Find the Certified Financial Planner™
Who's right for you.

Judith A. Henry, CFP®

DCU Financial

220 Donald Lynch Blvd
Marlborough, MA 01752
Phone: (508) 263-6077
Fax: (508) 263-6075

Household Income Minimum: $0
Investable Asset Minimum: $150,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

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.