Creative Financial Planning

Open

Call

Website

17 Happy Hollow Rd

Wayland, MA 01778

+1 (508) 358-5546

https://www.plannersearch.org

Creative Financial Planning, located in Wayland, MA, is led by Bernard W. Konowski, a CERTIFIED FINANCIAL PLANNER professional dedicated to serving clients in the surrounding communities. The firm offers a comprehensive range of financial services, including investment management, estate planning, and retirement planning, with no minimum income or asset requirements.

As a member of the Financial Planning Association, Creative Financial Planning emphasizes integrity and professionalism in its approach to financial advising. The firm specializes in various areas such as budget management, insurance planning, and financial aid for college, ensuring clients receive tailored support for their unique financial situations.

Generated from the website

Own this business?

See a problem?

Financial consultant

J I Hushion Financial Planning

J I Hushion Financial Planning is a reputable financial planning firm based in Providence, RI. Specializing in personalized financial strategies, they assist clients in achieving their long-term financial goals. With a focus on comprehensive financial planning, J I Hushion Financial Planning offers services such as retirement planning, investment management, and estate planning to help clients secure their financial future. Generated from their business information

Services, nec, nec, Financial consultant

Millenium Financial Services

Millennium Financial Services, established in 1999, is an independent financial services firm based in Natick, MA, dedicated to providing unbiased advice and tailored solutions for individuals and small to midsize business owners. With a wide array of financial products and professional resources, they focus on meeting the fluid financial goals and life planning objectives of their clients. As a Registered Investment Advisor, Millennium Financial Services offers fee-only investment management, ensuring that client assets are managed with integrity and transparency. Their services encompass financial planning, retirement and estate planning, investment management, and various insurance products, all aimed at fostering personal relationships and developing strategies that align with each client's unique needs. Generated from the website

Financial consultant

Levin Financial Planning LLC

Levin Financial Planning in Wayland, MA specializes in assisting individuals in achieving long-term financial stability through a range of services including bookkeeping, audits, payroll, budgeting, and investment strategies. They also offer retirement packages, insurance policies, mutual funds, and estate planning to help clients secure their financial future with comprehensive planning solutions. Generated from their available business information