Kelsey Brennan (CFP®)

Kelsey Brennan focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

July 28, 2020

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This Office

270 Littleton Rd Ste 19 Westford, MA 01886-3524 Phone: (978) 577-6025