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About Us


We help you Envision your goals, Plan appropriately, and Act with experienced execution to pursue those goals in confidence.

MSA Financial is a Registered Investment Advisory Firm offering financial planning and asset management to individuals, families, business owners and organizations in New England and around the country.

Founded in 1997, MSA has grown through the years primarily by our clients referring their family members, friends, and coworkers – a testament to the trust and confidence they place in us. 

Our mission is to partner with our clients to help them achieve their financial objectives in a prudent and thoughtful manner over their lifetime.

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