Coromandel Wealth Management provides comprehensive Goal-based Financial Planning for our clients, helping them address all of the pillars of a complete financial plan: – Tax reduction strategies – Retirement income planning – Estate planning – Insurance reviews and solutions – Risk-appropriate Investment strategies, including ESG – Social Security and Medicare reviews – Education financing We are a fee-only planner and investment advisor, fiduciary, and CERTIFIED FINANCIAL PLANNER™. We work solely in your best interest.
Service Options: Online appointments· Onsite services
Appointments: calendly.com
Hours
| Friday | 9AM–6PM |
| Saturday | Closed |
| Sunday | Closed |
| Monday | 9AM–6PM |
| Tuesday | 9AM–6PM |
| Wednesday | 9AM–6PM |
| Thursday | 9AM–6PM |
Address and Contact Information
Address: 15 Muzzey St, Lexington, MA 02421
Phone: (781) 728-9001
Website: http://www.coromandelwm.com/
Services
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