurance
Long Term Care
Accountants
Tax Preparers & Bookkeepers
Estate Planning
Services
What we have to offer you.
Our firm is rich and deep in both knowledge and experience with our staff bringing a variety of cultural and educational backgrounds to each and every client.
Tax Advisors
Investment Planning
Life Insurance
Estate Planning
Get In Touch
Visit Us
22 Elm Street
Waltham, MA 02453
Contact Us
781.859.3096
FAX: 781.859.3062
Open Hours
Off Season
M-F 10am to 6pm
S-S 10am to 6pm
Tax Season
M-F 10am to 9pm
S-S 10am to 9pm