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Mary E. Montanari, CFP®

Montanari Financial Management

PO Box 197
Norwell, MA 02061
Phone: (781) 659-2380
Fax: (781) 659-4196

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Household Income Minimum: $0
Investable Asset Minimum: $200,000

Specialties
  • Attending College
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • 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.