At Baker O'Connor LLC we have the skills and expertise to help guide and
direct you through complicated financial decisions that affect your
future.
When we work with our clients throughout Greater Boston, the Merrimack
Valley, and Southern New Hampshire, we take into consideration all of
your needs including budgeting and saving, taxes, investments,
insurance, retirement planning and estate and trust planning to give you
a clear picture of how each financial decision you make affects your
short and long-term financial goals.
As CPAs and trusted advisors, we help you to see beyond your immediate
financial concerns to achieve a long term vision for your future.
Our services include:
- Evaluating retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
- Evaluating insurances needs - life, health, disability
- Estate planning
- Retirement planning
- Succession planning
- Asset protection
- Business succession planning
- Employee benefit plans
- Trusts and charitable gifting
- Executive compensation plans
- Key employee retention plans
- Buy/sell agreements
We take a consultative approach that allows us to fully understand your unique needs and concerns.
This allows us to create a custom solution design to bring you peace of mind and financial security when
you need it.
Send us an e-mail or call us today at 781-676-7774 to discuss your financial
needs with an experienced CPA seriving Waltham, Woburn, Burlington and surrounding communities.
