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Sara Kappos, CFP®, CCFS®

Apr 17, 20205 min read

Tax-Savings Opportunity for NQSO Holders

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36 Cordage Park Circle, Suite 328, Plymouth MA 02360
Phone: 617-471-6800 | Fax: 617-471-1177

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WEALTH MANAGEMENT

Plan Confidently. Live Comfortably.

We are a full service financial planning firm helping clients plan their finances with confidence to move comfortably towards their goals.

P: 617-471-6800

36 Cordage Park Circle

Suite 328

Plymouth, MA 02360

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This communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, HI, IL, TX, WI, MA, MD, ME, NC, NH, NY, PA, RI, SC, TN, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Adviser. Privacy Policy. Fixed insurance products and services and College Planning services offered by Blue Hills Wealth Management and College Funding Solutions are separate and unrelated to Commonwealth.

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