Find the Certified Financial Planner™
Who's right for you.

Lena Wyand, CFP®

Charter Oak Capital Management

2 International Dr
Suite 325
Portsmouth, NH 03801
Phone: (800) 646-5720

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement

 

How Planner Charges
N/A