Lois Passemato's Contact Details

Lois Passemato's Company Details

Sachetta

Lynnfield, Massachusetts, United States • 38 Employees
Financial Services

Sachetta is a Wealth Advisory and full service CPA firm, focusing on individuals and small business owners. Our mission is to develop a long term relationship as your trusted advisor, helping you along the path toward financial freedom. We offer a variety of services, all focused on achieving this goal. Through our dedicated staff and our focus on technology, we strive to exceed our clients' expectations with solutions that are custom tailored to their specific needs.Whether you are beginning the process of planning for your long term financial goals, or simply need your annual income tax return prepared, we are here to help.We believe that by having a single point of contact for all aspects of your financial life, you have a much greater opportunity to succeed. We also believe that our team, comprised of Certified Financial Planner Practitioners™, Certified Public Accountants, and Chartered Life Underwriters, truly sets us apart. With our strong background in tax, insurance, and financial planning, our client relationships are about far more than simply investment rate of return.View our disclaimer here: https://sachetta.com/disclaimer/