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Annual Meeting

Meeting monthly, quarterly, or yearly

  • 1 hour
  • Prices may Vary
  • Customer's Place

Service Description

I will get together with you and go over an reports needed. I will always be available for questions. But this will get us together to go over any changes that should be made. We can add or subtract any services at anytime during the meeting or throughout the work. It is my mission to keep you well aware of the work I am doing. Show you results for any financial planning we have put in place. There is always an online option for a meeting.

Cancellation Policy

I understand Life can happen at any minute of any day. If for some reason you need to reschedule or choose a better time, just email me. I will work around your schedule the best I can.

Contact Details

+ 978-512-1242

Pepperell, MA, USA

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