All your ex-es may live in Texas as the country song says but do you really want your hard-earned money to follow? And you may be a generous sort but would you rather have your wealth pass on to your family or Uncle Sam? More examples of smart people doing dumb things when it comes to estate and legacy planning. What do you think of when someone says "estate plan?" If you think that it's only ... Read More
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Clear View Wealth Advisors, LLC
For Smarter Money Moves and Better Bottom Lines
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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
290 Donald Lynch Boulevard, Suite 102, Marlborough, MA 01752
Hours: Mondays thru Saturdays by Appointment
Free Planning Tools
