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Home > Financial Planner Directory > Massachusetts > Shelburne Falls > Jonathan F. George, Sr., CFP®, CPA
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Jonathan F. George, Sr., CFP®, CPA

89 Main St
Shelburne Falls, MA 01370
Phone: (413) 625-9593
Fax: (413) 625-9461

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds

 

How Planner Charges
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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.