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Financial Advisors in LYNNFIELD, MASSACHUSETTS
Lynnfield, MA
If you're looking for a financial advisor in the Lynnfield, MA area, we're here to help. Specializing in serving small business owners and female investors, we offer a full range of services including financial planning, tax and estate planning, and investment management to help you achieve your financial goals.

CLIENT SUPPORT TEAM
Tanya Vecchi
Client Relationship Manager
Eileen Guerin
Client Relationship Associate
Geniffer Takacs, CFA
Associate Director, Investments
Jaymz McStowe, CFP®
Senior Financial Planner
Contact Our Lynnfield Financial Advisors
Our Lynnfield office invites you to visit and meet our financial advisors to see what our full-service team can provide.

Bldg B #207
Lynnfield, MA 01940



WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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