About
Categorized under Financial Consultants. Our records show it was established in 2018 and incorporated in MA. Current estimates show this company has an annual revenue of 58323 and employs a staff of approximately 2.
I help families avoid overpaying for college by identifying financial strategies, school selection opportunities and tax efficient planning. My process is designed for middle and upper middle income families who may think that they don’t qualify for traditional aid but still want to reduce their cost. With personalized guidance we help clients save tens of thousands of dollars on college expenses while making smarter financial decisions along the way.
Services
College Financial Planning
Contact
Service Areas
- Newburyport, MA, USA
Current Hours
- Sun CLOSED
- Mon 9:00 AM - 5:00 PM
- Tue 9:00 AM - 5:00 PM
- Wed 9:00 AM - 5:00 PM
- Thu 9:00 AM - 5:00 PM
- Fri 9:00 AM - 5:00 PM
- Sat CLOSED
-
Fri 9:00 AM - 5:00 PMOPEN NOW
Similar Businesses
Reviews (0)
Write a Review
Photos
Detailed Information
- Location TypeSingle Location
- Opening Date2018
- Annual Revenue Estimate58323
- SIC Code show
- Employees2