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Proficient Wealth Counselors LLC, based in Norwood, Massachusetts, is an independent Registered Investment Advisor dedicated to providing exceptional financial advice at an affordable cost. The firm specializes in comprehensive financial planning, investment management, and estate planning, ensuring clients receive personalized guidance tailored to their long-term financial goals. With a mission to help families build a secure financial foundation, Proficient Wealth Counselors focuses on asset accumulation, income planning for retirement, and asset protection strategies. Their approach emphasizes developing meaningful relationships with clients, allowing for ongoing monitoring and adjustments to financial plans as needed. Generated from the website

Marlene S. Kaplan, CPA, PC in Norwood, MA, is an independent CPA providing a comprehensive range of financial advisory services tailored to individuals and small businesses. For individuals, Marlene offers specialized services such as tax and audit preparation, while businesses can benefit from her expertise in payroll services and bookkeeping. Generated from their available business information