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Finance & Insurance

Finance & Insurance

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  • Independent financial firm that provides fee-based advice, from managing debt to evaluating portfolios in your 401k or any other account, using index funds to optimize your overall financial plan.
  • (617) 208-8679
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  • CPFA is an hourly, fee-only financial planner and advisor that helps individuals and families to achieve their financial goals, advising on retirement and college planning, budgeting and other needs.
  • (617) 980-9880
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  • Stefan Victor provides clients with tailored coaching to identify and meet their financial needs and goals to ultimately set them up for success with their personal finances.
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