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Services

Crafting a unique approach for you, your needs, your business, and your family.

When it comes to your money, you deserve a strong foundation for long-term success. At Tankel Rosenberg Wealth Management, we will create a financial blueprint so that you can handle what comes next. Our goal is to educate and develop solutions so you can make the big decisions with us by your side.

 

Services include:

Flexible Financial Planning: Schedule your financial planning meetings during tax season or throughout the year - whenever the time is right for your situation and schedule.

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Comprehensive Solutions: Cover all aspects of your financial life, ensuring convenience and efficiency with our services.

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Premier Financial Planning Technology: Plan and organize your finances in one snapshot, collaborate on your planning goals, and navigate your evolving needs utilizing our personalized planning tool.

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Accessible Financial Planning: Meet with us - we believe that financial planning is for everyone, regardless of the size of your wallet.​

Making the right near-term decisions comes from having clarity about your long-term goals. We’ll help you assess your current situation and articulate a realistic goal that’s achievable; then, working side-by-side, we’ll take you through the necessary steps to address that goal.

 

Using our knowledge and resources, we’ll develop a coordinated, strategic financial and investment plan that brings simplicity and clarity to your financial life.

 

We are on your side, serving as your true solution providers.

 

Tankel Rosenberg Wealth Management​

 

20 Walnut Street Suite 200, Wellesley, MA 02481 | (781) 489-6970 x203 | www.tankelrosenbergwealth.com​

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Investment advice offered through Integrated Partners, doing business as Tankel Rosenberg Wealth Management, a registered investment advisor, along with investment advisor representatives, Samuel Diarbakerly and Rex Berger.

Tankel Rosenberg & Company, P.C. and its individual partners are solicitors to Integrated, compensated for solicitor services, but are otherwise unaffiliated with Integrated Partners. Stephen Tankel, Sheldon Rosenberg, Tankel Rosenberg & Company, P.C., and its individual partners are separate entities from Integrated Partners. Stephen Tankel, Sheldon Rosenberg, Tankel Rosenberg & Company, P.C., and its individual partners do not provide investment advice and are not registered as an investment advisor. Click here for copies of the firm’s ADV, CRS, and solicitor disclosure statement.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

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