Coromandel Wealth Strategies

Services Offered

• Tax reduction strategies
• Retirement planning
• Estate planning
• Insurance reviews and solutions
• Risk-appropriate investment strategies
• Social Security and Medicare

About

Coromandel Wealth Strategies is a fee-based financial planning firm located in Lexington, Massachusetts, serving clients throughout the Northeast and across the United States. The firm offers a comprehensive range of services including retirement planning, tax reduction strategies, estate planning, insurance reviews, and risk-appropriate investment strategies. As a holder of the SEC Series 65 license and a member of the CERTIFIED FINANCIAL PLANNER® Board of Standards, Coromandel Wealth Strategies prioritizes the interests of its clients. They focus on providing tailored financial solutions to individuals and families looking to secure their financial future.

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