Categories:
Accountants, Certified Public Accountants, Insurance
Phone:
(508) 366-0181 (Phone), (508) 366-0452 (Fax)
Specialties:
Wealth Management, Comprehensive Financial Planning, Tax Planning and Preparation, Retirement Planning, Variable and Fixed Annuities, Estate Planning, Long Term Care, Life Insurance
Products:
Annuities, Asset Management, Brokerage Services, ...
Certifications:
Certified Public Accountant, Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner,
Emergency service:
Emergency service available
Additional:
J. Kelly Thomas, CPA/PFS, CFP