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Wealth Planning Resources

Comprehensive fee based Financial Planning

I provide financial planning services to individuals and families. I also establish and manage retirement plans for business owners, with the goal of assisting in overall financial planning and risk management for these entities. Im committed to providing professional yet personalized attention, with a key emphasis on establishing trust, maintaining independence, educating - not just executing, and providing a source of security and reassurance for my clients throughout their various life and business transitions.

460 Totten Pond Rd., Suite 600
Waltham, MA 02451

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William Berry

Cell: 617-283-7448