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Financial & Investment Services
About Us
As a financial professional, I am dedicated to helping individuals and young professionals achieve their mid and long-term financial goals. With a strong understanding of the importance of teamwork, I am able to provide enhanced financial confidence to my clients through the support of a dedicated team of specialists at The Bulfinch Group. My personalized approach is tailored to the unique needs of each client and includes ongoing organization and education. By engaging with me, my goal is to empower my clients to live their best life through sound financial planning.
