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Products & Services

At Wellesley Financial Planners, we provide assistance in the following areas:

Investments

Bonds

Common Stock

Educational IRA

Brokerage Accounts

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401 (k) Planning

403 (b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Life

Disability

Health

Long term care

Property and casualty

Tax Planning

Tax Preparation

Tax Reduction Strategies

Mortgages

Fist time homebuyers

Refinancing

Debt consolidation

Commercial

Reverse Mortgages