Tax and Investment Advocates is an independent financial services firm based in Middleton, Town of, MA. Since 1992, they have been dedicated to helping individuals create personalized retirement strategies using a variety of investment and insurance products to suit their unique needs and objectives.
With their Retirement Freedom Solution, Tax and Investment Advocates offers a comprehensive step-by-step program designed to optimize retirement income, reduce taxes, and manage the biggest risks to retirement. Their team of experienced professionals provides custom strategies and expert guidance to help clients live a comfortable and confident retirement.
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