Intersection Of Technology And Finance, Part 1
This week join Alyssa McNamara Reed and her husband Kirk reed for a discussion about Technology and the world of Finance! Alyssa and Kirk talk about what's safe and what isn't when it comes to financial technology.
Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees.
Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees.
McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
Be sure to check out the new McNamara on Money website at:
https://mcnamaraonmoney.com