📍 Serving Your Area, Maynard, MA, 01754
📞 978-897-0741
🌐 www.johnecpa.com/index.html
C.A.R.E. Asset Management and Strategies, Inc. is an experienced fee-only independent financial planning and wealth management firm providing fee-based asset management with specialities in college planning and retirement planning, to achieve financial goals through all phases of your financial life. With expertise in tax planning, investment management, college planning, Roth Conversions, IRA rolloverand retirement planning, we can offer high-level services and strategies in these and other areas. With a passion for saving taxes, we constantly monitor tax changes and tax saving strategies for individuals, businesses, trusts and estates to find the best customized plans for clients. As members of many professional associations, we strive to comply with each set of ethics and standards of professional conduct. These have a lot of common: integrity, honesty, objectivity, impartiality, fairness, competence, avoidance of conflicts of interest, professionalism, due diligence, confidentiality, fiduciary duties, full disclosure, etc. As with other advisory firms, we are subject to audit by the state without prior notice. We serve communities that are convenient to our office, such as Acton, Bedford, Burlington, Concord, Framingham, Hudson, Lowell, Marlborough, Maynard, Sudbury, Wayland, and Wellesley. We will go to your home office if you cannot come to ours. Call for more information!
📍 3 Country Club Ln, Upton, MA, 01568
📞 508-308-6050
Katz Financial Services specializes in retirement, estate and insurance planning strategies.