Marlborough

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Kathleen Jucar
Financial Advisor
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Kathleen Jucar

Financial Advisor, Synergy Wealth Partners LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Investing
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Family Legacy Planning
  • Financial Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
4 Mount Royal Ave, Suite 120
Marlborough
Massachusetts
01752
United States
SERVING:
CA,MA
Virtual Appointments Available
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