Stephen Ahern, AEP®, MST, CPA, CFP®, PFS
Sachetta LLC

Tel: 978-735-4671
600 Market Street
Suite 684
Lynnfield, MA 01940

About Sachetta LLC

We are dedicated to our clients with relationships that extend for decades and across generations

Talk to an Advisor and GET ANSWERS   

General Information

Firm Start Year:   1922
Name of Custodial Firm:   Fidelity Investments, Charles Schwab & Company,
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Risk Management, Money Management, Education Funding and Planning, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses


Can meet clients in the following ways:   Your Office, Via Email, Via Phone, Your Home, Video Conference, Video Conference

Firm Information

Advisor's Number of Clients:   534
Assets Managed by Advisor:   $1000000

Compensation and Fees

Compensation Methods:   Based on Assets, Flat Fee


MS in Taxation   Bentley College
BSBA   Providence College

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