Hi, Wondering whether you might know of (and be able to recommend) an experienced, reputable flat fee based financial planner. We are also looking for a tax adviser to help with tax planning. Thanks...
Jeffrey Crampton Ameriprise 617-580-4271 Has YOUR best interests in mind. Works WITH you. Awesome. Knowledgeable. Lisa Healey,
I would also highly recommend Jeff Crampton, Ameriprise Financial. Lovely guy who has more certifications than most financial planners in the area. He knows his stuff!! 617-580-4271 Best of luck,