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Welcome! At Moore Financial Advisors, Ltd. (MFA) we provide financial planning and investment management services to help you achieve your goals in life.
Some of our clients seek our help in professionally managing their investments. Others come to us for advice on financial issues, such as planning for retirement, education, taxes, insurance, estate planning, small business concerns, or employee benefits. Some of our clients have unique needs, such as those who are divorcing/divorced, have lost a spouse/partner, or are a nontraditional family. We provide comprehensive financial planning, helping you develop a plan to achieve your goals, and advice on specific questions.
MFA is a fee-only firm, which enables us to provide advice free from any possible conflicts of interest. We never earn a commission on a recommendation we make. Our allegiance is strictly to our clients. As a member of the National Association of Personal Financial Advisors (NAPFA), we are committed to acting as a fiduciary for our clients. When an advisor acts in a fiduciary capacity, that advisor is legally obligated to maintain an allegiance of confidentiality, trust, loyalty, disclosure, obedience and accounting to his or her clients.
The selection of an advisor is an important decision. We encourage you to spend some time reviewing the information on our web site and welcome you to contact us if you have any remaining questions or wish to meet with us for a face-to-face consultation.
Thank you for visiting. We hope to hear from you.
Susan Moore, CFP®
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7 Clyde Rd.
Watertown, MA 02472
Phone 617-393-9999 Fax 617-812-1073
moore@mooreadvisors.com
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Moore Financial Advisors, Ltd. (MFA) is a Registered Investment Advisory firm in the Commonwealth of Massachusetts. This web-site is not a solicitation or offer to sell fee-only financial planning and investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists. A copy of our current written disclosure statement discussing Moore Financial Advisors, Ltd. business operations, services, and fees is available from MFA upon written request. All the content on this site is for information purposes only. The material presented is believed to be from reliable sources, whether linked to MFA’s web site or incorporated herein, and we make no representations as to its accuracy or completeness. Nothing on this web-site should imply that past results are an indication of future performance. Furthermore, the information resulting from the use of tools or information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from MFA. All information and ideas should be discussed in detail with your professional advisors.
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©2010 Moore Financial Advisors, Ltd. All rights reserved.
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