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Advisors near 02360

Out of 400,000+ nationwide

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Kevin W

CFP®, Series 65, Series 66

Pembroke, MA

Full Life Financial Planning

Wealth management Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Self-Employed Mid-Career Professionals Approaching retirement
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Henry F

Series 65

Duxbury, MA

Wealth Management Planning

Active portfolio management Options & derivatives strategies
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Kimberly Q

CFP®, Series 63, Series 65, Series 66

Halifax, MA

KSQ Financial Services LLC

General retirement planning Income planning Tax-loss harvesting General tax planning Wealth management
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Peter K

Series 63, Series 65

Plymouth, MA

Trilogy Advisors

Options & derivatives strategies Concentrated stock management
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Laura S

CFP®, Series 63, Series 65

Pembroke, MA

Laguna Investment Services

Wealth management Retirement income strategy Income planning
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Laurence P

CFA®, Series 63

Plymouth, MA

Client Priority Financial Advisors LLC

General retirement planning Income planning Wealth management Cash flow / budgeting Life insurance needs analysis
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Matthew G

Series 66

Plympton, MA

Odinic Advisors LLC

Divorce financial planning Attorney Founder/Business Owner
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Alfred C

Series 63

Plymouth, MA

New England Financial Group

Wealth management Real estate investing
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Timothy W

Series 65

Plymouth, MA

CVW Financial, LLC

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Life insurance needs analysis General tax planning Founder/Business Owner Mid-Career Professionals
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Stephen C

Series 63, Series 65, Series 66

Marshfield, MA

Snug Harbor Capital Management, LLC

Options & derivatives strategies Private / alternative investments
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