Mark Uzzell, Financial Planner

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

06/24/2026

Many advisors say they are happy for clients to educate themselves about financial matters, but the advice they get from AI chatbots is often wrong.

06/22/2026

A midlife career pivot often begins when traditional markers of success no longer feel meaningful. Here's how to redefine success and package your skills.

06/18/2026

A new data point shows that financial literacy is not just low, but deteriorating.

06/17/2026

Your expenses in retirement evolve and change from your working life and not accounting for this is usually the most overlooked part of retirement.

06/15/2026

Can you tell the difference between a million, a billion and a trillion?

06/11/2026

Can travelers drive the Mother Road only on battery power without charging dictating the itinerary? If yes, where should they stop in each state?

06/10/2026

The modern leadership challenge isn't just managing pressure — it's preventing it from accumulating, and small, intentional moments of clarity, connection and joy can make all the difference.

06/08/2026

Millions of houses, thousands of jets, every NFL and NBA team: Imagine the things a trillionaire could buy.

06/04/2026

Retirement investors didn't let inflation or market volatility deter them from socking away a record average of 9.6% of their pay in the beginning of 2026. The average employer match was 4.8%, leading to a combined record 14.4% savings rate in 401(k) plans.

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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