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ProsperiTea Planning

Wendy Marsden, CPA, CFP® and Samuel P Plotkin, CFA offer a deeply integrated suite of financial services, combining tax planning and preparation, comprehensive financial planning, and investment advising into one annual retainer. ProsperiTea Planning is a registered investment advisor located in the Connecticut River Valley in Western Massachusetts.

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Wendy Marsden, CFP®, CPA
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

3 Grinnell St Greenfield, MA 01301-3601 Phone: (413) 829-4832

Primary Office

3 Grinnell St Greenfield, MA 01301-3601 Phone: (413) 829-4832
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