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Stanley J. Steinberg, CFP®

Wells Financial Partners, LLC

181 Wells Ave
Suite 201
Newton, MA 02459-3344
Phone: (617) 969-0042
Fax: (617) 969-0086

Toll-free: (866) 969-0042

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

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