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When Special Care Is Needed: The Special Needs Trust Coaches A Fruitful Retirement: Social Security Benefit

What We Do

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Meet Our Team

Paul Tamagni

Financial Planner

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Nathaniel Hahn, CFP®

Wealth Management Advisor

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Susan Salamone

Office Manager

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Understanding Today's Financial Environment

Welcome, we're Tamagni Wealth Advisors, a financial planning company in Milford, MA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (508) 634-9900.

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Retirement Planning

We create strategies tailored to your goals

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Investment Advice

Without bias we put your needs first.

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Income/Asset Protection

We enjoy building trusted relationships that span generations.

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Download Our Free App

We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from us.

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