Financial Planning Solutions

The Cherrytree Group offers tax credit consulting, brokerage, syndication, and specialty finance services. We work extensively with real estate developers, investment advisors, accounts/tax advisors and investment professionals. One of our key areas is in retaining Brownfields Tax Credits on behalf of clients, with projects in Florida, New York, New Jersey, and Massachusetts. We also specialize in federal and state tax credit programs for real estate investment and development, including Renewable Energy Tax Credits as well as Historic Rehabilitation Tax Credits. Founded in 2011 by Warren Kirshenbaum, Cherrytree has been highly successful in assisting our clients in securing and/or monetizing millions of dollars in tax credits.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Auburndale, MA area, Paige Valchuis Mroz will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.