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Proulx Family Financial
Financial Planning Services
Phil Proulx is so much more than a financial planner, he is a wealth coach a family friend and a confidant. He offers a wide array of Financial Planning services including:
- Retirement Planning
- Investment Management
- College Planning
- Estate Planning
- Annuities and Tax Deferred Savings Vehicles
- Small Company Retirement Plans
- Stocks, Bonds and ETFs
- Fixed and Variable CDs
To sum it all up Phil provides fantastic services individualized for each clients' unique financial planning needs.
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