Sachetta

Services Offered

• Financial planning
• Investment management
• Proactive tax strategy
• Annual tax-return preparation

About

Sachetta is a fee-only, fiduciary wealth and tax advisory firm based in Lynnfield, Massachusetts. The firm provides a comprehensive range of services including financial planning, investment management, proactive tax strategy, and annual tax-return preparation. They focus on building ongoing relationships with clients, ensuring a single, transparent fee structure that simplifies financial management. Sachetta serves clients locally and across the country, offering thoughtful advice and support tailored to individual needs.

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