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SMB Financial Strategies

Tel: (781) 863-5800
1666 Massachusetts Avenue
Suite 2
Lexington, Massachusetts  02420
SMB Financial Strategies | Financial Advisor in Lexington,Massachusetts

About SMB Financial Strategies

Welcome, Im Sarin Barsoumian, CFP®, CRPC®, an independent financial advisor with LPL Financial. My top priority is to provide my clients with the guidance and resources necessary to make strategic financial decisions and to simplify their finances. Whether you are saving for retirement, your childs education, or looking to achieve financial security, you may be unsure of what to do next or whether you can do anything at all. Thats where I come in.


General Information

Services:   Bonds, Common Stocks, Traditional, Roth, SIMPLE, and SEP IRAs, Brokerage Accounts, Treasury Bills, Government Securities, Treasury Notes, Variable Annuities, Exchange Traded Funds (ETFs), Real Estate Investment Trusts (REITs), Comprehensive Financial Planning, Investment Advice, Tax Strategies, Asset Management, 401(k) and 403(b) Planning, Disability Income Insurance, Life Insurance: Term, Whole and Variable Life Insurance, Long-Term-Care Insurance

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