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Welcome to P & L Financial Company

Meeting Expectations
for Financial Success

P & L Financial Company is an independent wealth management, financial services organization dedicated to serving the financial needs of individuals and business owners.

"Our mission is to help our clients define and achieve their life goals. We accomplish this by creating and executing a well-crafted comprehensive financial strategy that has been specifically tailored to meet our clients' needs."
Latest Video Client Alert
Newsletters
  • Is It Time to Declare Your Financial Independence?
    No matter how much money you have or which life stage you're in, becoming financially independent starts with a dream. Your dream might be to finally pay off the
  • Should You Invest Internationally?
    Investing in foreign stocks provides access to a world of opportunities outside the United States, which may help boost returns and manage risk in your portfolio.
  • Why Not Do It Now? New Research on Procrastination
    Do you have a tendency to push off important tasks? Do you do things at the last minute, or maybe not do them at all? If so, you're not alone. About one in five adults
  • Have you checked your tax withholding lately?
    If you were unpleasantly surprised by the amount of tax you owed or the amount of your tax refund when you filed your 2018 tax return, it may be time to check your
  • Do I need to pay estimated tax?
    Taxpayers are required to pay most of their tax obligation during the year by having tax withheld from their paychecks or pension payments, or by making estimated tax
    
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We do not sell, trade or rent your personal information to others.


This communication is strictly intended for individuals residing in the state(s) of MA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.