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FBS Group
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2 Years in Business
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Language:English
Serving ZIP Codes:02169, 02170, 02171, 02269, 2169
From the Business:With 2 years of experience, FBS Group in Quincy, MA provides top-tier financial and taxation services including investment management and estate planning. Recognizing Quincy's rich history of entrepreneurship and its residents' need for sound retirement planning, we also offer expert financial planning, forecasts, and advisory services.Read more

GST Financial Services
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5 Years in Business
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Language:English
Serving ZIP Codes:02169, 02170, 02171, 02269, 2169
From the Business:With 5 years' experience, GST Financial Services in Quincy, MA, is your reliable partner for investment management, estate planning, and more. We understand the financial needs of our city's thriving healthcare sector and burgeoning retiree population, offering personalized solutions for long-term care insurance and retirement planning. Trust us to secure your future.Read more

Infinitefs LLC
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2 Years in Business
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Language:English , Hindi +3 more
Serving ZIP Codes:02169, 02170, 02171, 02269, 2169
From the Business:Infinite Financial Solutions, is dedicated to helping individuals and families achieve lasting financial security through personalized and comprehensive financial planning. The company offers a range of services including retirement planning, wealth preservation, estate planning, indexed universal life insurance, annuities, and Will & Living trusts. By focusing on tailored strategies and expert guidance, GrowMyWealth.org helps clients navigate complex financial decisions with clarity and confidence. Their goal is to protect and grow assets, provide steady income streams, and ensure smooth transfer of wealth, ultimately empowering clients to build a secure and prosperous financial future.Read more

Axon Financial Services
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9 Years in Business
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Language:Telugu , Malayalam +4 more
- Financial Advisor Avg - $400
Serving ZIP Codes:02169, 02170, 02171, 02269, 2169
From the Business:Axon Financial Services in Quincy, MA, combines nine years of experience with a comprehensive suite of financial and taxation services. We understand Quincy's dynamic economy, with its strong healthcare sector, and the needs of its thriving local business scene. From estate planning to college funding, our expert financial advisors offer a personalized approach, ensuring your financial future in Quincy is secure.Read more

Visam Financials
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Established Since 2019
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Language:Telugu , English
Serving ZIP Codes:02169, 02170, 02171, 02269, 2169
From the Business:With 7 years of experience, Visam Financials in Quincy, MA, specializes in a wide range of financial and tax optimization services. Acknowledging Quincy's dynamic business environment and diverse community needs, we offer tailored solutions in investment management, estate planning, insurance, retirement planning, and more. Our expertise also extends to tax advantaged income and special needs trust, ensuring a comprehensive financial safety net for our clients.Read more

Vyom Financial GROUP INC
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Established Since 2021
Serving ZIP Codes:02169, 02170, 02171, 02269, 2169
From the Business:In the heart of Quincy, MA, a city known for its thriving business community and hard-working residents, you'll find Retire Wisely Financial Services. With 5 years of experience, we specialize in comprehensive financial and tax planning, from investment and retirement planning to estate and business succession strategies. Our holistic approach ensures long-term financial stability, catering to the specific needs of Quincy locals. We also provide college planning, living will and trust services to protect your future. Trust us to guide you on your journey to financial security.Read more

G's Financial Harbor
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Established Since 28
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Language:English , Hindi
Serving ZIP Codes:02169, 02170, 02171, 02269, 2169
From the Business:
Girish Navare, CFA, is a seasoned financial professional with a strong focus on investment analysis and portfolio management. With extensive experience in financial markets, he is dedicated to helping clients navigate complex investment landscapes and achieve their long-term financial goals. His disciplined and strategic approach ensures that every investment decision is aligned with client objectives and market realities.
As a Chartered Financial Analyst (CFA), Girish brings deep expertise in asset valuation, risk assessment, and financial planning. He has a strong ability to analyze market trends, evaluate investment opportunities, and design strategies that balance growth with risk management. His analytical skills enable him to provide well-informed recommendations that are both practical and effective.
In his role at Eagle Harbor Advisors, Girish plays a vital part in developing and executing customized investment strategies. He works closely with clients to understand their financial needs, risk tolerance, and future aspirations, ensuring that each portfolio is carefully structured to deliver sustainable performance. His personalized approach helps build long-term relationships based on trust and results.
Girish is committed to maintaining the highest ethical standards in his profession. He prioritizes transparency, integrity, and objectivity in every aspect of his work, ensuring that clients receive unbiased and reliable financial advice. His dedication to excellence and client success makes him a trusted advisor in the field of investment management.
Read more
TulaVantage - Wealth And Healthcare Services
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Language:Telugu , English +1 more
Serving ZIP Codes:02169, 02170, 02171, 02269, 2169
From the Business:TulaVantage - Wealth And Healthcare Services in Quincy, MA, excels in crafting personalized financial strategies. From investment management to college planning, our services cater to the diverse financial needs of Quincy's thriving healthcare professionals and their families.Read more

