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Margaret M
CFP®, Series 63
Dennis, MA
Portfolios Boston
Margaret Mcnabb is a CFP® professional with 32 years of industry experience, serving as the sole advisor at Portfolios Boston since 1994. She holds a Series 63 license and operates out of Dennis, MA. Portfolios Boston is an independent firm providing fee-only investment management and occasional hourly consulting primarily to individuals and personal trusts who are retired or approaching retirement. The firm constructs tailored portfolios using fundamental analysis, blending individual securities and managed investments to align with clients’ risk tolerance and income needs.
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