Mullooly Wealth Planning

Company Description:

Mullooly Wealth Planning is a boutique financial planning firm established specifically to serve individuals and businesses who are focused on achieving their life’s dreams. Whether it be for retirement, college savings, debt reduction, vacations, tax / estate planning, or insurance, we are here to listen to your specific needs and work with you to develop a financial plan that is as unique as you are. We treat your money as if it were our own, using evidence-based insights to empower you at every stage of your financial journey.

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Certifications & Awards

CERTIFIED FINANCIAL PLANNER®, Securities Licences: 3, 4, 7, 9, 10, 24, 63 & 65

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