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Daniel R. Mantell, CFP®

Wells Fargo Private Bank

220 Berkeley St.
22nd Floor
Boston, MA 02116
Phone: (617) 351-4050
Fax: (617) 351-4071

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Banking
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Mutual Funds
  • Insurance
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Special Needs

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.