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Sentry Financial Planning
Sentry Financial Planning is a fee-only fiduciary firm guiding clients to and through retirement. The firm specializes in working with clients who are within...
Overview
Sentry Financial Planning is a fee-only fiduciary firm guiding clients to and through retirement. The firm specializes in working with clients who are within five years of retirement or who have retired within the last five years. It provides unbiased advice under the fiduciary standard and offers services including investment management, income tax planning, cash flow management, retirement planning, insurance and risk planning, and estate planning.
General information
Firm type
Family Office
Location
City
Andover
Principals
John Spoto
Certified Financial Planner
Helene Spoto
Client Relations & Operations Manager
Sector focus
Frequently asked questions
Are there any recent changes or newsworthy events for Sentry Financial Planning?
No recent operational events, personnel changes, or legal matters involving Sentry Financial Planning are recorded in public sources. The firm maintains a distinctly low public profile.
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