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BRIO Financial Planning

Fee-Only Financial Planning Services in Quincy, MA

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Contact Us…
to Make Sense of Your Money and Your Taxes

Michelle Morris, CFP®, EAContact Us

Michelle Morris, CFP®, EA
BRIO Financial Planning
1073 Hancock St. #101
Quincy, MA 02169

michelle@briofp.com
617-934-0419 (phone)
617-934-1933 (fax)

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Take the first step toward making sense of your money and your taxes by completing the following form and sending it to us. We will respond within two business days.

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From The Blog

  • What can we learn from the stock market in 2020?
  • Can money buy happiness? Maybe.
  • Help Those in Need this Year and Get a (Small) Tax Break
  • Two Years Later – Micro Investing with Acorns

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From the Blog

  • What can we learn from the stock market in 2020?
  • Can money buy happiness? Maybe.
  • Help Those in Need this Year and Get a (Small) Tax Break

Important Legal Information

Investment advisory products and services are offered through advisory representatives of BRIO Financial Planning, an investment advisor registered with the Commonwealth of Massachusetts.

Disclosures and Other Legal Terms

Contact Us

Michelle Morris, CFP® EA
BRIO Financial Planning
1073 Hancock St. #101
Quincy, MA 02169

michelle@briofp.com
617-934-0419 (phone)
617-934-1933 (fax)

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