Make tax-savvy decisions

Taxpayers often miss opportunities to make tax-smart moves. The decisions you make now about retirement plans, education accounts and charitable and other gifts can benefit you later. Contact me about finding strategies to help you manage your taxes now and in retirement.

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"Just in case you need to see me with a suit coat and tie!"

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

Meeting locations. . .

Although my main office is located in Bedford, NH, I serve clients throughout New England (and other parts of the United States), with many of my clients located in Massachusetts. I frequently meet with clients and prospective clients at our offices in Westborough, Charlestown and Quincy, Massachusetts. For the convenience of my clients, I also conduct meetings at client residences and businesses.

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