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Tricia B. Welsh, CFP®

Compass Capital

50 Braintree Hill Office Park
Braintree, MA 02184
Phone: (781) 535-6083 x308
Fax: (781) 535-6084

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Retirement
  • Life Planning
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges
N/A