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Needham, MA

Michael Borzi

CFP®, EA

Associate Wealth Advisor

140 Kendrick St, Building B, 3rd Floor
Needham, MA 02494

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Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

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Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • EA – Enrolled Agent
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