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Webster Office

8 Lake Street,

Webster, MA 01570

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HELPING OUR CLIENTS TO PREPARE FOR ALL THEIR LIFE PLANNING CHALLENGES.


 

Insurance
We discuss with you your general attitudes toward risk, underline various risks and review the various option to manage and / or potentially mitigate various forms of risk.


Employee Benefits
We provide a consultative review of all your employee benefits, looking to ensure that any benefits offered are fulfilling their intended purpose and are the most cost-effective available.

Carl Kaliszewski

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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