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Donna Rivera, CFP®, CSA

Donna M. Rivera, CFP, CSA

100 Mill Pond
North Andover, MA 01845
Phone: (978) 683-4677
Fax: (978) 824-2356

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

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.