Purse Strings Approved Professionals
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Managing Director - Investments | Branch Manager,
Oppenheimer & Co. Inc.
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Investing, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
Some of the most important people in my life, that mean the most to me, are women. I have a wife, three sisters and three Read more...
SPECIALTIES
- Business Financials
- Business Planning
- Business Succession Planning
- Business Valuation
- Charitable Planning
- Executive Compensation Packages
- Family Office Services
- Financial Planning
- IRA
- Legacy Planning
- Personal Tax Planning
- Self Directed IRA
- Small Business Tax
- Tax Mitigation
- Tax Preparation
- Wealth Protection
LOCATION
255 State St
Boston
Massachusetts
02109
United States
Boston
Massachusetts
02109
United States
SERVING:
CA, AK, DE, FL, MA, MD, MN, NH, NJ, NY, OH, OK, OR, RI, TN, TX, VA, WA, WV
Virtual Appointments Available
Partner/Financial Advisor,
Unity Financial & Insurance Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Disability insurance, Employee Benefits, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Women are the backbone of our society. For way too many generations, women were expected to be in the background; yet they have been a Read more...
SPECIALTIES
- Business Financials
- Business Insurance
- Business Planning
- Divorce
- Financial Planning
- IRA
- Pension
- Retirement planning
- Small Business Tax
LOCATION
330 Whitney Ave
Holyoke
Massachusetts
01040
United States
Holyoke
Massachusetts
01040
United States
SERVING:
All 50 States
Virtual Appointments Available
CEO, Wealth Advisor & Coach,
Abaris Financial Group LLC
OVERVIEW OF SERVICES
Asset Management, Investing, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I love working with women because women tend to be more relationship-oriented and it is the relationship that is my favorite part of being an Read more...
SPECIALTIES
- Charitable Planning
- Executive Coaching
- Family Legacy Planning
- Financial Planning
- IRA
- Legacy Planning
- Money Mindsets
- Personal Growth Coaching
- Personal Tax Planning
- Socially Conscious Investing
- Trust Planning
- Wealth Protection
LOCATION
9 Pond Ln
Concord
Massachusetts
01742
United States
Concord
Massachusetts
01742
United States
SERVING:
All 50 States
Virtual Appointments Available
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