Sachetta & Callahan
Sachetta & Callahan is a wealth management firm in Lynnfield, MA, composed primarily of CPAs who provide a comprehensive suite of financial services aimed at helping clients navigate their financial future. With a strong emphasis on integrity and communication, the firm includes tax planning as an essential element of its wealth management offerings, ensuring that clients receive fully-informed advice tailored to their individual needs.
Dedicated to minimizing risk and facilitating long-term goals such as retirement and generational wealth transfer, Sachetta & Callahan prides itself on a collaborative approach that considers clients' careers, families, and aspirations. Their leadership team aims to support clients through expedient communication and a clear understanding of their visions, fostering informed decision-making throughout all financial endeavors.
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