Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Massachusetts > Walpole > Susan H. Brown, CFA, CFP®
Find the Certified Financial Planner™
Who's right for you.

Susan H. Brown, CFA, CFP®

Sound View Financial Advisors LLC

40 Lewis Ave.
Walpole, MA 02081
Phone: (508) 660-8982

Print Profile

View Map

Get Directions

Saved in Saved Planners

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Retirement
  • Long-term Care
  • Starting a Family
  • 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.