Sachetta & Callahan

Financial Services - Lynnfield, MA, US

Sachetta & Callahan Details

We understand that our clients cherish their time and want to spend it on family, leisure and unique experiences. While they are very interested in their financial future and typically quite knowledgeable, they are not nearly as interested in the mechanics of personal and business finance as we are. For them, the most challenging element in the wealth equation is finding an advisor they can trust enough to delegate. Wealth Management Advisors, LLC (WMA) is that advisor. We work with each client to achieve financial and life goals by taking a comprehensive approach to planning and managing their wealth on a Fee-Only basis. Our core values are integrity, honesty, accountability and independence. We hold ourselves to the highest standards of excellence and client service.

Sachetta & Callahan logo, Sachetta & Callahan contact details
Website: sachetta.com
Employees: 20 - 49
HQ: 781 233-4138
Location: Lynnfield, MA, US
Revenue: 20 - 50 Million
Accounting tax planning & preparation and business consultation Financial Services Wealth Management tax planning & preparation and business consultation Financial Advisory Services
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