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Connecting faith and finances for good.
Wherever you are at financially, I will meet you there, and together we can put together a plan that works toward your goals. I work with individuals, families, congregations, and small businesses with a focus on holistic financial planning that includes your short-term and your long-term goals.
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Location
Marstons Mills Office
- Phone:
- 518-879-0571
Hours
M – F: 9 a.m. – 5 p.m.