Does anyone use or know of a provider friendly Financial Advisor and or Tax accountant that they would recommend?
I'm actually looking around myself as well. I haven't experienced her personally, but I've seen a lot of advocation for companiontax below in this thread.
Check your mail. Anyone needing this type of service is welcome to PM me...
He is excellent and has helped me save, manage and invest a ton! It has really opened my eyes and I would highly recommend. Pm me or email me if you're interested. He is local to the Boston area but does video conferencing as well.
Marina
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