Helping you plan for success

Independent provider of Financial and Tax Services in Millis, MA

About MOK

Helping you plan for success

Independent provider of Financial and Tax Services in Millis, MA

About MOK

We can help you meet your long-term goals.

It is never too early to get started on your investment plans. Tell us more about your goals, and we will help you towards achieving them.

With our expertise and know-how, we'll help you save money, reduce stress, and focus on your real priorities. 

Portfolio Management

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Financial Planning

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Investments

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Our team can help you make important decisions regarding your financial future.

Our approach includes an assessment of your complete financial picture and a customized financial plan to help you achieve your goals and dreams for long-term investment growth and stability.


For help with your financial needs or to discuss specific questions or concerns, please contact us to arrange a complimentary consultation.

Contact MOK

MOK News

Traditional or Roth IRA?

Traditional or Roth IRA?

January 1, 2020
Saving for retirement is extremely important, even if it means cutting back on discretionary spending. Choosing the right IRA or retirement plan can become complicated and can have a big impact on your current tax situation as well as in your retirement years.
Watch Out for Tax Penalties

Watch Out for Tax Penalties

January 1, 2020
Most taxpayers don’t intentionally incur tax penalties, but many who are penalized are simply not aware of the penalties or the possible impact on their wallets.
Creative Financial Strategies

Financial Strategies

January 1, 2020
We can help you protect your assets and assist you to create financial structures that are funded with tax-deductible dollars to minimize your taxes and maximize your wealth.
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