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ProsperiTea Planning

ProsperiTea Planning

Categories

Accountants - Certified PublicFinancial Services, Advisors & StockbrokersInvestments

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.

Images

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“Our Chamber membership is one of the important ways that we place value on our relationships with other business owners and with our community. “ Bruce Lessels, Zoar Outdoor
“Chamber membership helps keep my staff in contact with the local business community through their seminars and events.” – Michael Tucker, Greenfield Cooperative Bank
     
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