Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Massachusetts > Wellesley > Lee A. Fatalo, CFP®
Find the Certified Financial Planner™
Who's right for you.

Lee A. Fatalo, CFP®

Baystate Financial Services

100 William St
Ste 300
Wellesley, MA 02481
Phone: (781) 239-2031
Fax: (781) 239-2080

Print Profile

View Map

Get Directions

Saved in Saved Planners

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

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Insurance
  • Retirement
  • Women's Finances

 

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.