Chamber of Commerce

      Planning for Good - Karen Melo Ticas, CFP®

      ( 28 Reviews )

      Planning for Good - Karen Melo Ticas, CFP®
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      Hours

      Sunday:
      Closed
      Monday:
      10:00 AM - 6:00 PM
      Tuesday:
      10:00 AM - 6:00 PM
      Wednesday:
      10:00 AM - 6:00 PM
      Thursday:
      10:00 AM - 6:00 PM
      Friday:
      10:00 AM - 3:00 PM
      Saturday:
      Closed
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      Chamber Rating

      Verified Member
      5.0 - (28 reviews)
      28
      0
      0
      0
      0
      Read Our 28 Reviews

      Chamber Rating

      Verified Member
      5.0 - (28 reviews)
      28
      0
      0
      0
      0
      › ‹
      • Jane Spielman


        Mar 9th, 2024

      • Mary Keagul

        I am a long-time client of Karen's. She is exactly what I was looking for in a financial advisor - honest, responsive, and well-versed in the many instruments available in the field. She is able to clearly (and patiently) explain the pro's and con's of different financial options and provide recommendations appropriate to my family's changing situations. I recommend her highly.
        Feb 2nd, 2024

      • Maureen Peterson

        Karen is a dedicated professional who is knowledgeable, honest, warm and engaging. She also always has her clients best interests at heart. We feel lucky to have her.
        Jan 22nd, 2024

      • Sarah Rainwater

        Karen and her team are wonderful listeners and worked hard to understand my specific financial situation and help me plan for the future in a way that felt manageable and do-able. I highly recommend working with them!
        Jan 11th, 2024

      • Walter Ticas


        Oct 23rd, 2023

      Read Our 28 Reviews

      About
      Planning for Good - Karen Melo Ticas, CFP®

      If you want the peace of mind of making financial decisions with confidence, along with a simple process, we can help! Work with a CFP® professional that has a fiduciary duty. Learn how to protect your income and assets; ensure your loved ones are provided for should you die prematurely; compare your options for saving in volatile markets; and avoid making common mistakes when investing. We consolidate and organize all your financial information, so when something comes up, we'll be ready! While we serve a diverse population, my practice specializes in financial planning for healthcare providers, busy professionals and the LGBTQ community.

      Contact Info

      Questions & Answers

      Q What is the phone number for Planning for Good - Karen Melo Ticas, CFP®?

      A The phone number for Planning for Good - Karen Melo Ticas, CFP® is: (877) 568-7526.

      Q Where is Planning for Good - Karen Melo Ticas, CFP® located?

      A Planning for Good - Karen Melo Ticas, CFP® is located at Mailing Address: 20 Cabot Blvd STE 300, Mansfield, MA 02048

      Q What is the internet address for Planning for Good - Karen Melo Ticas, CFP®?

      A The website (URL) for Planning for Good - Karen Melo Ticas, CFP® is: http://www.planningforgood.financial/

      Q What days are Planning for Good - Karen Melo Ticas, CFP® open?

      A Planning for Good - Karen Melo Ticas, CFP® is open:
      Sunday: Closed
      Monday: 10:00 AM - 6:00 PM
      Tuesday: 10:00 AM - 6:00 PM
      Wednesday: 10:00 AM - 6:00 PM
      Thursday: 10:00 AM - 6:00 PM
      Friday: 10:00 AM - 3:00 PM
      Saturday: Closed

      Q How is Planning for Good - Karen Melo Ticas, CFP® rated?

      A Planning for Good - Karen Melo Ticas, CFP® has a 5.0 Star Rating from 28 reviewers.

      Hours

      Sunday:
      Closed
      Monday:
      10:00 AM - 6:00 PM
      Tuesday:
      10:00 AM - 6:00 PM
      Wednesday:
      10:00 AM - 6:00 PM
      Thursday:
      10:00 AM - 6:00 PM
      Friday:
      10:00 AM - 3:00 PM
      Saturday:
      Closed

      Ratings and Reviews
      Planning for Good - Karen Melo Ticas, CFP®

      Overall Rating

      Overall Rating
      ( 28 Reviews )
      28
      0
      0
      0
      0
      Write a Review

      Jane Spielman on Google

      image

      Mary Keagul on Google

      image I am a long-time client of Karen's. She is exactly what I was looking for in a financial advisor - honest, responsive, and well-versed in the many instruments available in the field. She is able to clearly (and patiently) explain the pro's and con's of different financial options and provide recommendations appropriate to my family's changing situations. I recommend her highly.

      Maureen Peterson on Google

      image Karen is a dedicated professional who is knowledgeable, honest, warm and engaging. She also always has her clients best interests at heart. We feel lucky to have her.

      Sarah Rainwater on Google

      image Karen and her team are wonderful listeners and worked hard to understand my specific financial situation and help me plan for the future in a way that felt manageable and do-able. I highly recommend working with them!

      Walter Ticas on Google

      image

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      Overall Rating

      Overall Rating
      ( 28 Reviews )
      28
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