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
Harvard Square Financial Planning
By the Numbers
-
Total Assets Under Management0MILLION
-
Total Number of Accounts0ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Harvard Square Financial Planning
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.