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Planning for Good - Karen Melo Ticas, CFP®

5.0
  • Investment Service
  • Mansfield, MA
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About this business

FinanceFinancial ServicesInvestingInvestment Service

If you want the peace of mind of making financial decisions with confidence, along with a simple process, we can help! Work with a CFP® professional that has a fiduciary duty. Learn how to protect your income and assets; ensure your loved ones are provided for should you die prematurely; compare your options for saving in volatile markets; and avoid making common mistakes when investing. We consolidate and organize all your financial information, so when something comes up, we'll be ready! While we serve a diverse popula... read more

Location details

Mailing Address:, 20 Cabot Blvd STE 300, Mansfield, MA, 02048, United States

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Planning for Good - Karen Melo Ticas, CFP® has a 5 star rating with 31 reviews. 

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