Demers Financial Planning

Demers Financial Planning (CRD# 148752) is a financial advisory firm headquartered in North Andover, MA. They manage $19,176,933 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $191,769
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
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Demers Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Maureen M. Demers
CRD#: 2835045
800 Turnpike Street, Suite 300, North Andover, MA 01845

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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