Adam Wojtkowski

A Certified Financial Planner (CFP®) and IRS Enrolled Agent, Adam Wojtkowski provides a full range of expert financial planning services to his clients. He previously worked at Sovereign Bank, Fidelity Investments and Citizens Bank. He holds a BA in Accounting from Assumption College.

What to Consider When Selecting a Financial Advisor

Selecting a financial advisor can be a complicated task with so many factors to take into consideration. Whether you’ve had a longstanding relationship with an...

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