Terry B. Wells,  CFP<sup>&reg;</sup> - Financial Advisor

Terry B. Wells, CFP®

President

Wells Financial Advisors, Inc.

161 Worcester Rd, Ste 205
Framingham, MA 01701
(508) 655-9303 x21

General

Terry Wells is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wells Financial Advisors, Inc. in Framingham, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management, Employee Benefits, Retirement, Stocks & Bonds, Long-term Care

More

Helpful Financial Planning Resources