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Review Keywords Analysis

  1. US
  2. MA
  3. Boston
Sandra Gilpatrick, CFP®, CDFA™, Wealth Consultant
Sandra Gilpatrick, CFP®, CDFA™, Wealth Consultant
Sandra Gilpatrick, CFP®, CDFA™, Wealth Consultant
Sandra Gilpatrick, CFP®, CDFA™, Wealth Consultant
5.0
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SUMMARY   Services Excellence Summary

My focus is on GenX and Millennial women's unique financial needs. I assist them with financial planning and investment strategies and manage their risk. It is my goal to empower women and make them feel confident about their finances. My focus is on helping women of the Millennial generation and professional Generation X who reside or work in Boston to meet their financial goals. My goal is to make financial matters more accessible for clients. My practice is built on trust and comfort. As a client, I want to have a pleasant experience.

 

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Sandra Gilpatrick, CFP®, CDFA™, Wealth Consultant Reviews: 1. Average Rating: 5.0
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