Status: Closed
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We manage the finances for a limited number of families who all have similar things in common (our client profile). We don't "open accounts", and we don't "trade stocks" for people. We offer Planning, Advice, and Accountability. We work on a flat fee basis with a full service program and a starter plan for higher income people who building up their net worth.
Personable & discreet financial planning firm. I help with: 1. financial planning & retirement income planning 2. Real Esta...te transition (& downsizing) for retirees 3. Investment management including mutual funds, stocks, precious metals portfolios, for individuals, charitable organizations, and trusts Posts are for discussion and informational purposes only and should not be considered as...
fairly easy to get to - close to Boston; knowledgeable; more on the conservative side so if you are looking for something too aggressive, you should probably try elsewhere.
Comprehensive planning strategies to help you feel more organized, prepare for the unexpected, and achieve financial freedom sooner.
Since 2004 the company has been providing Business Consulting, Nec.
Walnut Hill Advisors Llc is located in Medford, Massachusetts. Walnut Hill Advisors Llc has a very good hospital, Cambridge Health Alliance, located nearby, which scored a 87 out of 100 in its most recent Medicare review. The Walnut Hill Advisors Llc's nearest hospital is 3 miles away. The zipcode (00000) in Massachusetts, where Walnut Hill Advisors Llc is located, has an above average safety...
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