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Special Offer

We are currently offering a special for clients who book a consultation with any of our financial advisors. Book anytime within the next six months and you will automatically receive a discount of 10 percent off of your consultation. This discount is applicable to any of the following services:

  • Financial consulting
  • Business consulting
  • Stock portfolio management and consulting
  • All insurance advice
  • All other management advice and information

To access this special offer, please contact us at (508) 465-2095. We can’t wait to assist you!