A2F Prosperity Hub
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10 Years in Business
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Language:Telugu , English +1 more
Serving ZIP Codes:02169, 02170, 02171, 02269, 2169
From the Business:With a decade of experience, A2F Prosperity Hub is Quincy, MA's trusted financial and taxation service, expertly catering to its diverse population. Our services include investment management, estate planning, and retirement planning, tailor-made for Quincy's thriving healthcare and education sectors. We also offer financial forecasting, business succession planning, and long-term care insurance - essential for the area's aging population. College planning and funding is another of our specialties, a nod to Quincy's vibrant student community. At A2F Prosperity Hub, we understand Quincy's unique financial landscape and are committed to fostering prosperity.Read more

MUDRA WEALTH CREATION
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27 Years in Business
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Language:English , Hindi +1 more
Serving ZIP Codes:02169, 02170, 02171, 02269, 2169
From the Business:With 27 years of experience, Mudra Wealth Creation in Quincy, MA offers personalized Financial & Taxation Services. Catering to the needs of this historic city's diverse professionals, we excel in Estate and Retirement Planning, Financial Planning, Long Term Care Insurance, and College Planning/Funding. Our seasoned Financial Advisors provide smart solutions in Quincy's dynamic financial landscape.Read more
Business Offers

Virtual Accounting And Tax Solutions Inc
Ratings & Reviews for Financial & Taxation Services
MyAtlantic CPA truly stands out for their professionalism, fast response, and attention to detail. If you are looking for trusted Tax Preparation Florida and Small Business Bookkeeping Florida services, this team is highly recommended for reliable accounting support and a smooth experience from start to finish.
Kavita and the folks at ProRata did a fantastic job for me and my family. Kavita's careful work led to dramatic savings for all of us, and she has the best manner and professionalism. I highly recommend Prorata to anyone needing top-notch CPAs.
Chris Whalen has been amazing throughout the entire process of dissolving our LLC. What could have been a stressful situation felt much easier because he was there every step of the way, always responsive, patient, and genuinely willing to help. He took the time to guide us through everything clearly and made sure nothing was missed. You can tell he truly cares about his clients and wants the best for them. Really grateful for all of his help and support during this process. Highly recommend Chris to anyone looking for a trustworthy and reliable CPA.
Thank you very much for your time and for the kind, polite guidance you provided regarding my tax questions. As someone new to this process, I truly appreciate the clear direction and consideration you showed me. Best regards, Pallav Savaliya
I consulted Raman for tax advice recently and found him to be very polite and knowledgeable. His guidance was extremely helpful and even helped me save on my state income tax.
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Pleasanton Indians: $0 Tax Filing Fee If You’re H-1B!
Why 317 Indian Families Chose SNP Over Big-Box Tax Shops H&R Block won’t touch your Infosys Form 16. TurboTax crashes at "NRI status." But SNP Tax & Financials — Silpa Thommandru’s 13-year-old CA firm — lives for your chaos: USP 1: "Visa Shield" Tax Prep They reconstruct India/US income like forensic accountants:

Girish Navare, CFA: A Trusted Financial Partner for Indian Families in the US
When it comes to your financial future, you don't just need a service—you need a partner who listens, understands, and walks beside you through every milestone. Girish Navare, CFA, based in Boca Raton, Florida, has been exactly that for clients across the United States for over 28 years.

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Unlock Financial Peace with Raman Abrol CPA: Expert Tax and Finance Services in Parsippany, NJ
In the fast-paced world of US finances, navigating taxes and planning for the future can feel overwhelming. That's where Raman Abrol CPA
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