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Alan A. Ioffredo, CFP®

ALENA Wealth, LLC

57 Bedford St
Suite 204
Lexington, MA 02420
Phone: (781) 861-1232
Fax: (781) 861-1850

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Household Income Minimum: $0
Investable Asset Minimum: $200,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds

 

How Planner Charges
N/A

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