Wealth management Boston

Wealth Management Insights

Kristin McKenna, CFP® covers a range of financial planning and investing topics with an emphasis on stock options and sudden wealth events.

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What is a Fiduciary Financial Advisor
Choosing a financial advisor

What is a Fiduciary Financial Advisor?

A fiduciary financial advisor has a legal obligation to act in the client’s best interests. Anyone can say they’re a financial planner, so it’s important

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