Prosperitea Planning
Greenfield, MA 01301
Wendy Marsden & Sam Plotkin : (413) 829-4832
ProsperiTea Planning’s team of Wendy Marsden, CPA CFP®, and Sam Plotkin, CFA, produce professional results while offering a comfortable, supportive environment for addressing their peoples’ financial wellness needs from her home office. ProsperiTea Planning, in Greenfield Massachusetts, is accepting new people who are seeking investment advising, comprehensive planning, and tax planning and preparation.