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Mary Jo Metro, CFP®, AAMS®, MBA

METRO Financial Strategies

11 North Rd
The Emerson House
Chelmsford, MA 01824
Phone: (978) 710-5401
Fax: (877) 429-8869

Toll-free: (877) 418-5558

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Disaster Recovery
  • Estate Planning
  • Investment Management
  • Government & Military
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Tangible Assets
  • Medical & Health Issues
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

How Planner Charges

Considerations: Fee Based / Hourly / Transaction

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.