Harvard Square Financial Planning

Harvard Square Financial Planning (CRD# 166131) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Harvard Square Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Mary N. Koenig
CRD#: 4579616
Lexington, MA

Mary Koenig (CRD# 4579616) is an Investment Advisor Representative working at Harvard Square Financial Planning in Lexington, MA and has 1 year of experience in the finance industry.

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