Willow Planning Group, LLC is a registered investment advisor offering advisory services in the States of Massachusetts and New Hampshire and in other jurisdictions where exempted.
This website is for informational purposes only and does not constitute a complete description of our investment advisory services. No information contained on this website constitutes tax, legal, insurance or investment advice. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website should not be considered a solicitation, offer or recommendation for the purchase or sale of financial products and services discussed herein. Viewers of this website will not be considered clients of Willow Planning Group just by virtue of access to this website.
Advisory services are offered through representatives of Willow Planning Group, an investment advisor firm domiciled in the States of Massachusetts and New Hampshire. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.