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Stephen J. Doucette, CFP®

Proctor Financial

66 Central Street
Wellesley, MA 02482
Phone: (781) 235-0405 x103
Fax: (781) 235-0610

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • 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.