WHITMAN FINANCIAL SERVICES, LLC & LPL FINANCIAL LLC

Services Offered

• financial planning
• investment management
• tax preparation

About

Whitman Financial Services, LLC & LPL Financial is a financial consulting firm located in North Reading, Massachusetts. The firm is staffed by Certified Financial Planners (CFP®) and Enrolled Agents, specializing in tax expertise and comprehensive financial planning. They offer a range of services including retirement planning, investment management, and tax preparation. Whitman Financial Services aims to serve individuals and families looking for professional guidance in managing their financial futures.

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Business Information