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Catherine Valega, CFP®, CAIA

Green Bridge Wealth Management LLC

175 Washington St
Ste A9
Winchester, MA 01890
Phone: (617) 407-3566
Fax: (781) 721-3334

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care

 

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Considerations: I always offer a free 30 min consult.