The Financial Advisors, LLC (Andover & Newburyport MA)
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Welcome

Welcome to The Financial Advisors, LLC. 

We are an SEC registered, independent firm specializing in comprehensive, fee-based financial planning and investment management solutions for our clients.  Our customized programs are designed to grow and conserve your wealth by delivering an excellent level of personalized service.  Our advisors don't sell products, plans in a binder or single services.  We provide a seamless, comprehensive planning service that helps integrate your financial life while providing the appropriate advice and guidance.  Our clients include individuals, families, charitable organizations and small businesses.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or want more information on our firm, please feel free to email us or call us at (978) 475-3242. We look forward to hearing from you.

Our primary goals are to:

  • Learn about you and what is important to you by listening and asking good questions.  Many clients have told us that this is the most revealing conversation they have ever had about financial visioning and goal-setting.
  • Provide objective feedback to you about your current situation and if appropriate, suggest alternatives that may be more suitable.
  • Develop a plan that will include our written analysis combined with recommended planning strategies and techniques that are designed to help you achieve your financial goals and objectives.
  • Consolidate and simplify your financial and investment affairs under one roof.
  • Implement and monitor your investment management, tax planning, insurance and estate planning while providing ongoing proactive advice and guidance.

 Neither Lincoln Financial Securities Corp nor their representatives offer tax advice.  Please see your tax professional regarding your individual situation.

 


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