Purse Strings Approved Professionals

 
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John Foley
Financial Planner
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John Foley, CFP
Certified Financial Planner, Bay State Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans
SPECIALTIES
  • Business Financials
  • Business Succession Planning
  • Business Valuation
  • Financial Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
1 Marina Park Drive
Boston
Massachusetts
02210
United States
SERVING:
CT, MA, NH
Virtual Appointments Available
Gary Domoracki Purse Strings
Financial Advisor
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Gary Domoracki
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
SERVING:
CA, AK, DE, FL, MA, MD, MN, NH, NJ, NY, OH, OK, OR, RI, TN, TX, VA, WA, WV
Virtual Appointments Available