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Meehan Financial Services
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Michael and Theresa Meehan have over 50 years of combined financial service experience. We believe we have a proven methodology which starts with the development of a comprehensive financial plan. We pride ourselves in our integrity resulting in long term relationships with our clients. Our Areas of Expertise: Investment Portfolio Analysis, Retirement Planning, Estate Planning, Long-Term Care, Variable and Fixed Annuities, Life Insurance. |
Address: Lexington, MA, 02421
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Meehan Financial Services Meehan Financial Services is committed to helping our Clients achieve their financial goals. Both Theresa and Michael Meehan offer over 50 years of combined experience and expertise in Investment Portfolio Analysis, Retirement Planning, Estate Planning, Long-term Care, Variable and Fixed Annuities and Life Insurance.
We are dedicated to your success.
Meehan Financial Services accomplishes this by:
Regular client communication and highly personalized service
Establishing a close relationship with you is critical to our success. We focus on you and your specific objectives. We listen closely when you discuss your values and goals and we respond with solid, innovative solutions for life's challenges.
Focus on personal and financial goal achievement
We use a proven methodology to develop a plan to help clients lower their costs and achieve their objectives.
Clients come to trust our integrity, commitment and recommendations to meet their overall needs. We develop long term relationships as we walk with and financially guide our clients through life passages that affect their financial goals.
Strong emphasis on client education
We educate, inform and empower Clients by delivering the most accurate and timely financial information available, and provide the quality of products and services.
From time to time we offer educational seminars to benefit our clients.
Multi-disciplinary problem-solving
The best solutions often require experts from various disciplines. Over the years, we have developed a network of professionals including estate-planning attorneys, CPAs and tax advisors who are outstanding in their respective professionals. If you already have valued advisers, we are pleased to work with them.
Protection of client confidentiality
Integrity: Honesty is the foundation of our relationship with you.
All your financial and personal information will be treated with the utmost confidentiality.
We strictly observance of the Certified Financial Planners Board of Standards Code of Ethics and Professional Responsibility.
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