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Contact Us: 508.656.0701 Fax: 508.935.0940
Udeshi Financial

Udeshi Financial is a leader in retirement and income planning. We incorporate the latest products and strategies to help our clients not only dream about, but actually realize their dreams of a secure lifestyle in retirement.

Our clients come to us for a variety of reasons:
1) They are paralyzed at the thought of outliving their money in retirement.

2) Frustrated at the thought of paying unnecessary taxes on money they are not currently using.

3) Have gotten on the Wall Street Roller Coaster and don't know how to set themselves free from the shackles of Wall Street, spending every waking moment worrying about their finances.

At Udeshi Financial we invest the time to truly understand you and your concerns, so we can design and implement a financial roadmap for you to travel on and act as your financial GPS along the way.

As they say, "Life Happens!" Secure and protect your life's blueprint with our Financial GPS. We're experienced Financial Architects dedicated to helping Individuals, families, and small business owners crystallize their focus on their financial objectives, and develop a road map to help them enhance their lifestyles in retirement.

We can also help create adequate funding for children's education and help protect assets from taxes and probate should long term or critical care become necessary. We are certified Long Term Care professionals who help ensure adequate funding is available for critical care without erosion of personal retirement funds and while protecting income. Our goal is to help our clients protect their hopes and dreams, maximize their financial and personal goals, and ensure that they do not outlive their money.

Why Choose Us?

Our focus is not just on the bottom line. Our primary goal in working with clients is helping them find the products and strategies that fit their needs and offer the best opportunity to achieve retirement objectives. Our approach is informative and our practice is service-oriented.

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