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Strategic Tax & Insurance Services, Inc.

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there is much that is uncertain about the financial world, but at strategic tax & insurance services, inc, that uncertainty is combatted by invaluable experience. with over 40 years of this experience as an advisor, john duddy helps his clients create a coordinated plan to manage all of their wealth needs. john’s passion is people, and helping them discover the peace of mind that can only come from a secure financial future. his strategies aim to ensure that people don’t outlive their money, and they can enjoy the retirement that they expect, and the retirement that they deserve. he works closely with professionals of other financial specialties to plan for all phases of his clients’ lifetimes, and often times his client’s children, and even grandchildren. this includes an elder and disability care planning component that ensures a clients’ finances are organized correctly to put their loved ones in the best position possible, keeping your money where it belongs: with your family, not

Headquarters:
92 Montvale Avenue, Suite #3150, Stoneham, Massachusetts, United States, 02180
Industry:
Financial Services
Founded:
1975
Employees:
2
Annual Revenue:
-

Type: Private
Ticker: -
United States 2
Social SecurityAnnuitiesDistribution PlanningFinancial BudgetingAdvanced Tax PlanningIncome PlanningTaxesInsuranceHolistic Financial PlanningRetirement Planning

Frequently asked questions about Strategic Tax & Insurance Services, Inc.

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Where is Strategic Tax & Insurance Services, Inc. located?

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Strategic Tax & Insurance Services, Inc.'s headquarters is located at 92 Montvale Avenue, Suite #3150, Stoneham, Massachusetts, United States, 02180

How many employees does Strategic Tax & Insurance Services, Inc. have?

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Strategic Tax & Insurance Services, Inc. has 2 employees

What industry does Strategic Tax & Insurance Services, Inc. belong to?

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Strategic Tax & Insurance Services, Inc. is in the industry of: Financial Services

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Strategic Tax & Insurance Services, Inc. Linkedin page

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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