Sechrist Financial Services

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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27 Years

in Business

Accredited

Business

(978) 682-4682Call Visit WebsiteVisit Website Map & DirectionsDirections401 Andover St Ste 105North Andover, MA 01845 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near North Andover with Investment Advisory Service

Andover (2 miles)
Lawrence (5 miles)
Methuen (8 miles)
Tewksbury (11 miles)
North Reading (12 miles)
Haverhill (12 miles)
Middleton (13 miles)
Salem (14 miles)
Dracut (14 miles)
Wilmington (15 miles)

More Info

Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
AKA: Sechrist Financial SVC
Other Link: http://sechristfinancial.com
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Retirement Planning Services

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Details

Phone: (978) 682-4682

Address: 401 Andover St Ste 105, North Andover, MA 01845

Website: http://sechristfinancial.com

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Sechrist Financial Services

Tax Planning
® Certification Examination. The exam tests competency in all the core financial advisory areas: financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
Estate Taxes
Tax Services
Income Tax

Investment Management
Sechrist Financial offers a complete package of financial services to help you create a plan to meet, and maintain, your financial goals. From Investment planning to tax considerations, and everything in between, we find success together through helping you make your plans a reality. Explore our list of services or call us to learn how we can help.

Accounting Services

Financial Planning
® professionals must demonstrate their financial planning knowledge by completing an in-depth curriculum of study in the six core subject areas of financial planning. This is accomplished at a university offering a financial planning program approved by the CFP Board. Also, one must complete a final project that demonstrates the ability to put academics into practice by designing and presenting a full financial plan.
Retirement Planning
Long Term Care
SM designee, Bob can help business owners establish and maintain an efficient retirement plan and ensure regular compliance within plan rules. He also received the CLTC designation (Certification in Long Term Care), which helps him identify potential longevity risks and extended care planning needs. His professional experience and background enable him to specialize in working with technical professionals and business owners and help them make financial decisions based on their unique needs and interests. Bob is a member of the Financial Planning Association and the Financial Services Institute. He has been a financial advisor since May of 1995. Away from the business, Bob enjoys spending time with family, playing golf and watching sports. He resides in the Boston suburbs with his wife, Barbara.
Asset Management
Making an investment plan involves more than just choosing a few stocks in which to invest. We help you devise a plan that considers your current financial situation and investment goals. Your timeline and risk help determine your optimal asset allocation. Whether you are buying a home, saving for college, or building a business we are here to help you turn your goals into reality. We will help you develop a robust investment strategy that focuses on what matters most to you. We also offer ESG strategies if interested.
College Funding

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