Bluebird Wealth Management
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Bluebird Wealth Management is an independent, fee-only registered investment advisor based in Medfield, MA, dedicated to providing personalized financial planning and investment management services that prioritize clients' best interests. Their fiduciary commitment ensures objective financial advice tailored to each client's unique needs, avoiding commissions and product sales.
With over 30 years of experience, Bluebird Wealth Management offers a range of services, including portfolio management, financial planning, and comprehensive wealth management, ensuring a cohesive approach by collaborating with other trusted advisors. Their goal is to create customized strategies designed to achieve clients' financial objectives while maintaining transparency and integrity throughout the process.
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