Pleck, Elizabeth

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56 Linden St
Wellesley, MA 02482
+1 (781) 772-1548
https://www.financialstrategies-ehp.com

Independence Financial Strategies LLC, led by Elizabeth Hafkin Pleck, PhD, CFP, is an independent, fee-only financial planning service that prioritizes personalized client relationships over sales commissions. With over 35 years of experience, Elizabeth specializes in helping clients navigate their financial futures, offering tailored services that range from hourly consultations to comprehensive financial planning.

Elizabeth's approach is grounded in understanding each client's unique situation and goals, ensuring they receive the guidance needed to achieve financial independence. Her clientele includes a diverse range of individuals, from young professionals to retirees, many of whom are referred by satisfied clients seeking a trusted advisor who anticipates their needs.

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United States›Massachusetts›Wellesley›Pleck, Elizabeth

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