Financial Strategies, LLC
Financial Strategies, LLC (CRD# 165357) is a financial advisory firm headquartered in , . They manage $2,500,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$416,667
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Elizabeth Pleck (CRD# 1661425) is an Investment Advisor Representative working at Financial Strategies, LLC in Wellesley, MA and has over 30 years of experience in the finance industry. Elizabeth Pleck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.