Estate and Retirement Planning

Estate and Retirement Planning

Advantage Wealth Solutions

Kyle Kadish

President

State(s) where we work:

Connecticut, Massachusetts, New Hampshire, Other states, Vermont

Areas of expertise:

Estate and Retirement Planning, Farm Business, Financial and Tax Planning, Other, Succession and Transfer Planning, Transfer Planning

Austin Associates, PA

Jeffrey Leonardo

CPA

State(s) where we work:

Maine

Areas of expertise:

Estate and Retirement Planning, Farm Business, Financial and Tax Planning, Legal Issues and Business Structures, Transfer Planning

Bacon & Wilson, P.C.

Hyman Darling

Attorney

State(s) where we work:

Massachusetts

Areas of expertise:

Estate and Retirement Planning, Family Communications, Goal Setting, and Assessment, Farm Business, Financial and Tax Planning, Legal Issues and Business Structures, Transfer Planning

Bergen & Parkinson, LLC

Erin Sherman

Attorney

State(s) where we work:

Maine

Areas of expertise:

Estate and Retirement Planning, Farm Linking, Leasing, and Nontraditional Tenure Agreements, Land Use Planning, Conservation, and Community Development, Legal Issues and Business Structures, Succession and Transfer Planning, Transfer Planning

Bidwell Advisors

Dennis Bidwell

Principal

State(s) where we work:

Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, Vermont

Areas of expertise:

Estate and Retirement Planning, Family Communications, Goal Setting, and Assessment, Farm Business, Financial and Tax Planning, Farm Linking, Leasing, and Nontraditional Tenure Agreements, Transfer Planning

Bloomer Russell Beaupain

Jeff P. Russell

Managing Partner

State(s) where we work:

Maine

Areas of expertise:

Estate and Retirement Planning, Legal Issues and Business Structures, Succession and Transfer Planning, Transfer Planning

Charter Oak Financial

Matt Clifford

Financial Planner

State(s) where we work:

Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, Vermont

Areas of expertise:

Estate and Retirement Planning, Family Communications, Goal Setting, and Assessment, Farm Business, Financial and Tax Planning, Legal Issues and Business Structures, Transfer Planning

Conservation Works LLC

Elizabeth Wroblicka

consultant

State(s) where we work:

Massachusetts

Areas of expertise:

Estate and Retirement Planning, Land Use Planning, Conservation, and Community Development, Legal Issues and Business Structures

Cooper, Whitney, Cochran & Francois

Linda Francois

Esq.

State(s) where we work:

Connecticut

Areas of expertise:

Estate and Retirement Planning, Family Communications, Goal Setting, and Assessment, Land Use Planning, Conservation, and Community Development

Craighead & Martin, PLLC

Joanne Craighead

Attorney

State(s) where we work:

New Hampshire

Areas of expertise:

Estate and Retirement Planning, Legal Issues and Business Structures, Transfer Planning

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