Tax and Investment Advisors

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253 Low St Ste 23

Newburyport, MA 01950

+1 (978) 255-1128

http://www.taxandinvestments.com

Tax and Investment Advisors, located in Newburyport, MA, has been dedicated to assisting individuals in planning for a comfortable and confident retirement since 1992. Through their Retirement Freedom Solution, they focus on optimizing retirement income, reducing taxes, and managing financial risks with a customized strategy tailored to each client's unique needs.

The firm emphasizes the importance of informed decision-making regarding financial matters, utilizing a comprehensive, step-by-step process to evaluate current financial situations and retirement goals. Clients can engage with the team through personal consultations or various workshops designed to enhance their financial literacy and planning proficiency.

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1.01 reviews

Glen K.

9/19/2025

I contacted Robert Guy because of his tax advise on local TV stations and his Roadmap for retirement. I scheduled a complimentary consultation with him to get further information about my taxes...

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