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Home > Financial Planner Directory > Massachusetts > Tewksbury > Mark J. Alaimo, CPA/PFS, CFP®
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Mark J. Alaimo, CPA/PFS, CFP®

Sullivan Bille Group- Wealth Management Advisors, LLC

600 Clark Rd
Ste 4
Tewksbury, MA 01876
Phone: (978) 970-2900
Fax: (978) 970-3260

Toll-free: (800) 818-1120

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Banking
  • Buying a Home
  • Asset Allocation
  • Business Taxes
  • Corporate Finance
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Real Estate
  • Insurance
  • Startup
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • 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.