Womoney / Financial Advisor in Belmont, Massachusetts

Fee-only, hourly based financial planning in a supportive & non-judgmental atmosphere. With a background in women's psychology and working as a financial planner since 1984, Sharon helps clients reach their personal goals and address their financial concerns.

Specialties

Charitable Planning College Planning Debt Management Divorce Planning Estate Planning Fee Only Income Tax Planning Investment Consulting Middle Income NAPFA Member Retirement Planning Socially Responsible Investments Women's Issues Young Investors
Suggestions will appear as you type. Example: Cary, NC.
Please describe your needs and any special services you may require. SUPER IMPORTANT: Do not use foul language or include web links to websites (even if they are yours). We ignore those contact requests. Thanks!

Optional, but recommended. Leave this set to Yes and save yourself time and money; NestEggZone.com will help you find the best financial advisor for your needs!
Optional, but recommended. An email is required if a phone number is not provided.
Optional, but recommended.

NestEggZone.com is © Copyright Sudden Ventures, Inc. ( 0.028 secs on 11/21/24)

Privacy Policy | Accessibility Statement

Activate High Contrast Mode