Listings in Legal Document Preparer and CDFA (Certified Divorce Financial Analyst) near Massachusetts

Showing 5 of 15 results
TrinityPoint Wealth is an independent investment advisory and financial planning firm based in Milford, CT. We operate in a fiduciary capacity with your best interests and well-being at the forefront of everything we do.
612 Wheelers Farms Road, Milford, Connecticut 06461, United States
Divorce Financial Expert
Lili is a nationally recognized divorce financial expert practitioner, speaker, writer, and author of 4 books on divorce; Pres. of national Assoc. of Divorce Financial Planners and strives to give clients financial confidence and clarity.
2 Greenwich Office Park, Bldg 2 West, Suite 300, 40 E. 42nd Street, Grand Central, 46th floor, NY, NY 10165, Connecticut 06831, United States
Managing Director - Wealth Management
Rachel is a Certified Divorce Financial Analyst™ & CERTIFIED FINANCIAL PLANNER™ practitioner & a partner of Gottlieb Rose Wealth Management, managing close to $1 Billion. She's been recognized by Forbes and OnWallStreet as a Top Advisor .
UBS Financial Services, 299 Park Avenue, 9th Floor, New York 10171, United States
Sandy Cove Advisors is a boutique financial advisory firm that delivers a full spectrum of customized wealth management services, with a focus on investments, financial planning and family office solutions.
Sandy Cove Advisors, 37 Derby Street, Suite 5, Hingham, Massachusetts 02043, United States
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