ProActive Advisors is a Lexington-based financial planning firm that specializes in serving retirees, businesses, and individuals. With a team of specialized professionals, they offer advanced planning processes and wealth management strategies to help clients achieve their financial goals and protect their assets.
ProActive Advisors also provides business consulting services, assisting business owners and high net worth individuals in reducing tax liabilities and improving profit margins. Additionally, they offer estate planning and legal services to ensure clients' wishes are carried out and their legacies are shared with loved ones. With a focus on proactive and results-oriented approaches, ProActive Advisors aims to exceed expectations and boost clients' bottom lines.
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