Financial Strategies

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56 Linden St
Wellesley, MA 02482
+1 (781) 772-1548
https://www.financialstrategies-ehp.com
Financial Strategies, LLC is an independent, fee-only financial planning service based in Wellesley, MA. With over 35 years of experience, Elizabeth Hafkin Pleck, PhD, CFP, provides personalized financial planning services to clients, helping them navigate complex financial matters and achieve their goals. The firm offers a range of services, including hourly brief engagements, ongoing management of financial assets, and comprehensive financial plans with implementation and yearly reviews. With a focus on building lasting relationships and anticipating clients' needs, Financial Strategies is dedicated to providing unbiased advice and helping clients make informed financial decisions.

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