Demers Financial Planning
Demers Financial Planning (CRD# 148752) is a financial advisory firm headquartered in North Andover, MA. They manage $16,539,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management17MILLION
-
Total Number of Accounts23ACCOUNTS
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Average Account Value$719,087
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Demers Financial Planning
1
Maureen Demers (CRD# 2835045) is an Investment Advisor Representative working at Demers Financial Planning in North Andover, MA and has over 27 years of experience in the finance industry.
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