Financial Advisors in LYNNFIELD, MASSACHUSETTS

Lynnfield, MA

The team at EP Wealth's Lynnfield office provides customized investment portfolio management, retirement planning, estate planning, tax planning, business solutions, charitable giving plans, and other financial guidance tailored specifically to help Massachusetts families and entrepreneurs make decisions for long-term prosperity and security. Contact us today to start building your financial future.

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CLIENT SUPPORT TEAM

Tanya Vecchi
Client Relationship Manager

Eileen Guerin
Client Relationship Associate

Geniffer Takacs, CFA
Director of Portfolio Management

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.

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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