L & D Financial Services of North Reading, MA, can help you achieve your personal financial goals, including college savings, retirement plans, and estate management. We offer our personal financial analysis and planning services on a fee-only basis exclusively to clients who use our tax preparation services.
Our in-house Certified Financial Planner™ practitioner, Greg Doran, CFP®, offers a full range of services. Greg will analyze your personal finances and provide guidance in the areas of asset allocation, savings, college costs, retirement plans, debt management, and estate planning.
Because L & D Financial Services has nothing to sell, our analyses and recommendations are directed solely for the benefit of our clients. Let us help you start planning your financial future today.