Coromandel Wealth Management
Financial Services - Lexington, Massachusetts, United States
Coromandel Wealth Management Employees
Coromandel Wealth Management Details
Coromandel Wealth Management is a full-service financial planning firm that addresses all aspects of your financial situation. These include:- Retirement income planning- Estate planning issues and strategies- Tax reduction strategies- Risk management (insurance)- Investment management (allocation, location, tax efficiency)- Social Security and Medicare optimization- Charitable gifting and income options- Education financing and loan managementWe serve individuals across a broad range of income and net worth, as well as small businesses. Investment management is important, but unless the other aspects of one's financial life are not addressed, there can still be gaps in one's lifetime financial plan.
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