Mark Uzzell, Financial Planner

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Mark Uzzell, Financial Planner Assisting individuals and families in defining financial goals and achieving financial independence

10/15/2026

Everyone in the workforce needs a financial plan that’s built to absorb unexpected shocks—especially women over 50.

10/14/2026

If you’re in your 50s or 60s, you may find that you have more financial flexibility than in previous years. With fewer obligations like paying for college tuition or raising children, you might be in a good position to focus on boosting your retirement savings.

10/12/2026

As AI makes it easier for money to move, banks may have to compete less on customer inertia—and more on offering depositors a fair return.

10/08/2026

People aged 18-34 are at the greatest risk of finding themselves on fraudsters’ radars. Here, seven people describe how they fell for different cons – and what they learned about staying safer online.

10/07/2026

Artificial intelligence is one of the hottest investment themes right now, but betting on AI is not that simple.

10/05/2026

Supposedly their products could end the world as we know it. So could OpenAI’s and whoever else’s. Pearl-clutching pronouncements miss a huge problem: management.

10/01/2026

Congratulations, you're a manager now! But there's no promotion — or a raise.

09/30/2026

American, Delta and United will treat you like royalty at the airport with a personal es**rt, lounge access and more.

09/28/2026

Only 37% of baby boomers express certainty they can handle future financial needs, and younger generations are even less sure.

09/24/2026

A 30-year study of scholarship recipients offers an unusual look at what can happen when people are given opportunities early in life.

Address

100 William Street, Suite 300
Wellesley, MA
02481

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+17812392046

Website

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