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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- 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 Link
- Other Email
- Other Information
Certifications: Certified Financial Planner
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