wiseradvisor


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

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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

Services

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

Education

MS in Taxation   Bentley College
BSBA   Providence College

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