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Home > Financial Planner Directory > Massachusetts > Waltham > Richard E. LaCross, CPA/PFS, CFP®, MST
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Richard E. LaCross, CPA/PFS, CFP®, MST

KLR Wealth Management, LLC

800 South St
Ste 300
Waltham, MA 02453
Phone: (781) 547-8833
Fax: (781) 547-8801

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Life Planning
  • Retirement
  • Succession Planning
  • Personal Taxes

 

About My Practice

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
Broker-Dealer Affiliation
None/NA

 

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.