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Planning for tomorrow. Today.

General Info
At my firm, we have our clientsâ??and only the clientâ??in mind. I am a CERTIFIED FINANCIAL PLANNERTM and as such I am required to be a fiduciary and put the needs of the client ahead of my own. My mission is to get to know and understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy that is designed to address your individual situation. By nature, I am conservative when it comes to money, but realize there are times when you need to take more risk, prudently.
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Charlestown, Thompson Square - Bunker Hill
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Phone: (617) 580-0580

Address: 2 Lincoln Pl, Charlestown, MA 02129

Website: website

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