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Matthew Gorham

ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

Professional Profile

About me (self-reported)

I'm a ChFC® with over 22 years of experience helping clients retire on their terms. Based in Norwood, MA, I work with individuals and families on retirement income planning, portfolio management, and protection planning through life, long-term care, and disability insurance. I take a straightforward, hands-on approach - no handoffs, no interns. Just experienced, personal advice.

Address 49 Walpole St Ste 3
Norwood, MA 02062

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My Expertise Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management Designations Held
ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Minimum Assets Less than $50,000 Minimum Income less than $50K Languages Spoken (self-reported) English

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