ProsperiTea Planning, located in Greenfield, MA, is a trusted and knowledgeable financial advisory firm led by Wendy C Marsden, a CPA and CFP. With a focus on investment advising, comprehensive planning, and tax planning and preparation, ProsperiTea Planning offers professional results in a comfortable and supportive environment. Wendy Marsden, a fee-only fiduciary financial advisor, provides deeply integrated financial services to a manageable number of clients, ensuring personalized attention and strategic consideration of taxes.
With a commitment to transparency and client satisfaction, ProsperiTea Planning does not sell any products and offers fixed-price engagements with terms disclosed in advance. Wendy Marsden is a member of reputable organizations such as NAPFA, the Alliance of Comprehensive Planners, and the XY Planning Network. As a registered investment advisor in Massachusetts, Wendy shares her extensive financial knowledge with clients, inviting them to her office for a cup of tea and the opportunity to meet her dog, River. Privacy is taken seriously at ProsperiTea Planning, and clients can easily access Wendy's blog for additional information and insights.
Generated from the website