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Journey Wealth Partners

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Investments, Banks, Financial Planning Consultants

747 Main St Ste 120, Concord, MA 01742

978-369-2911

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DETAILS
General Info
Our sole reason for being is to increase our clientsâ?? control, outcomes and purpose. We execute practical and effective evidence-based strategies, with a transparent and competitive fee structure, delivered with extraordinary personal service. If you are not hitting your targets for savings, rebalancing, tax and risk management, legacy planning and other goals, you are likely not receiving the comprehensive personal financial planning you deserve. Please note our other location at: 5 Federal Street Suite 718 Nantucket, MA 02554
Hours
Regular Hours
Categories
Investments, Banks, Financial Planning Consultants, Financing Consultants, Investment Advisory Service
Payment Options
Location
Concord Professional Ctr
Other Email

Other Information

Certifications: Certified Financial Planner

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