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Home > Financial Planner Directory > Massachusetts > Worcester > Heather C. Arndt, CFP®, CRPC®, CSNA
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Heather C. Arndt, CFP®, CRPC®, CSNA

Merrill Lynch

100 Front St
9th Fl
Worcester, MA 01608
Phone: (508) 926-3708

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Sudden Wealth
  • Special Needs
  • 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.