Adviser Investments

Add to Favorites

Investment Advisory Service, Financial Planners, Financial Planning Consultants

Be the first to review!

CLOSED NOW

Today: 7:30 am - 5:00 pm

Tomorrow: 7:30 am - 5:00 pm

30 Years

in Business

Accredited

Business

(617) 321-2200Visit WebsiteMap & Directions85 Wells Ave Ste 109Newton, MA 02459 Write a Review

Is this your business?

Customize this page.

Claim This Business

Hours

Regular Hours

Mon - Fri:	7:30 am - 5:00 pm

Places Near Newton with Investment Advisory Service

Jamaica Plain (7 miles)
Brookline (7 miles)
Brighton (7 miles)
Waltham (10 miles)
Dorchester (10 miles)
Norwood (11 miles)
Cambridge (12 miles)
Natick (12 miles)
Somerville (13 miles)
Boston (14 miles)

More Info

Email

BBB Rating

Extra Phones

Phone: (857) 255-3296

Fax: (617) 321-2210

TollFree: (800) 492-6868

Neighborhood

AKA

Adviser Investments, LLC

Advisor Investment Management

Advisor Investments

Other Links

http://www.adviserinvestments.com

https://www.adviserinvestments.com/contact-us

Other Emails

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

GalleryView all (1)

Gallery Image Number 1

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (617) 321-2200

Address: 85 Wells Ave Ste 109, Newton, MA 02459

Website: http://www.adviserinvestments.com

People Also Viewed

Edward Voccola LLM

View similar Investment Advisory Service

Suggest an Edit

Adviser Investments

Tax Planning
Supports clients with guidance and clarity throughout life’s financial journey through personalized comprehensive financial and tax planning.
Charitable Giving
Tax planning means more than just filing your annual returns on time. It’s an essential tool to enhance your wealth management plan and improve your overall financial position. Whether you are creating a trust, allocating funds for charitable giving or setting up payroll for your small business, strategic tax planning is a make-or-break part of maximizing your wealth and managing your liabilities.
Estate Taxes
Tax Services
Tax questions and issues can occur at any time. Like your Adviser Investments wealth manager, our tax services group is available to you any time and will work in lockstep with your portfolio team whenever tax expertise is needed. We are always here to answer your questions, help you take advantage of opportunities and work to resolve any issues you may face in your financial life.
Roth IRA
Our flexible approach is tailored to your specific tax needs and takes your future goals into account. From Roth IRA conversions to estate planning, we can talk you through the tax strategy. We also provide personalized email or mail reminders for important tax events, so you’ll always know what steps to take. And when email isn’t enough, we are readily available by phone or video call whenever you need an update or advice.
Tax Deductions
The value of the remainder that goes to charity is calculated using interest rates when the trust is initially funded. The higher interest rates are, the higher the value of the remainder interest and the greater the immediate tax deduction when funding the trust. That makes it easier for the CRT to pass IRS muster. Additionally, a CRT generates income for the
Income Tax
When you transfer cash or other assets into a CRT, you receive an immediate income tax charitable deduction based on the present value of the portion of the trust that will ultimately go to the named charity.
Tax Return Preparation
At Adviser Investments, we help clients make sensible decisions from a tax perspective and create customized financial plans that are grounded in tax strategy. From estate planning to tax-return preparation, our objective is to help you streamline your financial life while protecting and growing your hard-earned assets.

Investment Management
As the newsletter and its low-risk approach gained popularity, subscribers began to clamor for personalized portfolio management. During this time, Wiener and Thorne were joined by Dan Silver, a newly minted MBA from the University of Virginia’s Darden School who soon developed a plan to launch an investment advisory business.
Mutual Funds
What is the best way to remain diversified in today’s fast-moving markets? Which mutual funds or ETFs provide the greatest tax efficiency? We can help, with straightforward guidance and expert advice.
Bonds
Wealth Management
Ongoing education and advice for individual participants to help them formulate an investment strategy and integrate their retirement assets into a comprehensive wealth management plan

