Services

Services

Benefit from our comprehensive services

Our Services

Benefits

Helping to understand the benefits offered by employers and how to best use them.

Financial Planning

Helping to understand the benefits offered by employers and how to best use them.

Estate Planning

Outlines the basic documents needed and gives insight on the many types of trusts.

First-time Home Buyer

The purchase of your first home is an important financial decision, one that requires a careful analysis of the total cost of homeownership. Fortunately, Massachusetts first-time home buyers have several mortgage programs to consider.

We can help you

 

Over the past few years, FEI has provided workshops to a wide variety of organizations in the Greater New England area. FEI has also been responsible for providing personal financial education to hundreds of attendees and referrals to a broad spectrum of financially oriented entities.

WHAT OUR CLIENTS SAY

I wanted to take a minute to thank you for bringing FEI group to speak at CWE(Center for Women & Enterprise) on October 25, 2011. Both programs I attended that day were very informative and the three speakers were clear spoken, humorous at times, and approachable. In addition to offering us the opportunity to ask questions that day, each provided contact data and encouraged us to follow up with them.

 

-Sheila, Center for Women & Enterprise

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(781) 966-2982