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EPISODE · Dec 2, 2024 · 49 MIN

Options for Elders with Barbara Cannon

from McNamaraOnMoney · host McNamara Financial

This week join Alyssa McNamara Reed and her guest Barbara Cannon of Options for Elders for a discussion about options for elders. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

Episode metadata supplied by the publisher feed · Published Dec 2, 2024

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Options for Elders with Barbara Cannon

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