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  • “There are risks and cost to a program of action, but they are far less than the long-range risks and costs of comfortable inaction.”- John F. Kennedy

  • Although none of us can accurately predict the future, we can prepare for what lies ahead.

Forms Library

 

First Meeting Questionnaire

Financial Planning Questionnaire

Estate Planning Questionnaire

CWM Vault Checklist

 

Contact

(508) 746-7763
sean@condonwealth.com

 

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Address

15 Caswell Lane
Plymouth MA 02360

Investment advisory services offered through Condon Wealth Management, Inc., a registered investment advisor.

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