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Lawrence A. Faretta, CFP®

Trust Advisory Group, Ltd.

150 Summer St
Haverhill, MA 01830-6032
Phone: (978) 372-0965
Fax: (978) 372-7082

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Household Income Minimum: $75,000
Investable Asset Minimum: $100,000

Specialties
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Investment Management
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

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