About
Solo practitioner of independent, fee-only financial planning firm.
Products
  • ProConnect Tax
    Experience: 3 years
  • ProSeries Tax
    Experience: 2 years
Details
3
Expertise

Retirement Accounts, Investment G/L, College Savings

1
State proficiencies

MA

1
Language

English

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Posts 8
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Cheers Given 2
Cheers Received 5
Member Since ‎03-16-2020
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