Personal Financial Planning - We help individual clients to achieve financial success through the effective management of their financial resources. We work with clients in Greater Boston, South Shore, Southeastern Massachusetts, Cape Cod and across the nation. We also provide services in Ireland through a consulting agreement with a Dublin-based financial planning firm.
Forensic Advisory Services - We provide a professional evaluation of the quality of advice you received from other financial professionals. This includes litigation support for attorneys.
Workplace Services - We help organizations to equip their employees with information, education and advice so they can make the most of their employee benefits.
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