Customized Financial Strategies

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At Senior Financial Services we help our clients by designing a customized financial strategy that often combines more than one product.

Each part of the strategy will often dovetail with the others to produce a comprehensive plan addressing asset protection and growth, income that meets or exceeds the client’s needs, efficient tax strategies as well as efficient methods of passing assets to your heirs.

Contact Fred Orentlich at 800-679-2858
Location: Massachusetts, USA

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