Ask the Money Coach - Financial Planning: Question from Michael about financial planning after a parent's death: My father recently passed and the attorney who drew up the trust recommended a financial planner to my mother. He made a couple of the recommendations during the initial appointment and I'm a bit concerned about the type of advice being given. One recommendation was for her to move ... Read More
Skip links
Clear View Wealth Advisors, LLC
For Smarter Money Moves and Better Bottom Lines
Footer
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
290 Donald Lynch Boulevard, Suite 102, Marlborough, MA 01752
Hours: Mondays thru Saturdays by Appointment
Free Planning Tools
