(617) 744-0193
5 Appleton Street
Watertown, MA 02472
Hours:
M,W,F: 8:30AM – 6PM
T, Th: 9AM – 9PM
An independent fee-only financial advisor working with individuals and families. Fee-only means that the firm takes no commissions, referral fess, or reimbursements other than the client fees, thus providing clients with objective advice. Specialties: retirement planning, home-buying decision-making, college planning, creation of investment portfolios including employer retirement plans and inheritances. We offer hourly planning and asset management.