ProsperiTea Planning
Categories
Accountants - Certified PublicFinancial Services, Advisors & StockbrokersInvestments
- 308 Main Street 3rd Floor Greenfield MA 01301-3601
- (413) 829-4832
- Send Email
- ProsperiTea Planning (formerly Tea & Taxes)
Hours:
By appointment only
About Us
Wendy Marsden, CPA, CFP®, Samuel P Plotkin, CFA, Mari Fries, CFP® EA, and David Carnevale, CFP® CFA offer a deeply integrated suite of financial services, combining tax planning and preparation, comprehensive financial planning, and investment advising into one annual retainer. ProsperiTea Planning is a registered investment advisor located in the Connecticut River Valley in Western Massachusetts.
See our website for more details.
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