Journey Financial Planners Llc 747 Main St Category: Certified Financial Planners
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Company representatives
Phone: (978) 378-4964
Keith Loris, Marketing
About Journey Financial Planners Llc
We are a fee-only, independent financial planning firm delivering expert, objective planning & investment management for individuals & busines
Journey Financial Planners is a Fee-Only, independent Registered Investment Advisor and financial planning firm serving Boston, Concord and MetroWest Massachusetts. Our firm delivers comprehensive, objective financial planning and investment management for businesses and individuals.
Business owners need expert, objective solutions for, and management of their firm's retirement plans.
Individuals want safe, smart strategies for reaching their retirement, college funding and life goals.
Our clients appreciate the confidence they gain in making their important financial and investment decisions.
Our investment philosophy is rational & smart. We are independent and fee-only: no commissions, no divided loyalties.
Visit our website to schedule a no-obligation cons
Products and Services
- Retirement planning
- College savings
- Employee benefit planning
Business categories
- Financial Advisory Services
- Human Resource Consultants
Location Type
Single Location
Revenue
$725,000 - $750,000
Employees
5 to 9
Years In Business
16
Memberships
- Concord Independent Business Alliance
- Concord Chamber of Commerce
Rating
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