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Therese R. Nicklas, CFP®

US Wealth Management

139 Wood Rd
Braintree, MA 02184
Phone: (781) 849-9200 x242
Fax: (781) 394-0073

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Investment Management
  • Government & Military
  • Getting Divorced
  • Employee Benefits
  • Irregular Income
  • Mutual Funds
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

Considerations: I will find the method of compensation that makes the most sense for you.

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