ProsperiTea Planning
Finance · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
3 Grinnell St, Greenfield, Massachusetts...Phone Number
(413) 829-4832Website
www.prosperiteaplanning.comRevenue
<$5 MillionIndustry
About ProsperiTea Planning
ProsperiTea Planning, located in Greenfield, Massachusetts, is a fee-only fiduciary financial advisory firm led by Wendy Marsden, CPA, CFP®, and Sam Plotkin, CFA. The firm specializes in investment advising, comprehensive financial planning, and tax planning and preparation, focusing on providing deeply integrated financial services to a select group of clients. They operate on a fixed-price engagement model, ensuring transparency and no commission-based sales. ProsperiTea Planning is a member of the National Association of Personal Financial Advisors and is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisory Firm.Explore more
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ProsperiTea Planning, located in Greenfield, Massachusetts, is a fee-only fiduciary financial advisory firm led by Wendy Marsden, CPA, CFP®, and Sam Plotkin, CFA. The firm specializes in investment advising, comprehensive financial planning, and tax planning and preparation, focusing on providing deeply integrated financial services to a select gro... Read More
