Plan For It Financial, LLC

Plan For It Financial, LLC (CRD# 326809) is a financial advisory firm headquartered in Swampscott, MA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
450b Paradise Road, #299, Swampscott, MA 01907
http://www.planforitfinancial.com/
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Plan For It Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Christopher Lazzaro, financial advisor Swampscott MA
Christopher A. Lazzaro
CRD#: 2217556
450b Paradise Road, #299, Swampscott, MA 01907

Christopher Lazzaro (CRD# 2217556) is an Investment Advisor Representative working at Plan For It Financial, LLC in Swampscott, MA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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