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Summit Financial Partners
Financial Planner in Woburn MA
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Address
300 Tradecenter Ste 3400
Woburn, MA
01801 -
Contact
tel (781) 281-2287
fax (781) 281-7276
mchiofolo@summitfinancialpartners.org -
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Map/Directions
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About
Summit Financial Partners’ approach to working with clients is one that is both relaxed and confident. Our sound and well-researched solutions provide clients with solid financial plans. The areas of particular focus in our practice include: Preserving and protecting client assets to ensure financial independence Determining how to maximize Social Security and other retirement benefits to provide maximum retirement income Developing advantageous strategies for estate planning and asset distribution
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I've been doing this for 19 years
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Hours of Operation
Mon, Wed, Fri 9:00AM - 5:00PM
Tue, Thu, Sat - Sun Closed
Holidays Closed