Prosperi Tea Planning
Financial Services, 3 Grinnell St, Greenfield, Massachusetts, 01301, United States, 1-10 Employees
Phone Number: +14*********
Who is PROSPERITEA PLANNING
Wendy Marsden, CPA, CFP and her staff provide comprehensive financial services to clients under an annual retainer model. Services provided include investment advising, tax planning, tax ...
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Headquarters: 3 Grinnell St, Greenfield, Massachusetts, 01301, United States
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Date Founded: 1994
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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Frequently Asked Questions Regarding ProsperiTea Planning
Answer: ProsperiTea Planning's headquarters are located at 3 Grinnell St, Greenfield, Massachusetts, 01301, United States
Answer: ProsperiTea Planning's phone number is +14*********
Answer: ProsperiTea Planning's official website is https://prosperiteaplanning.com
Answer: ProsperiTea Planning's revenue is Under $1 Million
Answer: ProsperiTea Planning's SIC: 6282
Answer: ProsperiTea Planning has 1-10 employees
Answer: ProsperiTea Planning is in Financial Services
Answer: ProsperiTea Planning contact info: Phone number: +14********* Website: https://prosperiteaplanning.com
Answer: Wendy Marsden, CPA, CFP and her staff provide comprehensive financial services to clients under an annual retainer model. Services provided include investment advising, tax planning, tax preparation, and comprehensive financial planning services to individuals, estates, and occasionally small businesses. Who should work with us? Current ProsperiTea Planning clients include: +People who are trying to integrate a windfall into their lives; determining realistic goals, and then giving their money marching orders +People in early retirement trying to get their social security and retirement investments integrated the smartest way and ironing out cash flow issues with the help of a CPA/CFP +People wondering when and how they can retire and/or send a kid to college (wed be happy to help with a variety of goals, but these are the ones our actual clients have.) +Couples starting out, trying to make decisions about when to buy a house, how to pay off debt, how to combine households, how to budget +About 10% of our clients have investable assets less than $100,000, about 33% have more than a million, and the rest are somewhere in between. +About 30% of our clients are in the LGBTQIA community. (This is leftover from when we specialized in what used to be called gay marriages, but we now just call marriages.) +About 30% of our clients meet with us primarily through Zoom. +95% of our clients like dogs. We sometimes refer to ProsperiTea Planning as Pet a Puppy Planning as River (our Labrador Retriever) sees herself as a comfort dog and makes herself available to pet. Wendy hits the sweet spot that integrates taxes, investment advising, and financial planning.
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