FOR IMMEDIATE RELEASE
U.S. Wealth Management LLC Planners volunteer
services at Financial Planning Clinic
BRAINTREE, MA, ISSUED SEPTEMBER 1, 2007… Three financial planners with U.S. Wealth Management, LLC, a firm specializing in providing wealth management programs through CPA firm affiliates and financial advisors, recently volunteered their time and services by providing free financial planning information at a Financial Planning Clinic hosted by the Certified Financial Planner Board of Standards, Inc.
The August clinic, held at the Sheraton Boston Hotel was open to the greater Boston area public. At the well-attended event, financial professionals from throughout the region volunteered their time and services, providing advice and information to members of the public, many of whom could not otherwise afford the fees to engage a planner.
Participating from U.S. Wealth Management, LLC were Peter Donohoe, CFP, CRPS and Jeffrey Tomaneng, CFP, CLU, ChFC, both of whom maintain offices at 139 Wood Road in Braintree. Providing free Insurance Planning advice at the clinic was Christopher Szymanski, CFP, a registered representative of U.S. Wealth Management, LLC who maintains a Wilmington, MA office.
About U.S. Wealth Management, LLC
U.S. Wealth Management, LLC works with successful financial professionals with a commitment to delivering holistic wealth management solutions. The firm provides a comprehensive platform of financial services, including financial planning, asset management, insurance, retirement plans, estate planning, and annuities, through its affiliated firms, U.S. Financial Advisors, LLC, U.S. Insurance Brokers, LLC and U.S. Wealth Advisors, LLC. USWM also offers business-building and practice management coaching, training and support that is tailored to Certified Public Accountants (CPAs), financial advisors, and attorneys. To learn more, visit www.uswealthcompanies.com or call (781) 849-9200.
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