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John C. Slupski, CFP®, MBA

East Coast Asset Management

16 Martin St
Essex, MA 01929
Phone: (781) 938-9200
Fax: (781) 938-9250

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Identity Theft
  • Job Loss
  • Insurance
  • Retirement
  • Personal Taxes

 

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.