Lestna Retirement is a CEFEX-certified fee-only wealth management fiduciary advisor dedicated to realizing your financial aspirations and safeguarding your legacy. Our solutions encompass wealth protection, estate planning, investments, charitable giving
Do I need a financial advisor? What is a financial advisor? How do I find a fiduciary financial advisor near me? Are there any financial advisors in my area? What does it mean to be a fiduciary? How do I understand my financial settlement? How do I plan for medical emergencies? When ...
A note of caution onnear mesearches. For many investors, the most important factor when trying to find a financial advisor is the location and proximity to where they live. CERTIFIED FINANCIAL PLANNER™ website TheCERTIFIED FINANCIAL PLANNER™professional designation is typically thought of as th...
Independent Wealth Management, Financial & Retirement Planning, Asset Management. Fee-Only Financial Planner & Fiduciary. Boston & Needham, MA.
Fee-only Financial Planning. I'm Bridget Sullivan Mermel. I started my fee-only financial planning firm because as a CPA, I saw that so many people wanted a financial planner, but were getting self-interested salespeople and investment advisors with questionable value. I became a CFP®, the...
Let'sdiscussyourfinancialneeds. Money means different things to different people. Determining what it means to you is critical and is the foundation upon which comprehensive, consultative wealth management is built. Contact Us Call Our Office