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Smart individuals know that the key to a successful and stable financial future is collaborating with a qualified financial advisor. For individuals searching for a Certified Financial Planner™ practitioner in Lynnfield, MA, the expert team at Sachetta & Callahan is ready to take you on the path toward complete financial independence.

With more than 30 years of experience, our advisors have a wealth of specialized knowledge in financial planning and other services. Many of our advisors are Certified Public Accountants as well as a Certified Financial Planner™ professionals to provide individuals with a well-rounded viewpoint and comprehensive advice.

Peace of Mind Financial Planning for Lynnfield

Our clients will work one-on-one with one of our trusted advisors, but will also have access to our full team of professionals. For every case and client, our team stays up-to-date on their goals and progress. This is just one of the ways Sachetta & Callahan separates itself from the pack. We believe that a team approach provides our clients with a more solid relationship because an advisor is always available for questions and recommendations based on a client’s individualized needs.

Our financial planning services first begin with a comprehensive and detailed plan. This plan is intended to examine your current financial situation in order to develop reachable and realistic long-term goals.

An individual’s plan may be updated periodically depending on his or her needs and the changes that so often occur throughout a person’s financial journey. Individuals are free to have their plans changed frequently for full and maximum control and peace of mind—at no extra cost.

Contact Us for Lynnfield Financial Planning

If you’ve been searching for a Certified Financial Planner™ in Lynnfield MA, contact the advisors at Sachetta & Callahan to schedule an appointment today.


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