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VerifiedFinancial Services· Founded 1986

Kaizerman & Associates

We are a fee based financial planning and wealth management firm located in Natick, Massachusetts. Our personalized planning approach allows us to develop and implement customized and comprehensive strategies aimed at aligning our clients' goals, resources, and behaviors. We believe the dominant factor in determining long-term financial success is not market performance, but rather an individual’s own behavior to financial events. We are passionate about helping individuals and families solve problems and achieve their dreams. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Additional advisory services, tax preparation, fixed and/or traditional insurance services are offered through Kaizerman & Associates. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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HeadquartersNatick, United StatesEmployees4(1 to 10)Annual revenue<$1MFounded year1986Websitekaizerman.comLinkedIn profileLinkedIn

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