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Home > Financial Planner Directory > Massachusetts > Wellesley Hills > Jeffrey G. West, CPA, PFS, CFP®
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Jeffrey G. West, CPA, PFS, CFP®

Financial Compass Group

40 William St
Ste 200
Wellesley Hills, MA 02481
Phone: (617) 630-7777 x222
Fax: (617) 630-7778

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

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement

 

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.