Holistic Financial & Retirement Group

 
1500 District Ave.
Burlington, MA 01803
(781) 270-1505
Today: 9:00 AM to 4:00 PM
swan.shen@cfsbd.com
Serving Burlington, MA and outlying areas, Swan Shen of Holistic Financial & Retirement Group is offering the following services not limited to: Annuities, Insurance, Employee Benefits, Retirement Planning, and Financial Planning.
Mon 9:00 AM to 4:00 PM
Tue 9:00 AM to 4:00 PM
Wed 9:00 AM to 4:00 PM
Thu 9:00 AM to 4:00 PM
Fri 9:00 AM to 4:00 PM
Sat Closed
Sun Closed

Products and Services

College Planning, Insurance and annuity products, Legacy Planning, Estate Conservation, Tax Planning

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