401(k)s and Other Retirement Plans
401(k). Roth 401(k). IRA. SEP. SIMPLE IRA. The alphabet soup and choices may seem bewildering when it comes to retirement plans. And ever-changing rules from the Department of Labor add a new layer of complexity and potential liability to you as a plan sponsor. Whether you are a business ... Read More
Financial Education
Where do millions of Americans find objective, personalized, and affordable financial advice today? The Opportunity for Employers Through an arrangement with the Association of Financial Educations, Steve Stanganelli and Clear View Wealth Advisors offer employers a program of onsite financial ... Read More
Business Transitions
What's Next? Looking at an exit strategy from your company but not ready to “retire”? Planning to move on to other business ventures? Reinvent yourself? Or maybe you’re not sure yet. You’re not alone. In fact, over the next 5 years, millions of baby boomers will be transitioning to the next ... Read More
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Clear View Wealth Advisors, LLC
For Smarter Money Moves and Better Bottom Lines
Financial Planning Services for Businesses, Real Estate Investors & Doctors
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Fee-Only Financial Planner & Money Coach
Steve Stanganelli, CFP®,CRPC®,AEP®
As a CERTIFIED FINANCIAL PLANNER ™ Professional, Steve has been providing financial, tax, retirement and college funding advice for more than 20 years to individuals, families and business owners throughout Greater Boston, the Merrimack Valley and New Hampshire Seacoast.
978-388-0020 Main
617-398-7494 Direct
Mailing Address...
12 Amidon Ave., Amesbury, MA 01913
Meeting Locations...
100 Main St., Ste 13, Amesbury, MA 01913
25 Lowell St., #105, Wilmington, MA 01887
67 S. Bedford St, Ste 400W, Burlington, MA 01803
Hours: Mondays thru Saturdays by Appointment
Free Planning Tools