Accounting Services
Payroll Services

Financial Planning
Our financial planning expertise is both deep and wide. Have a specific goal in mind? Our team will develop a custom-tailored strategy to help you achieve it, whether it’s figuring out how to pay for college, evaluating an employer’s benefit package, or maximizing your Medicare or pension benefits. For a holistic view of your finances, we can design a comprehensive financial plan to guide you through your career and into retirement.
Retirement Planning
A type of account in which funds can be saved and invested without being subject to tax until the account holder reaches retirement age. than a traditional pension plan. They offer a great deal of flexibility, potential tax benefits and a higher contribution limit.
Long Term Care
In order to attain the CLTC® designation, individuals must pass a 100-question multiple choice online exam. Two programs are offered to prepare candidates for the exam. They may take a two-day Master Class which provides a comprehensive classroom-based training experience or online learning via eCLTC. Both provide the same material, but in different formats. Individuals have 120 days to successfully pass the exam from the initial date of registration. After passing the exam, the designation is valid for one year, after which an annual renewal fee must be paid. To maintain the designation, the individual must complete the CLTC renewal course or state mandated Long-Term care training every two years.
Asset Management
In March 2011, Adviser Investments reaffirmed its commitment to helping investors with the acquisition of our leading competitor, Kobren Insight Management. The transaction created a firm with more than $2 billion under management and helped progress our goal to provide institutional-quality asset management with the personalized service we offered when we were one-tenth the size, a mission that continues to this day.
Living Trusts
From investing and saving for retirement to creating a living trust or paying for college, smart financial planning can set you and your heirs up for prosperity. We’re here to lend a hand, with guidance and advice to help you achieve peace of mind.
Charitable Remainder Trusts
It’s a similar story for charitable remainder trusts. A CRT is an irrevocable trust that can help you accomplish several goals at once...
College Funding
In order to attain the PFS credential, an individual must currently hold a valid, unrevoked CPA certificate, license or permit issued by a state CPA authority; must be a current member of the AICPA; complete 75 hours of personal financial planning education during the five-year period preceding the individual’s application for the PFS credential; have two years (or 3,000 hours of which 1,000 hours may be in tax compliance experience) of full-time business or teaching experience in personal financial planning; and pass either the PFS exam, all four of the AICPA’s personal financial planning certificate exams, the CFP® exam, or pass the ChFC® exam. Personal financial planning education covers the CPA/PFS Body of Knowledge which includes the following topic areas: personal financial planning process; professional responsibilities; fundamental financial planning concepts; estate planning; charitable planning; risk management planning; employee and business owner planning; investment planning; retirement and financial independence planning; elder, special needs and chronic assistance planning; education planning; and special situations. Annually, PFS credential holders must complete 20 hours of continuing education in areas included in the CPA/PFS Body of Knowledge.
Asset Protection
In order to attain the AWMA designation, individuals must complete a course of study covering wealth strategies, equity-based compensation planning and tax reduction and asset protection planning. All individuals must also pass an end-of-course examination. In order to maintain the AWMA designation, individuals must complete 16 hours of continuing education every two years.
Reverse Mortgages
In order to attain the CDFA® designation, individuals must meet eligibility requirements. Candidates must have either five years of relevant experience or a bachelor’s degree and three years of on-the-job experience. The relevant experience must include experience with financial planning or family law or experience with three or more of the following: the tax code, investment advisory or management, real estate, mortgage and reverse mortgage lending, life and disability insurance or providing financial therapy or coaching. The designation is an advanced program, and CDFA® candidates must be able to analyze pensions and retirement plans, recognize the tax consequences of different settlement proposals, understand the short-term and long-term effects of dividing property, and collect and analyze data, among other things. To attain the certification, candidates must pass an exam of 150 multiple-choice questions with a grade of 75% or higher. Three programs are offered to prepare candidates for the exam: a text-based self-study program, a 10-module self-paced eLearning program, and a virtual classroom which includes weekly live calls, or candidates may choose to simply purchase and schedule the examination. The designation is valid for one year, after which a fee is required to continue its use. In order to retain the designation, members must complete 30 hours of divorce-related CE credits every two years.

View All Services

Provided by