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Home > Financial Planner Directory > Massachusetts > Braintree > John P. Napolitano, CFP®, CPA, PFS, MST
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John P. Napolitano, CFP®, CPA, PFS, MST

U. S. Wealth Management, LLC

139 Wood Rd
Braintree, MA 02184
Phone: (781) 849-9200 x239
Fax: (781) 849-0677

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Succession Planning
  • Sudden Wealth

 

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.