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Financial Advisor   

$12MM AUM | $175,000 GDC in Boston, MA

Member Level
Basic
Last Activity
2 weeks

Business Mix:

20% Comm
80% Fee

General

Location
Boston, MA, US
12 Month Gross Revenue
$175,000
Number of Accounts
163
Avg Client Age
45

Overview

I specialize in financial planning for individuals, families, and business owners. I want to help clients achieve their financial goals by using a holistic approach to combine savings, investment, and protection planning.

 
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