Access Financial Planning, LLC

Access Financial Planning, LLC (CRD# 291360) is a financial advisory firm headquartered in Newburyport, MA. They manage $2,890,946 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
40r Merrimac Street, Suite 201e, Newburyport, MA 01950
https://twitter.com/rosen_tricia
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $722,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Access Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Patricia Rosen, financial advisor Newburyport MA
Patricia E. Rosen
CRD#: 1205029
40r Merrimac Street, Suite 201e, Newburyport, MA 01950

Patricia Rosen (CRD# 1205029) is an Investment Advisor Representative working at Access Financial Planning, LLC in Newburyport, MA and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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