C.A.R.E. Asset Management & Straegies serving Maynard, Stow, Concord, Acton, Hudson and Sudbury logo and link to home page

C.A.R.E. Asset Management & Strategies, Inc.
John A. Epeneter, PC
(207) 459-7803

Helping clients achieve financial security for life
tax services with prinipal clients from Maynard,Stow, Acton, Concord, Sudbury and Greater Boston, MA
College Planning
asset management services by John A. Epeneter, Certified Financial Planner | Maynard, MA
College Planning Services available from John A. Epeneter member of National Institute of Certified College Financial Planners | Maynard, MA
Financial Planning
Tax Preparation
    Why C.A.R.E. ?
    Meet Us
    Tax Services
    Wealth Management
    College Planning


C.A.R.E. Asset Management and Strategies, Inc
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is a fee-only independent financial planning and wealth management firm, in business for 10 years, providing fee-based asset management with specialities in college planning and retirement planning, to achieve financial goals through all phases of your financial life. 

John A. Epeneter, PC is an independent accounting firm, in business for 41 years, performing audit, review and compilation engagements for a wide variety of businesses and nonprofit organizations, with special focus on minimizing taxes for businesses, individuals, estates, and trusts, and Roth IRA conversions.

You are welcome to come to our office for a free-no obligation meeting to explore how we might help you.

Fee Only  member logo

 

John A Epeneter, fee only certified financial planner, Boston, Massachusetts
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Certified Financial Planner Stow, Concord, Acton, Sudbury, MANAPFA Stow, Sudbury, Concord, Acton, MACertified College Planners Stow, Acton, Sudbury, Concord, MA
Best of Maynard CPA
© John A. Epeneter.CPA/PFS, CFP®, CFS, CCPS, CRPC®.   All rights reserved. 
1 Marginal Way, Springvale, ME 04083  info@johnecpa.com  Voice: 207-459-7803   FAX:  207-459-7804

CFP®  and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP®, Board's initial and ongoing certification requirements.  CARE Asset Management and Strategies, Inc. is a Registered Investment Advisor in the state of Massachusetts and a Licensed Investment Adviser in the state of Maine. 

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