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GUIDING VISION INTO VALUE 

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Mark has spent the past year serving as Chairman of the Board of Directors to which he was elected by the Massachusetts Society of Certified Public Accountants (MSCPA) for the 2018-2019 fiscal year and will continue to serve as past chair for the upcoming year.  

Follow the link to read the July 2018 issue of SumNEWS featuring Mark. 


Do you know where you are spending your money?

Do you have enough saved?

What do you want retirement to look like?

These are some of the questions a Financial Coach can help you answer.

Click on the link below for more information. 

Our Mission and Values 

Our Mission and Values 

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Who are we?

Who are we?

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Integrated Solutions- Wealth Management

Integrated Solutions- Wealth Management

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