PennyTree Advisers, LLC

Personal Financial Planning - We help individual clients to achieve financial success through the effective management of their financial resources. We work with clients in Greater Boston, South Shore, Southeastern Massachusetts, Cape Cod and across the nation. We also provide services in Ireland through a consulting agreement with a Dublin-based financial planning firm.

Forensic Advisory Services - We provide a professional  evaluation of the quality of advice you received from other financial professionals. This includes litigation support for attorneys.

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I© PennyTree Advisers, LLC 2014