Finn & Stone Insurance

Crystal Clear Finances, located in Latham, NY, specializes in empowering individuals to make informed financial decisions through their Cash Flow Confidence Plan. Their comprehensive approach includes analyzing clients' goals, spending habits, and investment needs, ensuring alignment with personal purpose and aspirations. With over twenty-five years of experience, Crystal Clear Finances offers customized financial solutions, including investment management and insurance advisory services. The team's commitment is to provide peace of mind and clarity as clients implement their personalized financial strategies, ultimately positioning them to achieve their financial goals. Generated from the website

ProsperiTea Planning, located in Greenfield, MA, is a financial planning firm led by Wendy Marsden, CPA, CFP, along with a dedicated team of professionals. Specializing in tax planning, financial advising, and estate planning, ProsperiTea Planning offers personalized services to help clients achieve their financial goals. With a focus on financial wellness and security, ProsperiTea Planning provides expert guidance on budgeting, investing, insurance, and retirement planning. Clients can expect a secure and efficient process for document handling, ensuring confidentiality and peace of mind throughout their financial journey.Generated from the website