Greenspan Financial Planning
(617) 307-2270
175 Federal Street Suite 1050, Boston, Massachusetts, 02110
About us
Greenspan Financial Planning is a trusted finance and financial advising firm serving Boston, MA, dedicated to helping individuals and families achieve their financial goals. As experienced financial planners, we offer comprehensive investment services including bonds, common stock, treasury bills, government securities, and treasury notes to build diversified portfolios tailored to your needs. Our retirement planning expertise covers Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, Educational IRA, and brokerage accounts, ensuring your future is secure. We specialize in 401(k) planning and 403(b) planning, along with money purchasing plans and profit sharing plans for businesses and individuals alike.