Kutzen Financial Planning

Closed
160 Upham St
Melrose, MA 02176

Kutzen Financial Planning, located in Melrose, MA, is dedicated to providing unbiased, conflict-free financial advice and high-touch service to help clients organize, grow, and protect their wealth. With a commitment to education, the firm empowers clients to understand the various options available to develop tailored wealth plans that align with their values.

The firm prioritizes building long-term relationships within a community of client families and accepts a limited number of new clients each year, fostering a personalized experience. As independent, fee-based financial advisors, Kutzen Financial operates with transparency, ensuring clients are well-informed about the attributes and drawbacks of their investment choices.

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