Coromandel Wealth Management
Coromandel Wealth Strategies is a fee-based financial planning firm located in Lexington, MA, serving clients throughout the Northeast and across the United States. The firm specializes in retirement planning, tax reduction strategies, estate planning, and insurance, always prioritizing the interests of their clients as fiduciaries.
With a team of experienced professionals, including financial advisors and analysts, Coromandel Wealth Strategies offers tailored financial plans and portfolios designed to meet the unique needs of individuals, small business owners, and medical professionals. Their comprehensive services aim to simplify complex financial matters and enhance clients' financial well-being.
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