What we're about

This is a group for anyone looking to strengthen their financial health. The group will be lead by a CPA/PFS, CFP® with experience in helping individuals, families, and small business owners accumulate and preserve their wealth. Topics will vary by what the group wants to cover but discussions may include areas such as education savings, personal financial tips, retirement planning, and tax-efficient investing.

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Getting Started with your Personal Financial Goals

1240 Pawtucket Ave

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